Job Description

This is a work from home position. We are open to candidates located anywhere in the U.S. and Canada.

COMPANY OVERVIEW

Marts & Lundy is one of the world’s leading fundraising consulting firms. We believe in philanthropy's power to transform and enhance not only the institutions with which we work but, more importantly, the world in which we live. That has been Marts & Lundy’s mission since our founding in 1926. As a full-service fundraising consulting firm with an international client base, we have our fingers on the pulse of today's nonprofits. We are a recognized leader in helping institutions of all sizes build a "culture of philanthropy." Every consultant at Marts & Lundy is exceptionally talented, and we commit to a culture of forward-thinking teams that implement today’s best solutions while developing tomorrow’s next innovation. See more at: http://martsandlundy.com.

JOB SUMMARY

The Associate Consultant is an individual with experience in a nonprofit setting who has the desire to utilize their expertise as a catalyst to becoming a consultant. This person will provide project management, analysis and writing, production of client presentations, and support/service to our consultants. The Associate Consultant works across sectors, which may include nonprofit universities, colleges, independent schools, museums, premier healthcare, environmental, and arts organizations in the United States, Canada, the United Kingdom, Australia, and elsewhere. The individual will report to one of our Managing Principals and will work closely with consultants at all levels in the group as part of a team to enable our clients to be successful in meeting their missions. This position offers career advancement and opportunities for growth and mentorship from experienced development and consulting professionals. This is a remote position, and the finalist will work from their home office.

RESPONSIBILITIES

Participate in select client projects, including:

• Campaign Planning

  • In consultation with the Team Lead, develop project timeline
  • Provide client with necessary support (examples of participation request letters, etc.)
  • Coordinate with client and consultant(s) to schedule interviews and ensure that consultant(s) have appropriate research profiles and logistical support for interviews
  • After interviews are completed, compile notes/data and prepare preliminary draft report; convene conference calls with interviewing consultant(s) as needed
  • In consultation with the Team Lead, prepare or support the preparation of the final report(s) in appropriate formats
  • Conduct interviews with the client’s top prospective donors and philanthropic opinion leaders

• Assessments and similar projects

  • In consultation with the Team Lead, develop project timeline
  • Work with client to acquire and organize appropriate data and background materials
  • Coordinate with client and consultant(s) to schedule interviews and ensure that consultants have appropriate background information and logistical support for interviews
  • After data/materials review and interviews are completed, compile notes/data and prepare preliminary draft report
  • In consultation with the Team Lead, prepare or support the preparation of the final report(s) in appropriate format
  • Informal benchmarking and/or other client data requests
  • Conduct interviews with the client’s staff

Participate in business development and internal firm projects, including:

• Manage proposal and sales presentations in coordination with appropriate consultants and management staff
• Prepare special studies conducted by Marts & Lundy and members of the practice group
• Organize, analyze, and synthesize data and trends for organizational assessments (budgets, historical fundraising data, staffing, and campaign reports) and for feasibility studies (using Zarca or other survey software)
• In support of the Team Lead’s client needs, develop organizational charts, timelines, and presentations for internal and external meetings

KEY REQUIREMENTS

• Exceptional organization and project management abilities
• Demonstrated analytical and strategic thinking
• Strong communication, negotiation, and interpersonal skills – written and verbal
• Ability to independently implement projects from inception to completion, adhering to strict deadlines in a fast-paced and detail-driven environment
• Technical literacy; strong experience with MS Office software – Outlook, Word, Excel, PowerPoint – some experience with SQL, SPSS, Advizor, Tableau, R, Python and Adobe Professional is a plus
• Proficiency in gathering, analyzing, and synthesizing data
• Knowledge of, and passion for, the advancement of philanthropy
• Bachelor’s degree required; Graduate degree preferred
• 3+ years working in a development or fundraising office

We offer a competitive compensation and benefits package that includes medical/dental/vision/life & disability, retirement, employee stock ownership plan, and a generous holiday/vacation policy. It is anticipated that this person will work out of their home with the necessary equipment and supplies to perform their duties provided by Marts & Lundy. This position typically will require project-based travel (outside of pandemic restrictions) and may include overnight and airplane travel for several days during the week.

We are committed to diversity and building an equitable and inclusive environment for people of all backgrounds and experiences. Marts & Lundy will not discriminate based on age, race, color, gender, marital status, sexual orientation, gender identity, national origin, or religion. We especially encourage members of traditionally underrepresented communities to apply, including women, people of color, LGBTQ+ and non-binary people, veterans, and people with disabilities.

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