Knowledge Services Associate

Position Summary

Reporting to the Senior Manager of Knowledge Services (Supervisor), the Associate will support the Forum’s Knowledge Management (KM) Collaborative, which is powered by a collective technology platform currently utilized by 37 of the Forum’s members (our KM Partners). This unique state-of-the-art platform offers Forum members a Salesforce-based constituent relationship management (CRM) solution that is integrated with a Drupal-based website content management system (CMS). KM Partners also have access to a learning community featuring regular virtual programming and community support from those who understand the role of knowledge management at a PSO and its intersections across operations, membership, communications, and technology.

The Associate will produce the KM Collaborative’s bi-weekly Office Hours programming, coordinate the annual Users Group convening, and be involved in all aspects of user engagement, communications, and evaluation. This role is not expected to have technical expertise in Salesforce or Drupal but is expected to connect KM Partners to the resources and people who do and help translate this type of work to a more general audience.

This is a full-time, exempt position and is open to remote candidates.

Position Specifics

With guidance from supervisor and a very collaborative Knowledge Services team:

External Engagement

• Onboard new staff into the KM Collaborative community by sending welcome email series, providing orientation calls, and being responsive to all inquiries received
• Maintain familiarity with all KM Partners, building trusted relationships to ensure the Knowledge Services team is meeting the needs of each organization
• Organize and participate in Knowledge Services team’s recurring engagement check-ins
• Strategically engage with all KM Partners daily and weekly on Slack Workspace
• Support KM Mentorship program.

External Communications

• Produce, monitor, and maintain an engaging and effective presence for the KM Collaborative on the Forum’s website
• Assist with the development of the Knowledge Services communications plan and long-term strategy, including identification and tracking of key performance indicators
• Write and send relevant mass emails using Pardot to keep various KM audiences informed and engaged to deepen our reputation and influence
• Contribute to various routine Knowledge Services team reporting for the CEO, Board, committees, etc.
• Produce and distribute the KM Collaborative’s Annual Evaluation and prepare summary of findings.

Program Support

• Provide vital program management support for the feature KM Collaborative programs:
• KM Office Hours – bi-weekly calls featuring presentations and Open Floor time to provide support
• KM Users Group – annual gathering to build community and learn together
• Provide planning and logistical support for KM programming including Working Group meetings and occasional trainings
• Manage the post-production/content management of recorded resources for all KM programs
• Assist with scheduling and note-taking during programs, as needed.

Administration

• Provide administrative support for contracting and evaluation aspects of KM Consulting Services
• Support various Knowledge Services team special projects
• Support all external surveying efforts and support team scheduling.

Qualifications

Required Qualifications

• Deep interest in KM Collaborative’s use of technology to advance Forum’s mission to catalyze a just and courageous philanthropic sector
• Proficiency* in the use of applications/platforms for: Word processing, Spreadsheet calculations, and Presentations (e.g., Google Suite and Office 365), Project Management (e.g., Asana), Surveys and Evaluations (e.g., Alchemer), Videoconferencing and Messaging (e.g., Zoom, Slack), and Document management (e.g., Box) *Experience using similar tools with commitment to further develop skills is suitable replacement for proficiency
• Strong engagement skills, with the ability to own and take initiative of meaningful 1:1, small group, and large group meetings
• Strong communication skills, with the ability to create effective written, verbal, and web content for internal and external audiences across multiple platforms and for different learning styles
• Highly organized, motivated, and detail-oriented with ability to set priorities, develop schedules, and monitor progress toward goals
• Ability to manage multiple projects simultaneously, knowing how to prioritize and adjust timetables based on demand and other factors, as well as handle new or unplanned projects with agility and flexibility
• Versed in volunteer engagement and management
• Experienced collaborator who works well with many different leadership and working styles, and among peers with varying levels of authority
• Embraces the opportunity to contribute to a positive organizational culture and develop in organizational competencies of Collaboration, Continuous Learning, Innovation, and Racial Equity

Preferred Qualifications

• Work experience in, and/or knowledge of nonprofit, membership association, and/or philanthropy sector
• Experience with CRMs (we use Salesforce) and CMS (we use Drupal)
• Experience with email marketing platforms (e.g., Mailchimp, Constant Contact; We use Pardot)

Organizational Competencies

• Collaboration
• Continuous Learning
• Innovation
• Racial Equity

Role Competencies

• Organization
• Communication
• Relationship building/People-centered

Other Information

Interview Process

There are two rounds of interviews and our goal is that all applicants will hear back from us. We will stop accepting applications on Monday, October 14. Applicants who do not move forward to Round One will hear back by October 31.

• Round One: 30-minute Video Interview
• Round Two: 60-minute Video Interview with Hiring Team (Vice President of Knowledge Services, Director
• of Knowledge Services, Senior Manager of Knowledge Services, and Senior Director of Member Services)

Commitment to Equity

A key strategic priority for United Philanthropy Forum is to advance racial equity, diversity and inclusion in philanthropy. The Forum envisions a courageous philanthropic sector that catalyzes a just and equitable society where all can participate and prosper. It is not possible for us to achieve this vision without addressing racial equity. Externally, we strive to be a leading connector, convener and collaborative partner for all regional and national philanthropy-serving organizations (PSOs) on racial equity, diversity and inclusion. Internally, we work continuously to embed racial equity in all aspects of our work.

Equal opportunity and having a diverse staff are fundamental principles of United Philanthropy Forum, where employment and promotional opportunities are based on individual capabilities and qualifications without regard to age, disability, gender, gender identify, gender expression, genetic information, national origin, marital status, military status, pregnancy or childbirth, race or color, religion, sexual orientation, or any other protected category as established under law.

Location and Work Environment

The Forum is headquartered in Washington, D.C. Although we continue to maintain a physical office, the Forum currently operates as a virtual office. Staff located in the greater D.C. area have the option to work from home or in the office, or some combination, based on employee preference. Staff located outside of the greater D.C. area will be expected to visit our D.C. office a few times a year. Employees receive financial stipends and other necessary supports to cover expenses of working remotely.