Executive Coordinator

Job Type

Full Time

Published

09/04/2018

Address

San Francisco
California
United States

Description

Based near the San Francisco Embarcadero, the Greater Bay Area Chapter is one of the top 3 largest revenue producing chapters of JDRF International. The person in this role will be an integral part of the staff team, coordinating a variety of meetings throughout the year to support the Chapter Board engagement and high level donor cultivation. 

Reporting directly to the Chapter Executive Director, this position provides executive coordination for the ED, the Associate Executive Director and the Donor Relations Officer. The primary areas of focus for the position are coordination for Board of Directors activities including planning logistics for the quarterly meetings, the Annual Meeting, board retreats and a new board member orientation. As well, the person in this role coordinates a calendar of donor cultivation receptions and meetings throughout the year. Activities for Board of Directors meetings and donor development events include venue identification, contract review, invitations and invitation lists, WebEx preparation, catering, and other duties as assigned. The person in this position will be a super user of the Salesforce CRM, ensuring that Chapter data, especially for our highest level supporters, is pristine and leveraged as a tool by the executives in relationship management. The person in this position will interface with high net worth professionals in the Bay Area community and have a hand in shaping the Chapter’s future!

Detailed Description:

·        Board of Directors:

o  Directly support the Chapter Executive Director with logistics, meeting materials and Board of Director communications including quarterly meetings, Annual Meeting, board retreat and new board member orientation

o  Develop meaningful relationships with Board Members

o  Coordinate and attend Board Meetings outside of standard office hours

o  Maintain an accurate record of Board Member giving and solicited donations

o  Serve as a point of contact in the Chapter for JDRF information for Board Members

o  Issue and compile results on annual board survey

·        Donor Meetings & Cultivation Events

o  Organize logistics related to donor cultivation events held throughout the year, including invitation lists and invitations, venues, RSVP tracking, catering, nametags, etc.

o  Interface with high level scientists/chief executives on logistics related to their appearances at donor cultivation events

·        Donor Research

o  Build strong research profiles on donors – both short thumbnails and extensive research, depending on the need

o  Support the Executive Director and Donor Relations Officer with projects related to major giving prospects and other special projects as assigned

o  Become a key source of donor information for Chapter staff and the executive team

·        CRM

o  Maintain excellent account records on board and leadership giving donors including development activity and gift opportunity tracking. Record key account activity on behalf of the Executive Director and executive team, as needed

o  Prepare donor data analysis for quarterly dashboard, and as needed throughout the year

o  Pull reports or work with national team to build reports, as requested

o  As Chapter Salesforce CRM Super User, help teach the intricacies of the CRM and coach other team members on best practices for improved CRM use in the chapter

Qualifications

•   College degree required

•   3+ years of office/administrative experience required

•   Exceptional customer service skills are a must

•   Experience with planning cultivation receptions and dinners for high level donors is a plus

•   Excellent organizational skills as well as excellent written and oral communication skills required

•   Proficiency with Microsoft Word, Excel, Outlook and PowerPoint are required, experience in Salesforce (or other development software) preferred

 

Professional Level

None specified

Minimum Education Required

No requirement


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