Manage a mixed pipeline and serve as the first point of contact for incoming foundation, high net worth individuals and families, mission-aligned corporations, and nonprofit partners.Assess mission-alignment, risk factors and understand the needs of prospective partners using a consultative sales approach.Researched, piloted and implemented a newly redesigned intake model to onboard new partners in collaboration with relevant departments across Tides.Piloted and implemented Tides’ first ever Stronger Together Bootcamp in collaboration with Raise for Good to provide capacity building resources and tools to a cohort of fiscally sponsored projects.Coordinate review and response for request for RFPs from prospective foundation and nonprofit partners, including coordination across Tides to facilitate efficient responses.Manage and cultivate a deep partnership with channel partners.Project managed and led various high-value engagement events.Led and oversaw the implementation of the Social Change Leader segment strategy, such as client communication, engagement, events and collaboration across various departments.Promoted Tides’ strategic advisory and collaborative services across segments (including impact investing and real estate).

Deliver high quality service and counsel to an assigned portfolio of social venture partners as part of a matrix team with the Finance and HR Departments to support clients’ financial solvency, organizational effectiveness and capacity. Assess risk factors around insurance, advocacy and all client activities and act to mitigate risks wherever possible, in conjunction with the Tides Legal, Risk Management and Compliance team.As primary point of contact, develop a strategy for creative engagement and exceptional service delivery that anticipates and resolve areas of concern raised by partner or internal stakeholders.Cultivate a level of expertise to accelerate nonprofit organizations in areas such as governance, fundraising or organizational development.Oversee contract and grant management for assigned portfolio to mitigate risk and ensure funder compliance.In partnership with Human Resources, provide guidance to social venture partners on related HR issues. Analyze fundraising and strategic plans and coordinate service delivery accordingly.Research, propose, and present Tides’ expertise on a regular basis at conferences, gatherings, professional associations and other external events to help lead the philanthropic and social venture fields.Harness the power of Tides Network by coordinating cross departmentally to convene our social venture partners both locally and regionally.Develop and maintain broad external relations with social venture partners; ensure strategies and capabilities of new clients are aligned with Tides’ objectives.

Serve as main point of contact and build and maintain client relationship to deliver services to a portfolio of clients with various needs, issues, and structure.Lead strategic initiatives for client services and develop policies in collaboration with other team members or the leadership team.Responsively resolves problems as they arise by actively listening to clients and proposing solutions to management based on comprehensive understanding of client’s circumstances and CI’s risk.Communicates, educates and explains solutions, contract changes with clients and as appropriate, negotiates or communicates with external providers to solve issues or get approval on contracts.Exercises sound judgement regarding decisions and compliance with CI policies, procedures and best practices.Communicates regularly with management on activities and on pertinent operational, human resources, legal, insurance or risk issues.Lead New Business Development Intake of potential clients by providing a deep dive of CI’s services.

Developed and updated an organized system in distributing our 300 client’s tax data to Accountants in an efficient and timely manner.Handle and solve IRS & FTB issues, print out Form 1099-MISCs to distribute to vendors, and speak to financial institutions for tax purposes.Accounts Payable/Receivables Assistant – assisted the manager in paying our client’s bills before deadlines, transfer money through Online Banking & deposit money into client’s bank accounts.Attend to administrative duties within the office, such as checking office email, opening mail, make phone calls, update main calendar in Office Tools, create templates, organize personnel files, etc.

Prepare and critique Museum ambassadors in giving their classroom presentation and guided tour.Motivate, supervise and create enthusiasm in both the ambassadors and the visitors. Work closely with museum visitors of all ages in the Artists-in-Residence of the Artist Studio Program.Installation/de-installation assistance, teaching interactive hands-on art projects, maintaining gallery space, and gallery sitting, set up and break down of events, hospitality, and assisting performers.