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Consultant, Advisory Services (W-2 employee)

Key Facts

Remote From: 
Freelance
English

Other Skills

  • Team Leadership
  • Data Reporting
  • Professionalism
  • Accountability
  • Communication
  • Adaptability
  • Time Management
  • Teamwork
  • Intellectual Curiosity
  • Mentorship
  • Relationship Building
  • Problem Solving

Roles & Responsibilities

  • Experience managing end-to-end client engagements or advisory projects with strong project management and delivery capabilities
  • Proven ability to build and maintain relationships with client stakeholders, nonprofit partners, and volunteers, with excellent communication and presentation skills
  • Experience leading project teams and collaborating across cross-functional teams, with ability to contribute to business development and proposal development
  • Comfort with technology-forward approaches, including AI tools, to strengthen insights, improve operations, and measure impact; willingness to travel up to 25% depending on location

Requirements:

  • Manage end-to-end implementation of multiple concurrent client engagements, ensuring on-time delivery, within scope, and aligned with Taproot's quality standards, serving as the day-to-day contact for clients, volunteers, and nonprofit partners
  • Lead project teams on engagements, coordinate associates and cross-functional colleagues, facilitate virtual and in-person pro bono events, and leverage AI and other tools to strengthen insights and deliver strong outcomes
  • Build strong client relationships, represent Taproot in meetings, contribute to client development including renewals and expansions, and apply an equity and inclusion lens throughout engagement phases
  • Drive business development and field-building activities, contribute to thought leadership, participate in internal operations improvements and cross-functional initiatives, and share Advisory Services insights to inform Taproot's strategy

Job description

About Taproot

Taproot Foundation is a national nonprofit powering the next generation of pro bono service. For more than 20 years, we’ve connected nonprofits with high-quality, high-trust support from skilled professionals—so they can meet urgent challenges, grow their impact, and lead with confidence.

Today, we’re expanding that vision. We’re innovating our platform, deepening partnerships, and shaping a future-focused pro bono marketplace. Our aim: a system that meets nonprofit needs with ease, speed, and excellence—lowering barriers to access, centering community voices, and embracing innovation, including AI.

The Opportunity/Role

Advisory Services is one of Taproot’s flagship service offerings—a cornerstone of how we create social impact. For 15+ years, we’ve connected companies, philanthropies, skilled volunteers, and nonprofits through high-quality, custom pro bono engagements that tackle urgent challenges, strengthen organizations, and unlock lasting change. This practice has helped tens of thousands of nonprofits access the expertise they need—while equipping over 100 companies and philanthropies with signature pro bono programs that build talent, engage teams, and strengthen communities.

Reporting to a Managing Consultant, you will be at the center of Taproot’s pro bono engagements—managing the full implementation of client projects, from design through execution. You’ll serve as a trusted partner to corporate clients and nonprofit leaders alike, overseeing projects, facilitating engagements, and ensuring that Taproot consistently delivers high-quality service. Depending on your location, this role will include up to 25% travel.

This role blends execution with leadership: you will own individual workstreams, act as a key player on the project teams, and contribute to business development efforts that sustain Taproot’s Advisory Services practice. The ideal candidate brings curiosity, initiative, and a forward mindset—leveraging tools, including emerging AI solutions, to strengthen insights, improve operations, and amplify organizational impact.

Key Responsibilities

Project Management and Service Delivery

  • Manage the end-to-end implementation of multiple concurrent client engagements, ensuring deliverables are completed on time, within scope, and to Taproot’s quality standards.

  • Serve as the day-to-day point of contact for clients, corporate volunteers, and nonprofit partners.

  • Facilitate virtual and in-person pro bono events and sessions, ensuring high levels of engagement and alignment.

  • Produce or guide the development of presentations, toolkits, reports, and communications that support client goals.

  • Track engagement performance data and contribute to reporting and analysis.

  • Leverage technology and tools (including emerging AI solutions) to streamline delivery, strengthen insights, and amplify program impact. 

  • Lead project teams on specific engagements, coordinating Associates and cross functional colleagues to deliver strong outcomes.

  • Utilize AI tools to improve data tracking, enhance project insights, and streamline reporting, ensuring alignment with client objectives.

Client Relationship Management

  • Build strong, trusted relationships with client stakeholders, nonprofit participants, and volunteers.

  • Represent Taproot in client meetings and communications, with professionalism and clarity.

  • Actively contribute to client development efforts, including renewal and expansion conversations, scoping of new engagements, and supporting proposal development.

  • Achieve targets related to client engagement renewals and expansions to support practice sustainability.

  • Apply an equity and inclusion lens in client interactions, ensuring that diverse perspectives and needs are considered in all engagement phases.

Business Development and Field Building

  • Participate in business development efforts across the lifecycle, collaborating with Managing Consultants and Strategic Partnerships on new client opportunities.

  • Support Taproot’s external visibility by contributing to thought leadership efforts, such as case studies, webinars, and sector events.

  • Represent Taproot at client meetings and community events.

Team Collaboration and Leadership

  • At times, lead project teams by setting direction, assigning tasks, monitoring progress, and driving accountability for results.

  • Foster collaboration and bring out the best in team members, volunteers, and partners, even when not in a formal people manager role.

  • Model Taproot’s values of inclusion, excellence, and shared learning in all interactions.

Operations and Practice Building

  • Use internal tools and systems to manage workflows, documentation, and communications.

  • Identify and suggest improvements to tools, templates, and processes.

  • Participate in team-wide retrospectives, learning sessions, and planning initiatives.

  • Bring a technology-forward mindset, experimenting with and adopting tools (including AI) that increase team efficiency and effectiveness.

  • Engage in cross-functional projects and organizational initiatives, bringing insights from Advisory Services to inform Taproot’s enterprise strategy and effectiveness.

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