Associate Consultant

Background. Plan A Advisors is a management consulting firm for nonprofit organizations and philanthropies with projects that include strategic and business planning, mergers, fundraising campaigns, and board development. Our aim is to strengthen the impact that nonprofit organizations have on their communities or the issues for which they advocate. Clients are based around the country and include human service, social justice, advocacy, educational, cultural, faith-based and community organizations often on the cusp of growth or change.
About the role. The Associate Consultant facilitates great client experiences, guiding consistent and time-sensitive planning, fundraising and project implementation processes to ensure that our clients appreciate the attention they receive and the quality of our relationship. The Associate Consultant coordinates a portfolio of clients and projects, and also takes on a range of research and strategy responsibilities.
Portfolio Management (70%)
The Associate Consultant will:
  • Build and maintain relationships with clients so that expectations are clear, and communications are seamless
  • Ensure that projects are undertaken and completed in a timely manner
  • Manage project scheduling and coordinate meetings, interviews, roundtables, workshops, conferences, retreats, site visits, solicitations, et al.
  • Coordinate client meetings including scheduling, setting agendas, ensuring access for participants, taking notes, and undertaking needed follow-up
  • Keep client and project teams up to date and equipped to meet deadlines
  • Prepare client-facing documents including agendas, presentation decks, financial projections, memos and reports
  • Work with clients to ensure that the plans we develop for them meet their organizations’ goals and aspirations
  • Sensitively, creatively and efficiently resolve challenges that arise
  • Advocate for a client’s viewpoint to the team and represent the team’s viewpoint to clients
  • Maintain the confidentiality of client, prospect and firm information
Research and Strategy (30%)
The Associate Consultant will:
  • Conduct and report on interviews with research subjects and employment candidates on behalf of clients
  • Undertake demographic, peer/competitor, donor prospect and other research as directed to support various client projects and planning initiatives
  • Study, analyze and summarize client organizational data and field-wide data to understand patterns and trajectories
  • Develop realistic and actionable recommendations for clients rooted in diligent research and analysis
  • Other tasks as assigned from time to time
Key Competencies
  • Bachelor’s degree required; advanced degree a plus
  • 3+ years of experience in nonprofits, management consulting or applicable fields
  • Outstanding organizational and time management abilities, creativity, flexibility, and exceptional attention to detail in order to keep multiple projects on track simultaneously
  • Honed skills in observation and analysis
  • Strong interpersonal skills (in-person, on-screen and in phone communications)
  • Commitment to equity and an understanding of power dynamics
  • Excellent writing and e-communications
  • Thorough working knowledge of Microsoft Office applications (Powerpoint, Word, Excel). Experience with CRMs (e.g., Salesforce, Raiser’s Edge) and data visualization platforms (e.g., Tableau) is a plus
  • Facility with spreadsheet development and manipulation
  • Accuracy in relaying information in all matters
Time and Resource Expectations
  • Plan A employees generally need to be available from 9am to 5pm daily, with flexibility offered and expected (client meetings, interviews, and roundtable conversations occasionally take place in the evening or follow a West Coast schedule)
  • Plan A will provide the Associate Consultant with a laptop, licenses to all needed software and access to tech support
  • The Associate Consultant will be reimbursed for work-related use of their phone, home office, vehicle, as well as any approved travel and other incidental expenses related to Plan A responsibilities
  • Reasonable accommodations may be made to enable candidates or employees with disabilities to perform the essential functions of the job
Location Requirements
  • Permanent residence in the New York metropolitan area
  • Availability for occasional domestic travel
  • Consistent access to a quiet work environment with a fast and stable internet connection, suitable for participating in video calls with colleagues and clients
Compensation
  • Base compensation for this role is $60,000 – $75,000 commensurate with experience. Bonus and promotion opportunities are available.
  • Benefits include health, vision and dental insurance; 401k with employer matching; paid time off, among other benefits.
Process
To apply for this role, please send an email to jobs@planaadvisors.com with the subject “Associate Consultant.” Please include:
  • Your resume
  • A brief cover letter describing why you’re interested in Plan A and our work