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Cause Strategy Partners seeks a wildly talented, deeply passionate and incredibly fun mission-driven professional to join our team. The Program Specialist will work closely with the Lead, Strategic Initiatives to drive high-impact nonprofit board placement, training and support.
In this role, the Program Specialist will provide critical data management, analysis, and research support for Cause Strategy Partners’ programs & services, including BoardLead, the Executive Director Performance Assessment (EDPA), the Alexandra Hallock Grant opportunity, Concierge, and training.
The Program
Specialist may also support external relationship building and management, providing regular thoughtful feedback on systems and processes to improve our work. After 12 weeks in this role, program leadership will determine whether there is ongoing need for support.
The Program Specialist will be responsible for:
Supporting BoardLead CRM implementation, data management, and system integrity:
Consolidate and audit data for accuracy, completeness, and consistency
Support data migration, cleanup, and validation during CRM transitions
Maintain and update organizational data within the CRM systems
Generate reports, lists, and other data to support program delivery and decision-making
Collaborating with the Lead, Strategic Initiatives to ensure a successful EDPA pilot:
Encourage survey responses, manage data, and build reports for partners
Maintain data management standards, naming conventions, and quality control processes
Contributing to evaluation, impact measurement, data collection, and insight generation:
Consolidate, clean, and validate survey and program data from multiple sources
Ensure data integrity and consistency across evaluation efforts
Support building reports and analyzing quantitative and qualitative data to identify trends, insights, and impact
Contribute to cross-program learning by synthesizing findings across initiatives
Support development, preparation, and launch of new and existing programs and services, including:
Conduct research on nonprofits, partners, products, and markets to inform strategy
Research and identify nonprofits in new and existing markets
Research professional and nonprofit membership and convening organizations
Process nonprofit nomination lists for partners, and provide updates on application rates, nonprofit selection, candidate elections, and engagement outcomes
Support development of training, webinar, and other session materials and reports, including tracking session registration, participation, satisfaction, and outcomes
Supporting nonprofit outreach, applications, and selection across programs and services, as needed:
Conduct outreach calls to inform organizations about various programs and services, answer questions and encourage participation
Communicate via email to inform organizations about various programs and services, answer questions and encourage participation
Track and manage nonprofit communications and engagement data
Review nonprofit applications and conduct research to assess their fit with programmatic goals and priorities
Conduct interviews with nonprofit Board Chairs, CEOs, leadership, and staff to assess nonprofit needs and alignment with programmatic goals and priorities
Participate in nonprofit selection processes by contributing data and insights from application review and outreach
Document and share feedback on program and service design, implementation, and outcomes to support continuous learning and improvement of tools, systems, and processes
Supporting ongoing internal and external engagements in partnership with the Cause Strategy Partners team
Performing other duties as necessary and assigned
DESIRED SKILLS & QUALIFICATIONSThe Program Specialist selected to fill this position will report into the Lead, Strategic Initiatives. The individual selected to fill this important position will be expected to perform their work in accord with the
values of Cause Strategy Partners. They must be adept at a number of core competencies, including:
Highly efficient & organized self-starter:
The Program Specialist will be expected to take responsibility for tasks and work both independently and collaboratively across teams. They will demonstrate the ability to manage workflow with a high degree of autonomy and with excellence.
Technological proficiency: The ideal candidate is a fast learner, eager to embrace and responsibly utilize new technologies to drive our mission. Essential skills include proficiency with key tools, such as Hubspot (or a similar CRM) and t