Associate Fundraising Experience Consultant

Role Overview

• 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.

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.