Assistant/Associate Director of Client Relations
Remote
Full Time
Mid Level
Note: The level of the position will be determined by the qualifications and experience of the final candidate.
Reports to: Director, Client Relations
Supervises: N/A
Firm Overview
Founded in 1926, Marts&Lundy is one of the most experienced and trusted consulting firms serving mission-driven organizations around the world. For nearly a century, we have partnered with nonprofits to shape ambitious visions, strengthen fundraising performance, and build the capacity needed for long-term success. Based in the United States, Australia, Canada, and the United Kingdom, our team brings deep experience across higher education, healthcare, independent schools, and arts and culture. We combine data-informed insight with practical, creative strategy to help our clients advance their missions and achieve meaningful results. Our integrated counsel spans campaign planning, board development, annual to transformational giving, strategic planning, prospect management, analytics, communications, and talent development. We believe in philanthropy’s power to transform not only the institutions we serve but the communities and causes they support. Marts&Lundy is committed to a culture of forward-thinking teams that implement today’s best solutions while developing tomorrow’s next innovation. Learn more at: http://martsandlundy.com.
Job Summary
The Assistant/Associate Director of Client Relations supports the execution of the firm’s sales and business development activities, writes proposals, supports the creation of sales materials, and ensures accurate CRM data management. This role 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, contributing to the firm’s growth objectives.
Key Responsibilities
Key Requirements
Compensation & Benefits
We offer a competitive compensation and benefits package that includes medical/dental/vision/life and disability, retirement, employee stock ownership plan, and a generous holiday/vacation policy. It is anticipated that this person will work remotely with the necessary equipment and supplies to perform their duties provided by Marts&Lundy. This position will require occasional travel for firm-related business (e.g., firmwide meetings, team retreats) to include overnight and airplane travel.
We are committed to diversity and building an equitable and inclusive environment for people of all backgrounds and experiences. Marts&Lundy will not discriminate based on age, race, color, gender, marital status, sexual orientation, gender identity, national origin, or religion. We especially encourage members of traditionally underrepresented communities to apply, including women, people of color, LGBTQ+ and non-binary people, veterans, and people with disabilities.
Reports to: Director, Client Relations
Supervises: N/A
Firm Overview
Founded in 1926, Marts&Lundy is one of the most experienced and trusted consulting firms serving mission-driven organizations around the world. For nearly a century, we have partnered with nonprofits to shape ambitious visions, strengthen fundraising performance, and build the capacity needed for long-term success. Based in the United States, Australia, Canada, and the United Kingdom, our team brings deep experience across higher education, healthcare, independent schools, and arts and culture. We combine data-informed insight with practical, creative strategy to help our clients advance their missions and achieve meaningful results. Our integrated counsel spans campaign planning, board development, annual to transformational giving, strategic planning, prospect management, analytics, communications, and talent development. We believe in philanthropy’s power to transform not only the institutions we serve but the communities and causes they support. Marts&Lundy is committed to a culture of forward-thinking teams that implement today’s best solutions while developing tomorrow’s next innovation. Learn more at: http://martsandlundy.com.
Job Summary
The Assistant/Associate Director of Client Relations supports the execution of the firm’s sales and business development activities, writes proposals, supports the creation of sales materials, and ensures accurate CRM data management. This role 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, contributing to the firm’s growth objectives.
Key Responsibilities
- Sales & Business Development Execution
- 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.
- Proposal & Sales Materials Development
- 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.
- CRM Data Management
- Maintain accurate and up-to-date CRM data on leads, opportunities, project budgets, and business development activities to enable reliable tracking, reporting, and actionable insights.
- Team Collaboration
- 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.
Key Requirements
- Minimum three years’ experience in sales, business development, client relations, or proposal management, preferably in a professional services, consulting, or nonprofit environment.
- Strong organizational skills and ability to manage multiple priorities in a fast-paced, detail-driven environment.
- Experience in proposal writing, copyediting, and proofreading required.
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint), CRM systems (e.g., Microsoft Dynamics, Salesforce), and related business development tools.
- 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.
Compensation & Benefits
We offer a competitive compensation and benefits package that includes medical/dental/vision/life and disability, retirement, employee stock ownership plan, and a generous holiday/vacation policy. It is anticipated that this person will work remotely with the necessary equipment and supplies to perform their duties provided by Marts&Lundy. This position will require occasional travel for firm-related business (e.g., firmwide meetings, team retreats) to include overnight and airplane travel.
We are committed to diversity and building an equitable and inclusive environment for people of all backgrounds and experiences. Marts&Lundy will not discriminate based on age, race, color, gender, marital status, sexual orientation, gender identity, national origin, or religion. We especially encourage members of traditionally underrepresented communities to apply, including women, people of color, LGBTQ+ and non-binary people, veterans, and people with disabilities.
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