Client Service Associate

Full time position | National search

POSITION DESCRIPTION

Position Purpose

As an integral member of Alford Group’s consulting team, the Client Service Associate (CSA) works across service lines to function as a primary analyst; contributor of actionable, data-driven recommendations; developer of engaging presentations; and key project manager on projects serving all segments of the social sector, including not-for-profits, foundations and impact-driven corporations. As such, the CSA is a valued member of every project team on which they serve.

Key Responsibilities

Research, Analysis and Presentation

In many instances the CSA serves as the primary analyst of the primary and secondary research that forms the basis for much of the consultancy’s client work. Depending on the scope of the project, the CSA can be expected to perform some or all of the following functions:

  • Apply a rigorous, analytical approach to client situations to identify solutions that are grounded in evidence and experience.
  • Gather and code primary qualitative research data. Conduct thematic and quantitative analyses to draw conclusions from data gathered.
  • Design, test and field constituent surveys. Analyze survey data. Design new ways to convey conclusions in creative visual ways and to supplement graphs, charts and tables.
  • Review materials and reports provided by clients as relates to their fundraising function, strategic plans, governance, etc. and identify weaknesses or inconsistencies with best practices and/or organizational goals.
  • Serve as a principal writer and proofreader of work product such as presentations, work plans, case statements, final reports and more.
  • Design and author high-impact reports and presentations using crisp language and engaging data visualizations.
  • Research trends, changes in best practices, products, tools, etc. to inform and improve clients’ work and/or consultancy methodologies and recommendations.
  • Conduct prospect research on individuals, foundations, corporations and other funder types as appropriate.

Project Management

Successful project management is critical to producing quality deliverables on time and on budget for our clients. Managing workflow to deadlines is part of every consultant role and especially important in the CSA role. In this capacity the CSA will:

  • Work closely with project leads, project team members and other colleagues to design, plan, coordinate and contribute to the completion of high-quality client work.
  • Maintain day-to-day workflow of project tasks and deliverables in accordance with timelines and competing priorities.
  • Prompt action from clients and colleagues on tasks and deliverables to ensure timely completion.
  • Proactively communicate progress, or lack thereof, against deadlines.
  • Thoughtfully work with colleagues and clients to track deadlines, resolve issues and address competing demands.
  • Prepare materials—such as agendas, Gantt charts, dashboards and status reports—to support internal team and client team members in advancing progress.
  • Coordinate meeting preparation and logistics for internal and external appointments.

Business Development and Marketing

The CSA will support the consultancy’s business development and marketing activities of consulting staff. In this capacity the CSA may:

  • Represent Alford Group at industry/social sector events and professional conferences and meetings.
  • Research and draft content for white papers, blog posts, social media posts, etc. on topics relevant to the social sector.
  • Create proposals and presentations for sales purposes.
  • Join discovery and business development meetings to capture and interpret needs of potential clients.
  • Maintain the consultancy’s CRM database and generate analysis and reports.

Characteristics of a successful CSA:

  • Deadline-oriented, with the ability to anticipate client and team needs and mitigate potential roadblocks.
  • Excellent analytical, critical thinking and active listening skills.
  • High attention to detail and proven proofreading abilities.
  • Ability to take initiative, simultaneously coordinate multiple projects and manage deadlines.
  • Ability to work collaboratively on a team and independently with minimal supervision at times.
  • Ability to manage relationships with diverse people, including client staff and high-level volunteers.
  • Superior written and oral communication skills.
  • Strong meeting coordination and participation, including virtual and hybrid meetings.
  • Brings a creative eye to the development of engaging presentation of client work, including data visualizations, reports, slide decks, etc.
  • Thoughtful of the relationship between style and substance of work product.
  • Adapts quickly and can work simultaneously for numerous project leads.
  • Open to and comfortable receiving and giving feedback.

Qualifications:

  • Bachelor’s degree or equivalent experience required. Advanced degree preferred in business, non-profit management, public policy, organizational development or other relevant field of study.
  • At least four years of professional experience, with at least two years in the nonprofit sector, preferably with an emphasis on roles in frontline fundraising, communications/outreach and/or grant writing.
  • High technical proficiency: MS Office Suite including Word, Excel and PowerPoint required; InDesign, Adobe Suite or similar expertise is helpful.
  • Knowledge of or readiness to learn donor management software, such as Raiser’s Edge and other customer relationship management, wealth screening and survey systems.
  • Ability to work occasional early mornings, evenings and weekends as required by client and consultancy engagements.
  • Some domestic travel may be required. A valid driver’s license is essential for local travel. The CSA must be able to travel independently, locally and nationally.
  • Full COVID-19 vaccination required and all employees of Alford Group must be fully vaccinated against COVID-19.

Position Details

About Alford Group

Alford Group is a national, full-service consultancy serving nonprofits in nearly every state in the country. Since our founding, we have partnered with over 3,000 nonprofits to accelerate their impact and advance social change.

Alford Group expects each employee and associate of the consultancy to reflect and promote our vision, mission and values.

Vision: A world where possibilities are endless and reflect the best of who we are as humans.

Mission: We accelerate the nonprofit community’s impact and advance social change.

We Value:

  • Honest Partnerships
  • Equity-Centered Practices
  • Continued Learning
  • Joyful Connections

All employees are expected to assist in fulfilling our consultancy-wide goals and innovation objectives, participate in meetings and contribute to the consultancy’s thought leadership.

Confidential Data

Our team members have access to sensitive, confidential information and are trusted to maintain these files and documents properly.

Physical Demands

The position requires sitting and working on a computer for long periods of time as well as occasional lifting and carrying of presentation materials and supplies. Consultants must be able to interact seamlessly with clients through visual, aural, physical and written communications.

Work Environment

Inside average office environment. Average office noise levels. No personal protective equipment required. Currently, working in a virtual environment due to the COVID-19 pandemic.

Reports to

Vice President, Client Service and Innovation

Compensation

This is a salaried position with a range of $50,000 to $60,000 based on experience and a full benefits package, including a 401K plan and health insurance.

To apply:

Please submit a cover letter, resume and two relevant writing samples (e.g. stewardship or impact report, donor communications, grant reports, business proposal, etc.) on our website here.

Apply Now

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      Office and Administrative Coordinator

      Full time position | Chicago, IL Region

      POSITION DESCRIPTION

      Position Purpose

      As an integral member of Alford Group’s team, the Office and Administrative Coordinator serves as primary support for the CEO, executive leadership and nationwide consulting teams. This position includes external-facing communication, requiring the ability to interact professionally and congenially with all staff, clients, prospective clients and visitors; to relay information expediently; and to juggle/prioritize multiple requests.

      Key Responsibilities

      Internal Communications

      • Facilitate professional and expedient communication among and between Alford Group’s executive leadership, consulting teams, shared services colleagues and clients
      • Assist executive leadership with all-staff communication: ensure consistency, manage templates, support coordination of timing and tone/voice.
      • Provide direct administrative support to executive leadership

      Administrative Support

      • Support consultancy with scheduling internal and external client or partner meetings, including client service specific stakeholder interviews and/or meetings
      • Program surveys for the consultancy and clients; support the analysis of results
      • Prepare and proofread documents and materials for meetings and marketing efforts, as needed
      • Contribute to various projects, research, data compilation and writing assignments
      • Draft, proofread, edit and format consultancy and client materials, proposals and correspondence
      • Assist business development and marketing colleagues as needed; prepare for events, conferences, sales meetings and sponsorship benefits
      • Track sales activity, maintain client lists and other content in Customer Relationship Management systems
      • Providing GuideStar research support, as needed
      • Assist with travel arrangements, make appointments and/or venue reservations as requested by executive leadership

      Office Management

      • Manage office mail and assist with bank deposits, if necessary
      • Maintain info@alford email account
      • Provide overall administrative support and conduct occasional office duties including ordering supplies, working with vendors, requests for maintenance or repairs
      • Lead efforts regarding shipping, printing, tracking and storing inventory/supplies, placing business-related orders

      Qualifications and Expectations

      • Bachelor’s degree or equivalent experience
      • At least 2-4 years of relevant experience, preferably supporting executive level teams
      • Highly desirable: previous nonprofit work experience – particularly in support of executive teams
      • Demonstrated excellent verbal and written communication skills and proven proofreading abilities
      • Ability to manage relationships including client staff, volunteers and donors
      • Keen eye for detail, highly organized and ability to prioritize work requests appropriately
      • Ability to work proactively and independently
      • Ability to work collaboratively on a team with minimal supervision at times
      • High technical proficiency in MS Office Suite including Word, Excel and PowerPoint required. Experience with web conference platforms, Dropbox, Google Docs, Survey Monkey and Customer Relationship Management systems. Graphic design experience in platforms, such as InDesign or PhotoShop is helpful.

       Position Details

      About Alford Group

      Alford Group is a national, full-service consultancy serving nonprofits in nearly every state in the country. Since our founding, we have partnered with over 3,000 nonprofits to accelerate their impact and advance social change.

      Alford Group expects each employee and associate of the firm to reflect and promote our vision, mission and values.

      Vision: A world where possibilities are endless and reflect the best of who we are as humans.

      Mission: We accelerate the nonprofit community’s impact and advance social change.

      We Value:

      • Honest Partnerships
      • Equity-Centered Practices
      • Continued Learning
      • Joyful Connections

      All employees are expected to assist in fulfilling our firm-wide goals and innovation objectives, participate in meetings and contribute to the firm’s thought leadership.

      Confidential Data

      Our team members have access to sensitive, confidential information and are trusted to maintain these files and documents properly.

      Physical Demands

      The position requires sitting and working on a computer for long periods of time as well as occasional lifting and carrying of presentation materials and supplies. Consultants must be able to interact seamlessly with clients through visual, aural, physical and written communications.

      Work Environment

      Inside average office environment. Average office noise levels. No personal protective equipment required. Currently, working in a virtual environment due to the COVID-19 pandemic.

      Reports to

      Vice President, Client Service and Innovation

      Compensation

      This is a salaried position with a range of $50,000 to $55,000 based on experience and a full benefits package, including a 401K plan and health insurance.

      Apply

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        Putting our fundraising cards on the table: A conversation with funders and practitioners on equity-centered philanthropy

        Monday, May 2, 2022 | AFP ICON Conference | Las Vegas | 9am-10:15am

        COVID-19 and the national dialog on social injustice have revealed deep gaps in health care, economic opportunity, quality of education, and access to justice for communities of color. Fundraisers are tasked to increase the capacity of their organization to bridge these gaps, in partnership with major donors, public and private foundations, and the corporate sector. This session will use Las Vegas, ICON’s host city, as an example in how philanthropy can be part of a community’s response to expanding inclusion, diversity, equity, and access.

        Alford Group is proud to sponsor the ICON2022 IDEA workshop.

        The Challenges Serving the Homelessness – From a Fundraising Point of View (The Giving Institute)

        March 10 | Scottsdale, AZ | The Giving Institute Board Meeting

        This panel included CEOs and CDOs of the region’s 3-5 leading homelessness serving organizations, funders, and government agencies. Participants reflected on the specific challenges and opportunities of serving the homeless from a fundraising point of view. We explored the complexity of today’s issues, including homelessness, housing insecurity, food insecurity, substance use disorder, domestic violence and trafficking, mental health, wealth inequality / distribution, racial and cultural inequality, social justice, COVID and more. We discussed how to build the case for support for a problem that cannot be solved by philanthropy alone, how to report impact when the long-term results are not known, and how to build the case for support for a problem that has no resolution (or at least one that has been achieved thus far).

        Moderated by: Sharon Tiknis, Chief Client Experience Officer, Alford Group

        Panelists:

        • Carla Vargas Jasa, President and CEO of Valley of the Sun United Way
        • Jacki Taylor, President and CEO of Save the Family Foundation of Arizona
        • Dede Divine, CEO of Native American Connections
        • Amy Schwabenlender, CEO of the Human Services Campus

         

        AFP Webinar: Diversity in Philanthropy

        July 24, 2019 | 1:00 p.m. Eastern Time | Online

        The Future of Philanthropy and Why Diversity Matters


        The IUPUI Lilly Family School of Philanthropy released a new report called Women Give 2019: Gender and Giving Across Communities of Color. This report examines the giving patterns, priorities, and attitudes of America’s wealthiest households and, in particular, explores the intersection of race, gender and giving. In 2019, Alford Group celebrates its 20th consecutive year as AFP’s diversity sponsor and partner. On this webinar, we spoke to the new report and contexted it with our history and first-hand knowledge/experience on this topic.

        Moderator:

        • Brenda B. Asare, President and CEO, Alford Group

        Panelists:

        • Lilliane Ballesteros, Interim Executive Director, Latino Community Fund
        • Janelle Choi, Program Officer, Marguerite Casey Foundation
        • Stephanie Ellis-Smith, Founder & Principal, Phila Engaged Giving

        As Good as It Gives: America’s Philanthropy Today

        Giving USA 2019 presentation and a celebration of Alford Group’s 40 years of impact

        We loved co-hosting this event with William Blair, a wonderful celebration of Alford Group’s 40 years of impact.

        Bringing together philanthropists and experts from all sectors, we presented the latest insights and trends around philanthropy in America based on the data in the newly released Giving USA 2019 report. We then heard from our expert panel on how to differentiate your organization and best articulate your philanthropic value proposition, followed by a robust Q&A session with the audience. We ended the day with a happy hour celebration of Alford Group’s 40th anniversary.

        Key Speakers:

        • Brenda B. Asare, President and CEO of Alford Group will moderate the event
        • Jamie Phillippe, CFRE, Vice President and Sharon Tiknis, Executive Vice President of Alford Group will share perspectives on what is behind and beyond the Giving USA 2019 report findings
        • Laura Coy, Director of Philanthropy Strategy and Community Engagement with William Blair will moderate the panel

        Panelists:

        • Daniel O. Ash, Associate Vice President, Community Impact, The Chicago Community Trust
        • Cate A. Fox, Senior Program Officer, MacArthur Foundation
        • Jill Zimmerman, Vice President of Development, Greater Chicago Food Depository

        AFP Chicago Education Breakfast

        June 14 | Kellogg School of Management, Northwestern University
        Chicago, IL

        We loved sponsoring this year’s AFP Chicago Education Breakfast!


        Professional education and networking go hand-in-hand at AFP Chicago’s breakfast workshop series.  Several times per year, AFP Chicago brings together thought-leaders who share their expertise and insights on some of the most pressing issues facing fundraising professionals today.

        The topic for June’s Breakfast Workshop is the Ethics and Economics of Diversity.

        LeadingAge Washington 2019 Conference

        June 9-12 | Semiahmoo Resort
        Blaine, WA

        Karen Rotko-Wynn, CFRE, Executive Vice President and West Division Manager had a blast as a guest speaker at this year’s conference.


        What if we were more passionate?
        What if we embraced new Ideas without any reservations?
        What if we freely considered different perspectives?
        What if we empowered our teams to take more strategic risks?
        What if we could achieve more with new partners?
        What if we had the confidence to step outside the box, out of our lane and beyond our comfort zone?
        What if we dreamed without limits?
        What if we focused on our missions instead of our tasks?
        What if we helped people find passion and purpose?
        What if we made life better for older people, our staffs, our communities, and our STATE?

        AFP Advancement Northwest Forum on Strategic Fundraising 2019

        June 6-7, 2019 | Meydenbauer Convention Center | Bellevue, WA

         

        Question of the Day! Alford Group Booth

        Each day of the conference, we posed a key question to the audience at our booth. Meant to get your gears turning, there was no right or wrong answer. Fundraising leaders from around the region stopped by to cast their vote for: “Restricted or Unrestricted?” and “Stories or stats?” At the end of the conference, we tallied the votes, compiled all of your comments, and are sharing it here with you!

        Download: Question of the Day Results

         


        The Future of Philanthropy: The Intersection of race, gender and giving

        Thursday, June 6, 2019 | 11:00 a.m. – 12:15 p.m.

        The demographics of our nation are becoming more and more diverse. As a sector, we must crack the code to diversifying the philanthropic donor base. The IUPUI Lilly Family School of Philanthropy released a new report called Women Give 2019: Gender and Giving Across Communities of Color. This study examines the giving patterns, priorities, and attitudes of America’s wealthiest households and, in particular, explores the intersection of race, gender and giving. Brenda B. Asare  walked us through the latest findings from the report and our expert panelists discussed what it means for the future of philanthropy.

        Moderator:

        • Brenda B. Asare, President and CEO, Alford Group

        Panelists:

        • Lilliane Ballesteros, Interim Executive Director, Latino Community Fund
        • Janelle Choi, Program Officer, Marguerite Casey Foundation
        • Stephanie Ellis-Smith, Founder & Principal, Phila Engaged Giving

        Download the presentation slides: WomenGive2019AFPNorthwest_Final


        Alford Group is Inducted into the AFP President’s Circle

        Alford Group was inducted into the AFP Advancement Northwest President’s Circle at this year’s conference. We are so proud to have supported the chapter every year since 2006 (13 years) and look forward to continuing to work together in the future!

         

        Watch Karen Rotko-Wynn’s acceptance speech

        AdNet 2019 Conference

        New Orleans, LA | April 7-10, 2019

        We had a blast sponsoring this year’s AdNet conference in New Orleans! Download our session’s slides below.

        New Megadonor Archetypes – A study of the donors from the Giving Pledge

        Presenters:

        • Jamie Phillippe, CFRE, Vice President, Alford Group
        • Sharon Tiknis, Executive Vice President, Alford Group

        High net worth individuals are growing in number and are increasingly in the public eye. Some are inclined to give, and their support can make a transformational difference. But how do they approach these decisions? And what might all donors see in the examples set by these high-profile, high-impact donors? New research by Lipman Hearne analyzes the first-person statements of 150+ billionaire households taking part in the Giving Pledge since 2010. We’ll share the key take-aways, including profiles of five new Megadonor Archetypes, and discuss the implications of this research and what it means for growing philanthropy.

        Download Slides: Megadonor Archetypes – Alford Group

        Global Board Leaders’ Summit

        Alford Group was proud to present at this year’s conference!

        Global Board Leaders’ Summit | National Association of Corporate Directors

        September 29, 2018 – October 2, 2018 | Marriot Marquis, Washington D.C.


        The Future of Nonprofit Governance

        Monday, October 1, 2018 | 11:30 AM – 12:30 PM
        Nonprofit boards face an increasingly challenging environment. Shifts in social demographics, changes in the economy, and disruptive technological innovations will continue to alter how nonprofit organizations work and thrive. At the same time, nonprofit boards are experiencing higher expectations of their governance, transparency, and long-term strategy than ever before. Join experienced nonprofit leaders and directors as they explore what’s on the horizon for nonprofit board leadership. You’ll learn how to safeguard your organization while maximizing its potential in a new era of nonprofit governance.

        Speakers:

        • Drumm McNaughton, CEO of The Change Leader, Inc. (moderator)
        • Brenda B. Asare, President and CEO of Alford Group
        • Kari Stoever, Chief External Relations Officer of Leiber Institute for Brain Development
        • Wendi Wasik, President of Wasik Consulting LLC
        • Gerry Czarnecki, CEO of The Deltennium Group