Senior Diocesan Development Consultant

Job Summary:

The Diocesan Consultant serves as the primary strategic liaison between the organization and assigned diocesan clients. This role is responsible for building trusted relationships, driving customer satisfaction and retention, coordinating annual appeal campaigns, identifying opportunities for growth, and ensuring successful execution of appeal programs. The position acts as a consultant, project manager, and relationship manager, guiding diocesan partners through campaign planning, implementation, and evaluation while coordinating internal resources to achieve exceptional results.

 Essential Job Functions:

 Relationship Management & Client Success

• Develop and maintain strong, positive relationships with diocesan executives, clergy, development leaders, and management teams.
• Serve as a trusted advisor and strategic partner to assigned dioceses.
• Proactively identify opportunities to enhance client outcomes through new products, services, and best practices.
• Conduct regular customer outreach through phone calls, virtual meetings, and onsite visits.
• Travel to diocesan locations as needed to strengthen client relationships and gain a thorough understanding of ministry, development, and operational needs.
• Conduct customer satisfaction reviews, annual business reviews, and campaign recap meetings.
• Resolve customer concerns promptly and professionally, ensuring appropriate follow-up and issue resolution.
• Utilize CRM systems to document interactions, track opportunities, manage projects, and maintain accurate customer records.

Campaign Planning & Project Management

• Coordinate all aspects of diocesan annual appeal planning and execution.
• Lead campaign planning meetings and serve as the primary facilitator for customer discussions.
• Create agendas, establish priorities, and guide meetings to ensure campaign objectives and timelines remain on track.
• Manage multiple complex projects simultaneously while maintaining exceptional attention to detail.
• Develop and maintain campaign workflows and project schedules.
• Coordinate efforts among diocesan stakeholders and internal team members to ensure seamless execution.
• Monitor project milestones and proactively address risks or delays.

Strategic Consultation

• Consult with diocesan leadership regarding donor engagement strategies and stewardship best practices.
• Recommend process improvements and campaign enhancements designed to increase donor participation and fundraising effectiveness.
• Analyze campaign performance and provide strategic recommendations for future growth.
• Track and communicate diocesan appeal successes and outcomes.
• Maintain a comprehensive understanding of Catholic philanthropy trends and best practices.

Internal Collaboration

• Partner closely with production, pre-production, information technology, administrative, and fulfillment teams to ensure timely delivery of services.
• Collaborate with cross-functional teams to coordinate appeal materials, communications, and campaign execution.
• Support the development and continuous improvement of systems, processes, and tools serving diocesan partners.
• Foster effective communication among all stakeholders involved in client projects.

Business Development & Revenue Growth

• Achieve assigned revenue growth, retention, and customer satisfaction goals.
• Identify opportunities to expand services and generate additional business within assigned accounts.
• Maintain a thorough understanding of organizational products and services and effectively communicate their value to diocesan clients.
• Support customer retention through exceptional service and strategic relationship management.
• Generate reports related to revenue growth, account retention, and customer success metrics.

Presentations, Training & Industry Leadership

• Deliver professional presentations in person and virtually to diocesan leadership, pastors, business managers, parish representatives, and volunteers.
• Lead annual appeal kickoff meetings and provide education on campaign best practices.
• Present webinars and educational sessions to prospective and existing customers.
• Facilitate workshops and educational forums at industry conferences and events.
• Represent the organization at diocesan gatherings, conventions, conferences, and trade association events.
• Track industry trends, campaign outcomes, and client success stories for use in presentations and educational programs.

Additional Responsibilities

• Exercise authorized discretion regarding account accommodations, credits, re-runs, and customer retention efforts.
• Prepare status reports and business updates for management.
• Assist with special projects and organizational initiatives.
• Perform other duties as assigned.

Requirements:

Required Knowledge, Skills, and Abilities

• Exceptional relationship-building and interpersonal skills. 

• Ability to meet established goals and meet deadlines
• Consultation, customer service, large account management, and territory planning experience.
• Proven record of revenue results with high levels of customer satisfaction

• Excellent written, verbal, and presentation communication skills. 
• Ability to facilitate meetings and effectively manage diverse stakeholder groups. 
• Strong organizational, relationship building, and project management skills. 
• Proven ability to manage multiple priorities and deadlines simultaneously. 
• Critical thinking and problem-solving abilities. 
• Proficiency with CRM systems and Microsoft Office applications, Word, Excel, PowerPoint and Outlook 
• Ability to work independently while collaborating effectively with cross-functional teams. 
• Knowledge of Catholic diocesan structures, annual appeals, fundraising practices, and parish operations preferred. 

• Ability to manage statistical data in order to assess fundraising effectiveness and devise strategic plans.
• Ability to discover needs and refer upselling of products and services.

Education and Experience:

• Bachelor’s Degree is preferred; however, a combination of relevant work experience and education will be considered.
• Minimum of 10+ years of experience in account management, client relations, fundraising, nonprofit consulting, project management, or a related field. 
• Experience working with dioceses, parishes, Catholic organizations, or faith-based nonprofits strongly preferred. 
• Experience presenting to executive-level stakeholders preferred.

Working Environment:

• Ability and willingness to travel frequently up to 50%.
• Evening and weekend work may be required periodically throughout the year.
• Must have a valid driver’s license with an acceptable driving record that meets company requirements.

Supervisory Responsibilities:

• None

Compensation

• OSV recognizes that its employees work in many different states and therefore may be affected by different laws. It is OSV's intention to comply with all applicable federal, state, and local laws that apply to the Company's employees. 
• Compensation offered is determined based on market data, internal equity, and an applicant's relevant skills, experience, and educational background. 
• General Salary Range: $70,000 - $80,0000

(Note: These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required of this job.)