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Investor Relations Associate (Reproductive Healthcare)

Upstream USAIdeally | Ly UsaRemote

Organizational Summary


Upstream USA is a growing, national nonprofit committed to ensuring that equitable, patient-centered contraceptive care is made available to any patient and is fully integrated into the health system as part of basic health care. We envision a future where all patients are screened for their contraceptive needs and offered patient-centered contraceptive counseling that’s free from bias, noncoercive, trauma-informed, and delivered by knowledgeable providers and support staff following best medical practices and evidence-based guidelines.

We believe all patients should be able to access the contraceptive service of their choice – when they want it and where it is convenient for them to get it. We do this by partnering with healthcare organizations to provide them with free training, education and technical assistance – from urban to rural, from large hospitals to small clinics. We know patients and providers want options that meet their individual needs, and our team of practice change experts work hand-in-hand with healthcare organizations to uplift contraceptive care services and drive exceptional patient outcomes, all at no cost to them. Across the nation, there are challenges to accessing the high-quality, patient-centered contraceptive care patients deserve.

To meet this growing need, Upstream is in the midst of a national expansion to transform contraceptive care. We began by partnering with a single healthcare organization in 2014, when Upstream was founded; today, we have partnered with more than 150 across the nation, and we’re on a path to serving 5 million patients by 2030. Upstream is funded primarily through philanthropic individuals and foundations, and does not accept funding from pharmaceutical companies. Upstream’s budget has grown from $1.7 million just six years ago to approximately $60 million in 2024. Upstream’s work has also garnered attention from many leading publications, including Harvard Public Health,  Bloomberg,MedPage Today, and Politico.

Position Summary


Upstream seeks an entrepreneurial, collaborative and organized individual to join our Investor Relations team in our Development Office. This position will report to the Senior Director of Investor Engagement and work closely with the Investor Relations team and other key members of the development team to support Upstream’s national fundraising efforts. The Investor Relations Associate will play a critical role in supporting our national fundraising efforts, assisting with the team’s relationship management functions, including (but not limited to) upkeep of Salesforce database records, staffing meetings, supporting preparation of materials, distilling and organizing notes, and drafting timely, highly personalized acknowledgments.

They will collaborate closely with Development Operations and build an understanding of the tools and processes that drive the team’s work forward. In addition, the Associate will gain exposure to multiple aspects of Upstream’s program and support the curation and development of written materials, grant reports, and proposals, as well as other content utilized for various investor communications. They will also support the prospecting function as we build toward our next phase of growth.An ideal candidate will have an interest in non-profit administration and fundraising, coupled with some experience (volunteer or professional) in nonprofits, philanthropy, communications, fundraising, sales, customer service, or a related field. They will bring a strong command of writing and an eye for grammar. This is an exciting opportunity for a recent graduate to dive into the field of development or for a more experienced professional to gain exposure to an organization successfully soliciting and stewarding large seven, eight, and nine figure gifts. 

Essential Duties and Responsibilities


  • Manages and refines best-in-class, highly personalized investor gift acknowledgment process, ensuring timely acknowledgment of all donations and accurate recordkeeping
  • Supports the members of the Development team in maintaining the Salesforce database with accurate records of investor relationships, referrals, tasks, meeting notes, etc., partnering with our Development Operations Team in support of accurate and timely recordkeeping
  • Supports externally facing staff on investor meeting preparation, developing briefs, decks, and other materials as needed
  • Contributes to prospect research efforts to maintain a robust prospect pipeline
  • Regular support for executive leadership tasks and email management
  • Support the monitoring and management of all deadlines related to grant proposals and reporting in partnership with the Development Operations Team
  • Occasionally supports the development of grant reports and proposals through content curation and initial drafting
  • Copy-edits, proofreads, and formats emails, memos, grant proposals and reports, and other collateral
  • Project support for investor email and other communication
  • Supports the project management of in-person and virtual donor/investor events
  • Leads on internal meeting prep, records minutes, and tracks tasks for various development meetings
  • Provides administrative and scheduling support for the Senior Director, Investor Engagement, and other members of the team as requested
  • Maintains regular awareness of and implements solutions for data hygiene needs and opportunities within Salesforce, Google Drive, Asana, and other related platforms
  • Additional duties as assigned.

Required Education, Experience, Knowledge, Skills and Ability


Upstream celebrates and fosters an inclusive work environment and encourages people of all identities, perspectives, and backgrounds to apply.      

  • 1-2 years of professional experience in nonprofits, philanthropy, communications, fundraising, sales, customer service, or a related field; or 1 year on a national fundraising team
  • Interest in Upstream’s mission and vision
  • Commitment to high-quality work with exceptional attention to detail
  • Solutions-oriented project support skill set with comfort working as part of a team and independently
  • Demonstrated ability to be a collaborative team member
  • Experience in managing relationships with supervisors (managing up) and peers, while handling multiple shifting priorities and driving projects to meet deadlines
  • High level of interpersonal maturity, discretion, and poise
  • Superior organizational skills
  • Strong writing and copy-editing ability
  • Desire to grow experience and skills, and learn from mistakes
  • Experience with Salesforce; must have solid command of PowerPoint, Excel, Word, and G-Suite

Other Upstream Staff Expectations


  • Upstream USA’s COVID-19 Vaccine Policy requires employees to have completed a COVID-19 vaccine primary series unless a medical or religious exemption is approved. As a condition of employment, newly hired employees must provide proof of their COVID-19 vaccination or, if applicable, request a medical or religious exemption.
  • All Upstreamers must also be able to attend work-related in-person meetings and functions as needed.
  • In our hybrid work environments, there is a basic expectation that our Upstreamers will ensure that their work from home setups will have reliable access to phone and internet to ensure connectivity to their teams.
  • At Upstream we gather for moments that matter for training, teaming and connection. Our teams come together for occasional in person meetings and organizational retreats. As part of our hybrid work practices, this travel expectation will be applicable for all Upstreamers, even those based remotely.
  • Engage in EDI learning & development, community engagement, and culture building activities up to 5% FTE (i.e., 2 work hours per 40 hour work week). Examples include attending trainings, conferences and summits, volunteering time, participating in local community events, mentoring and learning, participating in Communities of Belonging or Culture Council, developing language acquisition, learning universal design principles, and using professional development benefits for EDI topics, among other activities.

Travel Requirements


This role will require up to 10%  business travel. All Upstreamers can expect a minimum of 8 days of business travel per year to attend 1-2 annual organizational retreats and two annual team/department meetings.Hiring Range$65,600—$70,000 USD

Pay Transparency


Final offers for this position will be based upon several factors including the scope of the role, market compensation analysis, position requirements, candidate’s experience level and capabilities, internal pay equity considerations and will be made within the parameters of Upstream USA's compensation framework and philosophy.

Attributes


The ideal candidate will embody and embrace our core values which serve as our operating principles:

  • We keep our mission at the center; Upstream's mission is to ensure that equitable, patient-centered contraceptive care is basic healthcare
  • We trust each other; we are reliable, empathetic, compassionately direct, and confident in each others’ ability to do the same
  • We work every day to build an equitable, diverse and inclusive culture; we respect the backgrounds contexts and experiences of individuals, teams and partners in our interactions
  • We bring joy to our work; we create opportunities to celebrate, connect and strengthen relationships with one another.

Upstream Benefits


Upstream USA offers a comprehensive benefit package including medical, dental, vision, life insurance, long and short term disability, 401K with a match, generous vacation, personal, sick and holiday time off, parental leave, professional development, a fitness and cell phone allowance for all full time employees and part time employees who work a minimum of 24 hours per week.  

Hiring Process


Candidates who advance in our preliminary review process will have an opportunity to discuss the position, their employment background and lived experience with a member of our talent acquisition team by telephone. Those who advance to subsequent steps in our interview process may participate in up to three rounds of meetings by Zoom or in person and in a thought exercise/case study assignment. Each round could consist of multiple meetings with various Upstreamers.

EDI Vision Statement


Internally, we envision promoting equity by reducing disparities in the Upstream talent lifecycle and engagement, cultivating a diverse workforce and inclusive culture, and fostering power sharing when we make decisions.

EDI Guiding Principles


Through Equity, both in the workplace and in contraceptive care, we address root causes that enable disparities to occur, acknowledge that different resources and opportunities may be needed to reach fairer outcomes, and implement systems-level changes that are sustainable over time.Through Diversity, we acknowledge, respect, and celebrate the collective mixture of differences and similarities of Upstreamers and our community partners. At Upstream, we value the diversity of identities at all intersections, while at the same time centering racial diversity.Through Inclusion, we succeed at creating a culture of belonging that embraces differences in identities and experiences by building trust, joy, and psychological safety.

We cherish and elevate these differences through power-sharing in how things get done internally and in service of our mission. 

Communities of Belonging


Serving as employee resource groups for Upstreamers, Communities of Belonging assist in advancing our equity, diversity, and inclusion journey. They assist in instilling organizational values in our work and support our EDI vision. Open to all employees, Communities of Belonging create opportunities for leadership development, community engagement, support, and resource mobilization.

Upstream Careers


At Upstream, we embrace diversity. We nurture it and we thrive on it because it benefits our organization, our partners, and our community. Our goal is to attract, develop and retain exceptional people, and to create a work environment that is dynamic, rewarding and enables each of us to realize our potential.  Upstream is committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, genetic information, gender identity or Veteran status.

We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you have a disability or special need that requires accommodation, please let us know. Learn more  about working at Upstream, our values, and our commitment to Equity, Diversity and Inclusion. Upstream USA participates in E-Verify.

Upstream Headquarters


2 Oliver Street, Suite 402, Boston, MA 02109www.upstream.org

No phone calls please.


Be advised that we do not ever conduct hiring interviews via text or email. Please protect yourself by learning more about our hiring practices and common red flags to look out for.

Life at Upstream USA

Thrive Here & What We Value1. Embracing diversity and thrives on it2. Committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, genetic information, gender identity or Veteran status3. Offers a comprehensive benefit package including medical, dental, vision, life insurance, long and short term disability, 401K with a match, generous vacation, personal, sick and holiday time off, parental leave, professional development, fitness and cell phone allowance for all full-time employees and part-time employees who work a minimum of 24 hours per week4. Participates in E-Verify
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