Business Development Operations 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.

The Business Development Operations Associate provides operational andadministrativesupport to the AUM+ Growth and Impact Team.

Reporting to the Director of Business Development  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, and seamless coordination of activities across the business development pipeline.

The Associate helps the Growth and Impact team stay organized,responsive,and efficient. The ideal candidate is highly organized, detail oriented, customer-service focused andenjoys creating structure and ensuring 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.

• 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 with appropriate team members.
• Prepare materials and presentationsto support prospective funder and donor engagement.
• Maintainaccuraterecords ofprospective client meetings, 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.
• Assist with 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

• 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 for onboarding andadministrativeset up for new clients.

• Assist with documenting andimprovingstandard operating procedures (SOPs).
• Provideadministrativesupport to the Growth and Impact team
• Coordinate calendars,meeting sand 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 functional projects involving internal…