Associate Fundraising Experience Consultant

BonterraRemote-US-Texas, TX
$21 - $25Remote

About The Position

The Associate FE Consultant is a part-time member of the Frontline Fundraising (FE) Services team, responsible for delivering expert consulting support to nonprofit customers as they prepare for and execute fundraising events. Working within a high-performing team, this role applies product expertise and industry best practices to guide customers through event preparation processes, using AI-assisted tools where applicable to improve documentation quality, call preparation, and follow-up efficiency. This position involves seasonal variability, with peak hours during fall and spring fundraising cycles averaging 20 or more hours per week.

Requirements

  • Demonstrates ability to build and maintain customer relationships in a professional service or consulting context.
  • Strong verbal and written communication skills, including the ability to facilitate structured conversations and deliver clear, concise documentation.
  • Proficiency with CRM systems, productivity tools, and the ability to learn new software platforms in a timely manner.
  • Ability to manage multiple concurrent priorities and deadlines in a fast-paced, customer-driven environment.
  • Strong process orientation with diligent note-taking and follow-through on action items.
  • Availability during core business hours to support customer calls and participate in scheduled team meetings.

Nice To Haves

  • 2+ years of experience in a customer-facing consulting, event coordination, nonprofit fundraising, or client services role.
  • Familiarity with nonprofit fundraising events, auction formats, or donor engagement strategies.
  • Prior experience with OneCause or comparable fundraising event management platforms.
  • Experience creating operational documents such as run-of-show, project timelines, or event briefs.
  • Exposure to AI-assisted tools for documentation, call prep, or workflow automation.

Responsibilities

  • Conduct structured consulting calls with nonprofit customers to guide them through event preparation, following a defined agenda while maintaining an engaging and conversational style.
  • Create detailed Run of Show documents in collaboration with customers to support onsite and virtual event staff, ensuring accuracy and completeness prior to event day.
  • Advise customers on fundraising best practices, OneCause product functionality, and event logistics to improve fundraising outcomes and overall experience.
  • Coordinate with internal departments — including operations, support, and event staff — to track event milestones and ensure timely progression through the pre-event workflow.
  • Document customer interactions, notes, and action items accurately and promptly within the CRM and other designated systems.
  • Identify and communicate to leadership opportunities to improve service delivery, product offerings, or consulting workflows based on patterns observed during customer engagements.
  • Advocate for customers by surfacing challenges, escalating issues, and notifying relevant team members of risks or opportunities identified during consultations.
  • Participate in weekly team meetings and internal communication platforms, contributing to shared knowledge and team alignment.
  • Support onboarding and skill development of new consultants through mentoring, shadowing, and sharing institutional knowledge as requested.

Benefits

  • Comprehensive benefits package that supports your health, well-being and growth
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