Social Finance · 3 days ago
Senior Associate, Partnerships & Philanthropy
DC-Baltimore Area
Full-time
Hybrid
Mid, Senior Level
3+ years expSocial Finance is a national nonprofit focused on creating partnerships and investments that improve lives. The Senior Associate, Partnerships & Philanthropy will support the fundraising team by managing grant processes, conducting research, and leveraging technology to enhance efficiency in fundraising efforts.
FinanceFinancial ServicesNon Profit
Hiring Manager
Ryan MacDonald
Responsibilities
Support Associate Director in managing foundation and philanthropic grant processes, including tracking deadlines, coordinating internal inputs, and assembling and submitting proposals and reports
Access and manage online grant portals, including maintaining passwords and account information
Support proposal development, fundraising decks, and written materials in partnership with Associate Directors and senior leaders
Review, extract, and transfer proposal and reporting questions or requirements into organized Word documents
Upload all required materials—such as budgets, 990s, supporting documents, and proposal/reporting content—into the appropriate portals
Troubleshoot submission issues as they arise, including communicating with foundation grants management staff or program officers to resolve portal-related challenges
Engage cross-functionally with internal teams (programmatic, Finance, Legal & Compliance, etc.) to gather inputs for grant applications and reports
Maintain grant calendars, deliverables trackers, and documentation to ensure timely and accurate submissions
Assist with gift processing, acknowledgments, and stewardship coordination
Serve as a reliable execution partner to ensure grant and donor requirements are met efficiently and professionally
Maintain accurate, timely, and well-organized fundraising and prospect data in CRM and related systems, in close coordination with Associate Directors
Conduct high-quality research on individuals, foundations, and family offices to support cultivation and solicitation strategies
Support the preparation of fundraising reports, dashboards, and pipeline summaries for internal leadership
Prepare briefing materials, prospect summaries, and background memos for donor meetings and senior leadership
Assist with ad hoc analysis and data pulls to support fundraising strategy, planning, and decision-making
Partner with Associate Directors to improve data hygiene, documentation, and reporting workflows over time
Manage an active calendar of donor and prospect events, including small gatherings, briefings, roundtables, and cultivation events
Lead logistical planning for fundraising events, including scheduling, venue selection, vendor coordination, guest communications, and event materials
Coordinate internal event planning processes, including timeline management and task tracking, run of show, briefings etc
Actively leverage technology and AI tools to streamline research, reporting, writing, and administrative workflows
Identify opportunities to automate, templatize, or improve processes to reduce manual work and increase efficiency
Serve as a thought partner to Associate Directors on how technology can improve fundraising operations and insight
Qualification
Required
Bachelor's degree required
3–6 years of relevant experience in fundraising, advancement, consulting, finance, marketing or nonprofit operations; grants management experience preferred
Excellent writing, editing, and proofreading skills, with strong attention to detail; Experience with grant or proposal writing is a plus
Strong quantitative skills and familiarity with business, finance and fundraising principles
Exceptional presentation and PowerPoint skills, with an eye for clean, professional visual design and formatting
Experience with CRM systems and proficiency in Microsoft Office Suite (Excel, Word, etc.)
Highly organized and able to manage multiple projects simultaneously with strong time management skills
Strong interpersonal skills and the ability to collaborate effectively across teams and with external stakeholders
Ability to maintain discretion and handle sensitive information about ultra-high net-worth individuals and funders with professionalism and confidentiality
Entrepreneurial mindset, proactive approach to problem-solving, and commitment to delivering high-quality work in a fast-paced environment
Preferred
Grants management experience preferred
Experience with grant or proposal writing is a plus
Benefits
Comprehensive health care coverage: medical, dental and vision insurance; flexible spending accounts; access to Blue Cross Blue Shield Wellness Program “AHealthyMe Rewards” and more
Retirement savings plan with employer contribution
Short-term, long-term and life insurance policies
Commuter benefits and cell phone reimbursements
Hybrid work model (in office a minimum of two days per week and on an ad-hoc basis as needed)
Dedicated budgets for team building and employee recognition
Annual budget for external professional development opportunities
Mentorship and onboarding programs
Collaborative and energizing workspaces in downtown Boston, MA; San Francisco, CA; Austin, TX; Washington, D.C. and New York, NY. Please note this position will be based in either our Boston or DC office.
Paid vacation and paid holidays (with 12/24-1/1 off every year)
Paid parental leave
A truly stellar team of high performing, values-driven and fun (!) professionals
Company
Social Finance
Social Finance focuses on mobilizing capital to drive social progress.
51-200 employees
H1B Sponsorship
Social Finance has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (213)
2024 (117)
2023 (131)
2022 (118)
2021 (81)
2020 (42)
Funding
Current Stage
Growth StageTotal Funding
$13.55MKey Investors
WSFS CARES FoundationGitLab Foundation
2025-10-30Grant· $0.05M
2025-01-30Grant
2014-01-02Series Unknown· $13.5M
Leadership Team
Tracy Palandjian
CEO and Co-Founder
Kirstin Hill
President & COO
Recent News
The Motley Fool
2025-10-21
2025-10-17
Company data provided by crunchbase