Overview

Client Engagement Manager Jobs in New Rochelle, NY at Addition Management

Title: Client Engagement Manager

Company: Addition Management

Location: New Rochelle, NY

Position: Client Engagement/Business Development Manager

Location: New Rochelle, NY (Fully on-site)

Salary: $65K-$70K + Bonus

Growing Non-Profit trade organization seeks new Development Manager to join their team

Responsibilities:

  • Responsible for maintaining the quality & integrity of the company’s donor database & fundraising platform.
  • Strategic implementation of donor engagement & stewardship for continued support working collaboratively with Finance, Development & Programming departments.
  • Create, track and generate donor reports and grants for the CEO, CFOO, Chief Program Officer, Director of Development. Donor revenue streams include High Net Worth, Corporates, Foundations, donors.
  • Work with CEO on high level donor presentations researching prospects and putting together presentations that are data driven.
  • Work with CEO to manage Board administration and leads.
  • Process all financial gifts made to the organization by individual, foundation, and corporate donors working collaboratively with the Finance to reconcile all gifts.
  • Design and run reports, exports, and mailing lists for appeals, newsletters, and events. This includes customer segmentation reports.
  • Manage event data tracking, including attendee information and post-event reporting.
  • Create and distribute gift summary reports and conduct reconciliations for gift campaigns and special events.
  • Secure and manage small accounts and donors.
  • Assist CEO, Director of Development and Strategic Partnership, Communications/PR, Grants, and Marketing teams on special projects and events.
  • Ensure syncing of all donor and communication platforms with the MyClubHub/Salesforce donor database and Go Lively fundraising platform researching/exploring/implementing tools for integration.
  • Create policies and procedures based on database best practices for maintaining integrity and data health of the organization’s MyClubHub/Salesforce donor database and Go Lively fundraising platform. Support in training staff in basic use.

Qualifications & Skills

  • Bachelor’s degree from an accredited college or university in business administration, related fields and or equivalent experience
  • 2-4 years’ experience with client engagement, pipeline management, outbound networking
  • 2-4 years’ experience in a Salesforce CRM (or Similar) environment.
  • Experience working with a fast-paced, mission-focused nonprofit environment preferred
  • Highly proficient in utilizing Microsoft Office (Specifically Excel and Power Point, Word)
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