Business Development Associate

ABOUT US Assets Under Movement (AUM+) is a platform for social change philanthropy that manages more than 200 donor-advised funds and collaborative funds. Committed to innovation, the organization is uniquely nimble and efficient in forging connections between individual donors, institutional funders, and grantees. The work of our team is centered on the core values of Assets Under Movement: Collaboration, Accountability, People First and Impact. We share a commitment to curiosity, growth and respect and are a lean team of doers and problem solvers. We are proud of our work in supporting the collective effort to make the world a moreequitableand kinder place. The AUM+ environment is curious, flexible, committed, and willing to learn and grow as part of a small, collaborative team. As well asjoyfullyable to work in an entrepreneurial environment. JOB OVERVIEW The Business Development Operations Associate provides operational andadministrativesupport to the AUM+ Growth and Impact Team.Reporting to the DirectorofBusinessDevelopment Operations, this role supportsAUM+’s growth and client engagement effortsthroughthe maintenance of client workflows, management ofshared inboxes,improvingCRM data integrity, drafting prospect and client communications, andseamless coordination of activitiesacross the business development pipeline. The Associate helps the Growth andImpact team stay organized,responsive,and efficient. The ideal candidate is highly organized, detail oriented, customer-servicefocused andenjoys creating structure andensuring aconsistentvalue-alignedexperience for clientsin a fast-paced environment.They should also be passionate about supporting relationship driven teams in a collaborative, mission-driven environment. Note: This is not a traditional fundraising role. The ideal candidate has an interest in understanding the role of funding intermediaries within the philanthropic sectorand giving vehicles used by intermediaries. CORE RESPONSIBILITIES Business Development Operations & Administration Support the Director of Business Development Operationsinday-to-day management of business development operations,ensuring smooth and efficient execution of prospect and client engagement activities. Maintain and updateCRM records,prospectpipelines, engagementtracking,and workflowtools. Support the administrative processes associated with lead intake,routing,and follow up. Ensure intake information is accurately documented and shared withappropriate teammembers. Prepare materialsand presentationsto support prospective funder and donor engagement. Maintainaccuraterecords ofprospective clientmeetings, interactions, and next steps. Assistwithprospectresearch and data gathering. Support the creation and maintenance ofroutine reports,dashboards,and pipeline updates for the Growth and Impact Team. Assistwith implementation,maintenance,and ongoing improvement of business development workflows and processes. Ensure all document and filingisconductedin a timely mannerandin accordance withthe organization’s document retention practice Inbox and Client Workflow Management Monitor and manage shared business developmentinboxesandensuretimelyroutingand follow up ofinquiriesfrom prospective clients, donors, and external stakeholders. Coordinateprospective clientcommunications, scheduling and follow up activities. Trackoutstandingaction items andensuretimelycompletion, including Fund agreements,andsecuringinitial contributions. Supporthandoff of new clients to Philanthropic Services foronboarding andadministrativeset up for new clients. Internal Team Administrative Support Assistwith documenting andimprovingstandard operating procedures (SOPs). Provideadministrativesupport to theGrowth and Impact team Coordinate calendars,meetingsand scheduling with internal and external stakeholders. Prepare agendas, briefing materials, presentations, meetingnotesand follow up action items. Support Growth and Impact team events including invite lists, managing zoom registrations and other day-of support. Track project deliverables,deadlinesmilestonesfor Growth and Impact Initiatives. Supportcoordinationofcross functionalprojects involving internal teamsincluding,Philanthropic services,Grants,Finance, Legal, Compliance, etc. Assistwith special projects as needed. MINIMUM REQUIREMENTS 2-3 years of experience in business developmentsupportingfundraisingoperations, executive support,or clientservices in a nonprofit environment. Experiencewithinanintermediaryis preferred. Exceptionalorganizationalskills with strong attention to detail and follow-through. Experiencemanaging databases, CRM systems, or project management platforms. Strong written and verbal communication skills.Ability to effectively communicate across a diverse set of mediums including presentations, collateral, emails,etc. Strong client service skills -- responsive,anticipatesconcerns, and ability to problem solve. A solutions-oriented mindset with a client focused approach to engagement and service delivery. Strong relationship building ability, attention to detail, managing systems, and results-oriented. Deep commitment to customer service. PREFERRED QUALIFICATIONS Proficiencyin MicrosoftOffice, Slack,AirTableandMonday.com. Familiarity with CRM platforms like Salesforce,HubSpot, etc. Knowledge of Donor Advised Funds (DAFs), collaborative funds, fiscalsponsorshipor intermediariesis preferred Experience preparing reports anddashboard. SALARY AND BENEFITS The salary for this position is $64,000commensuratewith experience. This position is remote and a U.S. based role. The role will require domestic travel, as needed, including theAUM+’s retreatsas necessary. Generous benefits package includes 100% employer-paid health insurance (medical, dental, and vision), 401k match, PTO and leave policies, professional development funds, and remote work stipend. AUM+ Environment The work of our team is centered on the core values of the Assets Under Movement: Collaboration, Accountability, PeopleFirstand Impact. We share a commitment to curiosity, growth and respect and are a lean team of doers and problem solvers. We are proud of our work in supporting the collective effort to make the world a moreequitableand kinder place. The AUM+environment is curious, flexible, committed, and willing to learn and grow as part of a small, collaborative team. As well asjoyfully able to work in a start-up environment. At the AUM+,we value a diverse, inclusive workforce, and weprovide equal employment opportunities for all applicants and employees. All qualified applicants for employment will be considered without regard to an individual’s race, color, sex, gender identity, gender expression, religion, age, national origin or ancestry, citizenship, physical or mental disability, medical condition, family care status, marital status, domestic partner status, sexual orientation, genetic information, military or veteran status, or any other basis protected by federal, state or local laws. We welcome applicants with a range of experiences and encourage you to apply, even if youdon’tmeet all qualifications listed. #J-18808-Ljbffr