Director, Business Development Operations

Job Overview 

The Director, Business Development Operations  is the operational engine behind Amalgamated Foundation’s growth and development efforts, focusing on business development operations. The Director will play a key role in organizing the pipeline of Donor Advised Funds and Collaborative Funds and develop multi-stream fundraising plans to support core ACF operations. The Director will report to the Senior Director, serving as a strategic partner ensuring external-facing staff are equipped with timely, accurate, and personalized engagement plans. This is a highly collaborative role that requires a systems thinker with a strong grasp of individual giving and institutional funder moves management. 

The Director will be responsible for creating, managing and improving business development workflows, and tracking progress toward revenue goals. This role is primarily responsible for supporting external-facing staff, cultivating new relationships and proactively positioning the Foundation to increase the number of all giving vehicles housed at the Amalgamated Foundation, including Donor Advised Funds and Collaborative Giving Funds. 

This position requires a highly organized, proactive, and self-disciplined individual with strong project management, oral and written communication skills. The ideal candidate will thrive in a fast-paced environment, enjoy collaborating with team members, have a donor/client services mentality, work joyfully in a remote environment, and can remain agile.   

Note: This is not a traditional fundraising role. The ideal candidate must have a robust understanding of the role of funding intermediaries within the philanthropic sector and demonstrate familiarity with giving vehicles used by intermediaries.  

Responsibilities 

Business Development Operations (50%) 

• Responsible for the day-to-day business development operations, including managing the full lifecycle of prospect management and inquiries 

• Ensure prospective clients' needs are matched to appropriate ACF products and services with an eye towards operational compliance 

• Oversee and conduct prospect research utilizing a Know Your Customer tool 

• Develop and maintain accurate dashboard and progress-to-goal reports and analytics for donor and funder engagement 

• Proactively foster and facilitate a team approach to business development and relationship management 

• Implement a robust moves management system and assign leads internally 

• Lead improvements to systems including CRM management, data integrity and fund pipeline tracking 

• Prepare materials to support prospective funder and donor engagements  

• Maintain high quality internal knowledge management systems to identify opportunities for strategic collaboration  

• In partnership with the Senior Director, operationalize strategic priorities into actionable growth objectives and workflows 

• Develop implementation plans for external-facing staff to cultivate relationships with existing institutional funders, individual donors, and their philanthropic and financial advisors to drive growth of funds housed at Amalgamated Foundation 

• Partner with the Philanthropic Services team on new client pipeline, data tracking, products, and services 

• Ability to effectively supervise business development staff in alignment with ACF values 

Strategic Relationship Support (30%) 

• Contribute to strategic planning for the Foundation’s business development goals   

• Stay informed of sector trends including but not limited to Donor Advised Funds, Collaborative Funds, Fiscal Sponsorship, and general fundraising best practices 

• Coordinate cross-departmental alignment on new partnership strategies, ensuring alignment across the organization and develop plans to deepen engagement with key external stakeholders 

Business Development (10%) 

• When needed, independently present and pitch the Foundation’s suite of services—including DAFs, Combined Impact Funds, and Fiscal Sponsorships  

• Collaborate with other Directors to ensure seamless client management  

• Contribute to growth and development strategies through active engagement in strategic planning with the Senior Director 

• Lead collaboration to navigate compliance guidance for prospective funds 

Requirements 

• Commitment to the Amalgamated Foundation’s Mission and Vision. 

• Minimum of 7 years in sales, fundraising, or business development within the philanthropic or nonprofit sector. 

• Track record of managing development operations to raise 6 to 7 figure gifts from a diverse set of stakeholders. 

• Strong relationship building skills, with a track record of managing high value client portfolios.   

• Exceptional communication skills—both written and verbal—and the ability to present to diverse audiences.   

• Technological proficiency, including a minimum of 5 years’ experience with CRM and project management tools.   

• Robust understanding of the philanthropic ecosystem, including individual and institutional philanthropy, donor and funder networks, and social change movements. 

• Understanding of collaborative funds 

• Ability to engage with a diverse set of stakeholders including individuals, institutions, movement organizations and advisors. 

• Ability to effectively communicate across a diverse set of mediums including presentations, collateral, emails, etc.  

• Supervisory experience is strongly preferred 

• Deep commitment to customer service 

Preferred Qualifications 

• Expertise in charitable giving and institutional philanthropy.   

• A solutions-oriented mindset with a client focused approach to engagement and service delivery.   

• Experience working with collaborative funds and fiscally sponsored projects is a plus.