Description
Coordinator, Program Partnerships
Who We Are:
Financial Beginnings is a national nonprofit that teaches individuals how to play an active role in their financial well-being. Developing this knowledge increases life opportunities such as home ownership, higher education, and secure retirement while contributing to the economic empowerment of individuals, families, and our shared communities.
The mission of Financial Beginnings is to empower youth and adults to take control of their financial futures. FB fulfills this mission by extending programming to more communities via local, on-the-ground teams. These teams, along with their volunteer networks, deliver our financial education programming that is continually tested, revised, and improved to ensure mission alignment and participant impact.
This is an excellent opportunity for someone who is looking to join a growing national nonprofit at an exciting inflection point. We're expanding our reach and impact across the country, and this role will be instrumental in developing our partnership model with financial institutions nationwide.
Role Summary:
The Program Partnerships Coordinator supports the development, activation, and retention of Financial Beginnings’ program partners across the country.
This role is focused on helping organizations access and implement Financial Beginnings programs and services while ensuring they receive excellent customer service from first contact through follow-up after delivery. A key measure of success is whether partners return year after year and continue to see Financial Beginnings as a responsive, reliable, and easy-to-work-with partner.
The Coordinator will conduct outreach to prospective partners, follow up with interested organizations, support existing partners, coordinate with internal teams, and accurately track partner activity in HubSpot and other systems.
This is a national role within the Program Delivery Department. The Coordinator will work closely with Program Partnerships, Program Operations, Volunteer Success, Class Success, and regional team members to help move partners from interest to implementation and from one-time participation to ongoing partnership.
The right person for this role is organized, responsive, self-directed, comfortable with sales-oriented outreach, and committed to expert customer service. They must be able to manage a high volume of details, follow through quickly and completely, build trust with partners, work well across teams, and represent
Financial Beginnings with professionalism and integrity.
Primary Duties and Responsibilities
Partner Outreach and Development
-Conduct outreach to prospective, new, existing, and lapsed program partners.
-Help identify organizations that may be a good fit for Financial Beginnings programs and services.
-Respond to new partner inquiries quickly and professionally.
-Support lead qualification by understanding the partner’s needs, audience, timeline, location, and program goals.
-Use a sales-oriented approach to help partners understand available program options and determine the best fit.
-Move interested partners toward clear next steps, including program selection, scheduling, platform access, or connection with the appropriate internal team member.
-Maintain consistent follow-up to ensure prospective partners and incoming requests are advanced efficiently and do not stall.
-Support national growth by helping develop and activate partners in priority states and emerging markets.
Partner Support, Customer Service, and Retention
-Serve as a reliable point of contact for assigned program partners.
-Provide expert customer service to schools, businesses, nonprofits, financial institutions, government agencies, and other partner organizations.
-Clearly communicate Financial Beginnings’ program models, curriculum options, delivery methods, partner expectations, and available supports.
-Guide partners through the scheduling process, materials, timelines, and implementation steps.
-Respond to partner questions and requests quickly, clearly, and professionally.
-Maintain regular touchpoints with partners before, during, and after program delivery.
-Support partner retention by helping ensure partners have a strong experience and return for programming year after year.
-Identify future program opportunities based on partner needs, past participation, and organizational goals.
-Strengthen relationships and expand program impact to existing program partners by continuing to support strategic growth accounts as needed to help expand program reach, deepen engagement, and advance department priorities.
-Track partner satisfaction, concerns, delays, or risks and escalate them when needed.
-Help ensure partners experience Financial Beginnings as organized, responsive, accurate, reliable, and easy to work with.
Program Coordination and Internal Handoffs
-Coordinate with Program Operations and Class Success to ensure partner requests are accurately translated into scheduled classes, volunteer needs, workbook shipments, and platform access when applicable.
-Ensure internal handoffs are complete, clear, and timely.
-Track partner commitments, next steps, scheduling needs, and follow-up actions in HubSpot and other internal systems.
-Maintain accurate and current records in HubSpot, Box, and other shared systems.
-Support reporting by ensuring partner data is complete and reliable.
-Help identify process gaps, bottlenecks, or recurring issues that affect partner experience or internal execution.
Cross-Team Collaboration
-Work closely with Program Partnerships, Program Operations, Volunteer Success, Class Success, and regional team members.
-Communicate clearly about partner needs, next steps, risks, and deadlines.
-Follow through on assigned tasks without needing repeated reminders.
-Support teammates when priorities shift or additional help is needed.
-Contribute to a team culture built on reliability, direct communication, flexibility, and shared ownership.
Professional Representation and Program Integrity
-Represent Financial Beginnings professionally in all partner and internal interactions.
-Uphold the organization’s commitment to accurate, unbiased, and nonpartisan personal finance education.
-Keep personal political, ideological, or advocacy positions separate from partner engagement, program coordination, and organizational representation.
-Exercise sound judgment when communicating with partners, volunteers, funders, and colleagues.
-Protect the credibility, neutrality, and quality of Financial Beginnings’ programs.
This list of responsibilities is not exhaustive. Financial Beginnings is a small and growing organization, and all team members are expected to be flexible and willing to support work outside their core responsibilities as needed.
Key Measures of Success
Success in this role will be measured by the Coordinator’s ability to support strong partner relationships, reliable execution, and year-over-year partner engagement.
Key measures may include:
-Partner Retention: Program partners return to Financial Beginnings year after year for continued programming.
-Responsiveness: Partner inquiries and follow-up needs are handled quickly, clearly, and professionally.
-Partner Experience: Partners experience Financial Beginnings as organized, responsive, reliable, and easy to work with.
-Data Quality: Partner records, next steps, and activity updates are accurate and current in HubSpot.
-Internal Handoffs: Partner needs are communicated clearly to the appropriate internal teams.
-Execution and Follow-Through: Tasks are completed accurately, on time, and without repeated prompting.
Qualifications and Skills
-Minimum of 3 years of experience in partnership development, sales, customer service, account management, or a related field.
-Demonstrated ability to conduct outreach, manage follow-up, and move prospects or partners toward action.
-Strong customer service skills, including responsiveness, professionalism, problem-solving, and follow-through.
-Strong relationship-building skills with organizations, schools, businesses, and other external partners.
-Highly organized and detail-oriented, with the ability to manage multiple partners, deadlines, and next steps at the same time.
-Strong written and verbal communication skills.
-Excellent follow-through, including the ability to respond quickly, close loops, and ensure details are not missed.
-Self-starter who can identify what needs to be done and take action without waiting for constant direction.
-Strong team player who works well across departments and supports shared goals.
-Comfortable with CRM systems, shared documents, spreadsheets, and digital communication tools. Experience with HubSpot preferred.
-Able to balance flexibility with accountability in a fast-moving organization.
-Demonstrated integrity, professionalism, and sound judgment.
-Ability to uphold Financial Beginnings’ commitment to accurate, unbiased, and nonpartisan personal finance education.
-Occasional travel may be required.
Compensation, Benefits and Work Details:
Pay Range: Salaries at Financial Beginnings are based on experience and cost of living in your working location. We welcome applications from all locations and will consider candidates outside these cities.
-The annual salary range for this role in Seattle, WA; Boston, MA; or Los Angeles, CA is $62,064 - $91,620.
-The annual salary range for this role in Portland, OR or Denver, CO is $46,996 - $69,376.
-The annual salary range for this role in Minneapolis, MN or Columbus, OH is $37,589 - $55,489.
Schedule: Monday through Friday, 40 hours/week, hours can be flexible around core meeting times. Occasional need for evening and/or weekend meetings or events.
Status: Full-time, non-exempt
Travel: Minimal, primarily for annual team gathering in Portland, OR and occasional conferences or events
-Financial Beginnings employees start with 20 days of Paid Time Off, 12 paid holidays and 3 paid floating holidays.
-Monthly communication stipend for internet and cell phone use
-6% employer matched 401k, eligible immediately
-100% paid health, dental, and vision insurance for the employee
-Flexible Spending Account for medical and childcare expenses
-Life insurance and long-term disability
-Monthly Aflac allowance
Many Financial Beginnings staff and teams currently work 100% remotely with staff residing in the Portland, OR metro area working periodically in the Financial Beginnings headquarters office. Staff working 100% remotely will visit the organization’s home office in Portland, OR up to four times a year.
How to Apply:
To apply, please complete the screening questions and upload your cover letter and résumé through our online application form.
Employment is dependent upon the results of a background check and E-Verify screening.
Financial Beginnings is an Equal Opportunity Employer.
