Client Onboarding & Operations Coordinator
Description
JOB TITLE: Client Onboarding & Operations Coordinator
POSITION TYPE: Full-time
LOCATION: Boston, MA / Hybrid
REPORTS TO: Vice President, Business Strategy
SALARY RANGE: $50,000-$70,000
Candidates must submit a cover letter in order to be considered for this role
OVERVIEW
CCS Fundraising is an international strategic fundraising firm that partners with nonprofits for transformational change. For over seven decades, 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 750 nonprofit organizations annually. Headquartered in New York, the firm has over 500 professionals and 17 offices around the world. 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
The CCS New England Office is seeking a self-motivated, reliable, and detail-oriented Client Onboarding & Operations Coordinator to work collaboratively with our nonprofit partners to onboard new engagements, support consultants in new assignments, and support the Executive and Strategy & Operations teams.
As part of the CCS New England team, you will help launch engagements with nonprofits of all shapes and sizes across the region, including getting new projects off the ground, collaborating with clients on case messaging strategy, informing project sequencing, and encouraging best practices, especially for feasibility studies and development assessments. The role also includes maintaining three executive calendars and offering additional support to the Strategy & Operations team. This is a client-facing role with significant interactions and collaboration with executives on the New England team.
The successful candidate is extremely organized, communicative, detail-oriented, energetic, and calm under pressure, while managing multiple projects at once. This is a full-time role with the expectation of the ability to commute to the Boston office once a month or as needed. This is a new position with opportunities for growth. You will have direct access to leaders in the field, expanding your opportunities to learn and build your network for future success.
ROLES & RESPONSIBILITIES
Client Onboarding
- Serve as a project manager for nonprofit clients in the initial phases of project activity.
- During the initial phase of a project, be the central point of contact between the nonprofit client and the CCS team.
- Support relationship building and make a strong first impression on our nonprofit partners.
- Lead in the scheduling, design, execution, and facilitation of all initial planning calls and meetings with new nonprofit clients.
- Develop the foundational materials that will guide the projects with nonprofit clients, including work plans and other operational project tools.
- Partner with nonprofit clients in the development of preliminary case statements, including collecting key materials, gathering insights through conversations, and workshopping document drafts with executive oversight.
- Guide nonprofit clients in collecting data and materials to support robust data analysis, serving as the liaison between the nonprofit client and the CCS Analytics team.
- Write and design donor-facing materials required for client onboarding, including agendas, presentations, and memos.
- Review and understand contracts, deliverables, and project timelines in order to kickstart projects and meet deadlines in advance of assigning a CCS consultant to the project.
- Support both the nonprofit client and CCS team in all aspects of project setup and implementation.
- Facilitate the transition of each onboarding engagement to a CCS consultant.
Strategy & Operations
- Maintain three executive team calendars, including interfacing with internal and external audiences, managing and prioritizing requests, and responding to scheduling emails in a timely manner.
- Assist with proof reading, data entry, and client and CCS team training, as needed.
QUALIFICATIONS:
The firm seeks talented professionals passionate about impacting the nonprofit sector. Ideal candidates will possess excellent project management, writing, communication, design skills, and strategic planning to contribute to the development of client onboarding materials and resources in a fast-paced corporate environment.
- Bachelor's degree or equivalent along with one to two years of relevant experience preferred
- Strong project management, time management. and organizational skills
- Exceptional communication skills, writing, and proofreading
- Able to adapt writing and design for multiple audiences and purposes
- Creative, resourceful, and meticulous attention to detail
- Outstanding interpersonal skills and ability to build trust and work collaboratively with nonprofit clients and CCS colleagues with multiple management styles
- High degrees of resourcefulness and responsiveness
- Self-starter able to drive activity in a fast-paced environment
- Advanced knowledge of Word, Excel, PowerPoint, and Outlook
- Creative and design skills and experience are a plus
- Knowledge of fundraising and nonprofit sector is a plus
Candidates must submit a cover letter in order to be considered for this role
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: $50,000-$70,000
Exact salary varies within salary range based on years of relevant experience and education.