Department: Strategic Partnerships  

Reports to: Director, Strategic Partnerships  

Direct Reports: None 

FLSA Status: Exempt 

Job Summary

The Senior Partnership and Data Engagement Associate will oversee funder data management, funder relationships, and proposal/reporting processes to drive strategic funder engagement and optimize fundraising workflows. This role is pivotal in maintaining the integrity of the CRM system, supporting data-driven fundraising strategies, and enhancing the overall funder experience while contributing to team-wide goals and continuous process improvement.

Essential Functions

Responsibilities of this position include, but may not be limited to: 

• Funder Data Management & Reporting
  • Support the implementation of a partnership-centered CRM system to enhance donor management.
  • Ensure CRM data integrity, maintain clean and accurate records, and manage funder segmentation.
  • Generate reports for strategy development, campaign performance, and funder insights.
  • Provide thought leadership on CRM enhancements and usage protocols.
• Funder Relationship
  • Support funder engagement strategies and stewardship/moves management protocols.
  • Process gifts and ensure compliance with regulations.
• Training & Collaboration
  • Conduct CRM training for fundraising staff and Strategic Partnerships team.
  • Develop and document workflows for grant and report submissions, donor engagement, and stewardship.

In addition to these core responsibilities, the position will play a supportive role in:

• Contributing to grant research and the identification of funding opportunities as needed, with the understanding that this role supports research efforts in various forms, such as using the database to map out a segment of prospects, rather than serving as a lead researcher. There is potential for growth in this area as the role evolves.
• Designing templates for funder communications and engagement strategies.
• Supporting funder convenings and contributing to the development and implementation of internal best practices for convenings to foster collaboration and engagement.
• Acting as a liaison between finance and program teams to align objectives and streamline processes.
• Contributing to comprehensive fundraising efforts in alignment with organizational goals.

Competencies

The ideal candidate will demonstrate strength or growth potential in the following core competencies:

• Data Integrity, Accuracy, and Attention to Detail: Maintains a high degree of accuracy when managing CRM data, segmenting funders, generating reports, and ensuring data-driven decision-making across fundraising efforts.
• System Administration and (Non-Technical) Process Management: Manages and improves CRM and other fundraising-related systems and workflows, ensuring usability, accuracy, and alignment with organizational needs.
• Project Management: Coordinates cross-functional timelines and deliverables, supporting centralized fundraising efforts with clear planning, progress tracking, and follow-through.
• Change Management: Navigates ambiguity and evolving responsibilities, helping to implement and adapt to centralization efforts while supporting others through transitions.
• Proactive Stakeholder Engagement: Builds relationships and collaborates effectively with Strategic Partnerships, Finance, Program, and Operations teams to align on data, deadlines, and fundraising strategies.
• Operational Planning and Oversight: Develops and documents workflows for proposals, reports, and funder engagement processes with an eye toward efficiency and consistency.
• Customer Service Orientation: Maintains a responsive, solutions-focused approach to internal and external stakeholders, supporting a high-quality funder experience and internal collaboration.
• Confidentiality: Upholds confidentiality standards related to donor and organizational data, clarifying expectations and restoring trust when concerns arise.
• Solutions Orientation: Anticipates challenges and identifies strategic, collaborative solutions across teams and systems, particularly in support of centralization efforts.
• Personal Operations: Organization, Task Management and Prioritization: Effectively manages competing priorities and deadlines with strong time management, proactive communication, and clear task execution.
• Philosophical Alignment: Embodies the organization’s core values, including a commitment to diversity, equity, inclusion, and belonging (DEIB), and integrates those values into daily work and team culture.
• Written and Oral Communication Skills: Communicates clearly and effectively across internal and external audiences, including through CRM trainings, written templates, and donor materials.

Education & Experience

While no one person will embody all the qualifications listed below, the ideal incumbent will possess many of the following:

Required:

• 5–7 years of relevant experience in fundraising operations, donor data management, or CRM administration.
• Direct experience working with Bloomerang or another donor CRM platform, with a strong understanding of CRM data integrity and segmentation.
• Demonstrated ability to generate reports and leverage data for strategic decision-making.
• Experience supporting fundraising workflows, including donor engagement, proposals, and reporting.
• Strong organizational skills, with the ability to manage multiple priorities and meet deadlines in a fast-paced, collaborative environment.
• Excellent written and verbal communication skills.
• Alignment with Proteus Fund’s mission and values, including a commitment to social justice and equity. 

Preferred:

• Experience supporting system transitions or CRM implementations.
• Familiarity with nonprofit fundraising strategies and philanthropic sector norms.
• Experience working remotely and/or in a distributed team environment.

Position Type & Schedule/Hours:

This is a full-time position requiring a minimum of 40 hours per week. Business hours are Monday through Friday between 9:00 am and 5:00 pm in the time zone where the candidate is located. Additional hours are occasionally required.

This position works indoors and routinely uses standard office equipment such as computers and phones. Most of the work will be performed remotely, which requires a dedicated workspace.

This position is largely sedentary, with prolonged periods of sitting at a desk and working on a computer; however, some movement may be required depending on the specific job duties. This position requires the ability to: operate a computer daily, as well as other home- or in-office devices such as a copier or printer as needed; communicate effectively with coworkers and external parties, including - for example - via email, phone, and/or video conferencing; and, occasionally, lift up to 25 lbs. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.

Travel

This position requires occasional travel, estimated at 5–10%, including participation in Proteus Fund’s all-staff retreats and other job-related travel such as team meetings, donor convenings, or training opportunities. Most travel will be planned in advance and may involve overnight stays.

Compensation

The salary for this role is $68,272 - 82,609 and is based on a variety of factors including, but not limited to, geographic location, skill set level, years of previous/applicable experience, and Proteus Fund's commitment to ensuring pay equity within the organization. The recruiting team will share more details regarding salary bands based on the candidate's specific geographic location as well as the other factors noted above. Salary is one part of the total compensation that Proteus Fund provides to employees.

Benefits

Proteus Fund is committed to ensuring that its employees are supported holistically, from compensation, benefits and resources to an enriching work environment and collaborative culture. Proteus Fund leads the market in a number of its offerings, including a sector-leading retirement plan contribution and robust benefits package. The recruiting team will share more information regarding this commitment and offerings. Medical and dental benefits for employee and eligible dependents available on first day of work

• Retirement savings account (401k) with an organization contribution of 10% of annual salary
• Three weeks’ paid vacation in first year of work; four weeks in subsequent years
• Fifteen sick days per year
• Three personal days per year
• Fifteen paid holidays
• Professional development initiatives for growth
• Life Insurance
• Paid Family Leave, short-term, and long-term disability 

COVID-19 Language

Please note, in an effort to maintain and safeguard staff's health, well-being, and safety, Proteus Fund expects all employees to follow the necessary health and safety protocols related to flu, COVID-19, and other communicable diseases. This includes adhering to any government or organizational guidelines, staying home when experiencing symptoms, and utilizing sick time to support wellness.