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POSITION OVERVIEW

Viewpoint Systems is a Pensacola, Florida-based designer and manufacturer of rugged display and computing solutions for the U.S. military. Our products are deployed across ground vehicle, naval, and airborne platforms in some of the most demanding operational environments in the world.

The Junior Account Manager supports the Business Development Representative responsible for the Airborne Market Sector. This is an entry-level, account management-focused role designed to offload high-volume customer interaction tasks from the BD Representative, enabling him to concentrate on strategic business development, opportunity pursuit, and long-range pipeline growth.

The right candidate will serve as the primary point of contact for day-to-day customer requests across the airborne portfolio, fielding inquiries, managing order status communications, facilitating technical support, processing administrative agreements, and supporting tradeshow and travel logistics, while ensuring that every customer interaction reflects the quality and professionalism that Viewpoint Systems is known for.

This position is intentionally structured as a career development role. Candidates who demonstrate strong performance, a command of Viewpoint's product portfolio, and an ability to build customer relationships will be well-positioned to advance into a Business Development Representative role, a higher-compensation position with direct responsibility for opportunity pursuit, pipeline ownership, and revenue generation.

KEY RESPONSIBILITIES

Customer Management

• Serve as the primary day-to-day point of contact for assigned airborne sector customer accounts
• Receive, triage, and respond to incoming customer requests
• Proactively communicate open order status updates to customers, ensuring visibility into production, shipping, and delivery timelines
• Use company CRM system to create touchpoints and follow-up activities on all potential sales opportunities. Execute these activities according to schedule.
• Track all open customer requests through resolution, ensuring timely follow-up and closure

Technical Support Coordination

• Field incoming technical support requests from customers and route to the appropriate internal technical resource
• Communicate troubleshooting guidance and status updates to customers on behalf of the technical team
• Log and track all technical support cases to ensure timely resolution and customer satisfaction
• Escalate complex or unresolved technical issues to the BD Representative or Engineering team as appropriate

Repair & Return Management

• Receive and process customer repair requests and Return Material Authorizations (RMAs)
• Coordinate with operations and repair personnel to track repair status and communicate timelines to customers
• Ensure customers are kept informed throughout the repair cycle from receipt through return shipment
• Maintain accurate records of repair activity within the CRM system

Contract & Administrative Document Processing

• Process and execute Non-Disclosure Agreements (NDAs) in coordination with appropriate internal stakeholders
• Manage bailment agreement paperwork, ensuring accurate documentation, proper routing for signatures, and compliant record retention
• Complete and submit customer-required vendor forms, compliance certifications, supplier questionnaires, and other administrative documentation on behalf of Viewpoint Systems
• Maintain organized records of all executed agreements and customer-required documents

Tradeshow Support

• Research and complete company registration requirements for relevant defense industry tradeshows and conferences
• Coordinate equipment logistics for tradeshow participation, including shipping, tracking, and confirmation of receipt for display products and demonstration units
• Assist the BD Representative in preparing materials and coordinating pre-show activities
• Support on-site tradeshow execution as needed, consistent with travel requirements of the role

BD Representative Administrative Support

• Book travel for the BD Representative, including flights, hotels, and ground transportation in accordance with company travel policy
• Prepare and submit travel expense reports for the BD Representative, ensuring accurate documentation and timely processing
• Assist with the compilation and formatting of the weekly Business Development status report, aggregating CRM data, activity summaries, and pipeline updates

CRM & Pipeline Hygiene

• Maintain accurate and current records in the company CRM for all customer interactions, open requests, and account activity
• Assist the BD Representative in keeping opportunity records, contact data, and account histories up to date
• Generate routine account activity reports and status summaries as needed

Customer Relationship Support

• Build and maintain professional working relationships with customer procurement, logistics, and technical personnel at assigned accounts
• Monitor customer satisfaction and proactively communicate any concerns or emerging issues to the BD Representative
• Support the BD Representative in preparing for customer meetings, reviews, and briefings
• Represent Viewpoint Systems professionally in all written and verbal communications

Reports To:

BD Representative, Airborne Market Sector

Location:

Woodstock, Georgia

Work Schedule:

Full-Time, Onsite

Travel:

Up to 30%

Position Type:

Entry-Level

QUALIFICATIONS

Education

• Bachelor's degree in Business Administration, Marketing, Communications, Engineering Technology, or a related field required
• Equivalent combination of education and relevant professional experience will be considered

Experience

• 0-2 years of professional experience in account management, customer service, sales support, or a related field
• Prior internship or co-op experience in a defense, aerospace, manufacturing, or technical sales environment is a plus
• Experience working with a CRM platform (Zoho, Salesforce, HubSpot, or similar) is preferred

Knowledge & Skills

• Strong written and verbal communication skills; ability to correspond professionally with military and government customers
• Highly organized with the ability to manage multiple open requests simultaneously and meet deadlines
• Customer-first mindset with a proactive, follow-through-oriented approach to problem solving
• Comfortable working in a technical product environment; ability to learn and communicate product specifications with guidance
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
• Familiarity with defense acquisition, government contracting, or military procurement processes is a plus
• Self-starter who operates effectively with minimal supervision in a fast-paced, small-company environment
• Ability and willingness to travel up to 30%, including to tradeshows, customer sites, and company facilities

WHAT WE OFFER

• Base salary of $65,000 - $80,000, commensurate with experience
• Comprehensive benefits package including medical, dental, and vision coverage
• 401(k) with company contribution
• Paid time off and federal holidays
• Opportunity to work with leading-edge defense electronics products used in real-world military operations
• Direct mentorship from an experienced BD professional in the defense electronics industry
• Clear path for advancement into a Business Development Representative role for high performers

ADDITIONAL REQUIREMENTS

This position may require the ability to obtain and maintain a U.S. Government security clearance. U.S. citizenship is required. The selected candidate will be subject to a background investigation.

Viewpoint Systems is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.

We’re hiring a B2B SaaS Account Executive to drive growth for our AI-powered solutions used by growing and enterprise businesses.

As an Account Executive at Commercient, you’ll own the full sales cycle for our AI automation and chatbot solutions, from prospecting and demos to closing complex B2B SaaS deals. You’ll work directly with customers to understand real business problems and translate cutting-edge AI—LLMs, intelligent automation, and ERP–CRM integrations—into practical, high-impact outcomes. This is a SaaS sales role for someone excited to sell sophisticated AI technology, engage senior stakeholders, and help shape the next generation of AI-driven sales motions.

At Commercient, you’ll own the full sales cycle, working directly with decision-makers to understand business challenges and position high-impact solutions that combine ERP, CRM, and AI capabilities.

Location: Atlanta (Hybrid)/US (remote)

What You’ll Do

As our Sales Representative, you’ll be on the front lines driving our growth:

• Prospect, pitch, and close deals for our AI technology solution such as our chatbot
• Build and nurture strong client relationships with Salesforce, HubSpot, Zoho, etc.
• Represent Commercient at meetings, demos, and events across the US
• Gather insights from the market to help shape our product and sales strategy
• Hit and exceed sales targets while growing your career in a fast-moving company
• Travel to several conferences per year in the US

Who You Are

• Sales hunter with a passion for building relationships and closing deals
• Energetic, ambitious, and motivated by results
• AI enthusiast who likes to learn about AI and stays current with the trends
• Comfortable meeting clients and thriving in a dynamic, less-structured environment
• Bachelor’s degree or equivalent experience in Sales, Business Development, or related fields (optional if you have killer sales results!)
• 3-7 years of experience in SaaS or AI solution sales (ERP, CRM, or automation experience strongly preferred)
• Familiarity with Salesforce, HubSpot, or ERP ecosystems
• Understanding of AI chatbots, RAG systems, or natural language interfaces (bonus if you can explain GPT, embeddings, or vector databases in plain English)
• Consultative, high-EQ selling style with technical curiosity
• Comfortable engaging at C-level and VP-level
• Self-starter with strong pipeline discipline and storytelling ability
• Excited about shaping a next-generation AI sales motion
• Experience with any Chatbot or LLM tech stack: Google Gemini, Google AI Studio, Open AI, Liveperson, Drift chat, Microsoft Copilot, Agents, Agentforce, HubSpot AI, Support desk or Helpdesk AI assistants, Slack AI assistants, etc.
• Comfortable working independently in a remote team environment
• Applicants must have near-native English proficiency. A short written and verbal English evaluation will be part of the selection process.

Not for you if: you dislike rejection or ambitious goals.

Why Join Us?

• Be a key player in our expansion — your impact is direct and visible
• Work closely with founders and an international team
• Learn and grow in a tech-driven, fast-moving environment
• We have an engaging, collaborative culture focused on succeeding together

Compensation & Perks

• Competitive base starting at $55k (based on experience) + commission — uncapped, performance-driven commissions per annual On Target Earnings (OTE)
• Our compensation plan creates a space for you to be in control of what you make. The base is a great start, but uncapped commission is accessible your entire career with us (your base and commission will increase as you grow with the company).
• Comprehensive Benefits Package
• 401k program with generous company match
• PTO
• Hybrid role based in Atlanta, GA with fully remote option for US-based candidates

About Commercient

Commercient helps growing companies streamline Sales, Marketing, and Customer Service by seamlessly connecting ERP and CRM systems through our AI-driven integration platform. Over 50,000 users rely on Commercient SYNC daily to automate key business processes—sales, billing, invoicing, and payments—across top CRMs like Salesforce, HubSpot, and Microsoft Dynamics. We’re an innovative, global SaaS company with 20+ years of experience and customers in 1,000+ organizations worldwide.

Why Work With Us

• Work remotely with a diverse, supportive, and fun global team
• Be part of an innovative company that embraces cutting-edge technology
• Enjoy learning and development opportunities to grow your career
• Flexible work-life balance and an environment where ideas thrive

Ready to join an innovative team building the world’s leading ERP–CRM integration platform? Apply today and grow your career with Commercient.

Associate Director of Communications Systems

Arlington, VA (On-Site)

About Us

Ennoble Care is a mobile primary care, palliative care, and hospice service provider with patients in New York, New Jersey, Maryland, DC, Virginia, Oklahoma, Kansas, Pennsylvania, and Georgia. Ennoble Care's clinicians go to the home of the patient, providing continuum of care for those with chronic conditions and limited mobility. Ennoble Care offers a variety of programs including remote patient monitoring, behavioral health management, and chronic care management, to ensure that our patients receive the highest quality of care by a team they know and trust. We seek individuals who are driven to make a difference and embody our motto, "To Care is an Honor." Join Ennoble Care today!

Overview

Ennoble Care is seeking an Associate Director of Communications Systems to own our Dialpad and Zoho CRM platforms end to end—from day-to-day administration to the analytics that drive operational decisions for clinical leadership and the C-suite.

This is not just a systems administration role. You'll inherit active automation projects in Zoho (workflow rules, field permissions, validation logic, cross-module integrations) and a growing analytics practice around Dialpad call data (transfer acceptance rates, queue performance, agent productivity). You'll be expected to build on both—and you'll have AI tools at your disposal to do it. We're actively using AI to automate workflows, analyze call data, and eliminate manual processes across both platforms. You'll be expected to leverage these tools to move faster than a traditional admin ever could.

You'll report directly to the CIO and have regular visibility with the COO and executive leadership. This position is on-site at our Arlington, VA corporate headquarters.

Key Responsibilities

Dialpad Administration & Analytics (~610 users across 15+ offices and 11 states)

• Manage user provisioning/deprovisioning, license management (Connect vs Contact Center), number assignment, and extensions

• Configure and optimize call routing, IVR structures, queues, and office/department setup

• Build and maintain performance dashboards for clinical operations leadership—transfer acceptance rates (warm vs cold), queue performance, agent productivity, ring timeout analysis, voicemail detection

• Leverage AI tools to automate call data analysis, anomaly detection, and recurring reporting

• Track and report on KPIs weekly: call answer rate, abandon rate, average speed to answer, queue wait time

• Conduct root cause analysis when performance dips—whether it's a routing issue, a training gap, or a staffing constraint

• Serve as primary technical contact with Dialpad support and account team

• Troubleshoot call quality issues, agent status problems, and routing errors

Zoho CRM Administration & Automation (~50+ liaisons, scaling to 100+)

• Manage user creation, role/profile management, field-level permissions, module configuration, and layout customization

• Own and extend existing workflow automations—bonus point calculations, pathway expiration enforcement, focused pathway caps, cross-module lookups (house call / hospice), referral-to-liaison mapping

• Drive data integrity: account deduplication, referral source accuracy, sync monitoring between Zoho, OA (OperationsAccel), and MatrixCare

• Build liaison performance dashboards and automate the pulse report

• Reduce bonus reconciliation from ~16 hours/month of manual work to near-zero through automation

• Use AI-assisted development to build and iterate on Zoho workflow rules, validation logic, and cross-module integrations faster

Integrations & Cross-Platform

• Coordinate user lifecycle (provisioning/deprovisioning) across Dialpad and Zoho as part of onboarding/offboarding workflows

• Maintain integrations between Dialpad, Zoho, CallRail, and other systems

• Monitor sync reliability between Zoho, OA, and the Dialpad data warehouse (Azure SQL)

• Support other no-code/low-code tools (Scribe, Keragon, Emitrr) as needed

Performance Monitoring & Reporting

• Track and report on Dialpad and Zoho KPIs weekly to leadership

• Identify trends and proactively address issues before they impact metrics

• Support Operations Analyst with data extraction for deeper analysis

Documentation & Training

• Create and maintain system documentation, runbooks, and SOPs

• Develop training resources to improve adoption and reduce errors

• Conduct end-user training for new hires and existing staff

What Success Looks Like

• You own Dialpad and Zoho administration completely—user provisioning, routing changes, and system configuration no longer route through the helpdesk or the CIO

• Leadership gets recurring, self-service visibility into call center performance and liaison productivity without asking for it

• Manual reconciliation work that currently takes 16+ hours/month is automated or eliminated

• When something breaks or trends in the wrong direction, you catch it before anyone else does

Qualifications

Required

• 3+ years of experience administering a cloud communications platform (Dialpad, RingCentral, 8x8, Five9, or similar)

• 2+ years of experience administering a CRM (Zoho CRM strongly preferred; Salesforce acceptable)

• Hands-on experience building CRM automations—workflow rules, validation rules, field-level security, cross-module lookups

• Comfortable writing SQL queries for analytics (you'll query an Azure SQL data warehouse—and use AI tools to accelerate query development and analysis)

• Experience building dashboards or reports in Power BI, Looker, or similar

• Strong analytical skills—able to interpret data and identify root causes

• Excellent communication skills with ability to present metrics to leadership

• Strong attention to detail—you'll reconcile bonus payments where errors directly impact employee compensation

• Ability to work on-site in Arlington, VA

Preferred

• Zoho CRM administration certification

• Experience with Zoho-to-external-system integrations (webhooks, APIs, middleware like Zoho Flow)

• Healthcare industry experience (home health, hospice, or multi-site provider groups)

• Experience with Dialpad specifically (API, webhooks, admin console, contact center configuration)

• Familiarity with data warehousing concepts and ETL pipelines

• Experience using AI/LLM tools (Claude, ChatGPT, Copilot) to accelerate technical work—writing automations, analyzing data, building integrations

• Background in contact center operations (not just IT administration)

What We Offer

• Ownership of two mission-critical platforms with direct impact on business performance

• Direct visibility with CIO, COO, and executive leadership

• AI-forward team—you'll have enterprise AI tools and an automation backlog with clear ROI from day one

• Growing organization—the systems you build now will scale with 2x liaison headcount and continued M&A expansion

• Competitive compensation and benefits package

• Career growth opportunities within IT and operations

Compensation

Salary Range: $90,000 - $110,000 with 10% Bonus based on Annual KPIs

Benefits

Full-time employees qualify for the following benefits:

• Medical, Dental, Vision and supplementary benefits such as Life Insurance, Short Term and Long Term Disability, Flexible Spending Accounts for Medical and Dependent Care, Accident, Critical Illness, and Hospital Indemnity

• Paid Time Off

• Paid Office Holidays

All employees qualify for these benefits:

• Paid Sick Time

• 401(k) with up to 3% company match

• Referral Program

• Payactiv: pay-on-demand — cash out earned money when and where you need it!

Candidates must disclose any current or future need for employment-based immigration sponsorship (including, but not limited to, OPT, STEM OPT, or visa sponsorship) before an offer of employment is extended.

Ennoble Care is an Equal Opportunity Employer, committed to hiring the best team possible, and does not discriminate against protected characteristics including but not limited to race, age, sexual orientation, gender identity and expression, national origin, religion, disability, and veteran status.

Our client, who is one of the top Consumer Goods Company in San Antonio with a long history of importing, marketing, and distributing top Hispanic food and beverage brands across the U.S. and Canada, is hiring an Executive Administrative Coordinator.

Location: San Antonio, TX (Medical District)

Company: Confidential ($500M Privately Held Organization)

Position Summary

We are seeking a high-level, tech-savvy Executive Administrative Coordinator to support the operations of a premier $500M privately held company located in the heart of the San Antonio Medical District.

This is not a traditional clerical role. The ideal candidate will serve as a "Force Multiplier" for our leadership team, blending traditional executive support with advanced CRM management and data integrity. You will be the central hub for office operations, client data, and executive workflow.

Key Responsibilities

1. CRM Management & Data Strategy (Primary Focus)

• Serve as the primary administrator for the company’s CRM platform (Salesforce, HubSpot, or Microsoft Dynamics).
• Manage data entry, lead tracking, and pipeline reporting to ensure the executive team has real-time visibility into business development.
• Audit CRM data regularly for accuracy and perform bulk updates/migrations as needed.
• Generate custom reports and dashboards to track KPIs and departmental goals.

2. Executive Support & Coordination

• Manage complex calendars and schedule high-stakes meetings with internal stakeholders and external partners.
• Coordinate sophisticated travel arrangements, including air, ground, and lodging logistics.
• Prepare professional correspondence, slide decks, and meeting briefs for the CEO/Executive team.
• Act as a gatekeeper, vetting internal and external requests to ensure executive time is prioritized effectively.

3. Office & Operations Oversight

• Manage the day-to-day operations of our Medical District headquarters.
• Coordinate with vendors, building management, and specialized service providers.
• Assist in the preparation of expense reports, invoices, and basic financial tracking.
• Help organize corporate events, board meetings, and community engagement initiatives within the San Antonio area.

Qualifications & Skills

• Experience: 5+ years of administrative experience supporting senior-level executives, preferably in a fast-paced, high-revenue environment
• Advanced CRM Skills: Must demonstrate "Power User" proficiency in a major CRM system. Ability to build workflows, manage integrations, and pull complex reports is essential.
• Technical Savvy: Expert proficiency in Microsoft 365 (Outlook, Excel, Teams, and SharePoint).
• Communication: Exceptional verbal and written communication skills with a refined professional polish.
• Discretion: Absolute commitment to maintaining confidentiality regarding sensitive company and financial data.

Why Join Us?

• Stability: Join a thriving, $500M privately held organization with a long-term vision.
• Impact: Your work directly influences the efficiency and data-driven decisions of the executive team.
• Culture: A professional, high-performance environment that values loyalty, precision, and proactive thinking.

The Senior SharePoint Architect serves as the lead technical authority responsible for the planning, architecture, engineering, and modernization of DISA J6's SharePoint and Dynamics CRM platforms. This role supports both Platform Services and Operations and Maintenance Service Delivery, ensuring solutions are secure, scalable, and aligned to DISA's enterprise technology roadmap and cloud transition goals. The Sr. SharePoint Architect designs architecture to include the software, hardware, and communications to support the total requirements as well as provide for present and future cross-functional requirements and interfaces. Identifies, assesses, and presents options for meeting the functional and technical requirements including hardware and software updates or upgrades. Responsible for developing high level system design diagrams. Ensures these systems are compatible and in compliance with the standards for open systems architectures, the Open Systems Interconnection (OSI) and International Standards Organization (ISO) reference models, and profiles of standards - such as Institute of Electrical and Electronic Engineers (IEEE) Open Systems Environment (OSE) reference model - as they apply to the implementation and specification of Information Management (IM) solution of the application platform, across the application program interface (API), and the external environment/software application. Ensures that the common operating environment is compliant. Evaluates analytically and systematically problems of workflows, organization and planning and develops appropriate corrective action.

This is an onsite position located within the National Capital Region. Individuals must reside within a commutable distance in order to work onsite full time.

Responsibilities Include:

Architecture, Design, and Integration

• 
  
• Design, maintain, and evolve SharePoint and CRM architectures for both on-prem and cloud environments (DOD365-J).
  
• Develop and manage technical roadmaps aligned with J6's enterprise architecture.
  
• Serve as the lead integrator for enterprise-level planning, stability, and infrastructure design.
  
• Recommend, evaluate, and implement tools and technologies for system performance optimization.
  
• Lead migration planning for SharePoint and Dynamics CRM modernization into O365 environments.
  

Engineering and Operations

• 
  
• Provide Tier 3/4 engineering and Tier 2/3 operational support for SPO and Dynamics CRM.
  
• Maintain versioning, backups, and high availability of mission-critical systems.
  
• Design and maintain automated deployment pipelines across NIPR and SIPR environments.
  
• Coordinate and perform system monitoring, patching, and capacity management.
  
• Support certification and accreditation (C&A) and ATO processes through RMF compliance.
  

Technical Leadership and Innovation

• 
  
• Lead modernization from deprecated SharePoint features (InfoPath, classic workflows) to Power Platform-based solutions.
  
• Support Power Platform (Power Apps, Power Automate, Power BI, Power Pages) and Dataverse integrations.
  
• Provide expertise for integration testing, performance monitoring, and system resiliency.
  
• Produce architecture documentation, design diagrams, and governance records.
  
• Conduct demonstrations and training for government staff and administrators.
  

Required Skills, Qualifications and Experience:

• 
  
• Education/Experience: BA/BS in Information Systems, Computer Science, or related technical field.
  
• Citizenship and Clearance:
  
  • 
    
  • US Citizenship is required.
    
  • Must have and maintain a current DoD Secret clearance.
    
  
  
  
• Experience: Minimum 10 years of experience in SharePoint and Microsoft technology architecture, development, and operations within DoD or enterprise environments.
  
• Ability to manage competing priorities in a fast-paced, mission-critical environment.
  
• Supervise and mentor technical teams across SharePoint, CRM, and cloud migration efforts.
  
• Coordinate collaboration between architecture, engineering, and operations staff.
  

Preferred Qualifications:

• 
  
• Microsoft Certified: SharePoint Administrator (MS-301), Microsoft Certified: Power Platform Solution Architect Expert, Microsoft Certified: Azure Solutions Architect Expert (AZ-305), or other relevant SharePoint Architect certification
  
• IAM III certification preferred: CASP+, CISSP, CISM, or other 8140 IAM certification.
  

Compensation: $130,000 - $165,000

This position is part of a pipeline for a future opportunity supporting a DoD customer. Employment is contingent upon contract award and government customer approval. AGE Solutions is actively engaging talent ahead of award and encourages both current incumbents and new candidates to express interest.

At AGE Solutions, we reward performance, invest in growth, and share success. Our benefits support the whole person, professionally, financially, and personally.

• 
  
• 26 Days Paid Leave: Includes vacation, sick, personal time, and holidays. You choose how to use it.
  
• Performance Bonuses: Performance bonuses are awarded based on individual contributions and company-wide results, aligning recognition with impact.
  
• 401(k) with Match: We match 3% of your contributions with immediate vesting.
  
• Financial Protection: Company-paid life insurance up to $300K and options for additional coverage for you and your dependents.
  
• Health Benefits: Multiple medical plans, dental, vision, FSA and HSA options to fit your needs.
  
• Parental Leave: 15 days of fully paid leave for new parents, because family matters.
  
• Military Differential Pay: We bridge the gap for employees on active duty, so they don't take a financial hit while serving.
  
• Professional Growth: Paid training and certifications, tuition reimbursement, and the tools and tech to get the job done right.
  
• Shared Success: In the event of a company sale, our CEO has committed to returning 80% of net proceeds to employees. This ensures our team shares in the long term value they help create.
  

At AGE, you'll do work that matters, supported by a company that delivers for its people.

• Hybrid - 2-3 days in office at New York office
• We are seeking a detail?oriented Marketing Operations Manager to support the execution, tracking, and optimization of core marketing initiatives. This role will play a critical support function for the Marketing and Sales teams by ensuring rigor across budget and financial management, departmental KPI reporting and measurement, CRM administration, project management and day?to?day marketing operations. The ideal candidate is highly organized, analytically minded, and comfortable working across systems, data, and stakeholders in a fast?paced environment.
  
  

• Support marketing budget tracking, reconciliation, and forecasting across multiple initiatives and vendors
• Maintain accurate records of spend, invoices, and accruals in partnership with Finance and Marketing leads
• Assist with budget reporting and ensure alignment between planned and actual spend
  
  

• Compile and maintain recurring KPI and performance reports across marketing programs, campaigns, and channels
• Support dashboard updates and data hygiene to ensure accurate, timely reporting
• Assist in synthesizing performance data to support optimization and planning efforts
  
  

• Support CRM administration, including data entry, maintenance, and quality control
• Assist with campaign tracking, attribution support, and reporting within CRM tools
• Partner with Marketing and Sales stakeholders to improve workflows, visibility, and data consistency
  
  

• Provide operational support for marketing programs and industry events, including timelines, task tracking, documentation, and coordination across internal teams and external partners.
• Assist with event logistics and execution support as needed, such as budget tracking, vendor coordination, registration management, asset delivery, and post?event reconciliation and reporting.
• Support program setup and execution for key initiatives, including tentpole events, experiential programs, partner activations, and sales?driven marketing programs.
• Maintain centralized documentation, trackers, and process workflows to ensure visibility, consistency, and on?time delivery across marketing programs and events.
• Assist with post?program wrap?ups, including documentation, performance inputs, and learnings to inform future planning.
  
  

• Provide operational and administrative support across marketing initiatives, including project timelines, documentation, and asset tracking
• Support campaign launches, program setup, and cross?functional coordination
• Maintain process documentation and help identify opportunities to streamline workflows and improve efficiency
  
  

• 2–5 years of experience in marketing operations, marketing analytics, or a related operational role
• Experience working with budgets, reporting, and CRM systems in a marketing or sales environment
• Strong organizational skills and attention to detail
• Comfortable working with data, spreadsheets, dashboards, and operational tools
• Ability to manage multiple tasks and priorities in a deadline?driven environment
• Strong communication skills and a collaborative mindset
  
  

• $30-34 Hourly (W2)
  
  

United to Learn (U2L) is a Dallas-based education nonprofit with a stated mission of changing lives by transforming the relationship between schools and community. United to Learn is focused on accelerating student achievement across 103 Dallas ISD elementary schools, and growing purposeful leaders through partnerships with businesses, high schools, colleges, faith-based organizations, and engaged individuals and groups. Together we work to create a united, thriving community.

United to Learn's Advancement Manager plays a pivotal role in furthering the mission of U2L by facilitating seamless interactions with funders, partners, and volunteers through clear and accurate communication, comprehensive reporting, and prompt stewardship. By effectively utilizing U2L's customer relationship management (CRM) database, the Advancement Manager will develop a deep understanding of U2L's investor base, identify new fundraising opportunities, and contribute to revenue generation through strategic donor outreach, data-driven insights, and impactful communications with key stakeholders. In addition, the Advancement Manager will be responsible for driving revenue through targeted annual fundraising campaigns.

Essential Competencies

Functional Excellence

Serve as lead manager and steward of U2L's customer relationship management (CRM) database, maintaining record of constituent interactions, pledges, and payments, while conducting analytics and other related reporting Manage and drive revenue through targeted annual fundraising campaigns, including the End-of-Year Appeal, Learning Launch, and North Texas Giving Day Conduct prospect research and market analysis to identify new investment opportunities across foundation, corporate, and individual donor sectors. Assist with administrative tasks and other team duties as requested Demonstrate willingness to learn, improve and advance own functional excellence

Sector Knowledge

Strong commitment to public education, student achievement, and the mission, vision, and values of U2L Knowledge of the Dallas public education sector and Dallas ISD goals, priorities, assessments, and personnel structure and U2L schools

Project Management

Track, organize, and analyze key metrics as defined collaboratively by the Advancement Team Ability to nimbly adjust priorities and manage multiple tasks while working collaboratively with internal and external stakeholders 1 Build, maintain and generate reports from U2L's CRM database, Salesforce Process gifts and reconcile revenue, including recording all in-kind and monetary donations, maintaining timely entry of all pledges, grant letters, soft credits, and relationships Create online forms for events and campaigns for display on the United to Learn website Oversee the development, production, and distribution of fundraising campaign materials Support planning and execution of organization-wide events for funders and affinity groups Define and manage project plans, while asking clarifying questions Coordinate with the Operations team on monthly revenue reconciliations

Communications

Excellent written and oral communication Deliver well-organized, persuasive presentations and reports Use discretion with communication of sensitive information

Relationship Management

Establish and maintain trusting relationships with defined key stakeholders Demonstrate effective interpersonal skills and build belonging internally and externally Develop new and deepen existing relationships to further U2L mission and vision

People Development

Exemplify tone and culture of U2L, exhibiting professional, welcoming demeanor with all colleagues and volunteers Treat all with respect and provide timely and constructive feedback when needed

Technical Excellence

Advanced working knowledge of CRM databases, particularly Salesforce for nonprofits Ability to conduct comprehensive research on potential investors, using relevant sources Ability to conduct data analysis and storytelling with data collected through surveys, Google Forms and other methods Advanced knowledge in Google Suite and Microsoft Office Ideal

Candidate Qualifications

Hold a bachelor's degree and minimum of two years relevant experience Advanced experience in CRM databases; familiarity with Salesforce a plus General fundraising experience Mandatory valid driver's license and insurance, current background check and vaccine status required in compliance with Dallas ISD schools, and ability to lift up to 20 lbs Ability and willingness to lead and attend programming events as needed; including mornings, evenings, and/ or weekends

As a full-time employee, the Advancement Manager will receive:

Competitive Salary plus insurance benefits including dental and vision plans Participation in employer contributed retirement plan through a SIMPLE IRA Fund Generous holiday schedule including 6 Federal holidays plus an additional 20 holidays in accordance with Dallas ISD's administrative calendar during the academic school year, which reflects extended Thanksgiving, Winter holiday and Spring Break paid time off Plus, 10 days of paid time off as requested throughout the year and 7 sick days on an annual basis