• Cultivate, maintain, and strengthen relationships with partner organizations, acting as the primary liaison between them and Visit.org. Provide general and tailored support to ensure partner satisfaction. • Collaborate closely with partner organizations to co-design and co-build social impact experiences, prioritizing high-quality output and tangible social impact. Incorporate feedback to continuously improve these experiences. • Onboard prospective partner nonprofits and social ventures. Support recruitment team as needed. • Facilitate the preparedness of NPOs to offer best-in-class experiences through comprehensive onboarding, training, and communications support. • Maintain accurate and up-to-date records using Hubspot, proprietary platform, and/or other technology platforms. • Leverage data and technology tools to optimize recruitment and partnership-building efforts. • Collaborate effectively with cross-functional teams to facilitate experiences, event delivery, organization training, payments, and other operational aspects. • Develop and maintain comprehensive knowledge of partner organizations, experiences, and offerings in the assigned region/portfolio. • Assist in identifying crucial metrics, KPIs, and scalable processes, and support the implementation of new systems and processes for efficiency.

• Own and execute the operational workflows that move SPVs and venture funds from submission, through launch, to first deployment, and throughout the fund lifecycle. • Execute end-to-end subscription workflows for LPs investing via IRAs, including LP onboarding, subscription document processing, and investor support. • Manage a high-volume pipeline of active SPV launches, triaging priorities and hitting deadlines without sacrificing accuracy. • Coordinate with Legal, Finance, Tax, and Customer Relations teams to resolve blockers and ensure fund operations run smoothly across all stages. • Work closely with the Fund Formations and Legal teams to process Fund Amendments and run LP consent campaigns. • Support the quarterly transitions of active rolling funds, maintaining strong and prompt communication with the Customer Relations team, GPs, and Engineering team. • Identify discrepancies, edge cases, and recurring failure points; escalate appropriately and drive root cause resolution. • Coordinate with offshore teammates, including training and onboarding, queue management, and support with escalations. • Build and maintain process documentation, SOPs, and workflow guides to support team scalability and knowledge transfer. • Identify process improvement opportunities and implement no-code, low-code, or AI automations to reduce manual work and strengthen controls. • Serve as a reliable point of contact for internal teams on all workflows.

• Provide information about the fund to the fund lead, portfolio companies, and limited partners. Work with legal, financial, tax, and other teams to gather any information that may not be already available. • Determine the appropriateness of requests and find ways to address underlying concerns where information is confidential or not directly applicable. • Analyze fund data and documents to answer questions about source of funds, foreign control, and more. • Work with third-party vendors to open special accounts, convert share formats, procure tax IDs, and organize apostilled documentation on behalf of funds. • Adapt to evolving compliance requirements globally, noting patterns and building solutions. • Build and maintain processes to efficiently address evolving requirements, keeping documentation up to date. • Identify recurring or anticipated issues and drive process improvements to increase deployment speed, reduce errors, and strengthen controls. • Track and leverage data and analytics to improve processes and workflows. • Build no-code, low-code, and AI automations to improve efficiency and accuracy.

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