Reports To: Senior Manager, Institutional Philanthropy & Partnerships
Job Type: Full-time
Region:
Mexico and Central America
United States
Location: Costa Rica, México, Cambridge MA, or Remote
Start Date: Immediately

About Root Capital
Agriculture is the key to unlocking a better future for billions of people. But while rural families sustain the world, they struggle to sustain themselves. At the same time, they face increasingly urgent challenges, from volatile crop prices to extreme weather.
Root Capital is a social impact investor that provides financing and business training to agricultural enterprises so that they can transform rural communities. We work with enterprises in the “missing middle” of agricultural finance: those whose credit needs are too big for microfinance and too small or risky for commercial banks.
Since 1999, we have loaned over $1.9B to more than 800 businesses and we have trained more than 1,800 ones—improving the lives of 10 million people. As these agricultural businesses succeed and scale, they become engines of impact for their local communities, raising incomes, creating jobs, uplifting women and young people, preserving vulnerable ecosystems, and building rural prosperity.
Headquartered in Cambridge, Massachusetts, Root Capital currently works in a dozen countries in Latin America, Africa, and Southeast Asia, and has staff in Costa Rica, Mexico, Nicaragua, Colombia, Peru, Ghana, and Kenya.
Summary
The Account Manager, Institutional Philanthropy & Partnerships (IPP) will play a pivotal role in fostering and maintaining strong relationships with Root Capital’s foundation donors and prospects. This position requires a strategic approach to communication, relationship management, and data management. The Account Manager will serve as a key liaison between the IPP Primary Relationship Manager (PRM) and external stakeholders, ensuring seamless communication and alignment throughout the fundraising process.
Key responsibilities include providing essential support for the PRM, maintaining open and consistent communication with donors and prospects, coordinating internal information flow, managing data entry and analysis in Salesforce, collaborating on fundraising strategies and internal approval processes, and producing relevant materials to support effective relationship management. The Account Manager will also be responsible for key support functions for the IPP team, such as serving as an internal liaison with Development Operations, Finance, and other relevant departments. Additionally, they will partner with the other Account Manager to manage the IPP team’s internal communications needs, event opportunities, and other administrative tasks as needed.
The Account Manager may also have the opportunity to grow into managing their own small portfolio of relationships over time. This will be determined with team and department leadership and based on performance in the position and individual professional goals.
The Account Manager reports to the Senior Manager, Institutional Philanthropy & Partnerships. This role offers a dynamic opportunity for an individual seeking to develop and advance their career in front-line fundraising.
Responsibilities
Fundraising Support (80%)

Collaborate with an assigned IPP PRM to execute strategies for institutional donors and prospects within the PRM’s portfolio of foundation partners.
Develop communications, including concept notes, proposals, outreach emails, presentations and reports to support the PRM’s interactions with donors and prospects. Prepare materials, agendas and briefings for external prospect and donor meetings, as well as internal strategy meetings.
Support the PRM and other Root Capital staff (g., executive leadership and CEO), in building and maintaining relationships with high-level funders, including participation in meetings and providing necessary materials (e.g., briefing materials, agendas, background research and appropriate follow-up). Follow-up on noted tasks and drive toward execution.
Monitor and manage expectations and objectives for each institutional funding partner within the portfolio, including budget, evaluation, and reporting.
Manage information flows between IPP PRM, prospects/donors and program staff, ensuring accurate tracking and data integrity.
Manage internal drafting and approval processes necessary for proposals, reports, and budgets, ensuring timely delivery and quality control.
Ensure delivery of high-quality funder acknowledgement and stewardship letters, andensure accurate recognition of funders in Root Capital materials.
Support the PRM in managing the data integrity and quality of information in the database of their
Research, monitor and analyze trends in resource mobilization, including philanthropy, impact investing, and blended capital approaches to identify and capitalize on market opportunities.
Support PRM in completing funder follow-up tasks, as needed.

Interorganizational Collaboration and Team support (20%)

Develop and maintain excellent working relationships with colleagues in External Relations, and program and support staff globally to enhance communication, coordination, and efficiency.
Provide strategic administrative support for the IPP team, including initial fielding of inquiries as needed.
Collaborate with the other Account Manager to provide administrative support for key team functions as needed – scheduling meetings, setting agendas, recording notes and next steps, collecting team-wide information and updates, and highlighting needs for process improvements.
Undertake special assignments and projects as directed.
Perform other relevant duties as assigned.

Skills & Experience
Required

Minimum 5 years of account or project management experience in a development/ fundraising office, nonprofit program context, or within a client-service focused for-profit company.
Knowledge of multi-/cross-sector partnerships with an understanding of the unique challenges and opportunities presented by these collaborations.
Exceptional written and verbal communications skill with and attention to detail and high standards of excellence for work product. Highly developed project management skills with the ability to work independently, meet tight deadlines, and prioritize conflicting
Sophisticated understanding of the role of written communications in building and maintaining complex individual and institutional relationships.
Proficiency in using complex CRM databases (Salesforce preferred), including data entry, usage, reporting and analysis functionality.
Strong analytical skills, with the ability to work with quantitative and qualitative data, interpret findings and construct compelling narratives.
Ability to identify and create processes necessary to support effective partnerships.
Flexibility and adaptability to respond quickly to changes in short-term work priorities.
Ability to analyze and interpret financial data.
Experience working and communicating in a remote environment.
Committed to practicing and supporting wellbeing and a work-home life balance.
Passionate about Root Capital mission.
Authorized to work in Costa Rica, Mexico or the
Flexibility to travel locally or regionally is required according with the nature of the role, including the possibility of visiting clients in rural areas.

Preferred

Experience in a fast-paced and high-volume development office/fundraising environment
Root Capital is a bi-lingual organization. While Spanish proficiency (written and spoken) is a plus, it is not a prerequisite for this role.

Salary
Commensurate with experience.
Applications
More information about Root Capital is available at www.rootcapital.org. Applications are accepted on a rolling basis. Candidates are encouraged to apply using the form below as soon as possible, making sure to include a resume and cover letter that describes your interest, qualifications, language abilities, salary requirements, and how you learned of the position. Finalist candidates will be required to provide at least three work-related references.
Root Capital provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, creed, religion, sex, national origin, ancestry, active military or veteran status, age, physical or mental disability, medical condition, pregnancy (which includes pregnancy, childbirth, medical conditions related to pregnancy and childbirth, and breastfeeding and expressing breast milk), sexual orientation, gender, gender identity, gender expression, genetic information, or any other characteristic protected by law. Root Capital is committed to creating a dynamic work environment that upholds our leadership principles of: empowerment, equity, integrity, service, and transparency.