CCS Fundraising

Account Manager

• Serve as a project manager and strategic partner to nonprofit clients in the initial phases of project activity and for part-time projects, including but not limited to feasibility studies and development assessments
• Manage multiple onboarding projects simultaneously, effectively prioritizing tasks, identifying potential challenges, and proactively communicating with CCS team members
• Be the central point of contact and consultative liaison between the client and the CCS team
• Support relationship building and make a strong first impression on our client partners
• Lead in the design, execution, and facilitation of all initial planning calls and meetings
• Develop the foundational materials that will guide the engagement, including work plans, discussion guides, and other operational tools
• 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
• Conduct high-level data analysis to review our clients’ past fundraising performance and support identification of new potential
• Review and understand contracts, deliverables, and project timelines to kickstart partnership activity and meet deadlines in advance of primary director assignment
• Support both client and internal team members in all aspects of project setup, and develop internal tools and resources for effective project implementation
• Develop strategy, create deliverables, and liaise with clients and executives as the primary director for part-time projects
• Facilitate the transition of each onboarding engagement to a full-time CCS team member
• Assist with proofreading, data entry, and client and director training, as needed

Associate Director, Client Partnerships

Operations

• Schedule meetings with clients and internal project teams and maintain the team’s shared calendar
• Help with onboarding new CCS Analytics projects
• Manage the updates and distribution of sales, marketing, and education materials
• Assist with the compilation and distribution of the team’s performance metrics to senior leadership
• Assist with the compilation and distribution of benchmarking data
• Plan and execute conferences and retreats by coordinating logistics, ordering materials, ensuring booth setup is complete, partnering with Marketing, and supporting all aspects of event planning
• Create reports as needed to address requests from regional teams and senior leadership

Operations Coordinator

• Serve as the execution and adoption engine of the Transformation office
• Manage the enterprise initiative roadmap
• Build and maintain enterprise dashboards and tracking systems
• Partner closely with executive sponsors
• Lead the end-to-end execution of priority initiatives
• Design and institutionalize a consistent change management approach
• Define and track adoption metrics

Director, Operations – Change Management

Content Writer

• Write, design, and edit tailored proposals, presentations, and related sales materials in partnership with selling executives
• Join select lead or client calls (as requested) to gather key insights and inform proposal structure, tone, and messaging
• Collaborate with executives to define proposal scope, structure, and content that align with client needs and firm standards
• Develop and adapt language that effectively conveys CCS’s approach, services, and differentiators
• Manage timelines and deadlines to ensure high-quality, on-time delivery of all materials
• Provide direct support to selling executives by helping prepare for upcoming sales and lead meetings, including drafting background notes or assembling key materials
• Partner closely with the Executive Partnerships team to coordinate review time and ensure timely delivery of materials
• Incorporate feedback from executives and proposal leadership to continuously improve quality and efficiency
• Proofread and edit other team materials, presentations, and deliverables to ensure accuracy, clarity, and consistency
• Maintain organized, well-labeled proposal and lead folders in SharePoint for easy access and consistency
• Leverage writing and design tools (e.g., Grammarly, Canva) to enhance presentation and quality.

Associate Director, Client Partnerships

Operations Coordinator

Director, Operations – Change Management

Temporary Proposal Writer