Engagement Advisor Job Description
Engagement Advisor Duties & Responsibilities
To write an effective engagement advisor job description, begin by listing detailed duties, responsibilities and expectations. We have included engagement advisor job description templates that you can modify and use.
Sample responsibilities for this position include:
Engagement Advisor Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Engagement Advisor
List any licenses or certifications required by the position: CBRM, BRMP, SCIF, CISM, CISSP
Education for Engagement Advisor
Typically a job would require a certain level of education.
Employers hiring for the engagement advisor job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, Education, Communications, Management, Business/Administration, Marketing, Public Health, Economics, International Development, Communication
Skills for Engagement Advisor
Desired skills for engagement advisor include:
Desired experience for engagement advisor includes:
Engagement Advisor Examples
Engagement Advisor Job Description
- Supporting Senior Assistant with assessor availability and administration when required
- Escalating availability issues when required
- Ensure recruitment policies and procedures are followed
- Timely implementation of internal policies to ensure hiring targets are met wherever possible
- Provision of candidate feedback at final stage
- To develop and manage relationships with key internal clients for relevant service lines across all programmes
- Manage expectations with regards to recruitment market
- Maintain communication on hiring targets and seek clarification where required
- Communicate and ensure full understanding of recruitment policies across stakeholder group
- Provide bi-weekly pipeline updates to key contacts
- Provides direct support to the CHRO including planning and facilitating leadership and team meetings, the annual HR conference, town halls and off sites, career development within the team, BMO Pulse action planning, recognition activities
- Represent the “voice” of the CHRO
- Analysis of national pipelines, liaising with attraction team to flag problem areas
- Where appropriate day to day management of Senior Assistant, ensuring Service Level agreements are met for candidates and clients
- Deal with appropriate partner contacts via partner contact policy
- Responsible for appraisal/development activities for direct report/s where appropriate ensuring appropriate involvement of line manager
Engagement Advisor Job Description
- Identify and strategically partner with top 10-15 events within assigned affiliate(s) to ensure Cor Vitae experience is leveraged, while establishing and implementing Cor Vitae recognition and engagement at these events
- Personally meet face-to-face with all Metro Executive Directors and their teams at minimum twice per week to strategically plan and support implementation of Cor Vitae strategies
- 150 face-to-face visits with donors per fiscal year and enter all engagements, visits and interactions into BB CRM within a 72 hour period of donor engagement
- Develop and implement overarching stewardship strategy within assigned affiliate(s), ensuring donors are actively stewarded from point of organizational entry through engagement with major gifts and Charitable Estate Planning
- Responsible for hitting fiscal year targets for retention, new members and financial goals for Cor Vitae for assigned affiliate(s)
- Leverage national events (Red Dress Collection, Scientific Sessions, ISC) in a planned, coordinated, polished and systematic fashion ensuring a seamless and perfected donor experience so that the Major Giving Team can ensure an exceptional donor experience
- Design and implement a Disaster Management and Humanitarian Assistance P3 and P4 program with clear objectives and demonstrating return on investment for CFE-DMHA and USPACOM
- Assist in the development of a charter and program of activities and proposed accomplishments for the P3/P4 program
- Design metrics and monitoring and evaluation program to demonstrate the effects of the P3 program
- Conduct outreach to identify P3 and P4 platforms and report program successes
- Must be able to travel up to 25% of the time, including overnight stays
- At least three (3) years of experience working with high net worth donors is plus
- Minimum of 4 years experience in network security or related discipline with a minimum of 4 years of IT experience to include Windows and Linux OS network routing and monitoring
- Required ability to adjust in a fast-paced multidisciplinary environment, prioritize efforts, manage customer expectations, and possess professional negotiation skills
- Minimum 6 years experience in leading presentations (remote and in person) to external customers, managing accounts, interacting with executive management and technical personnel
- Very good problem solving, analytical skills, maintain a sense of ownership, verbal and written communication skills
Engagement Advisor Job Description
- Identify Knowledge and information Management (KIM) technology solutions for P3 and P4 programs
- Provide advocacy and outreach to private entities encouraging participation in the P3/P4 programs
- Develop outreach and campaign materials
- Primary Program manager reporting to the Director and leading P3 efforts for CFE-DMHA
- Stay current with advising policies and procedures
- Identify and strategically partner with top events within assigned region to ensure Cor Vitae experience is leveraged, while establishing and implementing Cor Vitae recognition and engagement at these events
- Personally meet with all Metro Executive Directors (in assigned regions) and their teams at minimum once per month to strategically plan and support implementation of Cor Vitae strategies
- In conjunction with field staff, complete a minimum of 100 face to face donor visits in a fiscal year to renew and upgrade $1K+ and $5K donors per fiscal year
- Manage non-event Cor Vitae donors up to 6 figures
- Enter all engagements, visits and interactions into BB CRM within a 72 hour period of donor engagement
- Walking, standing, sitting, bending, and carrying of light items and equipment may be required
- Develop and implement overarching stewardship strategy within assigned region, ensuring donors are actively stewarded from point of organizational entry through engagement with major gifts and Charitable Estate Planning
- Responsible for hitting fiscal year targets for retention, upgrading donors and new members and financial goals for Cor Vitae for FDA
- Acts as a single point of contact for all pricing / Contract related queries
- Collaborate with other functions and organizations to resolve issues related to Deal Pricing
- Contributes to optimize the processes by collaborating with other Business units
Engagement Advisor Job Description
- Write, design and issue internal communications in a variety of formats, using multiple channels that drive employee engagement in the growth agenda
- Represents team as a subject matter expert on internal processes and tools
- Communicates with internal customers at the individual contributor and management levels
- Provide support on proposal and pricing for change order/add on/extension/renewal, new (multi) country, global inbound, and software solution deals
- Prepare competitive pricing proposals based on fleet design, Scope of Service as per pricing guideline
- Applies Pricing Margin guidelines while pricing to ensure profitability
- Work closely with the pursuit team (SC/SA) and delivery team to optimize the custom service costing to be used for pricing
- Proactively identify areas to improve margin or cost optimization
- Collaborate with pursuit lead to ensure audit compliance as per the Deal Governance and Approval Matrix
- Ensure Pricing accuracy in deal proposals
- Handover of pricing to delivery/customer ops representative post signature
- Ensure all parties are fully informed of projects, impacts, challenges the benefits to communities and businesses
- 25+ years pf progressively responsible development, business, strategic and international experience
- Demonstrated success in all phases of personally cultivating, soliciting, and stewarding large gifts or investments from individuals, corporations, and foundations and demonstrated ability to develop long-term relationships with donors and prospects
- Proven skills managing a number of competing priorities and complex issues creatively and effectively
- Experience staffing senior institutional leaders and leveraging the time of senior volunteers
Engagement Advisor Job Description
- Serve as family liaison to external organizations such as Solutions for Patient Safety and the Children's Hospital Association
- Managing the Business Contacts programme for all EPMO projects including the identification
- Coaching and advocating a wide range of engagement and communications methods such as Yammer and Skype for Business with project teams
- Supporting in the design
- Maintain critical populations and key stakeholders lists so readily available to the project team
- Managing the logistics to successfully complete the engagement sessions required with critical populations
- Responsible for ensuring all change & engagement outputs are captured / tracked and shared with key stakeholders
- Be an advocate and driver of the change tools within the project team
- Responsible for the management of documentation within the workstream ensuring most recent documents are available as part of the C&E Toolkit
- Partner with the Capability & Org Design Advisor and Communications Lead to ensure alignment of all activities
- Ability to present complex information in a clear and compelling manner, both in writing and in person
- Understanding of and willingness to learn prospect management systems, donor databases, prospect pipeline development
- Strong work ethic, good judgement, ability to manage own time and collaborate effectively with others
- Credibility and integrity as a thought and business leader is essential to the success of the program
- Equivalent of two years of professional experience in one of the student services program areas or in a related field
- Knowledge of best practices to support new student and family orientation, leadership development and student engagement within institutions of higher education