Optimize Consulting is a revenue operations and moves management firm. We help organizations of any size transform how revenue flows through them. Our clients range from some of the most respected nonprofits working for free markets and free people to global enterprises and growing businesses, and our work has helped them generate more than $125 million in revenue.

We bring enterprise-level strategy and technology to every engagement and run our own firm the same way. Shared methodologies like Getting Things Done keep our fully remote team aligned and working ahead, so deadlines rarely turn into fire drills.

We are partner-owned, independent, and growing quickly. If you have spent years grinding inside a nonprofit or agency and want work you can be proud of without giving up your evenings, Optimize Consulting is built for you.

What You'll Do

• Serve as the main point of contact for your clients: lead recurring account calls, set agendas, and send follow-ups with clear owners and dates.
• Turn client requests into detailed Asana tasks and move each account's work through drafting, proofing, approval, and deployment.
• Manage each account's content and project calendar, and coordinate the specialists who deliver the work, including our content production, major gifts, grants, and digital marketing teams.
• Coordinate deliverables with our content production team, and make minor edits or write simple pieces as you get comfortable with each account.
• Compile a monthly Key Account Report for each client covering results against goals, campaign and content performance, and next steps, and present it to the client and to our leadership team.
• Track account health and flag risks early, including goals that are off track or signs that a client may reduce services.
• Look for ways to bring more value to each account, and recommend new campaigns or services when they fit a client's goals.

What Success Looks Like

At 90 days, you run calls, agendas, and approvals on your accounts on your own, your Asana projects are current, and you have delivered your first monthly Key Account Reports. At one year, clients treat you as their primary strategic contact, your accounts show measurable progress toward their annual goals, and you raise risks and new opportunities to the VP of Client Services before they become problems.

What You Bring

• At least two years of experience managing client relationships at an agency, consulting firm, or nonprofit, including leading meetings and handling difficult conversations.
• Working knowledge of direct response fundraising or digital marketing: email, text, landing pages, and how their results are measured.
• Clear, prompt written communication: your agendas, follow-ups, and reports leave no question about who owns what.
• Diligence: you proof everything before it goes to a client and catch problems before clients do.
• Strong organization: you track tasks across several accounts in a reliable system, hit due dates, and communicate early when something has to move.
• Ownership of your own week: you plan your work, keep commitments without reminders, and raise problems early.

Helpful to Have

• Nonprofit fundraising experience, especially in direct response, or B2B marketing and revenue operations experience
• Agency or consulting experience serving several clients at once
• HubSpot experience or certifications, or experience with Salesforce, Virtuous, or a comparable donor CRM
• Experience with Asana or a similar task management platform, or familiarity with Getting Things Done

Benefits

• Health insurance: Optimize Consulting pays 100% of the base health plan for you and your dependents, with upgrade options at your own cost.
• Dental, vision, and life insurance: Employer-paid, at a cost to you of $1 per year.
• Time off: Unlimited PTO. We actively encourage everyone to take at least 20 days per year.
• Holidays: All federal holidays, plus the Friday after Thanksgiving and a Christmas Break.
• Parental leave: 3 months of paid leave for all new parents.
• Retirement: 401(k) with a total company match of up to 4%. Eligible after one year of service.
• Equipment: A laptop, peripherals, and cell phone.
• Location: Fully remote.
• Growth: A defined path to partnership.

Hiring Process

Our process includes a screening conversation followed by two to three interviews with team members and partners. We may ask you to walk us through a client situation you have handled, such as a difficult conversation or a campaign that missed its goal. We will keep you updated at each stage.

Optimize Consulting is an equal opportunity employer. We make hiring decisions based on qualifications, merit, and business needs, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by law. Applicants who need a reasonable accommodation during the hiring process can contact [email protected].