We are building a better world by making estate planning accessible and dramatically increasing planned giving. Our software-as-a-service technology platform enables the most inspiring nonprofit organizations to dramatically amplify planned giving, while enabling individuals to create more impactful legacies. We invite you to join our fun, creative, fast-growing team for a meaningful adventure.
What We’re Looking For
Giving Docs is seeking an experienced Operations Manager where you will play a crucial role in expanding our reach within the nonprofit sector. You will be responsible for helping to generate sales leads, building relationships with potential clients, and driving the processes in sales, operations and marketing from start to finish.
Responsibilities
Develop a thorough knowledge of the Giving Docs product and value proposition
Support sales team to meet quarterly and annual sales revenue goals
Conduct prospect research and compile key insights to inform decision making
Identify, contact, and schedule meetings with qualified sales prospects
Optimize our use of HubSpot to manage processes as a power user
Assist with external marketing through newsletters and group demos
Manage key administrative functions including process and data quality enforcement, reports and dashboards, workflows, and other tasks
Provide key logistical support for events, including webinars, industry conferences, in-person sales meetings, and/or speaking engagements, including tracking deadlines, creating and/or submitting materials, and booking travel as needed
Hiring Process
30 minute interview with hiring manager
Interviews with additional Giving Docs team members (30 minutes with each)
References Checked
Offer letter sent
About You
2+ years of professional work experience, preferably in operations; direct experience in technology, nonprofit fundraising, business, legal, and/or other relevant sectors preferred
Experience in Planned Giving and/or B2B technology sales preferred
Direct experience with managing records in Hubspot and G Suite
Excellent written and verbal communication skills, and comfortable interacting with nonprofit orgs.
Exceptional attention to detail; loves a to-do list and managing tasks
Tech savvy, comfortable working in databases and spreadsheets, and committed to data integrity
Ability to utilize zoom effectively
Familiarity with sales tools, processes, and technology
Capability to perform administrative support functions flawlessly
High degree of empathy, with a demonstrated ability to listen carefully to and engage meaningfully with a wide variety of stakeholders
Desire to not merely meet customer expectations, but seek opportunities to delight
Excellent at working within teams to achieve ambitious goals
Comfortable moving quickly in a fast-paced start-up environment
High bar for quality, rigor, and integrity in your own work, as well as your colleagues’
Smarts, tenacity, fortitude, and drive to both uncover creative solutions to existing projects, and to help bring projects to fruition
Ability to work remotely regardless of location, with primary working hours between 9am-5pm Eastern Standard Time M-F
Salary and Benefits
Annual starting salary range between $70k- $85k, depending on experience.
Remote work environment with flexible hours- we are family friendly!
Flexible and unlimited paid time off, in addition to over 13 official company holidays
Medical, dental, and vision benefits
Medical travel benefits, if needed healthcare for you or your dependents is not available locally
Health savings account and flexible spending account options.
401k retirement plan with company match.
Option to participate in employee stock equity pool.
Paid family leave and paid parental leave
Team learning, professional development, and team travel opportunities
Equal Opportunity
Giving Docs is an equal opportunity employer, and we are committed to building and fostering a diverse, equitable, and inclusive team. We work with some of the largest and most inspiring organizations in the world, which lead initiatives focused on people of different identities and backgrounds in different ways. We believe we are stronger and most effective with a diverse team leading the charge. People of color, women, LGBTQ+ individuals and people with disabilities and/or underrepresented backgrounds are strongly encouraged to apply.
If interested, please email us at info@givingdocs.com with a brief cover letter and resume.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Management and Manufacturing
Industries
Internet Publishing
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