Project Coordinator - Nonprofit Consulting (Hybrid)

Company: CBIZ, Inc.
Location: Washington
Posted on: February 17, 2025

Job Description:

CBIZ, Inc. is a leading professional services advisor to middle-market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.Job Summary:The Project Coordinator position supports the Nonprofit Search, Transition & Planning practice. The Coordinator will perform a wide range of administrative functions to support client engagements. This position provides excellent customer service within the practice and with prospective and existing clients, and demonstrates outstanding written and verbal communication. Primary responsibilities include accurate, timely, and professional implementation of administrative duties to support engagements. Independent judgment is required to plan, prioritize, and organize diverse workloads in a fast-paced and high-volume environment.Essential Functions and Primary Duties:Client Engagements (90%)

• Initial engagement support:
• Ensures engagement work folders are set up and maintains data and documents in the folders throughout the engagement.
• Works with engagement lead to support document requests and organization of client information.
• Draft engagement support documents (engagement timeline, agendas, etc.)
• Schedules and supports regular calls with the engagement committee or team as directed by the engagement lead.
• Supports team members on engagements:
• Assembles packets/materials to support engagements (powerpoints, candidate presentation/interview packets, etc.)
• Constructs and tracks client surveys in SurveyMonkey; produces summary graphs & charts reflecting survey data.
• Proofs/edits client deliverables, including assisting with drafting certain deliverables.
• Schedules meetings, interviews, committee check-ins, etc.
• Posts positions on targeted job boards and takes postings down at the end of the engagement.
• Supports engagement work through MindScope, LinkedIn Recruiter, GuideStar, and internet investigation.
• Formats and reviews compensation studies, employee handbooks, and other client deliverables.
• Supports client meetings (on- and off-site)
• Coordinates and arranges meetings
• Supports technology (conference call or video conference)
• Arranges for catering
• Records/transcribes minutes of meetingsBusiness Development & Administration
• CRM:
• Maintains current, accurate entries in SalesForce to track business development and ensure current client information is up to date.
• Updates client data with engagement-specific information (i.e., committee chair, new executive and hire date, etc.).
• Business Development:
• Coordinates initial prospective client calls and follow-up meetings/presentations to Boards/CEOs/committees.
• Corresponds via email with prospective clients as requested.
• Meets & greets prospective client visitors & escorts to conference/huddle rooms; prepares materials to support meetings as directed.
• Administration
• Participates in team meetings.
• Assembles packets and arranges for courier and/or overnight delivery services when requested.
• Set up new clients and engagement letters in Maconomy/iAccess and send out conflict checks.Preferred Qualifications:

• Interpersonal Skills: Maintains confidentiality; Communicates professionally with clients, candidates, and Marcum staff; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and is willing to try new approaches; Contributes recommendations to process advancements.
• Professionalism: Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for their own actions; Follows through on commitments.
• Customer Service: Provides outstanding customer service to all customers (external and internal); Capably supports multiple team members; Manages difficult or emotional customer situations calmly and professionally; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
• Dependability: Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
• Teamwork: Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interest; Able to build morale and group commitments to goals and objectives; Supports everyone's effort to succeed.
• Communications: Exhibits superior written and verbal communication skills; distills complex information into effective presentations (Word, PPT); Responds to emails timely; Ensures written deliverables/documents are properly formatted and are fully edited.
• Attendance/Punctuality: Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.Additional Skills and Abilities:
  • Familiarity with non-profits & their organization structures preferred.
  • High interest in working in a fast-paced, dynamic environment that values excellence and teamwork.
  • Ability to listen effectively and to gain the trust and confidence of management and staff; Ability to maintain confidentiality.
  • Ability to support a team and prioritize effectively.
  • Ability to be flexible and handle multiple tasks at the same time.
  • Ability to effectively present information and respond to questions from the team.
  • Ability to define problems, gather data, establish facts, and draw valid conclusions.
  • Required computer skills: advanced knowledge of Microsoft Word, PowerPoint, & Outlook; working knowledge of Microsoft Excel, database software (SalesForce preferred), internet software, and video-conferencing technology.
  • Ability to perform other related duties as required and assigned.
  • Strong verbal and written communication skills. Well-developed interpersonal skills to handle sensitive and confidential situations, and difficult clients/customers.
  • Strong organizational and data management skills.
  • Continual attention to detail in composing, typing, and proofing materials.
  • Ability to establish priorities and meet deadlines.
  • Some analytical ability is required to gather and summarize data for reports, find solutions to administrative problems, and prioritize work.
  • Desire and ability to work in a very fast-paced environment.
  • Familiar with the use of various computer software programs including Microsoft Office (Word, Excel, PowerPoint, Outlook), Adobe Acrobat, CRM, Pulse or data management system, Zoom or other video-conferencing technology; other technology platforms a plus.
  • Outlook/calendar scheduling experience and ability to manage calendars/appointments.
  • Business writing and proofreading skills.
  • Internet research skills.
  • Bachelor's degree preferred, high school diploma or GED required.
  • 2+ years' relevant experience preferred. Relevant volunteer and/or intern experience is acceptable. Must be fluent in computer technology, office equipment, and office technology platforms.
  • Understanding of the nonprofit sector (organization structure) is preferred.Minimum Qualifications:
    • High School Diploma or GED equivalent required; Bachelor's degree preferred
    • 1 year of relevant experience
    • Must be able to work in a team environment
    • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
    • Proficient use of applicable technology
    • Must be able to travel based on client and business needsThe annual salary target for this job in this market is $60,000 - $70,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.The compensation above is not representative of an employee's total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral programs, and much more.#LI-CM #LI-Hybrid
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Keywords: CBIZ, Inc., Washington DC , Project Coordinator - Nonprofit Consulting (Hybrid), Professions , Washington, DC