We are seeking a detail-oriented Client Engagement Specialist to join our team. As a member of the Client team, which supports non-profit clients in the mid-OH region, the position’s primary tasks include collaborating and supporting the Senior Director of Client Engagement and Client Engagement Manager to facilitate client services and the successful design, implementation, and communication of client-specific, strategy, planning, and coaching.

Key Responsibilities:

• Manage scheduling and administrative work to support the Senior Director of Client Engagement and Client Engagement Manager to achieve clients’ goals.
• Understand the unique needs of each client and work with client and content teams to tailor the work product and deliverables to meet those needs.
• Contribute to the strategy development for clients (fundraising, planning, board governance) and problem solving of the team.
• Draft written communications for clients such as appeal or thank you letters, research summaries, and other deliverables.
• Manage and facilitate regular client communication including biweekly calls, pre-retreat calls, status reports, agendas, and others.
• Manage communication between internal team members and the client to ensure responsiveness.
• Manage client campaign fundraising trackers and data, to ensure all parties have accurate and up-to-date information.
• Manage board retreat logistics and client communications in collaboration with Content team.
• Manage Dropbox processes for both client and team use, ensure documents are appropriately filed, and manage review activities, which includes research, analysis, and writing.
• Coordinate, attend, participate in, and lead when needed, client meetings, both in person and virtual.
• Steward relationships between the client and the company.
• Think strategically and critically to ensure work product is thorough and diligent.
• Represent the company at meetings and events.
• Maintain high levels of customer service, confidentiality, and professionalism.

Qualifications:

• Associate's required. Bachelor's degree preferred.
• Four years nonprofit experience required

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