Social Enterprise Seeks Dynamic Philanthropy and Fundraising Support Specialist Team Member

Overview

The Program Support Specialist works closely with our Consultants, the Director of Client Services, and the COO, partnering with our nonprofit clients to support their fundraising and development efforts. This can include supporting specific projects and providing on-demand assistance.

This position is ideal for someone who thrives on variety and enjoys applying different skills throughout the day. You will be an integral part of a cohesive team that is central to helping our clients drive meaningful change.

Key Responsibilities

The Program Support role will require the ability to adapt to changing expectations based on the needs of our clients. While there will be a foundation of core responsibilities and deliverables, our client engagements are fluid, you will be able to rely on clear communication from the COO and Consultants to ensure you know what is expected.

Within our culture of intellectual curiosity and self-directed work planning, your responsibilities will consistently involve: 

Data Management (35% Time Allocation):

• Set up and configure Salesforce instances for new clients according to Cogeo's standards, ensuring a tailored structure that meets each client's unique needs.
• Manage donor, foundation, and corporate data within clients' Salesforce accounts. Experience with Salesforce is preferred, additional training will be provided if needed.
• Manage and maintain the development recordkeeping database (CRM), ensuring accurate and up-to-date records of donor and prospect interactions for clients. 
• Utilize data analytics to inform fundraising strategies to support Cogeo Consultants and clients, track progress, and generate reports for client’s internal and external stakeholders.
• Conduct research on alternative CRM platforms when necessary, providing recommendations based on client-specific requirements.

Grant Writing (25% Time Allocation):

• Conduct grant writing and foundation outreach for clients, including identifying opportunities, crafting compelling proposals, and ensuring compliance with reporting requirements.
• Research foundations and identify qualified prospects for grant opportunities on behalf of clients. 

Program Support Services (40% Time Allocation):

• Research. Conducting research and carrying out various research projects to meet clients’ needs at the direction of the COO and Consultants. 
• Design. Designing various outward-facing documents, using Google Slides and some web-based programs. Training will be provided.
• Writing. Writing emails and drafting various internal and external reports.
• Internal Communication. Internally communicating with COO, Director of Client Services, and Consultants. Communicating daily with team members via email, Slack, and other written means regarding assigned projects and tasks. Communicating verbally with team members via telephone or video conferencing as needed on a regular or semi-regular basis.  
• External Communication. Communicating with clients on an as needed basis to describe projects and project updates, with support of Consultants and COO.  

Above all, we value a willingness to learn. So much of what we do at Cogeo involves developing new and innovative solutions to our client’s challenges. We are looking for individuals who have demonstrated a strong ability to learn and develop new skills.

If you lack experience in any of these categories but want to learn, please apply. Cogeo will provide on-the-job training. 

Qualifications

• Minimum of 2 years of experience in data management platforms such as Salesforce or RazorsEdge preferred. Training will be provided if needed. 
• Proficiency in Excel or Google Sheets.
• Strong written and verbal communication skills.
• Excellent customer service orientation.
• Project management skills: attention to detail, ability to stay organized and work effectively under pressure/deadlines, and adapt to changing priorities. 
• Demonstrated ability to work well within a team. 
• Flexibility to respond to sudden and unpredictable business needs.
• Willingness to work outside standard established business hours on occasion. 
• Ability to use or learn computer programs such as Google Drive and associated applications. 
• Exceptional communication and interpersonal skills, with the ability to effectively engage and influence stakeholders at all levels of an organization.
• Ability to effectively manage time to juggle multiple projects at the same time.  

Education

High school completion required. Post-secondary degree preferred.

Essential Functions/Physical Requirements

Depending on work assignment, may require ordinary ambulatory skills sufficient to visit other locations. Requires good hand-eye coordination, arm, hand and finger dexterity, including ability to grasp, and visual acuity to use a keyboard, operate equipment and read technical information. May include sitting for long periods of time, driving a vehicle and working under challenging conditions.

Work Conditions

Work is performed indoors with some potential for exposure to typical safety and health hazards. May travel and participate in meetings and conferences, as determined by managers.

Skills and Abilities

Google Suite, Donor Management System (Salesforce or RazorsEdge), Trello, and Slack are highly preferred.

Travel

Limited, less than 10% of time. This is a fully remote, full time job; however, employment rarely requires phsyical travel.

About Cogeo

Cogeo is a consultancy for 501(c)3 nonprofits that specializes in organizational development and fundraising growth. We take pride in our company’s flat-hierarchy culture and effective communication. 

Our consultants in their careers have been responsible for campaigns totaling in excess of $750M for over 250 nonprofit organizations across all sectors.

Please consider reading our values before you apply to ensure you are a great culture fit.

“Cogeo is an Equal Opportunity/Affirmative Action Company. All qualified applicants will receive consideration without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law.”