Job Description

About FMA

Fiscal Management Associates (FMA) is a growth-oriented management consulting firm dedicated to building the capacity of the nonprofit sector. We partner with our nonprofit and philanthropic clients to help them attain operational excellence, ensure financial sustainability and effectively achieve their desired impact. Our collaborative approach includes client input and involvement at each stage of an engagement.

FMA is made up of a highly diverse team, coming from a wide range of cultural and economic backgrounds and representing a spectrum of experience, race, age, gender, ethnicity, ability, and sexual orientation. A Latina-founded and led organization, FMA draws upon its staff to deliver services that are sensitive to the needs and values of both nonprofit and funding organizations.

Our team works with leaders who are organizing youth movements, fighting against racial and gender inequities, using art for civic engagement, and providing fundamental services to those who need it most, to name a few. Our consulting and training services have consistently earned recognition for their pragmatism and relevance.

Position Overview

FMA is seeking a Senior Client Service Associate to support the firm’s Outsourcing services team, reporting to the Principal overseeing the team. This multifaceted position will give you the opportunity to, on a typical day, speak to prospective clients, update and analyze CRM data, schedule meetings and ensure fully functioning technology for team events with support from our current Technology Department.

You will be a critical member of the team’s business development activities by attending weekly business development meetings with key team members and following up on open proposals and other leads. You will be in touch with existing clients as part of the firm’s ongoing client management efforts. You may also be asked to attend business development activities and be a representative of FMA.

You should have excellent customer service skills and a proactive, self-starter attitude that is always thinking ahead. Strong verbal and written communication skills are required, along with experience in Microsoft Office and a willingness to learn new technology such as the firm’s CRM portal and the firm’s time/billing software.

Light travel may be required to other FMA locations, as needed.

FMA is proud to be an Equal Opportunity Employer. FMA is committed to building a culturally diverse team and encourages people of color, LGBTQI individuals, and all qualified persons to apply for this position.

What You’ll Do

Serve as an operational point person for a 35+ person Outsourcing team, ensuring that they have access to all systems and tools to successfully do their work, scheduling meetings, helping with technology, booking business development calls, and supporting logistics for team events

Liaise with firm’s marketing and communications team in planning and supporting “day of” marketing and business development events

Manage an open pipeline of business development opportunities and work with team members to bring opportunities to a close

Coordinate the onboarding of new Outsourcing clients, including communicating with the client, as well as all required set-up in FMA’s internal systems

Manage and oversee the Principal’s calendar and coordinate planning for all team level meetings and activities

Update CRM and perform data analyses for the current portfolio of clients receiving outsourcing services

Book travel and hotels for conferences, continuing education, and training events

Update the Practice Management system to ensure time and expenses are properly recorded

Bookkeeping (light) on billing and collections including management of monthly credit card reconciliations for team expenses

Support talent development efforts during the interview and onboarding process

Who You Are

You have at least 7 years of experience supporting a Principal/Partner and their team and/or supporting their operations

You are a strong relationship builder with a customer service orientation and excellent communication skills

You are proactive and have a knack for thinking ahead to anticipate challenges

You are comfortable learning your way around new technology; proficiency in Microsoft Office is required

You can adjust to rapidly changing priorities

You’re an excellent problem-solver and are driven to identify what could be better

You are open to receiving honest and direct feedback, and can seamlessly incorporate feedback into your work

You are a self-starter who enjoys working independently, are able to work remotely, if necessary, and have a track record of meeting deadlines

You are a team player who enjoys supporting your colleagues and doesn’t hesitate to offer to help

You have experience in project management and sales (not required but a plus)

How to Apply

Job Categories: Equal Opportunities. Job Types: Full-Time. Salaries: 60,000 - 80,000.

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