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Project Manager, Principal Giving

New York

Thanks for your interest in Success Academy! Running the largest, fastest-growing, and highest-performing network of public charter schools in New York City takes a village - families, children, teachers, staff and faculty, advocates, and supporters alike. We would love to welcome you to our community! We work tirelessly every day to ensure each child in NYC has access to a fun, rigorous, whole-child education regardless of zip code or economic status. When you join SA, you play a part in giving every student who walks through the doors of one of our 57 schools in NYC a fair shot at reaching his or her potential.

Reporting to the Chief Advancement Officer (CAO) and serving as a key member of the Development team within the Advancement department, the Project Manager, Principal Giving advances the mission of Success Academy Charter Schools (SA) by managing and coordinating various programmatic, administrative, and operational functions that enable successful engagement of individual and institutional donors and prospects at the principal level (i.e., $1 million and above). Specifically, this includes providing sophisticated coordination and support to the Chief Advancement Officer (CAO), the Founder & CEO, and the Head of Development (HOD) relative to principal giving strategies, cultivation, solicitation, and stewardship that enables fundraising success and meeting/exceeding goals. This includes but is not limited to contributing to development of engagement strategies; conducting prospect research and analysis; preparing executive briefings; coordinating and tracking donor meetings, tours, calls, and requisite follow-up; occasionally drafting donor correspondence; liaising with Executive Office support, the School Management Office, and other departments; and maintaining timely and accurate documentation of donor interactions in Raiser’s Edge NXT (RE) database.

The Project Manager, Principal Giving, is a proactive, confident self-starter who thrives in a fast-paced, entrepreneurial environment that values results. They are persistent and driven to succeed in advancing efforts to grow a robust pipeline of principal donors and in meeting or exceeding goals. Success in this role will require the following qualities:

  • Self-motivated, self-sufficient, and driven to lead and collaborate with others to achieve success.

  • Detail-oriented, analytical, with strong organizational and project management skills

  • Strategic, proactive, and forward thinking;

  • Outgoing, and confident with exceptional communication skills. 

  • Possesses the highest standards of personal and professional integrity; and

  • Adheres to and promotes SA’s mission, culture, and strategic priorities.

Key responsibilities include

Principal Giving Project Management

  • Coordinates and assists with Principal Giving prospect strategies through briefings prepared for the CAO, CEO, and Head of Development; actively participates in strategy/planning sessions, and gathering and sharing of data and other information relevant to prospects’ and donors’ philanthropic engagement. 

  • Leads and/or assists with scheduling, briefing, and follow-up of all CEO and senior executive-level meetings and tours, and assists CAO in ensuring all activity is tracked and recorded in the RE NXT database. Liaises with executive office support team on same.

  • Collaborates closely with the CAO (and the Head of Development) in coordinating and managing recurring strategy meetings and planning for Principal donors/prospects (individual and institutional), including the compilation of research, past giving, touchpoints, etc. to inform strategies,  next steps, and follow up.

  • Liaises and works closely with the Head, External Relations, and team to coordinate and manage bespoke CEO communications with Principal donors/prospects with appropriate context and nuance, as well as accuracy and timeliness, including serving as a key checkpoint for context/quality assurance. This includes VIP correspondence, VIP scheduling, stewardship, and follow-up activity. 

  • Collaborates closely with Advancement Services team to ensure data integrity with respect to all Principal Giving donors, necessary reports, and updates in database, as well as high-priority research requests.

  • With the CAO and Advancement leadership team, coordinates the Principal donors/prospects’ “VIP experience” at key events, ensuring quality of experience and interactions with CEO, CAO, and/or other key individuals, as well as pre- and post-event communications. 

  • Leads management and coordination of meetings, calls, video conferences, school tours, and bespoke events that are directly related to the execution of Principal Giving activities, including liaising with other teams/individuals to ensure success. 

Prospect Development

  • Supports the CAO and Head of Development in creating, implementing, and overseeing strategies and programs to increase the size and value of the qualified prospect pool at the (primarily) Principal Giving level ($1MM+) through collection, maintenance, and analysis of critical and relevant information.

  • Coordinates closely with the Advancement Services team to implement management reports analyzing and forecasting fundraising activity, particularly at the Principal Giving level.

  • Builds fundraising capacity by utilizing the donor/prospect database and other available prospect research and analytical tools to identify, segment, and qualify a broader and deeper pool of prospective donors with the capacity and affinity to make significant gifts.

  • Liaises with Advancement Services and prospect researcher vendor(s) to coordinate and prioritize prospect research and preparation of executive briefing materials in support of engagement and solicitation efforts.

Special Projects & Administration 

  • Assists the CAO (and CEO) with special projects, including but not limited to fundraising events, gift planning, gift agreements, and other administrative tasks in service to Principal Giving goals/objectives.

  • Remains abreast of SA programs, activities, accolades, and new initiatives to most effectively engage and/or steward donors to greater levels of support. 

  • Participates in and helps staff SA and Advancement events, as needed.

Other duties may be assigned from time to time. Occasional evening and weekend work required to meet critical deadlines and/or participate in Advancement events.

Qualifications

Education (Minimum Needed and Type of Degree Needed)

  • Minimum Required: Bachelor’s Degree

  • Preferred: Advanced degree. CFRE or other specialized certification/designation is beneficial.

Work Experience (Minimum Needed) 

  • 3+ years of experience in nonprofit fundraising, business development, and/or sales lead generation; experience in K-12 education and/or charter schools beneficial.

Specialized Knowledge Needed for Performance of Job 

  • Experience in fundraising campaign management, prospect management & analytics, and prospect research desirable

  • Experience assessing and closing major gift/business opportunities; engaging, cultivating, and stewarding new stakeholders and converting them into strategic partnerships 

  • An understanding of how to manage confidential information with discretion and tact, and an ability to act with integrity, professionalism, and confidentiality

  • Effectiveness working independently and across teams, with assiduous attention to sharing information with others.

Skills (e.g. Level of Judgment Required, Ability to Direct, Work Independently, Multi-Task, etc.) 

  • Proficiency in communicating complex issues with diverse audiences and inspiring their engagement and support.

  • Exceptional writing and presentation skills.

  • Highly self-motivated, accountable, and able to make decisions independently.

  • Ability to think strategically and contextually and to anticipate the needs and expectations of manager and executives.

  • Ability to manage competing priorities and multiple, concurrent tasks, exhibit flexibility, and meet deadlines.

  • Ability to analyze and present data effectively, make decisions, and align efforts with priorities and opportunities.

  • Acts with tact and discretion, respecting confidentiality and proprietary information.

Special Skills (Technical or Advanced) 

  • Proficiency with RE NXT or similar CRM system is highly desirable, proficiency with MSOffice (and/or Google suite), and Internet required. 

  • Knowledge of relevant prospect research and philanthropic analytical tools beneficial.

Other (Communication Skills, Mechanical Aptitude, Math Skills, Learning Skills, or Other Specific Skills Required) 

  • Superb verbal, written, and interpersonal communication skills.

  • Possesses a passion for the mission of SA and engages prospects with the same passion.

  • Ability to travel locally and nationally as needed, occasionally work after hours and on weekends.

 

Exact compensation may vary based on skills and experience.

Compensation Range

$85,000 - $110,000 USD

Success Academy Charter Schools is an equal opportunity employer and actively encourages applications from people of all backgrounds. Compensation is competitive and commensurate with experience. Success Academy offers a full benefits program and opportunities for professional growth.

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We are an equal opportunity employer and value diversity at our organization. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We actively seek applications from people of all backgrounds to strengthen our community and the perspectives needed to flourish in a multicultural world. Success Academy offers a full benefits program and opportunities for professional growth. Learn more about our philosophy, benefits, and team at our Working Here page.

Success Academy Charter Schools does not offer employment-based immigration sponsorship.

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