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Hybrid Operations and Planning Associate Operations and Planning Associate

Swooped  ·  nan, United States Of America · Hybrid

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About the job

About Our Client

Our client is a global entity committed to a critical mission: to end the climate crisis by leveraging the power of philanthropy. Since its inception in 2008, it has awarded over $1.3 billion in grants to more than 600 organizations focused on climate solutions worldwide. It has played a pivotal role in growing the realm of climate philanthropy, establishing the necessary infrastructure, global networks, and momentum for continued development. Through its Global Programs and Services, the organization empowers philanthropy with global knowledge, connections, and solutions to propel climate progress.

The Team

The Operations and Planning Team is tasked with designing and implementing processes that enhance decision-making and support team priorities, collaboration, and goal achievement. This includes managing the Annual Planning process to align activities with available funding, facilitating the success of a hybrid work approach by overseeing in-person events and hybrid-related policies, and driving significant organization-wide projects. This team collaborates extensively across the organization, particularly with the Human Resources, Information Systems and Technology, JEDI, and Communications teams.

The **Operations and Planning Associate** will report to the **Senior Director of Operations and Planning.**

About The Role

Our client seeks a collaborative and organized Associate to aid in operationalizing a new strategic plan. In this role, the Associate will work closely with Operations functions to develop clear plans that align ways of working with Justice, Equity, Diversity, and Inclusion (JEDI) commitments and a refreshed Strategic Plan. Responsibilities may include developing specific requests and recommendations to support Operations, refining the Annual Planning Process, and supporting organization-wide projects and Working Groups.

The ideal candidate will demonstrate a collaborative spirit and possess a strong interest in Non-Profit Operations. They should be learning-oriented and eager to engage with experts across the organization to understand team needs and objectives.

Essential Tasks

Operations and Planning

▪ Provide project management support for key operations initiatives, including the development of an Operations plan accompanying the new strategic refresh.

▪ Prepare meeting agendas, take notes, and track follow-ups for department and cross-department meetings.

▪ Assist in drafting and/or reviewing essential documents, guidance, and policies.

▪ Conduct research, analysis, and material development for the Operations and Planning team.

▪ Cultivate positive relationships with program teams and other staff to encourage timely responses and facilitate strong connections in pursuit of the shared mission.

▪ Collaborate with Operations and Planning colleagues to analyze and communicate results from key internal and external processes, including staff surveys and the Annual Planning process.

Administrative

● Provide general support by scheduling internal and external meetings, maintaining files, and performing other administrative tasks.

● Manage grants and contracts related to the Operations team as needed.

● Provide general administrative support and assist with other assigned projects.

Required Qualifications

▪ A bachelor’s degree or equivalent.

▪ 2-3 years of experience in an Operations, Systems, or Finance role; prior experience in a grant-making environment is a plus.

▪ Impeccable attention to detail along with strong organizational, analytical, and critical thinking skills.

▪ Proficiency with or ability to quickly learn new technologies.

▪ Excellent verbal and written communication skills, able to engage in a friendly, patient, and professional manner with various departments and foundation partners.

▪ Experience providing high-level customer service to clients or partners is a plus.

▪ Ability to work effectively and efficiently (both virtually and in person) with minimal supervision, and collaboratively as part of a team at all levels.

▪ Proven success in project management, multi-tasking, and meeting deadlines.

▪ Willingness to take initiative, problem-solve, and work cross-functionally to support team goals.

▪ Commitment to the organization’s mission and values.

▪ A commitment to fostering a diverse, inclusive, and equitable work environment.

Salary Range

Salary Range (Bay Area / NYC): $80,000 - $85,000 annually

Salary Range (Other US): $75,000 to $80,000 annually

Benefits

Healthcare Plans

- HMO - 100% coverage for employee and dependents

- POS - Employee pays difference beyond HMO coverage (3 out of 4 POS options are at 100% coverage for employee and dependents)

- Dental – 100% coverage for employee and dependents

- Vision – 100% coverage for employee and dependents

Fertility Benefit

- Fertility care through Carrot Fertility, offering access to on-demand doctor-approved resources, pregnancy support, and virtual consultations with professionals.

Disability Benefit (long and short-term)

**Life Insurance (3x base salary**_ _**up to $750k for employee only)**

PTO

- 20 days (1st year)

- 25 days (2nd - 8th year)

- 30 days (9th year)

Holidays

- 11 observed and 2 floating

401k Plan

- After 6 months of service, the organization automatically contributes 9% of gross earnings per pay period to retirement fund

- Matching contributions of 100% up to a max of 6% of gross earnings per pay period after 6 months of service

Location

The organization is based in the San Francisco Financial District. This position is classified as US Flexible. Exceptional candidates may work from the SF office or other locations, with geographic differentials applied to compensation based on local cost of labor.

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