Full-Time Nonprofit Client Project Coordinator 

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 $100 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-sized 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.

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.

The Nonprofit Partner Project Coordinator will offer comprehensive support to our dynamic hybrid team. This position requires the ability to anticipate needs, think critically, and engage with team members to create efficiencies and ensure client deliverable due dates are met. Excellent communication 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. 

• 3+ years of Project Coordinator experience with a bachelor’s degree in a relevant major; or an associate’s degree in a relevant major and 5+ years of Project Coordinator experience. A combination of education and experience will be considered. Nonprofit development experience a plus.
• PMP and/or Six Sigma Certifications, and CFRE a plus
• Must be detail and results-oriented with an ability to work in a cross-functional, fast-paced, and evolving hybrid environment with diverse teams and skill sets.
• Ability to evaluate priorities and multi-task accordingly, while keeping others apprised of status with respect to firm due dates.
• Exhibits excellent writing, editing, and communication skills.
• 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.

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

• Apple products
• Google Workspace (Google Drive, Gmail, Forms/Sheets, and Keep)
• Microsoft 365 (Word, Excel, PowerPoint)
• Demonstrable skills in Word: merge template functions and in Excel/Google Sheets: XLOOKUP, VLOOKUP, and Pivot Tables.
• Adobe Creative Suite (InDesign, Photoshop, Illustrator, etc.)
• Slack and Asana
• Zoom video conferencing platform
• Kajabi
• Demonstrable experience pulling reports from a variety of CRM platforms: Salesforce, Raiser’s Edge NXT, Bloomerang, Donor Perfect, ParishSoft, etc.

• Facilitates Nonprofit Partner Onboarding and Orientation activities to The Root Agency's established procedures
• Presents, Coordinates, and Monitors Nonprofit Partner Onboarding and Orientation Activities to The Root Agency’s established procedures
• Produces all nonprofit partner work product to The Root Agency’s standard of excellence.
• Produces, coordinates, and monitors all nonprofit partner project timelines and deliverable tracking
• Provides excellent file management and workflow for all Nonprofit Partner deliverables
• Coordinates, provides content guidance and in several cases designs communications projects from start to finish.
• Gathers nonprofit data, formats, and performs analytics to The Root Agency’s established proprietary processes
• Provides CRM training
• Effectively facilitates internal and external meetings
• Enroll participants and input product into The Root Agency’s learning management system
• 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 Client Work Product (Includes Research, Analyzing, Developing, Writing, Formatting, etc.) 40%
• Client Meetings and Communications 50%
• Travel 10%

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

• 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.  

  **We prioritize our clients’ needs, which sometimes requires meetings, work sessions, and travel beyond these hours

• This position is a hybrid position.
• Candidates must live within a commutable distance of TRA headquarters
• The salary for this position is $52,000 with budgeted performance-based bonuses 
• The hours for this position are 8:30 AM – 5:00 PM Monday – Friday
• Generally, the in-office or local onsite days are Tuesday to Thursday with Mondays and Fridays remote
• After completing the 90-day probationary period this position becomes eligible for:
  • 2.5 days of PTO (can be used for sick/personal/vacation leave) for usage by December 31, 2025; Noon Wednesday to Friday of Thanksgiving Week; Christmas Eve, Christmas Day, New Year’s Eve, and New Year’s Day
  • As of January 1, 2026: 10 days of PTO (can be used for sick/personal/vacation leave), 9 federal holidays, and 15 business closure days (34 days total). This includes TRA business closure the week of Thanksgiving and two weeks at the end of the calendar year.
• An investment in professional development opportunities: TRA provides tracks for PMP and CFRE Certification
• Meaningful work in a supportive team environment. 

To apply please submit the following via email with the subject line: “TRA Client Project Coordinator Application – [Your Name]” to:

[email protected] 

Part I: 

a. Cover letter and resume with applicable experience 

Part II: (Video Submission Required) 

a. Why do you want to work with us? 

b. Explain how your experiences and skills align with this job post.