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Associate Fundraising Experience Consultant
Location
United States
Posted
3 days ago
Salary
$21 - $25 / hour
Seniority
Mid Level
Job Description
Associate Fundraising Experience Consultant
Bonterra
• 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. • Coordinate 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.
Job Requirements
- 2+ years of experience in a customer-facing consulting, event coordination, nonprofit fundraising, or client services role.
- 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.
- Ability 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.
Benefits
- Comprehensive benefits package that supports your health, well-being and growth.
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