Financial Beginnings

Compensation

Full Description

Program Coordinator, California 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. Values: • We Champion Collaboration: Emphasizing the power of teamwork, trust, and partnerships to achieve our mission and create positive impact. Together, we’re unstoppable! • We Embrace Empathy: Demonstrating compassion and care by fostering a supportive, nurturing and fun environment. You matter to us. • We Elevate Empowerment: Focusing on uplifting individuals by encouraging personal growth, passion, and success for all. You’ve got this! • We Illuminate Integrity: Taking pride in delivering accurate, engaging, and unbiased information, to make informed decisions accessible. Constant improvement is our goal. • We Embody Inclusion: Centering diversity and equity, ensuring that everyone’s voice and experiences are heard, respected, and valued. You, just as you are, belong here. Role Summary: The Program Coordinator plays a critical role in ensuring the successful delivery of Financial Beginnings’ financial education programs. This position is responsible for managing day-to-day relationships with community partners across California and the greater western region as needed, focusing on partner retention, coordinating class registration, and ensuring a seamless experience for both participants and volunteers. The Program Coordinator will report to the Western Region Market Director and work closely with the entire Program Delivery Team, to help strengthen and expand partnerships that drive program impact and sustainability. Primary Duties and Responsibilities: • Serve as the primary contact for program partners, supporting them in selecting and scheduling financial education classes. • Conduct proactive outreach to prospective, new, existing, and lapsed partners to strengthen relationships and expand program impact. • Provide high-quality customer service to maintain strong relationships with all our program partners, including schools, community-based organizations, businesses and more. • Ensure accurate and timely communication with partners to facilitate smooth class registration and coordination. • Assist with managing paid partnership clients with Financial Beginnings fulfillment. • Support volunteer recruitment efforts in collaboration with Market Manager and the Class Success Team. • Update the CRM database (HubSpot) and internal documents platform (BOX) with partner relationship information in a timely manner. • Professionally communicate and collaborate in both face-to-face and digital (online) interactions. • Get to know fellow staff members, developing trust, establishing credibility, encouraging collaboration, and creating a tone of open, honest, two-way communication. • Keep up to date on financial and personal finance education trends and share with the team and constituents. This list of responsibilities is not exhaustive. As a small organization, all team members are expected to be flexible and support one another in furtherance of Financial Beginnings’ overarching goals and objectives. Qualifications and Skills • A minimum of 3 years of experience in building partnerships, customer service and/or sales. • Demonstrated attention to detail, ability to follow direction, learn new systems and meet deadlines. • Action oriented, able to work independently and cooperatively with team members. • Able to balance competing priorities and be accountable to goals. • Effective communicator, both verbally and in writing, with strong diplomacy skills. • Flexibility is critical, with demonstrated willingness to adapt to the needs of the team and moment. • Enthusiastic, personable and responsive with an ability to build relationships and trust quickly with people from diverse backgrounds. • Reliable transportation and willingness to travel frequently. • Bilingual (Spanish/English) preferred but not required. Location: This is a remote position, with the requirement of the candidate to reside in California, due to business needs. Many Financial Beginnings staff and teams currently work remotely with those staff residing in the Portland, OR metro area working periodically in the Financial Beginnings office. Staff working remotely are asked to visit the organization’s home office in Portland, OR at least once a year.