Sample Worksheet - Southern California Grantmakers

Position
Member Engagement Associate
Position:
Full Time, non-exempt
Salary:
Commensurate with experience
Reports to:
Director of Leadership, Culture, and Community
 Position Summary
Northern California Grantmakers (“NCG”) is a dynamic membership organization that
brings the philanthropic community together to build healthy, thriving, just communities.
We are seeking a professionally mature, highly-motivated individual who join our team as a
Member Engagement Associate.
This role requires a person with strong execution skills and detail orientation, the
interpersonal savvy to work effectively with a range of external and internal partners, and
the acumen and intellectual ability to support various strategic initiatives. The ideal
candidate will identify with the goals and mission of NCG and believe in the power of
people coming together for change. While a part of the Membership Engagement team,
the Associate is also expected to support the Policy & Communications team as necessary
and appropriate. A successful candidate will need to blend flexibility with disciplined
execution and strong self-awareness and confidence in operating through informal
channels as well as established hierarchy.
 Essential Job Functions
Administration and Online Technology (20%)
 Respond to member inquiries;

Perform general administrative duties (communications, mail, copying, filing, etc.)
related to achieving organizational goals;

Assist in maintaining website and communications content to ensure effective uses of
technology to advance organizational goals;

Manage relationships with vendors and venues;

Provide basic day-to-day administration on online functionalities, including member
accounts, recovering logins, registering users for events, running standard reports, and
additional administrative support as needed;
NCG is an equal opportunity employer and seeks diversity with respect to
race, ethnic culture, gender, age, sexual orientation, and physical abilities.

Manage NCG’s Salesforce-Drupal Superteam, and work with Senior Manager,
Statewide Online Technology at SCG and NCG’s Superteam to coordinate online
technology efforts.
Program Support (50%)

Assist with program logistics, including venue research, pricing, scheduling, uploading
program copy to website, working with caterers and other vendors, and scheduling
meetings with speakers;

Produce rosters, nametags, agenda, bios and materials for programs and events;

Set up meeting rooms and manage room technology;

Track and coordinate program registration in both Salesforce and Drupal:
-
Respond to log-in requests and troubleshoot as needed;
Coordinate all post-program follow ups, including adding resources to website,
sending out program survey, and updating program attendance lists;
Assist with creating best practices and work flows for tasks in SalesForce and Drupal
Participate in program planning meetings as needed.
Membership (30%)
 Outreach: Support and track new membership campaigns; procure data for campaigns
and manages mailings; work with the VP of Member Engagement to develop and
implement strategies for communicating with prospective members;

Processing: Produce membership application forms, process applications, and invoice
new and ongoing members;

Onboarding: When new members join, work with VP to create member invoices,
welcome the new member, and orient them to NCG;

Renewals: Maximize membership renewals; follow up with members who do not renew
in a timely manner and refer complex situations to VP of Member Engagement;

Financial performance: Track financial performance regarding membership renewals
and recruitment, calculating dues income forecasts and producing reports;

Membership Engagement Committee: Support the Member Engagement Committee;
schedule meetings, take minutes and prepares materials for Committee meetings in
consultation with the VP of Member Engagement.
 Competencies

Intellectual
NCG is an equal opportunity employer and seeks diversity with respect to
race, ethnic culture, gender, age, sexual orientation, and physical abilities.
o Detail-Oriented: Attention to detail throughout the entirety of a project.
o Problem Solver: A can-do attitude, problem-solving orientation, and a sense of
resourcefulness.
o Organized: The ability to organize, prioritize, and manage complex,
multidimensional projects and the commitment and ability to meet work goals
in a timely manner.

Interpersonal
o Adaptable: Ability to change course and support the successful completion of
projects.
o Self-Confident: A belief that you are the right person to be in this job and that
you have what it takes to get the job done.
o Team Player: Ability to work in a collegial and learning work environment.

Motivation
o Customer-Oriented: Ability to relate effectively to people from diverse
backgrounds and with a responsive, courteous customer service attitude;
o Enthusiastic: Positive attitude and ready to do what it takes to get the job done.
o Self-Motivated: Ability to work independently and continue on task.

Education/Experience/Knowledge
o Undergraduate degree in related area or commensurate experience;
o Experience in event planning and implementation;
o Excellent verbal and written communication skills;
o Command of Microsoft Office;
o Technology literacy, encompassing excellent command of Salesforce, social
media software, and web publishing software.
 About NCG
NCG brings philanthropy together to build healthy, thriving, and just communities. Our
vision is to connect, inspire, and galvanize Northern California change makers in the
pursuit of healthy, vibrant and just communities. We work to enhance the effectiveness of
philanthropy and to strengthen the ties between philanthropy and its many stakeholders,
including nonprofit organizations, government, business, media, academia, and the public
at large.
We are an important catalyst for Northern California’s philanthropic community. We bring
funders and other key stakeholders together to tackle big issues and achieve shared goals.
NCG is an equal opportunity employer and seeks diversity with respect to
race, ethnic culture, gender, age, sexual orientation, and physical abilities.
To maximize the collective power of our community for greatest effect, we are now
partnering with our members in three areas of focus:
Equity and Social Justice: Leveling the opportunity playing field and working to right
persistent wrongs.
Leadership, Culture and Community: Nurturing the dynamic and diverse people and
institutions in philanthropy.
Regional Vibrancy and Sustainability: Building networks to sustain the fabric and
culture of the place we all love.
This approach will allow us to advocate for smart strategic philanthropy and community
practice while maintaining flexibility to respond to emerging issues that impact our
members and the Northern California community.
We offer a robust benefit package including health, dental and vision insurance, paid time
off for community service and participation in a retirement plan. You would be joining a
joyful team of individuals committed to social impact, a positive working culture, and a
respect for the many different aspects of life.
Learn more about NCG on the web at ncg.org.
 Work Setting
Physical Demands. While performing the duties of this job, the Program Associate is
regularly required to sit and to use a computer keyboard, to talk or hear and use a
telephone. The Project Associate must occasionally lift and/or move up to 30 pounds. The
position requires a level of energy adequate to work before and at certain events and also
to get to and participate in meetings or events at several different locations during a single
day.
Direction of Others. The Program Associate reports to the Director of Leadership, Culture,
and Community and has no direct reports. Work is conducted in team and cross-team
environments.
Decision Making/Problem Solving. The Program Associate makes day-to-day routine
decisions regarding the proper organization, coordination and management of multiple
projects, and participates in strategic thinking to ensure effective use of all of the
organization’s resources.
Accountability. The Program Associate is responsible for coordinating projects, and works
in close collaboration with the Director of Member Engagement to organize their workflow
to advance NCG’s goals.
NCG is an equal opportunity employer and seeks diversity with respect to
race, ethnic culture, gender, age, sexual orientation, and physical abilities.
 Application Process
To apply, please email your resume and cover letter to [email protected]. Put the title Member
Engagement Associate and your last name in the subject line. Please treat your cover letter
as an invitation to tell a story that illuminates your interest in the field of philanthropy and
in the work of Northern California Grantmakers. Applications will be considered on a
rolling basis.
This job description does not necessarily list all the duties of the job. Nothing in this job
description restricts management’s right to assign or reassign duties and responsibilities to this
job at any time. This job description is not a contract for employment, and either you or the
company may terminate employment at any time, for any reason.
NCG is an equal opportunity employer and seeks diversity with respect to
race, ethnic culture, gender, age, sexual orientation, and physical abilities.