Specialist, Corporate Partnerships Operations

POSITION SUMMARY

The Specialist, Corporate Partnerships Operations provides essential operational and administrative support to NCOA’s Corporate Partnerships team. This entry-level role is critical for maintaining the efficiency, accuracy, and organization of the partnership pipeline, from prospecting to stewardship. The Specialist ensures that CRM data is meticulously maintained, agreement documentation is audit-ready, and internal processes run smoothly, allowing the partnerships team to focus on high-value relationship cultivation. This position is an ideal opportunity for a detail-oriented individual to build a foundational career in nonprofit operations within a mission-driven environment. 

Positions at this level typically require foundational experience managing projects and deliverables. Incumbents are required to make some independent judgements within their scope of work and require some supervisory oversight. Incumbents generally have two or more years of experience in their discipline and a bachelor’s degree or the equivalent, as well as substantive experience at this level.  

COMPETENCIES AND EXPECTATIONS

• Detail-Oriented Execution: Meticulously manages data entry, documentation, and tracking tasks with a high degree of accuracy and timeliness.
• Process Adherence: Follows established workflows and systems diligently, contributing to the team's operational consistency and compliance.
• Collaborative Mindset: Works effectively with internal team members and cross-functional stakeholders to gather information and complete tasks.
• Learning Agility: Demonstrates a strong willingness to learn and master new systems, processes, and the nuances of corporate philanthropy.
• Professional Discretion: Handles sensitive donor and partnership information with confidentiality and integrity.
• Problem Solving - Identifies and resolves problems in a timely manner; gathers and analyzes skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics.
• Interpersonal Skills - Focuses on solving conflict; maintains confidentiality; listens to others without interrupting; keeps emotions under control; remains open to others' ideas and tries new things.
• Ethics - Treats people with respect; works with integrity; upholds organizational values.; avoids actual or perceived conflicts of interest.
• Judgment - Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision-making process; makes timely decisions.
• Planning/Organizing - Prioritizes and plans work activities; uses time efficiently; plans for additional resources; sets goals and objectives; organizes or schedules other people and their tasks; develops realistic action plans.
• Professionalism - Approaches others in a tactful manner; reacts well under pressure; treats others with respect and consideration regardless of their status or position; accepts responsibility for own actions; follows through on commitments.
• Adaptability - Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent change, delays, or unexpected events.
• Equity Mindset: Supports NCOA’s commitment to equity through consistent and unbiased application of operational practices.

KEY RESPONSIBILITIES

1. Partnership Operations & CRM Management

• Serve as the primary maintainer of corporate partnership records in Salesforce, ensuring all account information, interactions, and pipeline stages are accurately updated in a timely manner. 
• Execute the process for generating and distributing standard partnership reports and dashboard deliverables to track performance metrics. 
• Support the partnership team by preparing for prospecting and implementation meetings with background research, document preparation, and scheduling. 

2. Agreement & Documentation Support

• Assist in the management of corporate partnership agreements by tracking key dates, deadlines, and obligations in a centralized system. 
• Maintain an organized and audit-ready digital library of active and past partnership agreements, proposals, and related documentation. 
• Monitor agreement compliance by tracking reporting requirements and supporting the collection of necessary deliverables. 

3. Process Coordination & Administrative Support

• Provide reliable administrative support for daily partner operations to ensure consistency and quality. 
• Collaborate with internal stakeholders (e.g., Finance, Marketing) to gather information and support the fulfillment of partnership obligations. 
• Identify opportunities to streamline and improve existing operational processes under the guidance of the Director of Corporate Partnerships.
• Other duties as assigned 

PROFESSIONAL EXPERIENCE/QUALIFICATIONS

• Education: Bachelor’s degree in business administration, Communications, Nonprofit Management, or a related field is required.
• Experience: 0-2 years of professional experience in an administrative, operational, or coordination role. Internship experience in a nonprofit, development, or partnership-focused environment is a plus.
• Technical Skills: Basic to intermediate proficiency with the Microsoft 365 suite (especially Excel and PowerPoint). Experience with or demonstrated ability to quickly learn CRM platforms (e.g., Salesforce) is essential.
• Core Traits:
  1. Exceptional organizational skills and attention to detail. 
• Strong written and verbal communication skills. 
  1. Proactive and resourceful problem-solver with a customer-service orientation. 
• Ability to manage multiple tasks simultaneously and meet deadlines in a fast-paced environment. 
• A deep interest in building a career in nonprofit operations and a passion for the mission of NCOA. 

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Occasionally required to sit. 
• Occasionally required to walk. 
• Occasionally required to reach with hands and arms. 
• Occasionally required to talk or hear. 
• Occasionally required to bend, lift or climb stairs.
• Occasionally required to lift light weights (less than 25 pounds). 

WORK ENVIRONMENT

• The noise level in the work environment is usually moderate.