This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Donor Advisor, Major Gifts plays a pivotal role in advancing the Alzheimer’s Association’s mission by building and deepening relationships with high-impact donors committed to creating a world without Alzheimer’s and all other dementia. This fundraising professional will join a strategic and highly successful major gifts team raising over $60 million annually. The Donor Advisor, Major Gifts manages a strategic portfolio of major giving prospects, developing personalized cultivation, solicitation, and stewardship strategies that align donor passions with the Association’s mission priorities. The Donor Advisor collaborates closely with leadership and cross-functional teams to drive philanthropic revenue, expand the major-gift pipeline, and strengthen long-term donor engagement. The primary portfolio for this role will be based in the Upper Northeast, with additional regions assigned as needed. Responsibilities - Portfolio Management & Donor Strategy - Build, qualify, cultivate, solicit, and steward a personal portfolio of approximately 100–125 major donors and prospects. - Develop individualized donor strategies to deepen engagement and increase philanthropic investment aligned with Alzheimer’s Association priorities. - Assume responsibility for annual revenue and activity goals; meet or exceed assigned fundraising targets. - Develop and implement strategies to grow the major and strategic giving pipeline within the assigned chapters. - Build and execute comprehensive fundraising strategies for six- and seven-figure solicitations. - Collaboration & Internal Partnerships - Partner with chapter field leadership and staff to develop integrated donor strategies that enhance the donor experience and strengthen chapter, territory and organization wide fundraising. - Work collaboratively and strategically with colleagues across the Association to expand the pipeline of major and strategic gift prospects. - Serve as a trusted partner to senior leadership in donor strategy and high-level solicitations. - Data & Operations - Maintain accurate and timely CRM records to support strong data management and reporting practices. - Monitor, evaluate, and report on progress toward goals; use data insights to inform portfolio strategy. - Adhere to team processes, professional fundraising standards, and organizational policies. - Representation & Engagement - Represent the Alzheimer’s Association at donor meetings, events, community engagements, and networking opportunities. - Model professionalism, donor-centric practice, and the Association’s values in all interactions. Qualifications - Bachelor’s degree required; CFRE or advanced degree is a plus. - Minimum of 5 years of fundraising experience working directly with high-net-worth individuals and families. - Demonstrated success in cultivating, soliciting, and closing six- and seven-figure major gifts. - Strong strategic thinking, analytical skills, and ability to develop sophisticated donor strategies. - Exceptional verbal and written communication skills, with the ability to write and present with clarity and speed. - High emotional intelligence, strong listening skills, and the ability to engage effectively with diverse individuals and groups. - Proven ability to collaborate across functions and work effectively with senior leadership. - Ability to manage multiple priorities, meet deadlines, and adapt to evolving needs. - Demonstrated professionalism, discretion, and commitment to confidentiality. - Proficiency in CRM systems and data-driven portfolio management. - Willingness and ability to travel regionally and nationally, including overnight travel. Requirements - Position Title: Donor Advisor - Position Location: Remote Location Boston, MA. Ability to travel up to 50% of the time, dependent on assigned markets. - Full time: based on 37.5 hours per week minimum. - Position Grade: 510; estimated salary range: $103,000-$130,000. - Reports To: Sr Director, Major Gifts. Benefits - Comprehensive benefits package, including medical, dental, vision, flex accounts, short and long-term disability, life insurance, long term care insurance, tuition reimbursement, and generous Paid Time Off. - 12 annual holidays and Paid Family Leave. - Annual Cultural & Heritage Day and Volunteer Day of their choosing. - Gold standard 401(k) retirement plan. - Full time employees (37.5 hours/week) will enjoy all of the above plus an annual School Visitation Day and an Elder Care Facility Day of their choosing.

• Collaborate closely with Enterprise Customer Success Managers to develop key skills. • Drive the successful implementation, deployment and adoption of Suki with major health system clients. • Develop and maintain strong relationships with key client stakeholders. • Provide At The Elbow training for end users and engage with practice managers and IT support teams. • Ensure strategic and tactical alignment, and manage on-time delivery across assigned functional areas. • Identify and drive the resolution of risks and issues, developing creative solutions. • Present periodic performance reviews to clients and engage on opportunities to expand usage and value. • Analyze customer metrics, craft high-impact client presentations, and drive rapid progress against goals. • Improve existing processes and develop new approaches for high levels of client and user satisfaction.

• Partner directly with Small Business and Mid-Market customers to support their recruiting operations • Make it easy for customers to love GoodTime • Build strong executive level relationships to increase product adoption and customer sentiment • Analyze customer’s product usage data to recommend features, settings, or modules that will enhance the customer experience • Proactively build customer strategies and success playbooks and monitor results • Maintain an expert level understanding of the GoodTime product suite (technical and workflow) and TA industry to identify new opportunities • Work cross-functionally to deliver an incredible customer experience

• Host Kickoff calls, customized training sessions to the customer and 1:1 screen-sharing sessions to walk customers through setup, features, and best practices. • Run dedicated customer office hours for large user groups to support users needing extra help during onboarding. • Maintain and update training materials (videos, guides, decks, and user documentation) to ensure consistency and accuracy across all content. • Contribute to knowledge base updates—ensuring articles, FAQs, and help content stay up to date after product releases • Facilitate any technical setup needs (e.g. SSO, IP whitelisting, etc.) • Send post-training follow-ups, collect customer feedback, and confirm next steps. • Identify customers showing signs of low engagement and flag them for follow-up or additional outreach. • Log and escalate customer questions or technical issues to Vanilla’s Customer Care (i.e. technical support) or Product/Engineering teams as appropriate. • Track onboarding progress in Vanilla’s project software/tools, ensuring all milestones and tasks stay on schedule. • Collaborate/communicate cross-functionally with AE, CSM, Customer Care, Product/Engineering, etc. to keep projects running smoothly and keep all internal stakeholders informed. • Pull, clean, and summarize onboarding metrics, including training attendance, product usage, and time-to-value indicators. • Support user provisioning and setup tasks to speed up customer activation and improve onboarding efficiency. • Log customer issues and bugs for follow-up with R&D in appropriate tool (e.g., Jira)