The Challenge
Jewish Federation Bay Area is California's largest funder of Jewish causes and is building a 21st-century fundraising engine. You'll lead a new business development function to unlock high-net-worth donor relationships, converting prospects into DAF holders and major gift commitments at scale.
Your Mission
Map and segment 500+ high-net-worth prospects in Bay Area Jewish community; build lead scoring model in Salesforce
Close 3-5 new donor-advised funds (DAFs) or major annual gifts ($25K+) from warm pipeline
Hire and onboard first business development team member; establish weekly pipeline reviews and conversion metrics
Design and execute 2 targeted cultivation events on the Peninsula; measure attendance and engagement lift
Establish repeatable lead generation playbook: target 1,000+ prospects with 15%+ engagement rate
Hit $2M+ in new commitments (DAFs + annual + endowment gifts combined) from new relationships
Build team to 2-3 FTE; achieve 25%+ conversion rate from qualified prospect to closed gift
Create quarterly business review dashboard tracking pipeline velocity, deal size, and lifetime donor value
KPIs You'll Own
New DAF Establishments
Number of new donor-advised funds opened per quarter; tie to revenue and fund size.
Pipeline Conversion Rate
Percentage of qualified prospects (segmented in Salesforce) converting to donors within 90 days.
Average Gift Size
Track average commitment value for annual gifts, DAFs, and endowment contributions; target growth YoY.
Prospect Engagement Velocity
Time from initial outreach to first meaningful interaction; optimize for sub-60-day cycle.
Team Productivity
Gifts closed per FTE and pipeline-to-close ratio; measure team efficiency and sales capability.
Tools & Stack
Your Team
Your Manager
Chief Philanthropy Officer
Current Team
Philanthropy Advisory, Marketing, Endowment, and Engagement/Events teams (cross-functional); at least 1 direct report on Business Development team
New role; expanding team from 0 to 3+ FTE over 12 months
The Package
Salary
$140K-$180K base
Variable
Performance bonus tied to new fund establishment and gift closures (10-20% of base estimated)
Remote
On-site Wednesday and Thursday required; significant time on Peninsula for prospect meetings; evening and weekend availability required for events
Benefits & Perks
Company Intelligence
Jewish Federation Bay Area is California's largest funder of Jewish causes, serving as a trusted advisor for philanthropists seeking impact. Operating for over a century, the Federation invests in education, social services, security, and crisis relief while mobilizing resources for thriving Jewish communities locally and globally.
Culture
Mission-driven, collaborative, relationship-focused; building next-gen engagement model; values Jewish values and strategic impact
Is This Role For You?
- You've closed $5M+ in gifts/contracts and own the full sales cycle from prospecting to close
- You're energized by mission-driven work and have genuine connection to Jewish community or philanthropy
- You excel at pipeline management, segmentation, and can articulate clear metrics and ROI
- You thrive leading and scaling teams; comfortable recruiting and building sales culture from scratch
- You're a natural relationship-builder who can navigate high-net-worth conversations and strategic giving structures
- You need 100% remote or flex work; this role requires on-site presence and evening/weekend availability for cultivation events
- You lack CRM discipline or struggle with pipeline forecasting and quota accountability
- You have no track record in relationship-based sales, fundraising, or business development; this is a high-touch, consultative role
- You're uncomfortable with mission-alignment: this requires genuine passion for Jewish community or philanthropic impact
Interview Process
Initial screening call
30-min conversation with recruiter; alignment on role expectations, on-site requirements, and sales background
First interview with Chief Philanthropy Officer
60-min conversation on strategy, pipeline-building approach, team leadership philosophy, and passion for the mission
Case study / scenario discussion
Walk through a prospect segmentation or cultivation strategy; demonstrate CRM thinking and deal structuring
Team meeting with Philanthropy Advisory and Endowment leads
30-min cross-functional conversation to assess collaboration style and understanding of DAF/endowment mechanics
Final offer conversation
Compensation, on-site schedule, team structure, and first-90-day priorities with CPO
Interested in this role?
Apply now and hear back within days, not weeks.
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