Foundations Account Manager, Institutional Philanthropy & Partnerships

at  Root Capital

SUMMARY

The Account Manager, Institutional Philanthropy & Partnerships (IPP) will play a pivotal role in fostering and maintaining strong relationships with Root Capital’s foundation donors and prospects. This position requires a strategic approach to communication, relationship management, and data management. The Account Manager will serve as a key liaison between the IPP Primary Relationship Manager (PRM) and external stakeholders, ensuring seamless communication and alignment throughout the fundraising process.
Key responsibilities include providing essential support for the PRM, maintaining open and consistent communication with donors and prospects, coordinating internal information flow, managing data entry and analysis in Salesforce, collaborating on fundraising strategies and internal approval processes, and producing relevant materials to support effective relationship management. The Account Manager will also be responsible for key support functions for the IPP team, such as serving as an internal liaison with Development Operations, Finance, and other relevant departments. Additionally, they will partner with the other Account Manager to manage the IPP team’s internal communications needs, event opportunities, and other administrative tasks as needed.
The Account Manager may also have the opportunity to grow into managing their own small portfolio of relationships over time. This will be determined with team and department leadership and based on performance in the position and individual professional goals.
The Account Manager reports to the Senior Manager, Institutional Philanthropy & Partnerships. This role offers a dynamic opportunity for an individual seeking to develop and advance their career in front-line fundraising.

Fundraising Support (80%)
Collaborate with an assigned IPP PRM to execute strategies for institutional donors and prospects within the PRM’s portfolio of foundation partners.
Develop communications, including concept notes, proposals, outreach emails, presentations and reports to support the PRM’s interactions with donors and prospects. Prepare materials, agendas and briefings for external prospect and donor meetings, as well as internal strategy meetings.
Support the PRM and other Root Capital staff (g., executive leadership and CEO), in building and maintaining relationships with high-level funders, including participation in meetings and providing necessary materials (e.g., briefing materials, agendas, background research and appropriate follow-up). Follow-up on noted tasks and drive toward execution.
Monitor and manage expectations and objectives for each institutional funding partner within the portfolio, including budget, evaluation, and reporting.
Manage information flows between IPP PRM, prospects/donors and program staff, ensuring accurate tracking and data integrity.
Manage internal drafting and approval processes necessary for proposals, reports, and budgets, ensuring timely delivery and quality control.
Ensure delivery of high-quality funder acknowledgement and stewardship letters, andensure accurate recognition of funders in Root Capital materials.
Support the PRM in managing the data integrity and quality of information in the database of their
Research, monitor and analyze trends in resource mobilization, including philanthropy, impact investing, and blended capital approaches to identify and capitalize on market opportunities.
Support PRM in completing funder follow-up tasks, as needed.
Interorganizational Collaboration and Team support (20%)
Develop and maintain excellent working relationships with colleagues in External Relations, and program and support staff globally to enhance communication, coordination, and efficiency.
Provide strategic administrative support for the IPP team, including initial fielding of inquiries as needed.
Collaborate with the other Account Manager to provide administrative support for key team functions as needed – scheduling meetings, setting agendas, recording notes and next steps, collecting team-wide information and updates, and highlighting needs for process improvements.
Undertake special assignments and projects as directed.
Perform other relevant duties as assigned.