POSITION SUMMARY
The Client Solutions Consultant (CSC) manages a portfolio of fundraising programs across higher education, healthcare, and nonprofit sectors, overseeing channels such as phone, digital, direct mail, and crowdfunding. They drive strategic execution by coordinating with delivery teams, ensuring efficient operations and strong client outcomes. The CSC also partners with Account Managers or independently manages renewals to maintain client satisfaction and retention.
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ESSENTIAL DUTIES/RESPONSIBILITIES: (not limited to)
- Ensures RNL effectively delivers contracted services with operational excellence.
- Ownership of program performance metrics including product strategy success, on time, in-scope and within contract budget.
- Responsible for goal setting statistical analysis and driving strategic and tactical decisions that will help meet goals and achieve program success.
- Responsible for productivity of marketing campaigns, metrics that include pledged donors/ dollars secured, phone channel completes and hours program ROI and other metrics.
- Monitors, measures and acts when performance is not on pace to achieve key metrics.
- Representing the voice of the client, serves as the operational owner, and influences internal stakeholders with a client-centric mindset across the organization.
- Determines and leads execution of strategies to achieve specific client goals in partnership with account management and sales.
- Ensures operational excellence in collaboration with data and creative services to ensure accuracy and client satisfaction.
- Owns escalation point for delivery concerns.
- Conduct daily, weekly and long-term statistical analysis for each program in assigned portfolio.
- Positively contribute and influence client satisfaction metrics, client account KPIs and overall client health.
- Must be capable and willing to travel (~10%).
- Renewal ownership if an Account Manager/Senior Consultant is not assigned.
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If responsible for oversight of Digital Engagement Centers:
- Assist in hiring process; develop and manage new Engagement Center Managers and/or Engagement Center Directors.
- Enforcement of engagement center policies and procedures.
- Responsible for expense management and budgeting; status updates to be provided on a weekly, monthly and quarterly basis ensuring the team is tracking program hours accurately.
- Regular site visits (in person and remote) are required to assigned programs in coordination with the AVP; number and type of visits to be determined based on portfolio.
- Optimize procedures and keep staff motivated.
- In collaboration with Engagement Center Directors and/or Engagement Center Managers, responsible for ambassador recruitment and staffing.