Portfolio Services Specialist (Institutional Giving)
The Michael J. Fox Foundation for Parkinson's ResearchJob Title: Portfolio Services Specialist (Institutional Giving)
Position Summary:
The Michael J. Fox Foundation for Parkinson's Research ("the Foundation") is seeking top talent for its Portfolio Services Specialist (Institutional Giving) within the Fundraising Strategy & Operations department. Reporting to the Senior Manager of Fundraising Portfolio Operations, this role is a key support to the Research Alliances Department. This role supports the uptake and improvement of donor information in Salesforce, the Foundation’s CRM. This role is the operational point of contact for the Institutional Giving portfolio lead and supports the team’s partnerships with various stakeholders including industry (pharma, biotech, and health tech) and other research funders (government funders, Parkinson’s disease (PD) non-profit organizations, and other donor and corporate funders.
Key Responsibilities:
- Act as the point of contact for all operational needs for specific donor portfolios; support the operational maintenance of donor records, including gift opportunities, contact records, and account information; support in grants management, including invoicing contracts and renewals
- Support and expand training for fundraisers across portfolios to manage donors and their giving effectively; partner with portfolio leads to improve their use of CRM tools to document donor giving and behavior
- Execute operational needs associated with adding portfolio-managed donors into fundraising campaigns – this includes CRM campaign creation, audience inclusion or suppression, invite curation and more
- Partner with other Portfolio Specialists to ensure consistent treatment and support
- Support processes and procedures around account stages and the opportunity pipeline in Salesforce
- Recommend and implement processes, policies, and procedures that can improve fundraising efficacy and mitigate risk to donor data
- Act as the operational lead for fundraising campaigns across Research Alliances and Development programs that incorporate retail portfolios
- Collaborate with Donor Marketing, Analytics, Donor Services, CRM, and other experts to develop solutions, process improvements, and ongoing support for retail portfolios
- Support the development of replicable, scalable reports and processes for frequently requested donor information, such as portfolio reports, donor list requests, or campaign analytics
- Develop best practices for fundraisers utilizing CRM software (Salesforce) or other development tools and technology. Partner with teams across the Foundation – such as Marketing, Prospecting and CRM teams to create cohesive understanding of how portfolio managers utilize the CRM
Qualifications & Skills:
- Knowledge supporting Fundraising operations, including best practices
- Experience working within a CRM; Salesforce preferred
- Experience in a service or support-focused role; excellent collaboration skills
- Knowledge of and experience with corporate philanthropy a plus
- Knowledge of fundraising moves management cycles, and fundraising strategies
- Strong prioritizing and time management skills; ability to balance multiple projects with competing deadlines
- Experience with project management
- Strong analytics skillset
- Excellent communication, both written and verbal
- Commitment to giving and receiving feedback; strong listener with the ability to communicate across a wide range of audiences
- Excels in a team environment, possessing a collaborative, interactive work style with an eagerness to learn from team members
Compensation & Benefits
Individual compensation for this role is dependent on a variety of factors, including, but not limited to, qualifications, skillsets, and applicable laws. In addition to salary, the Foundation offers a comprehensive benefits package, including:
- 15+ options for medical insurance (with the Foundation paying 90 percent of the premiums)
- Competitive dental and vision plans
- 401(k) plan with 6 percent employer contribution
- Flexible spending accounts
- Employer paid life and disability insurance
- 18 Vacation Days; 12 Well-Being (Sick) Days; 2 Personal Days; summer Fridays (office closure at 2pm) and a summer holiday week over July 4
- Flexible work environment. We trust all employees to work closely with their manager and colleagues to determine when, where and how programs and projects get done.
Employees are also eligible for a discretionary bonus on an annual basis. The Foundation provides staff and leadership cultivation through regular training courses and events.
How to Apply:
Interested candidates should submit a resume and thoughtful cover letter describing through examples, their specific qualifications and interest in the position. If you think that your skills are transferable and can add value to this role, please apply. Applicants who best match the position’s needs will be contacted.
About Us:
The Michael J. Fox Foundation for Parkinson’s Research was founded in 2000 with one clear objective: accelerating meaningful therapeutic advances and, ultimately, a cure for Parkinson’s disease (PD). The Foundation applies extraordinary scientific, business and media assets to this singular focus—thus creating a unique and dynamic organization. Since inception, MJFF has quickly grown into the largest nonprofit funder of Parkinson’s disease research, having funded over $2 billion in research projects in both academic and industry labs worldwide.
Visit www.michaeljfox.org for more information.
Research has shown that people from marginalized communities apply to roles only when they meet 100% of the job requirements. If you think that your skills are transferable and can add value to this role, and you are someone who will contribute to our efforts to build and support a diverse, equitable and inclusive workforce, we strongly encourage you to apply.