Associate Fundraising Experience Consultant

About the role

The Associate FE Consultant is a part-time member of the Frontline Fundraising (FE) Services team, responsible for delivering expert consulting support to nonprofit customers as they prepare for and execute fundraising events. Working within a high-performing team, this role applies product expertise and industry best practices to guide customers through event preparation processes, using AI-assisted tools where applicable to improve documentation quality, call preparation, and follow-up efficiency.

This position involves seasonal variability, with peak hours during fall and spring fundraising cycles averaging 20 or more hours per week.

Essential Functions

• Conduct structured consulting calls with nonprofit customers to guide them through event preparation, following a defined agenda while maintaining an engaging and conversational style.
• Create detailed Run of Show documents in collaboration with customers to support onsite and virtual event staff, ensuring accuracy and completeness prior to event day.
• Advise customers on fundraising best practices, OneCause product functionality, and event logistics to improve fundraising outcomes and overall experience.
• Cook up with internal departments — including operations, support, and event staff — to track event milestones and ensure timely progression through the pre-event workflow.
• Document customer interactions, notes, and action items accurately and promptly within the CRM and other designated systems.
• Identify and communicate to leadership opportunities to improve service delivery, product offerings, or consulting workflows based on patterns observed during customer engagements.
• Advocate for customers by surfacing challenges, escalating issues, and notifying relevant team members of risks or opportunities identified during consultations.
• Participate in weekly team meetings and internal communication platforms, contributing to shared knowledge and team alignment.
• Support onboarding and skill development of new consultants through mentoring, shadowing, and sharing institutional knowledge as requested.

Key Behaviors

• Communicates clearly and professionally across written, verbal, and presentation modalities; adapts style to nonprofit customer audiences with varying levels of technical familiarity.
• Demonstrates strong organizational discipline, managing multiple concurrent customer timelines with consistent follow-through and attention to detail.
• Operates with initiative and reliability in a part-time, remote capacity, maintaining accountability during seasonal volume peaks without close supervision.

Outcome Expectations

• Clients complete pre-event preparation on time and with high confidence in event execution, as evidenced by complete Run of Show documents and resolved open items prior to event day.
• Clients’ satisfaction is maintained or improved through consultations that are informative, efficient, and responsive to each organization’s unique event goals.
• Service delivery gaps and product improvement opportunities are surfaced to leadership in a timely and actionable manner, contributing to continuous improvement of the consulting practice.

Required Minimum Qualifications

• Demonstrates ability to build and maintain customer relationships in a professional service or consulting context.
• Strong verbal and written communication skills, including the ability to facilitate structured conversations and deliver clear, concise documentation.
• Proficiency with CRM systems, productivity tools, and the ability to learn new software platforms in a timely manner.
• Able to manage multiple concurrent priorities and deadlines in a fast-paced, customer-driven environment.
• Strong process orientation with diligent note-taking and follow-through on action items.
• Availability during core business hours to support customer calls and participate in scheduled team meetings.

Preferred Qualifications

• 2+ years of experience in a customer-facing consulting, event coordination, nonprofit fundraising, or client services role.
• Familiarity with nonprofit fundraising events, auction formats, or donor engagement strategies.
• Prior experience with OneCause or comparable fundraising event management platforms.
• Experience creating operational documents such as run-of-show, project timelines, or event briefs.
• Exposure to AI-assisted tools for documentation, call prep, or workflow automation.