Consultant, Client Partnerships

About the role

The Consultant, Client Partnerships will work with the Vice President, Client Partnerships, and our Engagement Managers and Sales Executives on a team led by a CCS Partner as we collaboratively launch partnerships with nonprofits. You will have direct access to leaders in the field and expert training, expanding your opportunities to learn and building your network for future success.

Responsibilities

• Serve as a project manager and strategic partner to nonprofit clients, CCS Team executives, and incoming directors in the initial phases of project activity.
• Work collaboratively with a variety of different audiences – from senior-client leaders, donors, board members, and volunteers as well as internal colleagues and working groups.
• Be the central point of contact and consultative liaison between the assigned client and the CCS team in the first 6-8 weeks of the client engagement.
• Lead in the design and execution of all initial planning calls, meetings, materials, and project coordination.
• Review and understand deliverables and project timelines to help both client and internal team members support all aspects of project setup and implementation.
• Develop the foundational materials that will guide the engagement, including work plans and other operational tools.
• Draft, refine, and finalize all study/assessment tools and materials in partnership with the CCS and client teams, including writing and designing donor- and prospect-facing materials.
• Prepare data requests and liaise with CCS Analytics team and the client to ensure accurate and timely completion of request, and, if needed, support in the data collection for high-level analysis to review clients’ past fundraising performance.
• Partner with executives to develop preliminary case statements, including collecting key materials, gathering insights through conversations, and writing and workshopping document drafts.
• Track and manage workplans and deadlines simultaneously across project portfolios.
• Ensure CCS executives are kept up-to-date on project progress and challenges.
• Facilitate the transition of each engagement to a CCS Director.
• Coach Directors on internal CCS processes.
• Provide access to CCS resources and internal team platforms.
• Aid in connecting Directors to colleagues with similar project experience to help them build their networks.
• Provide initial training on the process and purpose of a feasibility study.
• Orient Directors to client dynamics and culture.
• Provide insights on managing up with the executive team, including how to adapt to unique executive working styles.
• Support the maintenance of the Team Atlantic onboarding resource library, including onboarding-specific templates, toolkits, and director-led onboarding reference guides.
• Report weekly to the Vice President, Client Partnerships, on your slate of work, capacity to support upcoming engagements, and feedback that could support contract structure decisions and director assignment strategy.

Qualifications

• Bachelor’s degree required
• 3+ years of experience in a professional role required. Prior experience preferred in the client services, development, and/or fundraising sector
• Exceptional professional demeanor and interpersonal skills, and ability to work collaboratively with all levels of staff at our client partners and internally at CCS, including with multiple senior-level executives
• Ability to work autonomously and manage day-to-day activities in a remote setting
• Demonstrated data-based and logical decision-making, developing strategies and recommendations based on client and industry data and strategic thinking
• Adaptability to manage multiple workflows, timelines, scope adaptations, and deadlines
• Close attention to detail with the skill to integrate edits and feedback consistently
• Strong verbal communication skills in-person, via Zoom, and by phone
• Outstanding writing skills with an eye for design and visually appealing documents
• Advanced knowledge of Word, Excel, PowerPoint, Zoom, Microsoft Teams, and Outlook
• Ability to learn new software applications and adopt new project management tools
• Familiarity with donor CRMs and database needs a plus (Salesforce, Raiser’s Edge, etc.)
• Experience with project management tools, such as Monday.com, is a plus
• Knowledge of prospect research programs and modalities is a plus
• Thrives in a mission-oriented environment and is motivated by the idea of working across philanthropic sectors
• Self-starter able to drive activity while handling multiple workstreams with a solutions-focused approach

Pay

SALARY RANGE: $65,000 - $120,000

The exact salary varies within range based on years of relevant experience and education.