Climate Lead · 2 days ago
Manager, Philanthropic Insights & Enablement
San Francisco
Full-time
Hybrid
Mid, Senior Level
$143K/yr - $159K/yr
5+ years expClimate Lead empowers philanthropic leaders everywhere to take immediate and far-reaching climate action. The Manager, Philanthropic Insights & Enablement plays a critical role in advancing the Philanthropy Team’s strategic goals by enabling excellence in advising practices and supporting the donor portfolio managed by the VP, Philanthropic Advising.
AdviceConsulting
Responsibilities
Own and maintain what works by capturing successful strategies for moving donors forward on the donor journey
Synthesize knowledge from internal successes, donor journeys, and cross-team insights to enable curated work individualized to each donor
Improve team workflows, templates, and tools to support relationship managers across donor-facing work
Create and manage the team’s knowledge hub by curating, organizing, and championing tools, resources, and best practices, and ensuring project managers and relationship managers know what is available and how to use it effectively
Own, maintain, and evolve the team’s full toolkit. Updating what works, and proactively identifying gaps to drive innovation as needs shift
Continuously experiment, test, and recommend innovative methods for donor engagement advising, working in close partnership with relationship managers and project managers to introduce forward-looking ideas
Collaborate with relationship managers to identify where project management, systems, and knowledge tools can reduce friction and increase focus on donor engagement
Support cross-functional collaboration by both sharing and seeking content from the Global Climate Strategies and Communications teams
Lead the dissemination of internal learning tools and act as an advocate, supporting fluency across the Philanthropy Team
Support onboarding and training efforts by equipping relationship managers with guides, templates, and curated learning resources
Serve as a strategic partner to the VP by anticipating needs, identifying potential roadblocks, and implementing effective, timely solutions
Drive the workflow for the VP's donor portfolio. Responsibilities include preparing comprehensive donor dossiers and pre-meeting briefs, drafting critical donor communications and materials, and ensuring meticulous tracking and progress on key prospects
Draft and oversee the creation of high-impact, customized content for key donors and Ambassadors within the VP’s portfolio, collaborating with internal content experts and the Communications team as necessary
Develop and finalize high-quality presentations, reports, and external or internal materials to support the VP’s presentations and key donor and potential donor communications
Proactively manage internal and external meeting logistics and preparation for the VP, Philanthropic Advising. This includes scheduling and compiling essential briefing materials
Qualification
Required
5+ years of experience in project management, nonprofit strategy, operations, or knowledge management, ideally in a philanthropic or mission-driven setting
Demonstrated ability to streamline processes, create tools and systems, and improve shared use of same
Experience driving knowledge transfer and operational standardization by developing and maintaining robust resources, best practice guides, and scalable training programs tailored for team members
Skilled with project management and collaboration tools (e.g., Asana, Google Workspace)
Interest in climate action and belief in the power of philanthropy to drive systemic change
Demonstrated ability to foster a positive, team-oriented, and learning-focused environment through constructive, courageous communication and the ability to navigate healthy conflict
Mastery of persuasive communication, crafting tailored, high-impact documentation and proposals that effectively engage and inform varied audiences, from technical teams to executive stakeholders
Preferred
Familiarity with Salesforce (or similar CRM) is a strong plus
Company
Climate Lead
By serving as an impartial guide, Climate Lead equips new climate philanthropists with the information and insights they need to drive transformative solutions.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase