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About the Role

The Development Assistant is a self-starter who is extremely detail-oriented and passionate about changing the landscape of poverty in the Bay Area. As part of the Development Team, the Development Assistant will provide high-quality development systems support, with a specific focus on gift processing and maintenance of Tipping Point’s Salesforce database. They are a team player, capable of supporting and collaborating across teams.

Responsibilities

Process all incoming gifts and issue acknowledgment letters within Tipping Point’s standard 48-hour period.
Create and maintain electronic files for all donors and gifts.
Act as liaison to the Finance team during monthly gift reconciliation and serve as the lead point of contact for the Development team on the annual audit.
Assist with pledge tracking, invoicing, and fulfillment.
Maintain clean and consistent donor data in Salesforce in accordance with best practices.
Partner with the Development Operations Team and Technology Director to evaluate current systems and identify areas for improvement to support strategic growth.
Build monthly dashboards and reports that highlight trends and inform strategic planning throughout the year.
Regularly produce giving data to help guide fundraising strategy and manage data updates after events and portfolio reviews.
Provide project support for the Development team, including assisting on all mailings and donor events.
Manage scheduling and logistics for senior members of the development team.
Enter selected invoices into Salesforce and prepare monthly credit card reports into Expensify.
Provide impeccable and seamless customer service to Tipping Point donors; ensure that every donation processing and general request interaction is a great experience.
Respond to all donor inquiries within 24 hours.
Assist with logistics of donor cultivation and acknowledgment events (some nights and weekends required).
All other duties as assigned.

Requirements

Relevant professional experience in a role requiring acute attention to detail.
Working knowledge of Salesforce (or a similar CRM solution) strongly preferred, or the desire and ability to learn quickly.
Track record of exceptional customer service and flexibility.
Experience managing projects requiring prioritization across competing tasks and advanced organizational skills.
Excellent communication (oral + written).
The ability to handle sensitive information with precision and in a confidential manner.
The initiative, enthusiasm, and a willingness to pitch in.
Proven ability to thrive in a fast-paced professional setting, managing multiple tasks with accuracy and efficiency.
Ability to build collaborative relationships with other staff and external parties (e.g. donors, partners, grantees, and others).
Strong computer skills (Excel, Word, and PowerPoint).
Experience in or strong interest to learn about fundraising and philanthropy.
Local knowledge of the Bay Area philanthropic community (Nice to have).

Skills

Salesforce
CRM
Customer Service
Project Management
Organizational Skills
Communication
Excel
Word
PowerPoint

Location

Bay Area

Work Type

Hybrid

Experience Level

Relevant professional experience

Salary/Compensations

$73,057

About the Company

Tipping Point finds, funds, and strengthens the most promising poverty-fighting solutions so one day everyone in the Bay Area can prosper.
Since 2005, Tipping Point has invested over $475 million in the community to support organizations, advance policies, and develop new ideas to increase economic opportunity.
Last year, our investments funded life-changing services in housing, early childhood, education, and employment for more than 100,000 of our neighbors across the Bay Area.
Tipping Point’s core values are at the heart of everything we do and we look for individuals who share our commitments: We cultivate community because we know we are more powerful together. We practice gratitude. We hold ourselves accountable to achieving impact for and with the communities we serve. We relentlessly pursue equity because one’s background and identities should not predetermine one’s opportunities.

Equal Opportunity

We are proud to be an Equal Employment Opportunity company. We do not discriminate based on race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Tipping Point will consider qualified applicants with arrest or conviction records for employment in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.