About the Role – Donor Engagement Associate
The Donor Engagement Associate will be the primary support for two CLI Senior Philanthropy Advisors (SPAs) in their efforts to raise significant funding to support the global effort to prevent climate change. The successful candidate will be excited about the organization’s role, experienced in working at the highest levels of philanthropy, and adept at independently executing multiple high-priority tasks. Responsibilities will include:
Material Development for Donors(40%)
- Project manage donor deliverables and other donor-related workstreams—developing work plans, timelines, and tracking status of all the moving parts to meet internal and external deadlines.
- Liaise with members of CLI’s Global Climate Strategies and Communications teams to ensure effective collaboration across the entire CLI team on donor deliverables and products.
- Prepare high-quality, strategic briefs and support preparation of other donor materials (e.g., decks, advisory materials, funding opportunities, etc.) for meetings with donors, ambassadors, volunteers, and partners.
- For events, prepare briefings on attendees and speakers, and executive summaries and meetings notes as needed.
- Work with SPAs to develop prep materials for partners prior to donor meetings that we organize.
Strategic Donor Support (30%)
- Work with other staff members of the Philanthropy team to identify next steps for deepening donor engagement and exploring new opportunities.
- Ensure that donor and event activities in Salesforce are regularly tracked and updated.
- Maintain and update dashboard results on monthly progress for assigned philanthropy leads.
- Prepare target audience lists from Salesforce for priority giving opportunities and events.
Administration / Workflow (20%)
- Summarize and lead on key action items from meetings, distribute information to teammates, and manage follow-up with appropriate internal and external staff.
- Document information gathered from donor and partner meetings and prepare materials to respond to donor requests, including proactive pipeline management (reports, activity reminders).
- Calendar complex meetings for the Philanthropy team; assist with scheduling.
- Contribute to the development, implementation, and improvement of Philanthropy team processes, systems, and norms.
- Partner with CLI’s Communications team to manage and track the overall invitation process.
- Work with assigned SPAs on donor outreach and follow-up. Track the status, draft outreach notes, and help ensure steps are recorded in Salesforce.
- In partnership with the Communications team, ensure that campaigns are created, and donor engagement is recorded in Salesforce for events.
Who You Are
- An Effective Collaborator. You’ve successfully worked across cultural lines on a dispersed team, and you can operate in complex situations. You can easily gain trust from team members and are known for supporting them to ensure they are set up for success. You’re not afraid to ask questions.
- Convener. You recognize that a well-prepared and supported community can achieve far more than a single, highly talented individual. You can bring together thought leaders and facilitate conversations to identify the best/most creative ways to build a nurturing and generative community. You enjoy removing barriers to our partners coming together.
- Flexible. You can manage a diverse set of team needs and aren't afraid to step outside your job description or comfort zone to help the team reach its goals. You're comfortable with shifting schedules and don't expect every day to go "as planned."
- A Humble Teammate. Nothing is beneath or above you. You are quick to always lend a hand or two! You are able to earn influence without authority and naturally seek to support both small projects and significant strategic goals.
- An Abundant Thinker. You believe that we are living in a world of abundant resources and that the right team of partners can make incredible things happen. You bring relentless curiosity and creativity to every task, project, and engagement.
- Mission-oriented. You believe in the mission of CLI and are passionate about climate change and creating a more sustainable world.
Your Skills and Competencies
This work is analytical, collaborative, and challenging. We are looking for professionals with 3-5 years of overall experience with time spent in philanthropic or climate organizations, ideally both. The Donor Engagement Associate will be a self-starter who is committed to their learning and growth and possess the following skills and competencies:
- Strategic Thinking: You’re a strong conceptual thinker who can quickly grasp and navigate a range of abstract concepts, relate them to one another, and translate those concepts into strategies and practical actions.
- Implementation of Complex Projects: You’re a confident project manager, leading and executing a portfolio of interconnected projects with close attention to detail across multiple stakeholders.
- Written and Verbal Communications: Your written and verbal communication skills are excellent, with an ability to independently create original public content and deliver verbal presentations in multiple settings.
- Self-motivation: You proactively take the initiative, identifying problems and opportunities across your portfolio, developing recommendations, and acting on those recommendations.
- Learning Mindset: You desire continuous improvement, have an innate sense of curiosity, and are grounded by a foundation of self-awareness that provides space for learning and growth.