Foundation & Advancement Operations Specialist

JENNIFER RAPPAPORT

Charlottesville, VA 434-***-**** ***************@*****.***

PROFESSIONAL SUMMARY

Foundation and advancement professional with extensive experience supporting corporate and foundation relations, proposal and grant-related workflows, project coordination, database management, research, and administrative operations. Proven ability to manage multiple priorities and deadlines, maintain highly accurate records, coordinate across teams, and provide responsive stakeholder support. Experienced with Smartsheet, EverTrue, Advance, Microsoft Office, Concur, SharePoint, Workday, Tableau, and Marketing Cloud.

CORE SKILLS

Foundation & Advancement Support

Proposal / RFP Tracking

Project Coordination

Database & Record Management

Research & Reporting

Deadline & Calendar Management

PROFESSIONAL EXPERIENCE

Advancement Associate

Mar 2018 – Mar 2026

University of Virginia Charlottesville, VA

• Managed comprehensive tracking for Corporate and Foundation Relations proposals from initial development through submission, award/closure, and stewardship, coordinating timelines, documentation, and meetings.

• Maintained RFP and grant-opportunity tracking systems and calendars, proactively communicating upcoming deadlines and opportunities to development officers.

• Monitored advancement data in Advance and Smartsheet for duplicate entries, errors, and missing information; coordinated corrections and completed monthly accuracy reviews and reporting.

• Maintained Corporate and Foundation Relations proposal and constituent records, supporting database cleanup, proposal entry, and lifecycle management.

• Conducted corporate and foundation research and provided timely research support to an eight-member team, including executive and director-level leadership.

• Coordinated internal and external meetings, travel, expenses, supplies, and special projects while managing multiple priorities and stakeholders.

Client Services Representative

Apr 2017 – Mar 2018

University of Virginia Charlottesville, VA

• Served as a primary point of contact for students, faculty, staff, departments, and guests in a high-volume operation, responding through in-person, telephone, and electronic channels.

• Resolved complex inquiries and customer concerns in accordance with University policies while maintaining accurate, responsive service and appropriate follow-up.

• Supported efficient business-office operations and identified process improvements based on customer feedback and operational needs.

Member Services Specialist

Oct 2013 – Aug 2016

CFA Institute Charlottesville, VA

• Provided specialized service and guidance to candidates, members, and society leaders and reviewed membership applicants' qualifying work experience.

• Built and maintained relationships with society leaders to support membership strategy and growth while managing five or more concurrent projects.

• Served as CIPM Membership Manager and led weekly Global Membership and Work Experience roundtable meetings.

ADDITIONAL PROFESSIONAL EXPERIENCE

Client Services Representative

Sep 2011 – Oct 2013

CFA Institute Charlottesville, VA

• Delivered high-touch service across educational offerings, membership requirements, and product orders while handling sensitive client information.

• Worked across IT, Education, Marketing, Publications, Conferences, and external vendors as a subject-matter resource and advocate for stakeholder needs.

Administrative Assistant, Professional Conduct Program

Jan 2011 – Sep 2011

CFA Institute Charlottesville, VA

• Maintained electronic and hard-copy case files, coordinated meetings and staff events, supported onboarding, arranged travel, and processed invoices and expenses in Concur.

• Managed case-opening and case-closing workflows, ensuring electronic and hard-copy records were complete and consistent.

• Supported creation and maintenance of letter templates and work packages as Client Profiles Business Administrator.

Temporary Administrative Assistant, Professional Conduct Program

2010 – 2011

CFA Institute Charlottesville, VA

• Processed, scanned, and updated electronic and hard-copy case files and provided general administrative support to Professional Conduct staff.

TECHNOLOGY

Microsoft Office (Word, Excel, PowerPoint) • Smartsheet • EverTrue • Advance • Concur • SharePoint • Workday • Tableau • Marketing Cloud

EDUCATION

Master of Arts in Liberal Studies — Hollins College, Roanoke, VA 2008

Bachelor of Arts, Marketing Communications — Mary Baldwin College, Staunton, VA 2003

Contact this candidate