Philanthropic Consultant - Inside Sales

Job Description

Job Description

Position

Philanthropic Consultant- Inside Sales

Reports to

Client Services Manager

Purpose

The Philanthropic Consultant will lead the identification and cultivation of ultra-high net worth donors through inside sales strategies to drive sustainable growth, loyalty, and retention of our most profitable accounts.

Summary

The Philanthropic Consultant (SPC) is a key driver of growth within our inside sales business unit. This role blends service and sales to engage ultra-high net worth donors through inbound and outbound strategies. The SPC uses deep industry knowledge, consultative skills, and a client-first mindset to uncover needs, potion solutions, and convert opportunities into long-term relationships that fuel sustainable growths to fulfill donors’ end-to-end philanthropic goals.

Responsibilities

Sales Execution and Growth :

• Uncovers, qualifies, and executes opportunities to engage ultra-high net worth donors in consultative dialogues to drive long-term, sustainable growth, loyalty, and retention.
• Owns a defined portion of the organization’s annual growth targets and is accountable for delivering results.
• Proactively offers products and services to address donor needs and enhance the donor experience.
• Supports the development and management of sales channels, pipelines, platforms, and portfolios of ultra-high net worth donors.

Relationship Management

Leadership and Enablement

Requirement