Client Service Associate, West Division
As an integral member of The Alford Group’s consulting team, the Client Service Associate (CSA) works across service lines to function as the primary analyst; a contributor of actionable, data-driven recommendations; a developer of engaging presentations; and a key project manager on projects serving all segments of the social sector, including not-for-profits, foundations, and impact-driven corporations. As such, the CSA is a valued member of every project team on which they serve. As a full-service consulting firm, The Alford Group provides solutions to complex problems related to strategy, fundraising, corporate partnerships, giving, impact measurement, and organizational development. The Alford Group seeks talented professionals with fundraising or philanthropic experience, as well as those with transferable consulting, communications, marketing, and/or strategic planning experience, to join our dynamic team.
Research, Analysis and Presentation
In many instances the CSA serves as the primary analyst of the research that forms the basis for much of the firm’s client work. Depending on the scope of the project, the CSA can be expected to perform some or all of the following functions:
- For assigned client projects, tabulate study findings and perform analysis, design and conduct benchmarking services, provide analytical tools, prepare materials, graphs and charts, PowerPoint presentations and assistance with reports.
- Perform quantitative and qualitative analysis on a variety of information.
- Write white papers.
- Provide analytic and donor management support for clients and assist with interpreting interviewee information.
- Conduct prospect research on individuals, foundations, corporations, and other funder types as appropriate.
- Create and assist with presentations for sales purposes.
Successful project management is critical to producing quality deliverables on time and on budget for our clients. Managing workflow to deadlines is part of every consultant role and especially important in the CSA role. In this capacity the CSA will:
- Work closely with project leads, project team members and other colleagues to design, plan, coordinate and contribute to the completion of high-quality client work.
- Maintain day-to-day workflow of project tasks and deliverables in accordance with timelines and competing priorities.
- Prompt action from clients and colleagues on tasks and deliverables to ensure timely completion.
- Proactively communicate progress, or lack thereof, against deadlines.
- Thoughtfully work with colleagues and clients to track deadlines, resolve issues, and address competing demands.
- Prepare materials—such as agendas, Gantt charts, dashboards, and status reports—to support internal team and client team members in advancing progress.
- Coordinate meeting preparation and logistics for internal and external appointments.
This position includes but is not limited to the following additional functions/expectations:
- Support office systems including phones, copier and mailing systems.
- Assist in answering phones and provide general office management support.
- Be the event coordinator for the annual Alford Giving USA event.
- Schedule appointments.
- Coordinate logistical details.
- Manage error-free production of client materials, reports, agendas and presentations.
- Proofread documents and reports.
- Manage internal team functions such as work planning and scheduling.
- Participate in and represent the firm in various client and team meetings as appropriate.
- Maintain database and files, including clients and prospects for West Division.
- Coordinate special mailings such as newsletters, holiday cards, etc.
- Assist with administrative functions of the office.
- Production of client materials, reports, agendas and presentations – word processing, document editing, photocopying, collating, and binding of materials.
- Greet guests.
- Help coordinate sponsorship benefits entitled to Alford.
- Assist with marketing and sales activities of the Division.
- Various special projects such as research, data compilation, special writing assignments, etc.
- Must be able to visually scan reports and documents, with proven proofreading abilities.
- Report to work during regularly scheduled hours. However, some work outside the regularly scheduled workday is possible.
- Self-starter with ability to work and think independently.
- Local travel is required; some regional travel may be required.
- Bachelor’s degree or equivalent experience. Advanced degree preferred.
- Interest in and working knowledge of the not-for-profit sector and not-for-profit organizations.
- Excellent critical thinking and listening skills.
- Demonstrated effective verbal and written communication.
- Ability to make decisions independently and in consultation with others as appropriate.
- Organized, focused and self-directed work style.
- At least three years of relevant professional experience, preferably including a sustentative fundraising role with a not-for-profit organization.
- Ability to manage relationships with diverse people, including client staff and high-level volunteers.
- Advanced technical skills with regard to all Microsoft based programs, including, Excel, Word, PowerPoint and Outlook.
- Donor Database knowledge and experience with variety of donor software programs.
- Valid driver’s license.
Reports To: Executive Vice President & West Division Manager
Status: Full Time / Non-exempt
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear on the telephone and in person. The employee is occasionally required to stand, walk, and reach with hands and arms. The employee must be able to travel independently. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
To apply, please fill out the form below and attach a cover letter and resume.