Foundation Source is a company that provides marketing services to nonprofit clients. The Marketing Services Relationship Advisor will manage a portfolio of clients, guiding them through the planning, execution, and evaluation of planned giving marketing campaigns.
Responsibilities
- Serve as the primary point of contact for a portfolio of Marketing Services clients
- Build trusted, long-term relationships through responsiveness, reliability, and thoughtful guidance
- Support clients in developing annual planned giving marketing plans in partnership with Relationship Managers and the Director
- Lead regular check-ins, campaign planning sessions, and post-campaign reviews to ensure alignment and continuous improvement
- Oversee execution of multi-channel campaigns, including websites, email, direct mail, donor surveys, and print collateral
- Manage timelines, proofing cycles, branding compliance, production schedules, and delivery logistics
- Ensure work is completed on time, within scope, and to high quality standards
- Monitor campaign performance and provide clear reporting and insights to support data-informed decision-making
- Act as liaison between clients and internal writers, designers, and developers to ensure smooth execution
- Clearly communicate client objectives, feedback, and expectations to internal teams
- Anticipate needs, resolve issues proactively, and support scheduling and capacity
Skills
- Bachelor's degree and 1+ years of client-facing and/or project management experience
- Strong organizational skills with the ability to manage multiple priorities and shifting deadlines
- Demonstrated excellence in client service and structured project coordination
- Understanding of multi-channel marketing best practices and brand consistency
- Direct mail experience required
- High attention to detail, follow-through, and reporting accuracy
- Dedicated Workspace: Must have a home office or workspace that is free of distractions and interruptions to ensure productivity and focus during work hours
- Reliable Internet Connection: High-speed internet is required to support video conferencing, file sharing, and other work-related technology needs
- Hybrid Work Commitment: Must be able to reliably commute to the Cambridge, MA office 2 days per week and meet in-person collaboration requirements as needed
- Experience with Drupal CMS a plus
Company Overview
Foundation Source philanthropic software and services to donors, nonprofits, professional advisors and enterprises. It was founded in 2000, and is headquartered in Fairfield, Connecticut, USA, with a workforce of 201-500 employees. Its website is http://foundationsource.com.