Marketing Services Relationship Advisor

Foundation Source is a company that provides marketing services to nonprofit clients. The Marketing Services Relationship Advisor will manage a portfolio of clients, guiding them through the planning, execution, and evaluation of planned giving marketing campaigns. Responsibilities 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 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 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 Skills 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 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 Experience with Drupal CMS a plus Company Overview Foundation Source philanthropic software and services to donors, nonprofits, professional advisors and enterprises. It was founded in 2000, and is headquartered in Fairfield, Connecticut, USA, with a workforce of 201-500 employees. Its website is