Organization Overview

As the largest and most diverse network in American philanthropy, United Philanthropy Forum holds a unique position in the social sector to help increase philanthropy’s impact in communities across the country. We are a membership organization of nearly 100 philanthropy-serving organizations (PSOs), representing 7,000 foundations and other funders, who work to make philanthropy better. The Forum envisions a courageous philanthropic sector that catalyzes a just and equitable society where all can participate and prosper. 

Position Summary

Reporting to the Senior Manager of Knowledge Services (Supervisor), the Associate will support the Forum’s Knowledge Management (KM) Collaborative, which is powered by a collective technology platform currently utilized by 37 of the Forum’s members (our KM Partners). This unique state-of-the-art platform offers Forum members a Salesforce-based constituent relationship management (CRM) solution that is integrated with a Drupal-based website content management system (CMS). KM Partners also have access to a learning community featuring regular virtual programming and community support from those who understand the role of knowledge management at a PSO and its intersections across operations, membership, communications, and technology.

The Associate will produce the KM Collaborative’s bi-weekly Office Hours programming, coordinate the annual Users Group convening, and be involved in all aspects of user engagement, communications, and evaluation. This role is not expected to have technical expertise in Salesforce or Drupal but is expected to connect KM Partners to the resources and people who do and help translate this type of work to a more general audience.

This is a full-time, exempt position and is open to remote candidates.

Position Specifics

With guidance from supervisor and a very collaborative Knowledge Services team:

External Engagement

1. Onboard new staff into the KM Collaborative community by sending welcome email series, providing orientation calls, and being responsive to all inquiries received
2. Maintain familiarity with all KM Partners, building trusted relationships to ensure the Knowledge Services team is meeting the needs of each organization
3. Organize and participate in Knowledge Services team’s recurring engagement check-ins 
4. Strategically engage with all KM Partners daily and weekly on Slack Workspace
5. Support KM Mentorship program.

External Communications

1. Produce, monitor, and maintain an engaging and effective presence for the KM Collaborative on the Forum’s website
2. Assist with the development of the Knowledge Services communications plan and long-term strategy, including identification and tracking of key performance indicators
3. Write and send relevant mass emails using Pardot to keep various KM audiences informed and engaged to deepen our reputation and influence
4. Contribute to various routine Knowledge Services team reporting for the CEO, Board, committees, etc.
5. Produce and distribute the KM Collaborative’s Annual Evaluation and prepare summary of findings.

Program Support

1. Provide vital program management support for the feature KM Collaborative programs:
2. KM Office Hours – bi-weekly calls featuring presentations and Open Floor time to provide support
3. KM Users Group – annual gathering to build community and learn together
4. Provide planning and logistical support for KM programming including Working Group meetings and occasional trainings
5. Manage the post-production/content management of recorded resources for all KM programs
6. Assist with scheduling and note-taking during programs, as needed.

Administration

1. Provide administrative support for contracting and evaluation aspects of KM Consulting Services
2. Support various Knowledge Services team special projects
3. Support all external surveying efforts and support team scheduling. 

Qualifications

Required Qualifications

1. Deep interest in KM Collaborative’s use of technology to advance Forum’s mission to catalyze a just and courageous philanthropic sector 
2. Proficiency* in the use of applications/platforms for: Word processing, Spreadsheet calculations, and Presentations (e.g., Google Suite and Office 365), Project Management (e.g., Asana), Surveys and Evaluations (e.g., Alchemer), Videoconferencing and Messaging (e.g., Zoom, Slack), and Document management (e.g., Box) *Experience using similar tools with commitment to further develop skills is suitable replacement for proficiency
3. Strong engagement skills, with the ability to own and take initiative of meaningful 1:1, small group, and large group meetings
4. Strong communication skills, with the ability to create effective written, verbal, and web content for internal and external audiences across multiple platforms and for different learning styles
5. Highly organized, motivated, and detail-oriented with ability to set priorities, develop schedules, and monitor progress toward goals
6. Ability to manage multiple projects simultaneously, knowing how to prioritize and adjust timetables based on demand and other factors, as well as handle new or unplanned projects with agility and flexibility
7. Versed in volunteer engagement and management
8. Experienced collaborator who works well with many different leadership and working styles, and among peers with varying levels of authority
9. Embraces the opportunity to contribute to a positive organizational culture and develop in organizational competencies of Collaboration, Continuous Learning, Innovation, and Racial Equity

Preferred Qualifications

1. Work experience in, and/or knowledge of nonprofit, membership association, and/or philanthropy sector
2. Experience with CRMs (we use Salesforce) and CMS (we use Drupal)
3. Experience with email marketing platforms (e.g., Mailchimp, Constant Contact; We use Pardot) 

Organizational Competencies

1. Collaboration
2. Continuous Learning
3. Innovation
4. Racial Equity

Role Competencies

1. Organization
2. Communication
3. Relationship building/People-centered 

Salary and Benefits

The Forum offers a comprehensive salary and benefits package, including 100% employer paid health coverage; employer contributions to a retirement plan; dental and vision coverage; short- and long-term disability insurance; and generous vacation, holiday, and sick and medical leave. The salary range for this position is $61,000-73,000, commensurate with experience. 

Interview Process

There are two rounds of interviews and our goal is that all applicants will hear back from us. We will stop accepting applications on Monday, October 14. Applicants who do not move forward to Round One will hear back by October 31.

1. Round One: 30-minute Video Interview