Director of Client Relations

Reports to: Chief Strategy Officer

Supervises: Client Relations Team of (2)

Founded in 1926, Marts&Lundy is one of the most experienced and trusted consulting firms serving mission-driven organizations around the world. For nearly a century, we have partnered with nonprofits to shape ambitious visions, strengthen fundraising performance, and build the capacity needed for long-term success. Based in the United States, Australia, Canada, and the United Kingdom, our team brings deep experience across higher education, healthcare, independent schools, and arts and culture.

We combine data-informed insight with practical, creative strategy to help our clients advance their missions and achieve meaningful results. Our integrated counsel spans campaign planning, board development, annual to transformational giving, strategic planning, prospect management, analytics, communications, and talent development. We believe in philanthropy’s power to transform not only the institutions we serve but the communities and causes they support.

Marts&Lundy is committed to a culture of forward-thinking teams that implement today’s best solutions while developing tomorrow’s next innovation. Learn more at:

The Director of Client Relations is responsible for leading the execution of the firm’s sales and business development efforts, writing and overseeing proposal development, managing the creation of sales materials, supervising contract development, and ensuring the integrity and strategic use of firm data. This role is pivotal in delivering high-quality, timely, and client-focused support for all business development activities, working closely with the Chief Strategy Officer to advance the firm’s growth objectives.

Please note this is a fully remote position.

Sales & Business Development Execution

• Lead and coordinate the execution of sales and business development activities as directed by the Chief Strategy Officer
• Ensure prompt, professional response to all incoming business inquiries and internal referrals
• Oversee and support intake processes for prospective clients, including initial conversations and follow-up communications

Proposal & Sales Materials Development

• Supervise and support the development and delivery of client proposals, ensuring alignment with firm standards and prospective client needs
• Write and contribute to proposals in collaboration with internal and external stakeholders
• Oversee the development of sales materials to support business development efforts
  
  Assign and manage responsibilities for proposal and sales material production across contributors

Contract Development

• Partner with the Contracts Administrator to supervise and assist with contract drafting, compliance, and tracking
• Ensure contracts are developed in accordance with firm policies and client requirements
• Provide quality assurance and strategic input on contract terms and processes

CRM Data Management

• Oversee the maintenance and strategic use of the firm’s CRM to support sales and business development
• Ensure data integrity for leads, opportunities, project budget, and business development activities to enable accurate tracking and reporting
• Leverage CRM data for business insights and to inform decision‑making

Team Leadership & Collaboration

• Supervise and mentor team members in Client Relations and Contracts, fostering a culture of excellence and collaboration
• Collaborate cross‑functionally with firm leadership, consultants, and operational teams to ensure seamless execution of business development initiatives
• Promote continuous improvement and centralization of Client Relations services

• Minimum five years’ experience in sales, business development, client relations or proposal management, preferably in a professional services or consulting environment
• Proven ability to lead teams and manage multiple priorities in a fast‑paced, detail‑driven environment
• Advanced proficiency with Microsoft Office Suite (Word, Excel, PowerPoint), CRM systems (e.g., Microsoft Dynamics, Salesforce) and related business development tools
• Excellent verbal and written communication skills, with a strong customer…