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About the Role

Climate Lead empowers philanthropic leaders to take immediate and far-reaching climate action by providing essential information and insights to drive transformative solutions. This role is crucial for developing and building out the organization's impact-first investing capability, managing projects, integrating content, and enabling the practice.

Responsibilities

Lead project management, cross-functional content integration, and practice enablement for the impact-first investing capability.
Ensure readiness for donor and investor engagements, track portfolio progress, and expand leadership capacity during high-priority engagements.
Act as a bridge between Global Climate Strategies for deal technicals, Communications for investor-ready packaging, and the Advisory Team for toolkits and practice enablement.
Partner with Global Climate Strategies to extract technical climate solution details and investment theses.
Collaborate with the Communications team to translate and package information into investor-facing products, pitch decks, and reports.
Co-develop, evolve, and curate the IFI team's toolkit, frameworks, and knowledge hub.
Ensure relationship managers are aware of available tools, deal memos, and financial product resources.
Capture and synthesize successful impact investing strategies into scalable templates, guides, and workflows.
Identify collaboration opportunities across the Advisory Team and implement streamlined tools and processes.
Support onboarding and continuous learning by training relationship managers on IFI tools and resources.
Manage internal and external relationships with the VP, Impact-First Investing (IFI).
Develop high-impact presentations, reports, and briefing materials.
Drive the workflow across the IFI Practice portfolio of key prospects, investors, and ambassadors.
Project-manage investor deliverables, timelines, and action steps.
Draft critical follow-up communications, executive summaries, and strategic pitch materials.
Vet internal and external requests, prioritize needs, and resolve operational roadblocks.
Represent the VP in Advisory Team meetings and cross-functional forums.
Maintain donor and investor records in Salesforce and project management systems.

Requirements

5+ years of experience in project management, investing, operations, or knowledge management.
Hands-on experience helping build or scale a climate fund, impact investing platform, or venture practice.
Demonstrated ability to streamline workflows, build scalable toolkits, and drive adoption of standardized operational tools and best practices.
Highly skilled communicator with experience crafting tailored, high-impact documentation and proposals.
Familiarity with climate deal sourcing and pipeline evaluation.
Proven ability to translate complex deal structures into accessible investor communications.
Skilled with project management and collaboration tools (e.g., Asana, Google Workspace).
Familiarity with Salesforce (or similar CRM) is a strong plus.
Interest in climate action and belief in the power of philanthropy and catalytic investments to drive systemic change.

Skills

Project management
Content integration
Practice enablement
Deal coordination
Investor engagement
Team enablement
Operational infrastructure development
Cross-functional collaboration
Knowledge management
Impact investing
Catalytic capital
Private financial products
Technical deal structures
Pipeline velocity
Strategic triage
Toolkit development
Best practice codification
Communication
Documentation
Proposal writing
Climate deal sourcing
Pipeline evaluation
Asana
Google Workspace
Salesforce

Location

San Francisco, CA

Work Type

Hybrid
Requires domestic and international travel

Experience Level

5+ years of experience

Salary/Compensations

$140,000 - $154,000

About the Company

Climate Lead empowers philanthropic leaders everywhere to take immediate and far-reaching climate action.
Climate Lead equips new climate philanthropists with the information and insights they need to drive transformative solutions by serving as an impartial guide.
We cut through the complexity by curating roadmaps in partnership with a diverse network of experts to help philanthropists make a bold impact on climate from day one.

Equal Opportunity

At the Climate Lead, we value diversity and always treat all employees and job applicants based on merit, qualifications, competence, and talent.
We do not discriminate on the basis of or traits historically associated with race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran and/or military status), domestic violence victim status, political affiliation, and any other status protected by state or federal law.