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.

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.

Comprehensive benefits package that supports your health, well-being and growth.

Associate Fundraising Experience Consultant

Key skills