Assistant/Associate Director of Client Relations
WFA Digital Insight
As the remote job market continues to evolve, demand for skilled professionals in client relations has skyrocketed, with some reports indicating a 25% increase in job openings over the past year. Marts&Lundy, a renowned consulting firm, is at the forefront of this trend. With nearly a century of experience, the company is committed to fostering a culture of innovation and forward-thinking teams. The Assistant/Associate Director of Client Relations role is a prime example of this dedication, requiring a unique blend of sales, business development, and CRM expertise. Candidates should be prepared to showcase their proficiency in tools like Salesforce and Excel, as well as their ability to drive growth and collaboration in a fast-paced environment.
Job Description
About the Role
The Assistant/Associate Director of Client Relations plays a pivotal role in supporting the execution of Marts&Lundy's sales and business development activities. This position works closely with the Director of Client Relations and the Contracts Administrator to deliver high-quality, timely, and client-focused support for all business development efforts. The successful candidate will be responsible for assisting in the development of proposals, creating compelling sales materials, and maintaining accurate CRM data.As a key member of the Client Relations team, the Assistant/Associate Director will have the opportunity to work with a range of stakeholders, including firm leadership, consultants, and operational teams. This role requires strong organizational skills, excellent verbal and written communication skills, and the ability to manage multiple priorities in a fast-paced environment.
Marts&Lundy is a company that values philanthropy's power to transform institutions and communities. With a rich history spanning nearly a century, the company has established itself as a trusted consulting firm serving mission-driven organizations around the world. The Assistant/Associate Director of Client Relations will be an integral part of this legacy, contributing to the firm's growth objectives and helping to shape ambitious visions for clients.
What You Will Do
- Assist in executing sales and business development activities as directed by the Director of Client Relations
- Respond promptly and professionally to incoming business inquiries and internal referrals
- Support intake processes for prospective clients, including initial conversations and follow-up communications
- Develop and deliver client proposals that align with firm standards and client needs
- Create compelling sales materials to advance business development efforts
- Collaborate with internal and external contributors on proposal writing and sales material production
- Maintain accurate and up-to-date CRM data on leads, opportunities, project budgets, and business development activities
- Collaborate cross-functionally with firm leadership, consultants, and operational teams to ensure seamless execution of business development initiatives
- Provide backup support for the Director of Client Relations and Contracts Administrator during absences or peak periods
- Promote continuous improvement and centralization of Client Relations services
What We Are Looking For
- Minimum three years' experience in sales, business development, client relations, or proposal management
- Strong organizational skills and ability to manage multiple priorities in a fast-paced, detail-driven environment
- Experience in proposal writing, copyediting, and proofreading
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint) and CRM systems (e.g., Salesforce)
- Excellent verbal and written communication skills, with a strong customer service orientation
- Demonstrated ability to collaborate effectively across teams and functions
- Ability to exercise sound judgment, independent decision-making, and adapt to shifting business needs
- Bachelor's degree or equivalent experience required
- Nonprofit experience preferred
Nice to Have
- Experience working in a professional services, consulting, or nonprofit environment
- Familiarity with data-informed insight and practical, creative strategy
- Knowledge of campaign planning, board development, annual to transformational giving, strategic planning, prospect management, analytics, communications, and talent development
- Certification in CRM systems or related business development tools
Benefits and Perks
- Opportunity to work with a renowned consulting firm serving mission-driven organizations
- Collaborative and dynamic work environment
- Professional development opportunities and access to industry-leading training
- Flexible remote work arrangements and stipend
- Comprehensive health insurance and benefits package
- Generous paid time off and holidays
- Access to cutting-edge technology and tools
How to Stand Out
- Be prepared to showcase your expertise in Salesforce and Excel, as well as your ability to drive growth and collaboration in a fast-paced environment.
- Highlight your experience in proposal writing, copyediting, and proofreading, and be ready to provide examples of your work.
- Emphasize your strong organizational skills and ability to manage multiple priorities, and provide specific examples of times when you have successfully navigated complex projects.
- Familiarize yourself with Marts&Lundy's company culture and values, and be prepared to discuss how your own values and approach align with those of the company.
- Come prepared to discuss your experience working in a team environment and your ability to collaborate effectively across teams and functions.
- Be ready to provide specific examples of times when you have exercised sound judgment and independent decision-making in a professional setting.
- Consider creating a portfolio of your work, including examples of proposals, sales materials, and other relevant projects.
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