Investment Operations Associate Jobs in Chantilly, VA

Philanthropic Operations Associate

Systems and Technology Department

Role Location: Washington, DC - Hybrid in office min 2 days/wk

Salary $60K-$65K This position is also eligible for a bonus incentive. 

At BBYO, we're motivated by our mission, inspiring us to reimagine work to make it fun, flexible, and fulfilling. We are looking for a passionate Philanthropic Operations Associate to join our team and make a difference.

The Philanthropic Operations Associate will help ensure the effective operation of our donor development efforts. Working closely with colleagues across the Philanthropic Engagement team, BBYO's fundraising team, this early-career role calls for strong attention to detail, organizational skills, and the ability to juggle multiple priorities in a fast-paced, mission-driven environment. By supporting both operational and donor-facing activities, the Philanthropic Operations Associate plays an important role in helping the team reach its fundraising goals and build lasting relationships with BBYO's supporters.

In this role, you'll help maintain the systems, data, and operational processes that support BBYO's fundraising program. Day to day, that means helping keep Salesforce and related fundraising systems running smoothly, maintaining accurate donor and fundraising data, supporting efficient gift and grant processing, and helping produce the reports that inform the team's work.

We're looking for someone with some experience with donor and database operations who enjoys working with data and keeping it clean, usable, and in line with organizational and legal standards. The ideal candidate has strong attention to detail and understands how good data supports smart decision-making.

As the Philanthropic Operations Associate, your responsibilities will include:

• Manage gift processing, donor acknowledgments, pledge tracking, CRM updates, and related development operations workflows.
• Maintain accurate, up-to-date donor records in Salesforce, including contact information, relationship history, and processing returned mail and address changes.
• Manage matching gifts, stock gifts, monthly giving, and online fundraising platforms, and keep related donor records current.
• Track donor engagement and ensure data integrity for reporting, segmentation, and communications.
• Create and send Acknowledgement letters, donation tax receipts, invoices, pledge reminders, collection follow-ups, and other donor deliverables.
• Track campaign progress, sponsorships, pledges, and outstanding payments and assist with preparing and submitting required reports for grants, donations, and fundraising activities.
• Work closely with the Finance team to ensure proper reconciliation of all revenue and cash flow, and support financial audits.
• Support the Direct Marketing campaign and other fundraising campaigns, helping set up outreach and online donation pages, pulling audiences for marketing segmentation, and providing reporting on campaign results.
• Coordinate with our external screening vendor to submit donor lists for bulk wealth screening, and load the results back into Salesforce.
• Monitor the donation and gift-processing inboxes and ensure emails are responded to in a timely manner, troubleshooting donor concerns and donor support inquiries and following up on internal and external requests as needed.
• Provide training and ongoing support to fundraising staff on Salesforce functions as needed.
• Maintain and update documentation of all fundraising operational procedures and processes.
• Provide general administrative support to the Philanthropic Engagement team.
• Supervise the Philanthropic Engagement operations intern, when one is on the team.
• Other duties as assigned.

ESSENTIAL SKILLS FOR MAKING A LASTING IMPACT:

• 1-2 years of experience with CRM systems such as Salesforce, prospecting platforms including iWave, and computer software, particularly Excel. Donor database experience preferred.
• Bachelor's degree preferred.
• Some experience in development and fundraising preferred
• Process-oriented and capable of working quickly while paying attention to detail.
• Excellent organizational and time management skills and the ability to manage multiple priorities and deadlines.
• Excellent interpersonal skills and an interest in working in a dynamic and fast-growing development operation.
• Works well in a team atmosphere.
• Attend all major BBYO events including Staff Conference, and International Convention each year, as well as team retreats: 5%
• To perform this job successfully, the individual must be able to perform each essential duty/function with or without reasonable accommodation in accordance with applicable law.

BENEFITS OF OUR DYNAMIC AND SUPPORTIVE WORKPLACE

• Own Your Balance

• Flexible work environment 
• Unlimited paid time off (PTO)  
• 18 paid secular and Jewish holidays
• PLUS two-week long office shutdowns 

• Invest in Your Well-being

• Medical, dental, vision, short- & long-term disability, and 2.5x salary life insurance 
• Generous 403b and Roth retirement plan with vested match 
• Free access to WellHub, which includes access to gyms, online workouts and wellness apps

• Family First Environment

• Teen Involvement Benefit stipend
• Flexibility in bringing child(ren) on business travel
• Generous paid parental leave

We also pay for your TSA pre-check, provide a home technology allowance and have pet insurance options!

BE A PART OF A LEGACY...

• that celebrates our rich, century-long history of enhancing the Jewish experience to build a meaningful, teen-led future
• with an inclusive culture where authenticity is celebrated, respect is given,
• built on trust and empowerment, offering flexibility in where you work and autonomy in how it gets done

Embracing our past and future, we are excited about our growth and the challenges ahead. Join us and embark on an exciting journey with BBYO. INSPIRING TODAY. BUILDING TOMORROW.