Consulting Services Specialist
*This is a full-time salaried position with benefits with M. Gale*
M. Gale is a proven leader in fundraising and nonprofit consulting in Texas and the Southwest. Our vision is to be the partner of choice for nonprofits enacting change.
The Consulting Services Specialist for M. Gale plays a crucial role, supporting impactful service delivery through the creation and development of high-quality deliverables and project work. Reporting to the Director of Administration & Finance, the position is accountable for delivery of work products in tandem with the Consulting Services Manager. As a contributor to the team, the position is expected to provide professional, consistent, and prompt customer service to internal and external clients with attention to their unique needs.
The Consulting Services Specialist has knowledge of nonprofits, excellent communication and writing skills, a strong attention to detail and a talent for building relationships both external and internal to the company. This role is both internal and public facing with nonprofit executives, boards, donors, and community leaders.
ROLE AND RESPONSIBILITIES
Client Engagements
Serve as support contact to clients to ensure accessibility to electronic materials and deliverables and to help coordinate team members' requests.
Perform needed client-related tasks to support consultant work, such as individual, corporate and foundation prospect research, data management, and electronic surveys.
Provide project and logistical support on large scale accounts including client and donor communications.
Help organize and maintain electronic collaboration platform for clients and team members.
Support the development, design, and printing of client materials and deliverables, such as reports and presentations, focused on the tasks of editing, formatting, and providing basic design needs.
Support team members in meetings with clients in various engagements as needed.
Attend team planning meetings to launch new engagements and collaborate regarding needed client communications.
Participate in regular internal team meetings, including check-ins, monthly team meetings, and monthly Client Engagements meetings.
Contribute to maintaining electronic resource library for consultants. Work with team to maintain records of relationship connections and activities for past, current, and prospective clients.
Support client engagement activities including lists for mailings, gifts, and digital communications/newsletters.
Administration
Maintain electronic and hard client files, including frequent organizing, updating information, and archiving projects.
Coordinate team calendars as needed, regarding client and internal planning meetings and team calls.
Work with other M. Gale initiatives as needed throughout the year.
Support data entry and reporting in company CRM (Salesforce).
This position requires handling sensitive and confidential information, and the candidate must adhere to the professional fundraising and prospect research code of conduct ethics and a belief in philanthropy and a commitment to community.
Business Operations
Provide insights in the development, implementation, and monitoring practices of business systems (e.g., project management tools) to support client engagements, consultants, and/or the overall team.
Attend business, strategic, and sales or business development meetings.
Participate in meetings with potential clients to help prepare work for a proposed project or product through the sales process.
Represent M. Gale and support consultants in efforts related to executive teaching opportunities and continuing education sponsorship agreements by helping design presentations and sometimes attending sessions to “host” and monitor (virtual sessions) for questions.
Other duties, as assigned.
QUALIFICATIONS AND EDUCATION REQUIREMENTS
Education: Bachelor’s degree, preferably in communications, business, or liberal arts related field.
Preferred Experience: production experience in consulting firm or development/fundraising role in nonprofit organization(s).
Well-developed social skills; must demonstrate strong writing skills.
A spirit of helpfulness that is marked by tenacity, cooperation, a willingness to “think outside the box,” and lead by example.
One who brings a sense of passion to their work, a commitment to M. Gale’s mission to improve non-profit organizations, and a dedication to excellence.
Proficiency in Microsoft Suite, CRMs (ideally Salesforce) and cloud-based software systems.
Detail-oriented person with demonstrated experience organizing and balancing priority needs of a growing team.
Ability to work flexible hours, including occasional evening and weekend work; travel as required to ensure client satisfaction and deliverables.
PREFERRED SKILLS
1+ years’ experience in consulting services or fundraising preferred.
Self-learner and interested in continued professional career development.
Excellent communication skills, both written and verbal.
Organization skills related to scheduling, planning, and implementing important timeline
elements of projects.
PHYSICAL REQUIREMENTS
Ability to Travel Independently
Keyboarding Skills
Occasional Light Lifting 10-15lbs
Must have dependable transportation for client meetings/events and other job-related activities.
To apply, email your cover letter and resume to hr@mgaleassociates.com. Write “Consulting Services Specialist” in the subject line.
