Associate Director, Client Onboarding

Description

TITLE: Associate Director, Client Onboarding

LOCATION: San Francisco

REPORTS TO: Senior Vice President

DEPARTMENT: Directing

TYPE: Full Time, Remote - Limited Travel



This position is not eligible for employer visa sponsorship.

Who We Are

CCS Fundraising is an international strategic fundraising firm that partners with nonprofits for transformational change. Since 1947, 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 700 nonprofit organizations annually. Headquartered in New York, the firm has over 600 professionals and 18 offices throughout the United States and Europe. Our people are our greatest strength. At CCS, you will join a diverse team of smart, passionate, and resourceful professionals who are driven by purpose and committed to performance.

UNDERSTANDING THE ROLE

CCS is seeking a motivated, multi-tasking Associate Director, Client Onboarding. The successful candidate will manage a portfolio of 3-4 feasibility studies and/or related client projects at a given time. You will join a team of high-performing professionals that specialize in getting new projects off the ground, laying the foundation for success, project sequencing and timing, developing all necessary project tools, collaborating with clients on messaging strategies, and implementing best practices. This is a client-facing role with significant responsibility for relationship building and 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 colleagues and executives. Ideal candidates will possess excellent writing, communication, client and project 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.

Responsibilities

• Serve as a project manager and strategic partner to nonprofit clients in the initial phases of project activity and provide support in special circumstances, as needed.
• Be the central point of contact and consultative liaison between the assigned client and the CCS team
• Lead in the design and execution of all initial planning calls, meetings, materials, and project coordination
• Develop the foundational materials that will guide the engagement, including work plans and critical operational tools
• 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
• Prepare initial project work plan and work with Executive and client team to ensure adherence to plan
• Prepare data requests and liaise with CCS Analytics team and the client to ensure accurate and timely completion of request
• Support in the data collection for high-level analysis to review clients past fundraising performance
• Assist with proofreading, data entry, and client training, as needed
• Track work plan and deadlines simultaneously across project portfolios
• Partner with nonprofits in the development of background statements, including collecting key materials, gathering themes, visions, and insights through conversations, and workshopping document drafts through client feedback
• Draft, refine, and finalize all study tools and materials in partnership with the CCS and client teams
• Coordinate logistics for all study e-survey requests, processes, and distribution through Qualtrics
• Ensure consistent communication with CCS project team and external client teams
• Working collaboratively with a variety of different audiences – from senior-client leaders, donors, board members, and volunteers as well as internal colleagues and working groups
• Facilitate the seamless transition of each engagement to a full-time CCS Director
• Manage projects including but not limited to campaign management, custom learning, and growth plans
• Contribute to a toolkit of resources and templates for team-wide use
  
  

Qualifications

• A bachelor’s degree; at least two to three years’ work experience preferred
• Exceptional professional demeanor and interpersonal skills, and ability to work collaboratively with all levels of staff at our client partners and internally at CCS, including with multiple senior-level executives
• Ability to work autonomously, as well as with a team
• Adaptability to manage multiple workflows, timeline, scope adaptations, and deadlines simultaneously, with a high level of prioritization
• Strong verbal communication skills in-person, via Zoom, and by phone
• Philanthropic values and a commitment to service
• Outstanding writing skills with an eye for design and visually appealing documents. Expertise in PowerPoint required, Canva/graphic design a plus
• Advanced knowledge of Word, Excel, and Outlook
• Ability to learn new software and tools
• Thrive in a mission-oriented environment and is motivated by the idea of working across philanthropic sectors
  
  

CCS offers competitive benefits, a dynamic training program, resources, career advancement, mentoring, and networking opportunities. We are an Equal Opportunity Employer and strongly encourage a diverse pool of candidates to apply.

SALARY RANGE: $60,000 - $80,000

The exact salary varies within range based on years of relevant experience and education.