Silicon Valley Community Foundation

Account Manager

• Provide administrative support to the Philanthropic Partnerships division, including new fund openings and case follow-up
• Coordinate Lunch and Learns and off-site visits with professional advisors
• Maintain professional advisor contacts and development lead lists
• Provide frontline email and phone support to prospective donors, current donors and clients, and professional advisors
• Respond to or route inquiries, share marketing materials, and log and update development proposals in Salesforce
• Support grant entries and recommendations, donor mailing lists, physical mailings, fund statements, and inactive fund outreach
• Assist with donor engagement cases and prepare weekly and monthly fund reports
• Research prospective donors and professional advisors and develop concise profiles
• Support digitization projects, including fund folders
• Provide donor/client database reports and analyses
• Create and maintain dashboards tracking outcomes and progress across the division
• Support software platforms including iWave, Kindsight, RedPepper, and Power BI
• Maintain database updates, customizations, and password resets
• Provide portal training and troubleshooting to donors, clients, and partners
• Provide administrative, logistical, and budget support for the annual Conference on Charitable Giving
• Coordinate sponsorship revenue and materials, speaker information, biographies, expenses, and receipts
• Support conferences, events, sponsorship attendance, budget reporting, development lists, and campaign information
• Assist in designing and implementing meetings and webinars
• Promote and monitor event attendance and lead event list management
• Participate in cross-department collaborations and foundation-wide special projects
• Guide, train, and support others regarding systems, technologies, procedures, and processes
• Perform other related duties as assigned

Philanthropic Partnerships Associate