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Associate, Client Onboarding

Who We Are 

CCS Fundraising is an international strategic fundraising firm that partners with nonprofits for transformational change. For seven decades, CCS has empowered many of the world’s greatest organizations across sectors to advance some of the most important causes in history. We plan, manage, and implement programs and initiatives that achieve fundraising goals and mission impact. CCS provides tailored support to more than 400 nonprofit organizations annually. With over 300 professionals and 14 offices throughout the United States and Europe, we have the capacity to help local and international organizations achieve outstanding results.

 

Job Description

CCS is seeking a motivated, multi-tasking Associate Director, Project Onboarding to work in our New York office. The successful candidate will manage the onboarding process for a portfolio of 4-5 Planning Studies or related client projects at a given time. You will join a small, but growing, team of high-performing professionals that specialize in getting new projects off the ground, collaborating with clients on case messaging strategy, project sequencing, and best practices. This is a client-facing role with significant responsibility for producing client engagement deliverables.

 

This is an excellent opportunity to hone client-facing skills and learn about the philanthropic industry while working closely with a team of high-performing CCS managing executives. Ideal candidates will possess excellent writing, communication, client management, and multi-tasking skills. The candidate is also comfortable reporting to multiple executives, and capable of meeting set deadlines and prioritizing tasks in a fast-paced corporate environment. This is an excellent opportunity to join a growing company with competitive compensation and benefits in a role that has room to grow and evolve.

Responsibilities

  • Serve as a project manager and strategic partner to nonprofit clients in the initial phases of project activity
  • Be the central point of contact and consultative liaison between the client and the CCS team
  • Lead in the design and execution of all initial planning calls and meetings
  • Develop the foundational materials that will guide the engagement, including work plans and other operational tools
    • Prepare initial project work plan and work with Executive and client team to ensure adherence to plan
    • Partner with nonprofits in the development of preliminary case statements, including collecting key materials, gathering insights through conversations, and workshopping document drafts
    • Write and design donor-facing materials
    • Prepare data requests and liaise with client to ensure accurate and timely completion of request
  • Conduct high-level data analysis to review our clients’ past fundraising performance  
  • Review and understand contracts, deliverables, and project timelines in order to help both client and internal team members support all aspects of project setup and implementation
  • Assist with proofreading, data entry, and client training, as needed
  • Track work plan and deadlines across project portfolios
  • Ensure CCS managing executives are kept up-to-date on project progress and challenges
  • Facilitate the transition of each engagement to a full-time, on-site CCS team member

Skills Required

  • Philanthropic values and a commitment to service
  • Outstanding writing skills with an eye for visually appealing documents
  • Adaptability to manage changing workflows, new situations, and varied personalities
  • Professional demeanor and exceptional interpersonal skills
  • Strong verbal communication skills in person and by phone
  • Advanced knowledge of Word, Excel, PowerPoint, and Outlook
  • Ability to balance myriad tasks and deadlines efficiently
  • Ability to work independently as well as with a team
  • Thrive in a mission-oriented environment and is motivated by the idea of working across philanthropic sectors

CCS offers a competitive benefits package and is an Affirmative Action Equal Opportunity Employer

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