Current Job Openings

SUMMARY

The Client Relationship Manager/LIFE & LEGACY® Coordinator is responsible for (1) developing and executing client awareness and engagement strategies and (2) managing individual client relationships to create and grow endowments with current and prospective clients.  Also, the individual will serve as the lead contact and liaison between the Foundation and its participating partners and assume an instrumental role in managing the Foundation’s LIFE & LEGACY® program. Further, the individual will coordinate marketing, development and fundraising support, database management and reporting, event planning and client stewardship efforts. As needed, the individual will supervise volunteers to help Foundation’s efforts.

RESPONSIBILITIES & DUTIES

The following is a representative summary of tasks to be performed. The employee may be asked to perform job-related tasks other than those stated in this description. The duties and responsibilities of the position are to be conducted in a manner that is consistent with the Foundation’s mission, vision, values and operating principles.

As the Client Relations Manager, assist the Senior Manager, Client Relations to:

• Establish and maintain strong relationships with the Foundation’s current and existing clients
• Respond to client inquiries, provide professional assistance in executing the client’s philanthropic mission, and continually enhance the client-Foundation relationship (via phone, email, remote connection, and in-person)
• Assist with drafting client-related agreements and forms to facilitate and achieve client objectives

As the Foundation’s LIFE & LEGACY ® at Buffalo Program Coordinator:

• Serve as local mentor, steward and administrator of the program
• Support the participating agencies/organizations’ legacy teams’ efforts to have successful legacy conversations, execute their legacy plans and achieve their goals
• Implement a communications process to regularly communicate updates and information to legacy teams
• Liaise, coordinate and implement scheduled trainings, team meetings and a consistent and reliable reporting process for timely submissions to the Harold Grinspoon Foundation (“HGF,” the lead organization with whom the Foundation and Buffalo Jewish Federation jointly partnered to establish the LIFE & LEGACY® program in the Greater Buffalo community)
• Capture, track and report actual costs and expenses against budgeted costs and expenses for needed reporting purposes
• Maintain accurate records and documentation of letters of intent and formalized legacy commitments

In conjunction with the Senior Manager, Client Relations:

• Develop and operationalize the Foundation’s Marketing Plan, marketing activities and development activities
• Respond to inquiries about the Foundation, and the endowment process and policies
• Manage social media and Constant Contact messages
• Manage client relationship management (CRM) database and track processes regarding acknowledgement, recognition, ongoing communications, and continued cultivation of past, current, and potential clients to enhance their relationship with the Foundation
• Coordinate and attend internal and external meetings and events
• Using CRM application, conduct research and generate development reports

QUALIFICATIONS

Education and Experience:

• Bachelor’s Degree
• Minimum three years of client relations experience and/or database experience

Knowledge, Skills & Abilities:

• Strong understanding of philanthropy and Jewish values, customs and traditions; critical and analytical thinking skills; and knowledge of fundamental elements of marketing and development.
• Ability to create, coordinate, execute and/or support, and guide comprehensive donor management campaigns including executing cultivation programs and events for major donors and subsequent acknowledgements and recognitions.
• Convey and elicit a high degree of commitment and passion for mission of the Foundation.
• Strong verbal, written and digital communications skills that are effective with a diverse range of audiences including Board members, volunteers, internal staff, donors, and all constituencies.
• Ability to maintain an elevated level of privacy and confidentiality.
• Proficient in Microsoft Office products including Word, Excel and PowerPoint
• Ability to work autonomously yet collaboratively with all stakeholders; remain focused, goal oriented and ambitious.

Competencies:

• Impact and Influence: Anticipate and build on others’ reactions to maintain momentum and support; make multiple, tailored efforts to persuade.
• Emotional Intelligence including active listening skills, ability to communicate clearly, credibly and persuasively with various audiences; foster open communication and manage emotion in positive ways.
• Relationship Building: Cultivate constructive working relationships characterized by a high level of acceptance, cooperation, and mutual respect.
• Planning and Organizing – Set priorities, achievable goals and timetables to attain maximum productivity; plans and organizes time and resources efficiently.
• Creativity and Innovation: Develop new and unique ways to improve the organization and to create new opportunities.

Agency Expectations:

• Teamwork: Use diplomacy and tact when interacting with others; work collaboratively with colleagues and stakeholders to achieve agency and departmental goals.
• Commitment to and understanding of the Foundation’s values.

WORKING CONDITIONS

• Occasionally work flexible or beyond normal hours, including weekends and evenings, as needed to meet the Foundation’s needs.
• Valid New York State driver’s license and access to reliable transportation with sufficient insurance are required.

PHYSICAL REQUIREMENTS

• Light physical activities and efforts associated with working in an office environment.