Senior Client Services & Onboarding Manager

CDP Community

Senior Client Services and Onboarding Manager managing client fundraising programs for public media. Responsible for client relationships and driving the success of marketing campaigns.

Posted 7/4/2026full-timeRemote • Massachusetts • 🇺🇸 United StatesSenior💰 $70,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

Reporting to the Director of Client Engagement, the Senior Client Services and Onboarding Manager will own a diverse portfolio of active and onboarding client stations and will be responsible for ensuring the success of the direct marketing programs and campaigns which drive the fundraising efforts of each station.
Work closely with internal resources at CDP and external partners as necessary to ensure that the appropriate solutions are executed on behalf of the client stations.
Build strong relationship with all client contacts, acting as the primary liaison with both executive and frontline staff.
Own all special projects and customized client requests, working with internal CDP teams to scope and implement if applicable.
Participate in yearly budgeting development process and present completed budget (and subsequent reforecast if needed) to client in partnership with the CDP Finance team.
Collaborate with internal Business Intelligence and Analytics team relative to standardized and customized reports as well as automated process to ensure efficacy of data being reported.
Champion the year-end analysis activities, from preparation through client presentation.

Requirements

What you’ll need

5+ years of experience in client services and/or project management
Proficient with managing across a diverse portfolio of clients accounting for a significant book of business
Adept at using technology (especially SalesForce) to drive the metrics and reporting required to manage portfolio effectively
Strong understanding of budgeting and the financial impact of customer/donor acquisition campaigns
Effective communication skills and the ability to interact professionally with a diverse group of clients, colleagues and staff
Demonstrable record with issue identification, triage and mitigation strategies
Well organized, detail oriented, able to multi-task, and possess excellent time-management, planning and prioritization skills.
Direct marketing, fundraising and/or public media experience a plus
Bachelor’s Degree or equivalent work experience preferred.

Benefits

Comp & perks

Our company culture is important to us. Successful candidates will identify easily with a set of character attributes, as listed below: You are… A Communicator: You possess strong communication skills and have great customer service skills; you like people and want to help. A Critical Thinker: You regularly look for ways to find efficiencies, innovate, and make improvements where you can. Process Oriented: You’re able to understand, work in, create, and improve processes. A Collaborator: You’re a team player willing to help where needed; a relationship builder whose can-do attitude inspires others; you actively share your job knowledge with team members. Someone Who Seeks to Learn: You are eager to listen, study, and learn new things quickly; you are resourceful and are open to regularly accepting and growing from feedback. Entrepreneurial: You have proven success working in a fast-paced and changing environment; you have a strong work ethic and are excited to add value to the organization and its mission. We strongly encourage individuals from historically marginalized and underrepresented groups to apply, even if you don’t meet every qualification. We value diverse perspectives, lived experiences, and commitment to public service. All CDP people have unique talents and experiences that create our company culture where we can all thrive and bring our whole selves to work each day.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Client ServicesProject ManagementBudgetingFundraisingData ReportingIssue IdentificationTriage StrategiesTime ManagementPlanningPrioritization

Soft Skills

Effective CommunicationRelationship BuildingDetail OrientedOrganizational SkillsMulti-tasking