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Associate Fundraising Experience Consultant
BonterraAssociate Fundraising Experience Consultant supporting nonprofit organizations in event preparations. Conducting consulting calls and advising on best practices in a remote role.
About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- Comprehensive benefits package that supports your health, well-being and growth.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Event LogisticsRun of Show DocumentationFundraising Best PracticesNote-TakingAction Item Follow-Through
Soft Skills
Engaging CommunicationMentoringTeam CollaborationProcess OrientationProblem-Solving