Associate Fundraising Experience Consultant

📋 Description • 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. • 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. • At this time, we are unable to consider candidates who require current or future sponsorship for employment authorization. • At Bonterra, we’re innovating with a higher purpose: to increase giving to 3% of US GDP by 2033, creating $573 billion more in global impact every year. • At Bonterra, we foster an inclusive, equitable culture where every team member belongs and contributes to meaningful impact. • We offer a comprehensive benefits package that supports your health, well-being and growth - explore full details here.