• 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.

• Ensure customers derive maximum value from the platform, from onboarding through adoption and retention • Lead project launches, coordinate integrations, and build trusted relationships • Serve as the primary point of contact for your client portfolio • Identify upsell opportunities and support the sales team in expanding existing accounts

• Assumes the responsibilities of the Campaign Manager during designated shifts • Manages and supervises campaign calling staff during designated shifts • Arrives early to prepare and present sales/success meetings • Takes attendance and distributes leads • Coaches and motivates phone reps • Enforces proper phone room rules and etiquette • Checks all transactions for quality control • Keeps track of revenue raised per employee • Closes the shift in a timely and thorough fashion • Assists in hiring, training, and/or disciplining calling staff • Produces timely and accurate campaign reports • Provides accurate transactions to the client's box office and/or development office • Assists with data entry of employee information, attendance, sales, and gift data, • Follows and enforces DCM's company policies and procedures

• Learn all aspects of a client's subscription season and/or fundraising program. • Create a positive and enthusiastic work environment in the call room. • Recruit, hire and retain callers for the duration of the campaign. • Train, coach and oversee phone sales representatives to attain the best bottom line results possible and excellent customer service. (This includes goal setting, monitoring, disciplining and terminating callers.) • Train employees on company's internal software use when applicable. • Maintain, organize and distribute all leads; maintaining an up-to-date lead count at all times. • Review and approve all reported data, before it is entered into Center Stage. • Maintain a campaign database, which includes daily entry and checking of reports. • Attend weekly meeting with the account executive and client representatives. • Schedule and oversee employee hours worked. • Manage the campaigns operations according to budget assignment. • Assists in evaluation of reports, decisions, and campaign results in relation to established goals. • Recommends new approaches and procedures to accomplish the campaign revenues and goals. • Implement and enforce DCM's company policies. • Performs other related duties as required and assigned by DCM's Campaign Strategist or other home office staff.