• Build relationships with financial advisors through outbound conversations • Educate on Pathfinders’ career-first approach • Schedule qualified partnership meetings

• Serve as the primary relationship contact for an assigned portfolio of $6M+ in foundation revenue, developing and executing individualized engagement and stewardship plans, and keeping funders informed of organizational impact through timely updates and reports • Review and qualify new foundation prospects aligned with organizational priorities, from research from the Development Data and Research Coordinator • Consistently log, track, and manage all funder interactions and communications in the CRM following established standards • Lead content development and logistics for funder engagement activities, including quarterly newsletters, virtual funder briefings, and funder conferences, in partnership with the Resource Mobilization Director • Make day-to-day decisions on CJA's foundation portfolio and escalate major strategy shifts, high-value funder decisions, and annual planning to the Resource Mobilization Director as needed • Lead the development and submission of grant deliverables, including but not limited to letters of inquiry, grant proposals, interim reports, and final reports for foundations via email and grantee portals, ensuring all deliverables are accurate, timely, and reflect organizational strategy and impact • Apply foundation research and RFP analysis provided by the Development Data and Research Coordinator to tailor all proposals and deliverables effectively • Collaborate with program and finance staff to gather accurate budgets, program data, and impact metrics needed for proposals and reports • Manage grant compliance by tracking award conditions, reporting obligations, and renewal timelines in coordination with the Development Data and Research Coordinator • Supervise the Development Data and Research Coordinator, providing clear direction on prospect research priorities, CRM standards, and grants calendar management • Partner with the Resource Mobilization Director to set annual foundation revenue goals and develop strategies to meet them • Collaborate with communications and program teams to develop funder-facing content and impact narratives • Participate in team meetings, budgeting, workplanning processes, and special initiatives as needed • Along with all other staff, this position contributes to CJA’s culture of innovation, teamwork, and continuous learning. They work diligently to collaborate and support each other within and across teams and excel in an environment where every member takes care of their own basic administrative needs, and participates in regular all-staff learning and development spaces.

• Lead the planning of strategic communications, social media, and public relations for assigned clients. • Maintain an excellent relationship with clients to cultivate continued partnership and scope increases. • Writing communications content which includes press releases, key messages, Q&A, biographies, holding statements, newsletters, and protocols, among others. • Pitch and establish relationships with media and influencers: database updates, meeting management, monitoring of established agreements, calls, among others. • Support in the coordination and execution of client activities and campaigns. • Development of daily and monthly news and reports. • Staying current on news and trends relevant to clients to make informed and strategic recommendations.

• Develop, maintain, and expand the commercial relationship with existing large and multi-site strategic clients • Proactively contacting clients to maintain a consistent high level of corporate customer service • Work with executive team to strategize big picture for overall sales direction and support • Develop, assess and maintain strategies for successfully expanding Channel Sales and strategic partnerships, in addition to existing market segments • Create tactical plans and execute on these plans to deliver critical growth aligned with corporate strategy • Manage key customer relationships • Grow and develop existing clients, together with generating new business • Develop account plans and manage sales pipeline to achieve sales targets and drive successful results • Increase key account base by developing and maintaining a pipeline of prospective clients and leveraging a strong network of contacts • Provide professional account management, product training, advertising programs and product and price administration programs to assigned National accounts with an emphasis on continuously increasing revenue • Monitor customer, market and competitor activity • Evaluate trends and competitive strategies • Develop accurate sales forecasts and reports that allow management to effectively capitalize on opportunities, manage issues and measure performance • Develop and track key sales metrics for all growth initiatives • Monitor and report sales achievements for the executive management team • Represent the organization favorably and in accordance with established Company standards at all times • Travel up to 50% of the time both nationally and to corporate headquarters as required. • Other duties as assigned by management