Performance Objectives
Relationship Management

• Manage Key relationships with both existing and potential funders.


• Work within the Educate! Relationship management framework to both own independent relationships and drive forward key relationships owned by the CEO.


• Learns and is accountable for the Educate way of relationship management, with a focus on:
  
  
  
  • Responsiveness: Always respond to any message or request within 24 hours (and ideally within 4-6 hours if it's within business day) - even if just to say when you'll have an update. Always confirm that you're working on it for things that might take longer.
  
  
  • Proactive, frequent, and strategic communications: Generally, we want to have a personalized interaction of some type with all live relationships at least once a quarter. The time when someone receives your communication matters (best between 11 am Monday and 4 pm Thursday), use the "schedule to send" feature!
  
  
  • Strategic prep for meetings: We never go into our funder interactions cold, we always have a strategy and a good prep document. Every interaction meaningfully moves forward our relationship in a specific way.
  
  
  • Prompt follow up: After any interaction, follow up within 24 hours, and sooner if possible (ideally immediately).
  
  
  • Effective record-keeping: Take notes during or immediately after interactions, and make sure these notes are sent and stored in Salesforce (ideally within 24 hours). Hone in on what's truly the most important to remember.
  
  
  
  

Representing Educate! Externally

• Own relationships with important funders and payers; support the CEO in meetings and relationships with the highest-level staff


• Speak on panels or at conferences about Educate!'s work.


• Network and build relationships at conferences and events, with excellent follow-up that ensures movement into active relationships.


• Identify new funding opportunities through calls for proposals and building a network of contacts at key funders.


• Build a reputation as a thought partner and advisor to potential partners and relevant institutions.


• Understand the inner workings of partner organizations and identify changes in strategy and new opportunities.

Operationalize Agreements

• Collaborate with internal teams to understand the requirements and expectations of funders.


• Coordinate the implementation of agreements, ensuring compliance with funder requirements and internal policies.


• Monitor and track progress against agreement milestones and deliverables.


• Provide regular updates to funders on project status, including financial reporting and impact assessments.


• Identify and address any issues or challenges that may arise during the implementation of agreements.


• Support the development of funding proposals and reports to funder

Qualifications

• A minimum of 5-7 years total work experience, with increasing responsibility and independence


• Ability to develop and implement strategic partnership and fundraising plans that align with the organization's goals and objectives.


• Relationship Building: Strong interpersonal skills and the ability to build and maintain relationships with a wide range of stakeholders, including donors, partners, and colleagues.


• Comfortable working with a remote team and partners


• A well-honed sense of professional judgment, integrity, and accountability: You'll be responsible for some of our most mission-critical workflows, a dynamic team, and some of our most valuable and sensitive relationships.