Client Engagement Associate Mollard Consulting LLC

, WV, United States

Job Title: Client Engagement Associate

Status: Full-time, Exempt

Reports To: Client Engagement Manager

Revised: June 2024

Environment: Professional/Home Office

Schedule: Monday–Friday

Supervises: None

Position Summary: Based in New Albany, Ohio, Mollard Consulting is a small business that serves the nonprofit sector. As a member of the Client team, this position’s primary tasks include supporting and collaborating with the Senior Director of Client Engagement and Client Engagement Manager to facilitate client services and the successful design, implementation, and communication of client-specific, strategy, planning, and coaching.

Key Attributes

– Dedication to advancing the missions of our clients.

– Effective problem solver.

– Innate curiosity and eagerness/willingness to learn.

– Analytical and detail oriented with strong execution skills.

– Effective communicator, both oral and written.

– Adaptable, action oriented, and collaborative spirit.

– Understanding of nonprofit organizations and operations.

– Accepts ownership of tasks and suggests solutions to problems.

– Works in a manner consistent with Mollard Consulting values.

Key Responsibilities:

Client Team

– Using strong administrative and execution skills, work with the Senior Director of Client Engagement and Client Engagement Manager to achieve clients’ goals.

– Manage and facilitate regular client communication including biweekly calls, pre-retreat calls, status reports, agendas, and others.

– Understand the unique needs of each client and work with client and content teams to tailor the work product and deliverables to meet those needs.

– Contribute to the strategy development for clients (fundraising, planning, board governance) and problem solving of the team.

– Draft written communications for clients such as appeal or thank you letters, research summaries, and other deliverables.

– Manage communication between internal team members and the client to be responsive to client needs.

– Manage client spreadsheets, such as campaign fundraising trackers and data, to ensure all parties have accurate and up-to-date information.

– Manage board retreat coordination and client communications in collaboration with Content team.

– Manage Dropbox processes for both client and team use, ensure documents are appropriately filed, and manage review activities, which includes research, analysis, and writing.

– Coordinate, attend, participate in, and lead when needed, client meetings, both in person and virtual.

– Steward relationships between the client and the company.

– Think strategically and critically to ensure work product is thorough and diligent.

– Work with the Administrative Coordinator to ensure client meetings are scheduled.

– Represent the company at meetings and events.

– Maintain elevated levels of customer service, confidentiality, and professionalism.

– Other duties as assigned to support the company and its clients.

Mollard Team

Personal and Professional Growth

– Commits to build knowledge and skills through educational and networking opportunities.

– Participates in professional organizations and stays up to date on industry trends through publications, conferences, or other.

– Volunteer service in the community or on a board.

Essential Skills

– Attention to detail and demonstrated execution skills.

– Writes clearly and persuasively; effective oral and written communication to all stakeholders and an ability to proofread/edit.

– Clear knowledge of and adherence to best practices in nonprofit operations.

– Customer service mindset and deadline driven work skills.

– Follow established processes and make suggestions for process improvement.

– Becomes trained, and participates, in EOS (Entrepreneurial Operating System).

Computer Skills (preferred)

– Apple operating systems.

– Microsoft Office — Word, Excel, PowerPoint, Outlook.

– Harvest (reimbursement and time-off requests) and Asana (project management) software.

– Dropbox, Survey Monkey, and Constant Contact.

Qualifications

– Associate’s degree required, Bachelor’s degree preferred.

– Four years nonprofit experience required.

Work Environment: This position works within a professional office environment. Professionalism and discretion are required.

Mollard Consulting, LLC is an Equal Opportunity Employer. This is a non-smoking environment. This job description is designed to be a good representation of the job requirements but is not a comprehensive listing of activities, duties, or responsibilities required.

of the employee. The office is located on the second floor of a historic building with stair access and no elevator.

About Mollard Consulting

The company believes in its ability to have a meaningful impact on its clients, the communities and people served, the nonprofit sector, and on each other.

The company seeks to hire a candidate who aligns with a core focus that includes a passion for nonprofit missions, dedication for achieving excellence, being generous with expertise, and having compassion for the challenges faced by our clients and their clientele.

Our mantra is “be healthy.” We build financial health through effective fundraising strategies, organizational health through planning, and sector health through capacity building, as we believe that thriving nonprofits are essential for a healthy society.

MISSION To build capacity of nonprofit organizations and the individuals who serve them.

VISION Thriving communities and families through highly effective nonprofits.

VALUES Mission Alignment, Lifelong Learning, Honesty & Integrity, Care & Concern, and Wellness.

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