UpTogether

Operations

• Coordinate proposal development and maintain the fundraising tools, resources, and processes that support regional and national fundraising efforts.
• Draft, edit, and refine proposals, concept papers, letters of inquiry, grant applications, and other fundraising materials.
• Coordinate cross-functional input from internal teams to ensure high-quality, competitive submissions.
• Develop and maintain proposal templates, boilerplate language, standard budgets, impact statements, and a centralized library of fundraising resources.
• Manage proposal timelines, submission calendars, and internal review processes.
• Ensure proposals accurately reflect UpTogether's strategic priorities, evidence, and organizational approach.
• Continuously improve proposal development processes and fundraising resources.
• Coordinate grant reporting and ensure compliance with funder requirements throughout the grant lifecycle.
• Manage grant reporting calendars and submission deadlines.
• Coordinate report development across internal teams.
• Draft and edit narrative grant reports.
• Track grant requirements, deliverables, and compliance obligations.
• Maintain grant documentation, funding agreements, and organizational records.
• Support grant closeout activities and ensure reporting accurately reflects program outcomes and financial information.
• Strengthen the operational systems that support fundraising and revenue management.
• Maintain Salesforce data integrity, grant records, revenue tracking, GAUs, and fundraising documentation.
• Coordinate financial requests and revenue reconciliation with the Finance team.
• Manage fundraising workflows and project tracking within Asana.
• Produce fundraising dashboards, pipeline reports, and leadership updates.
• Identify and implement improvements to CRM systems, workflows, reporting, documentation, and operational processes.
• Leverage AI-enabled tools and automation to improve proposal development, reporting, knowledge management, and fundraising operations.
• Research and identify institutional, corporate, government, and philanthropic funding opportunities aligned with UpTogether's priorities.
• Analyze opportunities and provide recommendations regarding strategic fit, competitiveness, timing, and engagement approach.
• Develop prospect profiles, funder briefings, and meeting materials for leadership.
• Monitor philanthropic trends and emerging funding opportunities.
• Draft funder updates, stewardship communications, impact stories, and follow-up materials.
• Develop one-pagers, presentations, pitch decks, and other fundraising collateral.
• Coordinate logistics and follow-up for funder meetings and external engagements.
• Support stewardship of individual donors, including acknowledgments and ongoing communications.
• Maintain donor communication records within Salesforce and support annual fundraising campaigns as needed.
• Support the implementation and operational management of cash transfer programs, grants, and strategic initiatives.
• Coordinate cross-functional implementation plans and project management.

Fundraising Operations Consultant – Independent Contractor