Associate Consultant

Bridge Philanthropic Consulting

About The Position

Reporting to the Project Lead, the Associate Consultant provides administrative support on BPC and client projects, assists with client-assignment deliverables, and supports teams through organization and effective communication. The role also conducts prospect research to identify and qualify potential funders and produces detailed prospect briefs to support client fundraising campaigns. The Associate Consultant works with fundraiser consultants, the Project Lead, and other key team members to provide useful information and enhance the client experience. BPC formats must be used at all times with complete information.

Requirements

  • Ability to multitask.
  • Ability to provide exceptional customer service to the client and team.
  • Attention to detail.

Nice To Haves

  • Basecamp experience.
  • Planner experience.

Responsibilities

  • Assist in meeting deliverables across all aspects of client assignments.
  • Support client teams with organization and effective communication.
  • Complete administrative projects and expedite work results.
  • Communicate politely and professionally by phone, email, and mail.
  • Prepare draft documents, administrative writing, and correspondence.
  • Attend and participate in project meetings, telephone calls, and video calls as established.
  • Provide reports and updates as required, and ensure timely completion of monthly reports.
  • Schedule meetings and provide agendas to participants.
  • Recommend strategy changes as needed to accomplish goals.
  • Identify and communicate problems and concerns promptly; use problem-solving strategies to address issues.
  • Manage electronic records, maintain files, and update databases.
  • Research, identify, evaluate, and organize prospective funders using a broad spectrum of sources.
  • Research potential individual prospects to support client fundraising campaigns.
  • Assist in qualifying government, corporate, foundation, and individual prospects with a history of giving to similar organizations.
  • Produce in-depth prospect briefs using donor database information, available financial records, real estate ownership, and other indicators of donor potential, as requested.
  • Identify and organize multiple means of contact information for each prospect and prepare thorough briefings with verified contact information.
  • Implement new research techniques and work to develop effective prospective research methodology.
  • Work with fundraiser consultants, the Project Lead, and other key team members on the BPC client account as needed.
  • Attend “Disrupters” meetings and other meetings and training as requested.
  • Use BPC formats at all times and provide complete information.
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