Company Overview

Schultz & Williams is an established national consulting firm, headquartered in Philadelphia, that provides comprehensive services – including strategic and business planning, development, direct response fundraising, temporary staffing, data analytics and development operations– to nonprofits of all types and sizes.

The Strategic Planning line of service provides comprehensive strategic and business planning, tailored to the specific goals of each client. Our approach to planning is to engage clients in a meaningful process of reaffirming an organization’s purpose and identity, visioning its future impact, mapping the course to get there, and uniting the players throughout the journey. We integrate the firm’s fundraising and marketing expertise to deliver holistic, actionable strategic plans with measurable results.

Overview of the Senior Consultant’s role:

The Strategic Planning Senior Consultant will be a full-time team member of the S&W Strategic Planning team, reporting to the Vice President of Strategic & Business Planning. The Senior Consultant will conduct and lead a variety of strategic and organizational planning projects from inception through completion and be responsible for project deliverables and ensuring a high-quality client-experience. This position is also responsible for executing business development efforts such as generating sales leads, writing proposals, and leading sales presentations.

Having excellent communication skills, the ability to work collaboratively on a team and independently, and consistently delivering high-quality work are fundamental elements of this position.

Position responsibilities include:

• Conducting strategic planning projects and leading throughout the process, being responsible for every component of the process and ensuring projects are completed on budget.
• Developing client-facing project materials and final deliverables.
• Engaging in and leading the sales process for prospective clients which includes leading sales calls, designing custom scopes of work, writing proposals, and creating and delivering sales presentations.
• Bringing in sales leads and securing projects.
• Stewarding past clients.
• Preparing materials and presentations for internal S&W efforts/needs.
• Supporting the development of internal marketing materials for the strategic planning line of service.
• Upholding S&W’s reputation for providing clients with exceptional service and outcomes.

Candidate Experience and Required Skills

• At least 3 years’ experience conducting and leading comprehensive strategic planning projects with nonprofit organizations.
• Creation and management of project budgets.
• Leading project teams which include individuals of different backgrounds and age ranges.
• Demonstrated experience in working with organizations around Diversity, Equity and Inclusion issues.

Expertise in:

• Designing strategic planning scopes of work.
• Facilitation of planning focus groups, workshops, and retreats.
•  Designing surveys and analyzing the results to identify key takeaways and presenting them in a variety of formats.
• Synthesizing complex information from different sources into clear, professional reports.
• Leading internal and client meetings.
• Delivering professional, client-facing presentations.
• Writing compelling narrative strategic plan reports
• Proposal writing.
• Fundraising expertise is a plus.
• Financial analysis/modeling expertise is a plus.

To be successful in this role, the candidate needs to demonstrate and value the following capabilities:

Familiar with best practices in strategic planning

• Excellence in written and verbal communications
• Detailed oriented and highly organized
• Exceptional interpersonal skills
• Takes direction and feedback well
• Flexible and adaptable to changing timelines and assigned tasks
• Proficiency in Microsoft Word, Excel and PowerPoint
• Natural strategic thinker, collaborative spirit and sense of humor desired