This site uses cookies. To find out more, see our Cookies Policy

Development Associate in San Francisco, CA at Nelson

Date Posted: 3/23/2018

Job Snapshot

Job Description

Job Number: 2117967

Development Associate - Stewardship & Operations

San Francisco, CA


Development Associate

The company is looking to hire a Development Associate - Stewardship & Operations to administer the gift acknowledgement process for all donors, directly steward and facilitate all team members' stewardship of leadership level donors, provide other operational support, and directly manage and engage with a portfolio of corporate accounts and individuals therein.

This position reports to the VP of Individual Giving, and is a vital member of the Development Team whose focus is on raising over $37 million per year through workplace employee giving campaigns, corporate sponsorships and grants, major gifts, institutional funding, direct mail, donor services and special events. These combined activities generate thousands of gifts each year and this position fulfills a critical role in the delivery of thoughtful and timely stewardship of the donors the company relies upon in order to transform lives in the Bay Area.

Development Associate Responsibilities:

Donor Stewardship / Gift Acknowledgement

* Initiate the gift acknowledgment procedure via Salesforce to generate personalized thank-you letters for donations received.

* In collaboration with the VP of Individual Giving, ensure thank-you letters are updated annually to refresh tone and reflect current messaging.

* Utilize high school intern to fulfill standardized processes to efficiently facilitate applicable functions.


* Issue Personal Giving Account (PGA) checks semi-monthly to their receiving agencies.

* Issue PGA statements and reminders PGA holders carrying an unspent balance.

* Participate in the strategic planning and vision for information management utilizing Salesforce CRM, including ongoing evaluation of systems to streamline operations and donor engagement.

* Maintain standard operating procedures for gift and acknowledgement processing, donor information tracking, list management, reporting and queries, and record retention.

* Assist with donor and corporate research as needed.

* Advocate Salesforce usage within the department and across the organization.

Workplace Campaign Account Management

* Develop strategy for a portfolio of 5-7 assigned workplace accounts and establish, in cooperation with management, measurable goals and objectives to meet organization goals.

* Manage appropriate training/resources, manage timelines, provide direct support, i.e., speaking engagements, event facilitation, etc. for each account.

* Maintain on-going relationships with key leadership and donors in each assigned account.

* Conduct face to face visits with a portfolio of leadership donors and steward year-round.

* Identify, cultivate, solicit and steward new prospects and infiltrate accounts for additional new business opportunities outside of campaign season.

* Accurately forecast, monitor and prepare progress reports on assigned accounts.

* Work closely with Marketing and Finance/Pledge Processing Teams to promote and set up appropriate technology tools to ensure results for all accounts are properly submitted and recorded.

* Provide high level, quality customer service by maintaining positive and proactive relationships with accounts and individuals; maintain thorough communication logs in Salesforce.

* Cultivate ongoing relationships with account representatives, donors, and prospective donors to identify philanthropic interests and enhance their knowledge and support of the company.

* Promote and/or collaborate with the Volunteer, Event and/or Affinity Group Teams to provide targeted opportunities for individuals and corporate employee groups to engage directly with the company's programs and our mission.

* Manage "campaign-in-a-box" accounts through targeted communications, outreach and on rare occasions in-person meetings

* Partner with Development senior leaders to execute departmental events and projects as needed.

Development Associate Requirements:

* 2-3 years of experience in a similar position; administrative experience required; donor relations and direct fundraising experience desirable.

* Advanced oral and written communication skills, including comfort with public speaking and the ability to write and edit letters and reports.

* Microsoft Office suite proficient.

* Excellent written and verbal communication.

* Advanced knowledge in the use of a relational database (Salesforce experience is a plus).

* Ability to construct accurate donor profiles using research tools.

* Excellent customer service and client relationship building skills.

* Ability to manage and maintain donor information and communications in a confidential and professional manner

* Multitasker

* Understanding of how to effectively manage ongoing donor relationships.

* Ability to work autonomously, self-starter.

* Excellent time management.

* 4-year college degree or equivalent work experience.

Qualified applicants with arrest and conviction records will be considered for employment in accordance with the San Francisco Fair Chance Ordinance.

About Nelson:

For more than 45 years, we've been passionate about helping people find jobs they love - rewarding jobs that further career goals. At Nelson, we partner with companies that have outstanding reputations. Working with innovative startups to Fortune 500 companies, our skilled recruiters have access to opportunities beyond what you can find on your own.

With Nelson, you'll get the most out of your career. Together, we'll set career goals and find you a position where your skills shine. Whether you are looking for a position in: accounting & finance, administration, computer gaming, digital media, engineering, human resources, legal, light industrial, manufacturing, or technology, Nelson helps place people in full-time, temporary, temp-to-hire, project, and contract positions. For a full listing of jobs, go to: and click "Find Work."