Manager, Advisory Services

This is a fully remote position, open to applicants in District of Columbia, +1 more state.

📋 Description

• Oversee CDP Partner Connect, the disaster intelligence service designed for funders.

• Manage the roadmap, delivery model, templates, and timelines for Partner Connect.

• Complete enhancement projects and spearhead the launch of the updated product.

• Cultivate client relationships within Partner Connect and conduct regular briefings on ongoing disasters and recovery efforts.

• Collaborate with grants, education, research, and program teams for production coordination.

• Monitor disaster situations, collect information from partners, and provide vetted recommendations for nonprofits.

• Produce quarterly impact reports and offer clear guidance during disaster events.

• Develop scalable tools and processes, including a client-facing portal.

• Expand the client base through outreach, proposals, scopes of work, pricing, and renewals.

• Track client engagement and document the value delivered.

• Assist and manage Advisory Services projects, encompassing curriculum, learning, and planning engagements.

• Lead client-facing webinars, business development meetings, and expert consultations.

• Create new offerings within Advisory Services.

• Connect clients to CDP's grants, educational resources, and convening opportunities.

• Support organizational initiatives and strategy formulation.

• Represent CDP at external events.

• Collaborate across the organization and fulfill other assigned responsibilities.

• Travel throughout the year to attend periodic on-site client meetings, conferences, and staff retreats.

• Coordinate occasional evening and weekend work during significant disaster events.

⛳️ Requirements

• A minimum of 5-7 years in consulting, client services, philanthropy, nonprofit disaster management, or a related field.

• Proven experience managing client relationships and complex projects under tight deadlines.

• Background in advising corporate or private foundations, donor-advised fund sponsors, or corporate giving programs.

• Experience overseeing a product, service line, or program, ensuring quality and revenue generation.

• Familiarity with representing organizations in discussions with senior leaders at foundations and corporations.

• Ability to independently or collaboratively lead client meetings.

• Exceptional writing skills with the capability to produce client-ready materials requiring minimal editing.

• Sound judgment in fast-paced and ambiguous situations.

• Experience in building working relationships across teams to effectively serve clients.

• Proficient in Microsoft 365 and comfortable integrating new technologies into daily operations.

• Preferred: experience establishing repeatable service processes and managing digital tools like client portals.

• Preferred: knowledge of nonprofit due diligence or grantmaking processes.

• Preferred: experience in writing proposals or expanding a client portfolio.

• Preferred: familiarity with CRM systems.

• Preferred: supervisory experience in leading teams and developing talent.

• Commitment to the mission and strategy of CDP.

• Must be eligible to work in the United States now and in the future.

• Must reside within the Mountain, Central, or Eastern US time zones.

• Must provide documentation proving legal eligibility to work in the United States for an extended duration.

🏝️ Benefits

• Fully remote work arrangement.

• Opportunity to travel to 2-3 conferences annually.

• Participation in 2-3 staff retreats each year.

• Opportunities for employee engagement and relationship-building.

• Equal employment opportunities and protections against discrimination.