Executive Director

The Root Agency; Town of Florida (NY); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Hybrid work model

Bonus opportunities

Job summary

The Root Agency is a hybrid nonprofit fundraising consultancy serving faith, education, healthcare, and community organizations. The Nonprofit Fundraising Consultant leads engagements in strategic planning, capacity building, major gifts, and capital campaigns with a focus on donor cultivation and stewardship.

Work is primarily onsite with HQ in Dunedin, FL and client sites nationwide; strong communication, relationship building, and project management are essential for success in this

Qualifications

• BA/BS degree in nonprofit management, communications, public relations, or marketing; 8–10 years in nonprofit development or senior roles.
• CFRE or working toward CFRE required.
• Experience in major gifts, capital campaigns, and donor stewardship.
• Strong written, editing, and presentation skills; ability to lead cross‑functional teams.

Responsibilities

• Lead nonprofit client engagements including fundraising strategy, planning, and capacity building.
• Develop case for support, capital campaign feasibility, and program education.
• Build donor relationships, manage boards, and drive fundraising deliverables.
• Coordinate with hybrid teams to meet client due dates and outcomes.
• Report to CEO and collaborate with Director of Client Services and Growth.

Skills

Nonprofit fundraising

Project management

Client relationship management

Data analysis

Written communication

Education

Bachelor’s degree (BA/BS)

Master’s degree preferred

CFRE certification

Tools

Google Workspace

Microsoft 365

Adobe Acrobat Pro

Slack

Asana

Zoom

Google Meet

CRM platforms (Salesforce, Raiser’s Edge NXT, Bloomerang, Donor Perfect, ParishSoft)

Job description

The Root Agency supports nonprofit fundraising through our 4D Approach: Development, Data, Design, and Delivery. We partner with nonprofits to help optimize their vision. We align with their strategic plan and help advance their mission. Our highly skilled team collectively brings over a century of expertise and delivers results across diverse sectors including faith, human services, education, healthcare, foundations, arts/culture, animal welfare, and more. The Root Agency has raised more than $250 million with our nonprofit clients to enhance their communities. Throughout our partnership, we work tirelessly to help their organization Take Root and Grow.

We continue to deliver results for reputable nonprofits to include Big Brothers Big Sisters, Habitat for Humanity, Catholic Charities, Catholic Dioceses, Humane Societies, University of South Florida, and more. We specialize in supporting small and mid‑size non‑profit organizations to better serve their communities. The Root Agency is headquartered in Dunedin, Florida. We have received recognition as 2024 HUB Entrepreneur of the Year and our CEO is a 2025 Titan100.

We Have a BIG Vision.

The Root Agency provides the team, tools, and processes to support nonprofits making a local impact in communities across the world--while delivering an immediate ROI. Our vision is to strengthen individuals, organizations, and communities through philanthropy.

We Need a Strong Nonprofit

The Nonprofit Fundraising Consultant will lead nonprofit client engagements that include strategic planning, fundraising infrastructure and capacity building (performing organizational and development assessments, major gift strategy and coaching, donor cultivation and stewardship, board engagement, and fund development planning), capital campaign feasibility studies and campaign direction, case for support development, and professional development education.

This role will work directly with a book of many Catholic parishes, faith‑based organizations, and other mission‑driven nonprofits.

Work is conducted onsite with clients, at HQ, and virtually on TRA platforms. This position requires the ability to anticipate needs, think critically and strategically, strengthen donor engagement and philanthropic support, and collaborate with hybrid team members to create efficiencies and ensure client deliverable due dates are met. Excellent communication, facilitation, relationship‑building, and customer service skills are required to effectively navigate, coordinate, and resolve project challenges. We expect our team members to adapt to company and client needs while remaining committed to organizational sustainability and mission impact. This position will initially report to the CEO and collaborate with other positions within the company. The role will report to Director of Client Services and Growth upon hiring of that position.

Are You the Right Fit?

• BA/BS degree or similar college education (preferred majors: nonprofit management, communications, public relations, or marketing) with 8‑10 years’ experience in nonprofit development, and/or an Executive Director/Director role. Master’s degree preferred.
• CFRE or Work Towards CFRE required.
• Experience in Planned Giving, Major Gifts, and Capital Campaigns preferred
• PMP and/or Six Sigma Certifications, a plus
• Experience in a consulting role, a plus
• Management experience leading dynamic teams of all experience levels
• Demonstrated knowledge of nonprofit fundraising or corporate philanthropic strategy
• Must exercise a high‑level of confidentiality; be coachable, highly organized, and can execute to meet project deliverable due dates
• Must be detail and results‑oriented with an ability to work in a cross‑functional, fast‑paced, and continuously evolving hybrid environment with diverse teams and skill sets.
• Intermediate skills using Microsoft 365 (Word, Excel, PowerPoint) and Adobe Acrobat Pro (All team members at The Root Agency must navigate quickly and be able to format to brand specs.)
• Demonstrable skills in Word: merge template functions and in Excel/Google Sheets: XLOOKUP, VLOOKUP, and Pivot Tables
• Exhibits excellent writing, editing, formatting, presentation, and facilitation skills
• Ability to evaluate priorities and multi‑task accordingly, while keeping others apprised of status with respect to firm due dates
• Experience utilizing The Root Agency’s Tech Stack (See below.)
• Demonstrable experience pulling reports and understanding operational workflows in a variety of CRM platforms: Salesforce, Raiser’s Edge NXT, Bloomerang, Donor Perfect, ParishSoft, etc.
• Experience working with Zoom and other online video conferencing platforms
• Experience in building long‑lasting relationships with internal and external clients for The Root Agency
• Exhibits a positive professional attitude with resiliency and perseverance in working with complex projects
• Values integrity, altruism, and our philanthropic mission.

The Right Fit Will Have Intermediate

You’ll primarily work with the following tools and applications:

• Google Workspace (Google Drive, Gmail, and Forms/Sheets)
• Microsoft 365 (Word, Excel, PowerPoint)
• Adobe Acrobat Pro
• Slack and Asana
• Zoom and Google Meets video conferencing platform

The Role Will Perform the Following Activities

• Manages a set of nonprofit clients according to The Root Agency Partner Journey within specifications of scopes of work (This is conducted within our system as a TEAM.)
• Facilitates regularly scheduled client meetings by providing executive coaching, training, information gathering, recommendations, and deliverables
• Effectively identifies challenges, provides sophisticated strategy and process improvement recommendations based on data analysis
• Produces Word wireframes, copywriting, and editing for creative deliverables
• Performs independent donor research: individual, corporate, and grants
• Prepares agendas, standardized materials, notes, and next actions for each meeting
• Project manages across multi‑departments while balancing client priorities with assigned company growth projects
• Invests in building long‑lasting relationships with internal and external stakeholders on behalf of the company
• Produces all nonprofit partner work product to The Root Agency’s standard of excellence.
• Provides CRM training
• Effectively facilitates internal and external meetings and trainings
• Manages all nonprofit partner project timelines and deliverable tracking
• Provides excellent file management and workflow for all Nonprofit Partner deliverables
• Assists with enrollment and product input into The Root Agency’s learning management system as needed
• Coordinates daily communications via telephone, email, and other software applications used by The Root Agency and our client partners.
• All other projects/duties as assigned

Estimated Percentage of Work Time Allocation

• Preparing and Delivering Client Work Product (Includes Research, Analyzing, Developing, Writing, Formatting, etc.) 50%
• Client Meetings and Communications 30%
• Travel 20%

Key Expected Performance for This Role

• Present/Available for all work hours based on client needs
• Coordination, Quality Assurance, and Set Up for all assigned meetings assigned to this role
• Prepare all materials to our Standard of Excellence
• Consistently Communicate with Clients According to our Standard of Excellence

We Are a Hybrid Company.

• Our headquarters is located at 424 Skinner Blvd, APT A, Dunedin, FL.
• We currently serve clients nationwide.
• Our team members and vendors are located across the US.
• Company core hours are from 8:30 AM - 5:00 PM Eastern, Monday – Friday.

This is a Full‑Time, In‑Office Position.

• This position is an in‑person position balancing time onsite with clients and time in‑office at HQ.
• Candidates must live within a commutable distance of our headquarters
• The compensation for this position start at $70,000-$80,000 with budgeted performance‑based bonuses (opportunities for growth and company profit sharing)
• The role requires up to 50% travel locally and nationwide for client work and business development
• This is an exempt position which will follow HQ core hours and also be available for client and company needs on some evenings and weekends
• After completing the 90-day probationary period this position becomes eligible for:
  • 5 days of PTO (can be used for sick/personal/vacation leave) for usage by December 31, 2026
  • As of January 1, 2027: 10 days of PTO (can be used for sick/personal/vacation leave), 7 federal holidays, and 15 business closure days (34 days total). This includes company business closure the week of Thanksgiving and two weeks at the end of the calendar year.
  • An annual $2,500 QSEHRA health premium and/or expenses reimbursement benefit
• An investment in professional development opportunities: We provide tracks for PMP and CFRE Certification
• Meaningful work in a supportive team environment.

a. Cover letter and resume with any examples of fund development plans or donor strategies you have crafted

Part II: (Video Submission Required)

a. Why do you want to work with us?

b. Explain your achievements and advancements in a similar role.