Job Information
Rocky Mountain Institute Foundations Senior Specialist in Boulder, Colorado
Job Description:
RMI is seeking two Account Specialists with exceptional organizational, project management, writing, and communication skills to support RMI's Foundations Vertical. Each Account Specialist will drive critical processes on behalf of our fundraising team including managing successful proposal submission processes, coordinating reports and ongoing stewardship materials, assisting with entering and maintaining data about revenue opportunities, and maintaining momentum on ongoing activities and external relationships. This role will coordinate with programmatic and operational staff across RMI while building effective relationships with key internal and external stakeholders. This position is an exceptional opportunity for a professional who aspires to grow into a frontline fundraiser.
This position requires a cover letter. Only applicants who submit a cover letter will be considered for the role. Cover letters should be submitted along with resumes when applying.
Account Coordination
Work alongside 3-6 assigned Relationship Managers in the Foundations Vertical to manage the full lifecycle of funding proposals. Each Account Specialist will coordinate grant materials for portfolios totaling $35-50M over the course of a fiscal year.
Lead coordination related to the proposal development processes for complex accounts and multiple relationship managers. Anticipate overseeing 10-15 proposal submissions monthly.
Manage the concept note and proposal development process cross-departmentally. This includes: setting up timelines for drafts, managing communication between program colleagues and Relationship Managers, ensuring that teams are tracking against established timelines, and managing final document preparation and submission.
Efficiently coordinate with accounting colleagues to review and approve budgets to submit with proposals; identify when to use a funders' template or the RMI template; identify approved indirect cost rates for use in budgets.
In partnership with the Development team's writers, review and copy edit proposals and related materials for funders prior to submission.
Navigate donor portals successfully to submit materials within deadlines.
Track project progress via Monday.com and Salesforce.
Reporting
Lead coordination and manage the tracking, preparation, and submission of funder reports related to assigned Relationship Managers' accounts monthly. Anticipate overseeing 10-15 reports monthly.
Manage the report development process cross-departmentally. This includes: setting up timelines for drafts, managing communication between program colleagues and Relationship Managers, ensuring that teams are tracking against established timelines, copy editing and polishing report drafts, and managing final document preparation and submission.
Review financial reports, in coordination with Accounting, to ensure that they match foundation's templates and funder expectations.
Track all above via Monday.com and Salesforce.
Operations
Manage the workflow and compliance around incoming grant agreements alongside RMI's Legal and Accounting Teams. Responsible for managing the internal workflow across teams and adhering to RMI's signature and approval policies.
Track concurrent grant approvals, save documentation appropriately, and meticulously update SalesForce data in alignment with incoming agreements.
Champion and socialize process best practices related to processes with program teams and the accounting team.
Data and Documentation
Ensure that important supporting documents are uploaded to SharePoint and SalesForce timely and efficiently.
Work with Relationship Managers to update pipeline information and opportunities weekly.
Work with Relationship Managers to update revenue projections weekly.
Review late payments and initiate action with funders.
Collaboration
Run point on weekly check-in meetings ith relationship managers to go over statuses and progress related to deliverables.
Build strong working relationships with the accounting team and program teams to create process efficiencies and trust.
Minimum Qualifications
Bachelor's degree from an accredited college or university, or an equivalent combination of education and experience