Operations, Communications & Program Manager

Reporting to the CEO, the Operations, Communications and Program Manager (COP) is a full-time position responsible for high-level execution of daily tasks that drive the progress of the organization and its work.

About Raise Financial

At Raise Financial, we're building the future of personal finance: a long-term investment product that bridges generational wealth gaps, a high-yield savings account that earns meaningful interest, and a college savings platform that brings friends and family together to lighten the load. The American people deserve a financial system that's equitable, fair, and aligned to their best interest - not lining the pockets of fat cats.

Our team is lean, driven, and willing to throw our hats in the ring to get things done. “That’s not my job” is not in our vocabulary. Dedicated product development and marketing teams collaborate efficiently with one another and the CEO to ensure we are all giving and receiving the information and support required to execute on tight deadlines and tighter budgets. We’re looking for someone to join this mission-led team.

Project Management & Organizational Support

● Create a project management system and track all tasks, updating several times throughout the week.

● Work with product development team to establish project timelines and completion expectations.

● Implement organizational best practices.

Operations

● Meeting support - notes and follow-up (in addition to board and advisory committee)

● Manage special projects as needed (i.e. hiring a vendor to do research on influencers)

● These duties can expand with the role and the company’s growth.

Fundraising Management

● Identify and input potential investors into the database

● Develop best practices for initiation contact

● Initiate contact, and follow up

● Donor moves and list management.

● Generate personalized thank you letters/notes

● Contact specific updates about our progress

● Work with the team to generate fundraising marketing materials(decks, charts, demo, videos, etc.)

Communications Support

● Write and capture company updates and collaborate with marketing team to distribute via appropriate channels, such as social media, email communication, website content. (No coding or design skills required)

● Launch/event support and future event management including: invitations, catering and other event logistics, event fundraising, including collaboration with marketing.

● Merchandise and inventory management, including swag, office supplies, etc.

Board of Directors/Advisors

● Work with team to identify potential advisors

● Board and advisory meeting management: meeting logistics, minutes and follow ups, etc.

Compensation

$50,000 per year, with a formal review after 90-days, at which time an agreement will be created for the remaining 9 months and reviewed for renewal each year. Position is “at will” and any benefits offered (health, dental and vision insurance, paid time off) will be made available after the 90-day interim period.

6 paid holidays(NYD, July 4th, Thanksgiving, Christmas, Memorial Day, Labor Day)

10 paid vacation/sick

1 or 2 weeks off

Federal Holidays (11-13)

Specific Requirements Must Have:

● BS, BA or equivalent experience.

● Technical fluency, defined as an ability to master or quickly learn Google

applications (Docs, Sheets, Slides, etc.), Mail Chimp, Quickbooks Online

● Strong project management skills, including an ability to manage complex, multifaceted projects resulting in measurable successes.

● Exceptional attention to detail.

● Unflappable under stress.

● Ability to work nights and weekends (not that this will always be required, but you must have the ability and willingness to be responsive).

● Personal qualities of integrity, reliability, and a commitment to and passion for our mission.

● Ability to work autonomously but collaboratively.

● The desire to take initiative, and an innate curiosity that leads one to figure things out.

● The judgment to know what is appropriate to to communicate for our organization

Should Have

● The wisdom and confidence to say, “I don’t know” or “I need help.”

● Experience with fundraising and marketing databases

● A commitment to transparency

● Strong verbal and written communication skills.

● Database management expertise sufficient enough to pull reports, input, import and export data as needed.

● Strong interpersonal and customer service skills.

Job Type: Full-time

Pay: From $55,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance

Compensation package:

• Weekly pay
• Yearly pay

Schedule:

• 5x8

Ability to commute/relocate:

• Nashville, TN 37203: Reliably commute or planning to relocate before starting work (Required)

Work Location: In person

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