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About the Role
The Manager, Advisory serves as a strategic partner, proxy, and force multiplier for the advisory-related work of Climate Lead’s President. This role focuses on coordinating workflows, establishing tracking systems, and ensuring high-priority engagements move with speed, rigor, and clarity. It prepares presidential briefings, tracks follow-through, synthesizes insights, handles data entry, and builds scalable processes, acting as a critical operational bridge.
Responsibilities
- Gather inputs from across the organization and distill the information into clear, prioritized context and actionable next steps for Presidential initiatives.
- Partner collaboratively with the Advisory team so the President enters high-stakes engagements equipped with context, while ensuring post-meeting insights and agreed-upon action items are synthesized and seamlessly routed to leaders for ongoing stewardship.
- Serve as an operational bridge across teams by coordinating deliverables, driving follow-through on cross-functional commitments, and resolving workflow bottlenecks before they reach the President.
- Serve as a key connector across the President’s support ecosystem, partnering seamlessly with the Associate Director, Executive Operations (Board & executive operations) and the Executive Assistant (logistics/calendar), to drive unified information flow, alignment, and execution.
- Turn ambiguous executive ideas and high-level strategic conversations into structured, trackable workstreams with clear owners, deliverables, and deadlines.
- Maintain and improve processes and leverage Salesforce, Asana, and modern productivity tools to track the President’s portfolio, donor commitments, and key deliverables with high precision.
- Identify opportunities to integrate strategic automation, AI tools, and digital workflows that maximize executive efficiency and information velocity.
- Attend select donor, partner, and ambassador meetings alongside the President to capture strategic nuance, synthesize insights, and drive follow-up.
- Draft presidential-level briefings, donor summaries, and follow-ups that authentically capture the President’s strategic voice, tone, and intent.
- Serve as a strategic filter for the President, routing internal and external advisory requests so time is reserved for the highest-leverage decision points and donor opportunities.
Requirements
- 5–8+ years of experience in strategic operations, Chief of Staff support, customer success, impact investing, or high-touch gift advising/fundraising.
- Demonstrated poise, discretion, and effectiveness navigating complex environments and engaging high-stakes stakeholders, such as ultra-high-net-worth individuals, global influencers, or executive leadership.
- Strong fluency in CRM tools (e.g., Salesforce), project management platforms (e.g., Asana), and modern AI/productivity platforms.
Skills
- Stakeholder Coordination & Diplomacy
- Operational Rigor
- Global Context & Stakeholder Nuance
- Executive Tone & Writing
- Agile & Tech-Forward
- Salesforce
- Asana
- AI tools
- Digital workflows
Location
- San Francisco, CA
Work Type
- Hybrid
Experience Level
- 5-8+ years
Salary/Compensations
- $144,000 - $160,000
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.