Relationship Manager

, ID, United States

Relationship Manager January 2024

Location: US Based/Remote

MOMENTUM BACKGROUND

Momentum (previously known as the JWRP), a global non-profit organization based in Maryland, USA, was established in 2008 to empower women to change the world through Jewish values that transform themselves, their families, their communities, and the world.

Momentum’s flagship program, the Momentum Year-Long journey, is an educational experience that includes a free, eight-day, personal immersive journey through Israel. More than 20,000 Jewish individuals from more than 25 different countries have already experienced this life changing trip, together with 250 Partner Organizations around the world. Participants return home with the best gift of all — a love for Israel, a profound kinship with each other, and a connection to Jewish values. At the request of many participants, their husbands, and Partner Organizations, we created Momentum opportunities for men, helping to lift the family together. Over 1,000 men have already experienced the spirit-building power of Momentum. In 2014, Momentum partnered with Israel’s Ministry of Diaspora Affairs, significantly expanding Momentum’s reach.

Dedicated to inspiring Jewish individuals to live their most meaningful lives, Momentum has expanded to provide three entryways: Momentum Living , our multimedia platform, is home to a growing array of on-demand videos and podcasts, engaging webinars, thoughtful articles, and virtual reunions. With new dynamic content added daily, Jewish parents can tune in from wherever they are to gain the tools and inspiration they need to connect to their Jewish heritage in meaningful ways.

Momentum Journeys  are transformative experiences that bring together Jewish individuals – both locally and in Israel – to connect to Jewish values, engage with Israel, take action, and foster unity without uniformity.

Momentum Learning  features robust educational programming and resources to enable our community to learn on their own, with their families, and with their friends; to bring their learning into every area of their lives; and to enrich every holiday celebration.

POSITION OVERVIEW

The Relationship Manager will play a key role in Momentum’s Development team with a focus on operational support for the Founding Director. This role requires an efficient, experienced, conscientious professional who is a self-motivated team player with exceptional communication skills and enjoys comprehensive project management working in a fast-paced, global environment. Key responsibilities include managing all fundraising appointments, proposals, reports, follow up, research and database recording associated with the fundraising efforts for the Founding Director and providing strategic development direction as part of the development team within the lens of the Founding Director’s work. Reporting to the Associate Director, Development Operations, this role also contributes other operational support to other development initiatives as needed.

KEY RESPONSIBILITIES Serve as the Account Manager for the Founding Director to ensure the development responsibilities are implemented in a smooth, timely manner and documented appropriately into the database system. Develop and implement a portfolio moves management system, supporting the donor cultivation, solicitation, and stewardship strategies. Drive the moves management process, including data analysis, prospect research, identification of prospects responsibilities, and regular reviews of portfolio performance and progress. This includes, but is not limited to: Plan and implement regularly scheduled meetings with the Founding Director to review top donors and new prospects, provide strategic direction and assistance in prioritizing meetings, cultivate solicitation strategy, and ensure optimal prospect and donor assignments are implemented across the development team.

Participate in strategy development led by the Director of Development and Associate Director of Development Operations.

Achieve advanced proficiency in development related aspects of the database (currently SalesForce) with a focus on creating accounts for prospects and donors, creating and maintaining donor and prospect lists for Founding Director, and ensuring all information for relevant donor accounts is current and accurate.

Coordinate all proposals and stewardship reporting for prospects and donors connected to the Founding Director. Provide support to other donor proposals and materials preparation as needed.

Prepare comprehensive trip guides prior to the travel of the Founding Director including donor and prospect research, setting and confirming appointments, and assembling donor presentation materials.

Conduct debriefs with the Founding Director after travel to document meeting highlights and required follow-up activities, enter accordingly into the database and ensure all follow-up activities are implemented in a timely and accurate manner.

Participate in regular Development prospecting meetings to review names and make suggestions for relationship management and solicitor assignments on behalf of Founding Director.

Complete pledge cards with timeliness and accuracy and provide all relevant backup for closed gifts.

Manage development related correspondence for the Founding Director including acknowledgment of pledges and donations, often responding on her behalf when appropriate.

Participate in development team meetings and trainings, as well as organizational retreats and staff meetings.

Provide project management to key development initiatives including but not limited to: donor events, cultivation experiences, galas, conferences, e-philanthropy, direct mail, and other fundraising initiatives as it relates to the Founding Director’s involvement.

Perform other relevant duties as assigned.

QUALIFICATIONS Bachelor’s degree required

At least 4-6 years of experience in a relevant nonprofit development function or related nonprofit role.

A proven track record supporting development and fundraising with a comprehensive understanding of donor cultivation, solicitation, and stewardship strategies.

Excellent PC literacy with strong competency in all Microsoft Office Suite programs (Word, Excel, PowerPoint, Outlook and Sharepoint). Prior experience with project management software such as Asana is strongly preferred.

Advanced proficiency in development-related aspects of databases, preferably experience with SalesForce.

Exceptional organizational skills with ability to prioritize and work on multiple projects simultaneously while maintaining a quality of work.

Strong written and verbal communication skills with the ability to build strong and trusted relationships with staff, donors, board members and volunteers.

Proven ability to maximize donor database tools, generate fundraising metrics and reporting and implement a strong donor communication system.

Proven ability to maintain confidentiality.

Strong knowledge of Jewish culture and traditions strongly preferred

Must have flexibility to work nontraditional hours including occasional evenings and Sundays, as needed.

This is an exempt position. The salary range is $70,000-$75,000 annually.

Momentum is a growing organization that recognizes and supports individuals from a broad range of experiences and backgrounds. We are proud to be an equal-opportunity employer.

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