Associate Fundraising Experience Consultant

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.

• 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.

Key Behaviors - The "How"

• 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 - The "Impact"

• Customers 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.

• Customer 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.

• 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.

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.