RMI

• Ensure the team runs efficiently and delivers strong, mission aligned results • Support operational excellence by tracking alignment across strategy, resources, and execution • Track progress toward objectives, manage budgets, and ensure reporting to funders is clear • Support cross-workstream coordination and knowledge sharing • Support team’s operating rhythm, preparing materials and tracking follow-ups • Facilitate internal coordination with other programs and operations on shared resources • Support end-to-end budgeting and financial management • Track and analyze the funding pipeline • Support hiring, onboarding, and talent processes • Coordinate contracts, vendors, and invoicing processes • Maintain project data in RMI’s systems • Support coordination between program teams and RMI’s cross-functional departments

• Own and lead the RMI Salesforce ecosystem in partnership with our Development, Corporate Engagement and Influence Teams. • Provide technical and strategic leadership for Salesforce, Marketing Cloud, and Salesforce integrations. • Serve as a cross-functional technical leader, driving CRM strategy, system optimization, data integrity, process improvement, and Salesforce integration architecture. • Oversee platform maintenance, releases, storage management, and license optimization. • Ensure system reliability, data integrity, and security. • Act as the technical bridge between IT, Programs, Development, Communications, Finance, and People teams relating to processes touching our Salesforce and Marketing cloud systems. • Lead governance and steering committee processes to guide platform evolution.

• Lead and contribute to data-driven efforts and publications; in particular, identify trends and communicate relevant insights in a clear and compelling manner. • Leverage subject matter expertise to develop solutions in thought leadership and research efforts. • Structure and deliver compelling presentations and written products to bring new insights to the industry and partners. • With senior guidance, implement and execute on delivery of small projects, tasks, and work streams: change models, research methods, timelines, resource plans, communications plans, and stakeholder engagement strategies. • Utilize a variety of project management techniques to ensure the high quality and timely execution of project deliverables as an individual contributor. • Contribute to engagements with key policymakers and other decision-makers to communicate insights and influence the transition to clean energy. • Mentor and motivate project team members and resolve any issues throughout project life cycle.

• Shaping the direction of strategic initiatives • Working with the SE Asia Managing Director, Principal, and RMI Development Team to develop concept notes, proposals, and budgets for new and existing strategic initiatives • Supporting, as needed, the SE Asia Principal and/or Managing Director in pitching initiatives to funders or partners • Working with RMI leaders to formulate regional and country strategies • Leading the development of thought leadership outputs (e.g. reports, white papers, blogs), technoeconomic analyses, research syntheses, and convenings • Structuring and delivering compelling presentations and written products to generate insights for partners and stakeholders • Contributing to the preparation of strategic project documentation, reporting, and materials required by funders and partners • Managing project execution and resources • Leading, monitoring, and troubleshooting projects in close collaboration with the SE Asia team, global RMI teams, and external partners • Leading the drafting and finalization of contracts with funders, clients, and partners • Ensuring project outcomes, objectives, and milestones are achieved on time and within budget • Identifying and mitigating resourcing, delivery, and financial risks in coordination with other project managers and program operations leads • Reviewing, tracking, and approving project expenses, including vendor and consultant invoices • Leading engagements with key stakeholders to achieve agreed objectives and milestones • Adapting project objectives, milestones, or delivery approaches as conditions change during implementation • Regularly reporting project progress to the SE Asia Managing Director, Principal, internal teams, and other relevant RMI stakeholders • Developing team structure and capabilities • Assisting the SE Asia Managing Director and Principal in setting team priorities and overall program direction • Contributing to the structuring and resourcing of the SE Asia team • Planning and supporting the capacity development of SE Asia team members • Leading the development and implementation of professional development plans for direct reports • Mentoring, motivating, and supporting project team members and direct reports • Managing and resolving working relationship challenges within project teams and across the SE Asia program • Writing project-level and biannual performance reviews for junior staff • Contributing to the ongoing improvement of team culture, communication, and ways of working

• Lead enterprise-wide revenue strategy, multi-year planning, forecasting, and scenario analysis across all revenue streams • Serve as the primary strategic partner to Finance on revenue assumptions, forecasting integrity, and risk/opportunity assessment • Own revenue performance management, delivering clear, decision-ready insights to executive leadership through weekly, monthly, and quarterly reporting • Translate complex fundraising and engagement data into actionable intelligence that drives portfolio prioritization, resource allocation, and cross-vertical coordination • Advance audience and engagement funnel strategy by partnering with Communications and Marketing to integrate data-driven insights into acquisition, cultivation, and retention strategies • Set the enterprise vision for CRM, data governance, analytics, and AI-enabled modeling in support of revenue growth and stakeholder engagement • Oversee Salesforce strategy and performance ensuring high-quality data, strong adoption, and scalable reporting • Establish standards for data ingestion, analytics, and insight delivery across regions and revenue types • Adapt systems, processes, and reporting to support global partnerships and non-US fundraising in alignment with organizational standards • Provide executive leadership on audience segmentation and targeting across fundraising and engagement channels • Lead RMI’s global prospect research and pipeline strategy to expand and strengthen the portfolio of high-capacity donors, partners, and revenue opportunities • Oversee revenue pipeline health, movement, and performance across programs and initiatives • Ensure consistent standards, insights, and accountability in prospect development and portfolio management practices • Lead departmental operations to improve efficiency, compliance, and effectiveness across revenue-related processes, including grants, contracts, and procurement interfaces • Champion the use of project management, CRM, and enterprise systems (e.g., Workday, Monday.com) to strengthen internal alignment and execution • Lead cross-functional task forces and rapid-response initiatives to address emerging organizational needs and scale best practices • Operate effectively in a fast-paced, evolving environment, balancing long-term strategy with real-time problem solving

• Lead RMI’s insurance and disaster resilience strategy, identifying high-impact opportunities where insurance can drive real-world resilience outcomes. • Develop and advance frameworks linking natural catastrophe risk, insurance pricing, resilience investment, and financial stability. • Shape RMI’s positions on emerging issues such as resilience incentives, risk-based pricing, insurance protection gaps, and insurance-linked adaptation finance. • Translate complex risk, regulatory, and market dynamics into actionable insights for insurers, investors, policymakers, and other stakeholders. • Contribute to organizational strategy-setting and cross-program integration (e.g., climate finance, adaptation, energy systems, and policy). • Design and oversee multi-year initiatives related to insurance, resilience, and physical risk. • Ensure analytical rigor across workstreams, including engagement with risk engineering, catastrophe modeling, and financial modeling where relevant. • Guide the development of high-quality outputs, including reports, frameworks, convenings, and pilot projects. • Serve as a senior external representative of RMI with insurance executives, regulators, investors, philanthropic partners, and global institutions. • Leverage and expand a strong external network across insurers, reinsurers, brokers, regulators, and allied adaptation and resilience organizations. • Drive fundraising and partner development, including shaping proposals and stewarding strategic relationships. • Represent RMI at industry forums, conferences, and private convenings. • Lead, mentor, and develop a team of staff, fostering a high-performance, collaborative culture. • Provide clear strategic direction, coaching, and accountability across a growing portfolio of work. • Contribute to RMI’s leadership community, supporting institutional learning, talent development, and operational excellence.

• Manage a portfolio of approximately 100-125-high-net-worth individuals and family offices, prioritizing principal gifts of mid-six and seven figures. • Execute tailored cultivation and solicitation strategies with senior leadership to generate at least $5M in philanthropic revenue annually. • Align prospects’ philanthropic goals with RMI’s high-impact priorities for the clean energy transition. • Represent RMI in meetings and events, traveling regularly to identify, cultivate, and deepen relationships with funders. • Leverage internal networks and external partnerships to map relationships and create strategic pathways to engagement with high-net-worth individuals and family offices. • Provide strategic leadership to cross-functional engagement teams, ensuring clarity of roles and responsibilities across executive, program, and volunteer leadership. • Partner with program teams to develop compelling funding proposals and stewardship reports, translating technical details into clear, outcomes-driven narratives. • Maintain accurate and up-to-date donor data in Salesforce, documenting all interactions to ensure data integrity and provide accurate financial projections. • Contribute actively to the development team’s strategic goals through participation in staff meetings, task forces, and ongoing collaboration with program colleagues.