Marketing services relationship advisor
Apply Job Type Full-time
The Marketing Services Relationship Advisor is a collaborative, detail-oriented professional who serves as a trusted partner to nonprofit clients using PG Calc’s marketing services. In this entry-level role, you will manage a defined portfolio of clients—guiding them through the planning, execution, and evaluation of planned giving marketing campaigns. Success in this role requires strong communication, organized execution, and a commitment to quality. You will coordinate closely with Relationship Managers, the Director, and internal creative teams to ensure every campaign is delivered accurately, on schedule, and aligned with each client’s strategic goals.
Key Responsibilities
• Client Relationship Management (50%)
• 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.
• Project Oversight & Execution (35%)
• 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.
• Collaboration & Coordination (15%)
• 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.
Requirements
Desired Knowledge, Skills & Abilities:
• 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.
• Experience with Drupal CMS a plus.
Job Requirements for Hybrid Work Environment:
• 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.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.
An Equal Opportunity Employer We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.
Apply tot his job
Apply To this Job
The Marketing Services Relationship Advisor is a collaborative, detail-oriented professional who serves as a trusted partner to nonprofit clients using PG Calc’s marketing services. In this entry-level role, you will manage a defined portfolio of clients—guiding them through the planning, execution, and evaluation of planned giving marketing campaigns. Success in this role requires strong communication, organized execution, and a commitment to quality. You will coordinate closely with Relationship Managers, the Director, and internal creative teams to ensure every campaign is delivered accurately, on schedule, and aligned with each client’s strategic goals.
Key Responsibilities
• Client Relationship Management (50%)
• 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.
• Project Oversight & Execution (35%)
• 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.
• Collaboration & Coordination (15%)
• 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.
Requirements
Desired Knowledge, Skills & Abilities:
• 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.
• Experience with Drupal CMS a plus.
Job Requirements for Hybrid Work Environment:
• 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.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.
An Equal Opportunity Employer We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.
Apply tot his job
Apply To this Job