{"jobs":[{"absolute_url":"https://job-boards.greenhouse.io/aperiophilanthropy/jobs/4405218003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4267976003,"location":{"name":"Remote"},"metadata":null,"id":4405218003,"updated_at":"2024-07-24T16:12:36-04:00","requisition_id":"2","title":"Associate Director/Director, Client Services ","company_name":"Aperio Philanthropy","first_published":"2021-04-05T12:31:46-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Us:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Aperio Philanthropy is a fundraising consulting firm that partners with nonprofits to realize their fundraising potential. We provide hands-on support that generates \u0026lt;em\u0026gt;sustainable \u0026lt;/em\u0026gt;revenue growth and enables organizations to \u0026lt;em\u0026gt;thrive\u0026lt;/em\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Aperio was created for fundraisers by fundraisers. Every member of our team has successfully raised funds at leading nonprofits nationwide. With on-the-ground experience, we understand that the barrier to growth is rarely knowing \u0026lt;em\u0026gt;what\u0026lt;/em\u0026gt; to do but rather \u0026lt;em\u0026gt;how \u0026lt;/em\u0026gt;to get it done among competing priorities.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To simplify the path to growth, we’ve distilled proven approaches into a clear roadmap that \u0026lt;em\u0026gt;any\u0026lt;/em\u0026gt; nonprofit can follow. Our services accelerate progress along that roadmap—unlocking new revenue at every step. We’re savvy strategists, but more importantly, we go beyond great ideas and work alongside fundraising teams to implement them.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The result is new, sustainable revenue for the missions that are changing our world.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Our Team:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Every member of our team was drawn to Aperio by a craving to see nonprofits \u0026lt;em\u0026gt;thrive\u0026lt;/em\u0026gt;—to escape the toxic ‘survival mode’ that holds back so many important missions and harms clients, staff, volunteers, and donors alike. We believe that nonprofits are \u0026lt;em\u0026gt;vital\u0026lt;/em\u0026gt; to our society—that to create thriving communities, we need thriving nonprofits.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We believe that for any community, organization, or company to thrive, \u0026lt;em\u0026gt;every individual\u0026lt;/em\u0026gt; in the community must have the space, resources, and support to thrive. For that reason, we work intentionally every day to create an environment with ample space for creativity, exploration, professional growth, and personal expression. We actively invest in anti-racism and anti-discrimination in our own company and our sector.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our culture is relentlessly professional and rigorous, but simultaneously open and warm. We are collaborative, give each other honest feedback, and don’t micromanage each other. We engage each other, our clients, and our community members as \u0026lt;em\u0026gt;people first\u0026lt;/em\u0026gt;, ensuring that we are supporting each other’s whole selves, not just the work at hand.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We value the combined power of:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Results-orientation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Creativity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Simplification\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Authenticity\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;We believe that with a clear goal, a fresh set of eyes, a little bit of organization, and an infusion of confidence, every organization can be propelled to a new level of impact\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About You:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You are inspired by what you’ve just read and driven to contribute what you’ve learned from on-the-ground fundraising to our vision of seeing nonprofits \u0026lt;em\u0026gt;thrive\u0026lt;/em\u0026gt;. You believe that fundraising changes the lives of all involved—those served by the mission, the donors who fuel the work, and volunteers and staff.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You are adept at understanding people’s personal needs and motivations and uncovering alignment with your own objectives. You create win-win partnerships that leave people more confident and more capable of impact. You are ambitious on behalf of important causes, with a genuine desire to change the world.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You are authentic in your interactions with others. You build trust easily, communicate clearly, listen actively, ask good questions, and inspire loyalty. You maintain the highest standards of integrity at every step of the way.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;About the Role:\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The Director, Client Services serves as a leader in the nonprofit community, inspiring and supporting nonprofits to realize their full fundraising potential. About 80% of the Director’s time is spent supporting a portfolio of clients, in partnership with other Aperio team members. About 20% of time is spent on business development, serving as a thought leader in the community and proactively building relationships with a portfolio of prospective clients, referral sources, and other nonprofit leaders and fundraisers.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Client services responsibilities (80%)\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The Associate Director/Director, Client Services provides thought partnership and hands-on support to a portfolio of nonprofit clients, in collaboration with other members of the Aperio team. In every project, the Associate Director/Director will position clients for sustainable revenue growth and fulfill client objectives. To that end, the Associate Director/Director will:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Adopt a client-centric approach\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Continually seek to understand each client’s values, objectives, and expectations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leverage the Aperio approach of results-orientation, creativity, simplicity, and authenticity to create value for clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Cast a bold vision for each client’s fundraising potential, drawing attention to the full value of the client’s assets—mission impact, future vision, team strength, volunteer community, database potential, etc.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with clients to develop and articulate their strategy for realizing their fundraising potential\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a thought leader and subject-matter expert on the Aperio roadmap for revenue growth\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Translate strategies into concrete, actionable plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Convert plans into detailed project plans with clearly stated objectives, deliverables, timelines, stakeholders, and dependencies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Project-manage the implementation of project plans, combining client-centric leadership with hands-on support to achieve objectives and complete deliverables in the expected timeframe\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Complete substantive portions of projects for clients to lessen the burden on staff\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with the staff to build internal capacity for efficient and effective fundraising\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Seamlessly blend into the culture and workstyle of the client, building trust and working partnerships with a variety of stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Use all available Aperio resources—expertise, experience, templates, tools, etc.—to seamlessly and efficiently advance project plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute resources to the Aperio library through client work\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to Aperio’s efforts to fight racism and discrimination through client services\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leverage the time, expertise, and experience of Aperio’s Expert Network to increase value for clients and accelerate service delivery\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicate progress against project plans to clients on a weekly basis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicate results achieved to clients on a monthly basis\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;Direct project support varies by client. It can include, but is not limited to: \u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Conducting assessments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Producing reports summarizing assessment findings, recommendations, and strategies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interpreting data analyses\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Creating major gift, foundation, and corporate portfolios\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supporting clean-up and SOP-development for databases and operational processes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Creating governance models, dashboards, and trainings to implement/enhance metrics management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conducting moves management strategy sessions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Preparing plans and materials for donor calls, meetings, and solicitations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Creating fundraising toolkits\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Engaging leadership and boards in philanthropy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conducting qualification outreach to donors (emails, phone calls, meetings, etc.) for ad hoc donor lists or a defined qualification portfolio\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Developing and writing collateral\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Developing and writing custom proposals and stewardship reports\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Facilitating workshops\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Providing 1:1 coaching\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;strong\u0026gt;Business development responsibilities (20%)\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;The Associate Director/Director, Client Services serves as an ambassador for Aperio in the community to grow Aperio’s client portfolio and support nonprofits broadly in their efforts to \u0026lt;em\u0026gt;thrive\u0026lt;/em\u0026gt;. The Associate Director/Director builds and engages a targeted portfolio of prospective clients, referral sources, and other key relationships. In addition, the Associate Director/Director educates, equips, and inspires other nonprofit leaders and fundraisers about what it takes to \u0026lt;em\u0026gt;thrive\u0026lt;/em\u0026gt;. To fulfill this role, the Associate Director/Director will:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Build and engage a portfolio of 50-100 strategic relationships, sourced from personal networks and cold outreach\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Actively network to grow and strengthen the portfolio, achieving monthly activity metrics\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leverage portfolio engagement resources provided, such as templates, scripts, segmented lists, and cold outreach prospect lists\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Approach conversations with curiosity to learn from experience on the ground\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to Aperio’s efforts to fight racism and discrimination, especially in nonprofits, fundraising, and philanthropy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Present/facilitate and participate in conferences, workshops, and webinars hosted by Aperio and other industry groups\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create articles and videos that educate, equip, and inspire nonprofit leaders and fundraisers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Promote and engage with Aperio content across social media channels\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;5+ years’ experience in relationship-based fundraising (major gifts, foundations, or corporate partnerships), including 3+ years’ experience focusing full-time on generating philanthropic revenue from a portfolio of individuals, foundations, and/or companies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to efficiently manage a portfolio of relationships and grow revenue from that portfolio year-over-year\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience soliciting $100,000+ gifts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience managing complex projects to successful completion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Outstanding organizational and time-management skills and ability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to inspire and hold accountable diverse internal and external stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience partnering with volunteer and staff leadership on donor relationships and/or projects\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to analyze and interpret data and apply insights to strategy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to leverage metrics to improve the donor experience and fundraiser performance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Superb relationship management, interpersonal, and communication (written and oral) skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong storytelling and public speaking skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of technology systems pertinent to major gifts (Salesforce and Raiser’s Edge a plus)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Openness to the ever-changing, dynamic environment of a start-up company\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Eagerness to learn new knowledge and skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel for assignments, as needed, up to 50% of time\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Location\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role combines remote work-from-home and on-site client support requirements, which can vary by project from no onsite support to daily support.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To facilitate work-from-home, Aperio provides essential technology equipment and:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;A $250 home office set-up stipend at 90 days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A monthly mobile phone reimbursement of $75 per month\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Compensation\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Aperio is pleased to offer competitive compensation and benefits, as well as accelerated career development opportunities.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Base compensation for this role is $75,000 - $120,000 commensurate with experience in portfolio-focused, relationship-based fundraising. Bonus and promotion opportunities available.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits include\u0026lt;/strong\u0026gt;:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Flexible scheduling\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid time off (PTO) starting at 4 weeks per year\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;10-15 holiday days per year, including closure over the year-end holidays\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Medical, dental, and vision insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401K with company matching of 100% of employee contributions up to the first 3% of pay and then 50% of employee contributions on the next 2% of pay\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;","departments":[{"id":4023961003,"name":"Northeast \u0026 Mid-Atlantic","child_ids":[],"parent_id":null}],"offices":[{"id":4015273003,"name":"Brooklyn, NY","location":"Brooklyn, New York, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/aperiophilanthropy/jobs/7701054003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5750751003,"location":{"name":"Remote"},"metadata":null,"id":7701054003,"updated_at":"2026-04-14T15:26:56-04:00","requisition_id":"29","title":"Associate, Strategic Services ","company_name":"Aperio Philanthropy","first_published":"2026-04-14T15:26:56-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;About the role\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The Associate, Strategic Services provides support to a portfolio of clients and within Aperio’s Strategic Services team. Strategic Services is responsible for developing and implementing Aperio’s core ‘products’ (services to nonprofit organizations), approaches (ways of delivering those services), resources (tools and templates), and standards (quality levels/controls). The Associate, Strategic Services ensures these elements are seamlessly integrated into the Client Services team’s workflows, enabling high-quality deliverables and exceptional client experiences.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a vital member of the team, the Associate brings a proactive, solutions-oriented mindset, exceptional organizational skills, and a collaborative approach to enhancing operational efficiency and delivering high-quality results in alignment with Aperio’s vision and mission.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Client support and strategic services operations (75%)\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Project management \u0026amp;amp; operations\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Associate, Strategic Services serves as the project manager for a portfolio of nonprofit clients, supporting our Client Services team in driving proactive, strategic, and operational work across engagements and internal initiatives.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Deliver high-quality, timely, and relevant support to both Client Services and the Strategic Services team, prioritizing exceptional service and innovation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead day-to-day project execution by developing agendas, capturing and synthesizing notes, tracking action steps in Asana, and ensuring follow-through across stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support Client Services by developing and executing actionable project plans, leveraging Aperio Resources to drive efficient, high-quality delivery\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Design, implement, and refine systems to support Strategic Services operations, including tracking deliverables across the client portfolio, managing team workflows (e.g., inboxes), and supporting reporting, planning, and internal initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage ‘up, down, and out’ to coordinate the activities of diverse internal and external stakeholders, ensuring timely progress on projects\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide direct organizational and project support to the Senior VP on special capacity-building initiatives, such as: implementing AI, client feedback surveys, product development, and development of resources for Aperio’s ‘resource library’\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide general operational support to management of client services, such as data collection, reporting \u0026amp;amp; analysis, planning call topics/agendas, and creating resources for the team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support special projects, including vendor relations, communication drafting (e.g., emails, memos), and administrative tasks\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a subject-matter expert on contents of the ‘resource library’, directing team members to the most relevant resources and proactively developing strategies to address challenges\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Queue management\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Associate ensures timely, quality fulfillment of all ‘shared services’—deliverables created by subject-matter experts—provided to the Client Services team to support their fulfillment of services to clients.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Oversee and manage Asana queues for client deliverables across writing, design, data \u0026amp;amp; analytics, research, and DevOps support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure deliverables are of high quality, aligned with client expectations, and delivered on time\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prioritize, assign, and monitor deliverables across queues, to provide clear updates to stakeholders to ensure timely, high-quality completion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a liaison between requestors on the Client Services team and subject-matter experts working on deliverables (usually one of Aperio’s Expert Network members or a team member), facilitating communication and resolving questions to ensure timely, quality deliverables\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deliver exceptional customer service to Expert Network members, ensuring they are well-supported in their partnerships with the Client Services team\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Data \u0026amp;amp; analytics and research services\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Associate contributes to Aperio’s data screening and segmentation work, to support the fulfillment of data \u0026amp;amp; analytics and prospect research requests—either directly or in collaboration with additional subject-matter experts.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with Senior VP and subject-matter experts to develop, document, and continuously improve data \u0026amp;amp; analytics and prospect research services, including automation and process enhancements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personally fulfill standard data screening and segmentation requests, collaborating with the Senior VP, the requesting Client Services team, and vendors\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support Client Services team in understanding and applying insights from analyses and provide clear next steps for portfolio creation and fundraising growth strategy development\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a subject-matter expert on prospect research, maintaining working knowledge of industry standards, best practices, ethics, tools, methodologies, etc.; develop resources for Aperio’s ‘resource library’\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate fulfillment of customized prospect research, including briefings, qualification snapshots, new donor lists, and tailored research projects\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to fulfillment of customized prospect research as needed\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Business development and other internal responsibilities (15%)\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Maintain a strong understanding of Aperio’s vision, services, fundraising model, and client needs to provide tailored operational support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to Aperio’s efforts to fight racism and discrimination, especially in nonprofits, fundraising, and philanthropy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Approach all interactions with clients, team members, and our community with curiosity, seizing each opportunity to learn about nonprofits, philanthropy, fundraising, and consulting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Enter business development information into Aperio’s CRM, including contact information, meeting notes, and next steps related to business development relationships, as directed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare communications, emails, letters, and memoranda, as needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support Client Services team with Business Development scheduling, as needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Present/facilitate and participate in conferences, workshops, and webinars hosted by Aperio and other industry groups\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create articles and videos that educate, equip, and inspire nonprofit leaders and fundraisers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Promote and engage with Aperio content across social media channels\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Perform other related duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;3+ years of work experience in project management; experience in fundraising, events and/or consulting preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated analytical capabilities, with advanced Microsoft Excel experience preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Operationally minded, exceptional detail orientation, and consistent follow-through\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong relationship management, interpersonal, collaboration, and communication (written and oral) skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work well with all levels of staff, clients, management, vendors, etc.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to ‘manage up’ and ask the right questions of leadership\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adept at designing ‘fool-proof’ systems and processes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactive in identifying opportunities to streamline operations and improve processes through effective communication and teamwork\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to manage complex projects to successful outcomes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-starter with ability to complete tasks with minimal direction and supervision\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Eagerness to learn new knowledge and skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with CRMs preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Outstanding organizational skills and ability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficient in Microsoft Office PowerPoint, Word, and Outlook\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel for assignments, as needed\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;Location\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;This role is currently a fully remote role for individuals based in the United States. East Coast or Central time zones preferred.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In the future, Aperio may have an office in major cities that our team members are welcome to use. Periodic travel and in-person meeting requirements.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To facilitate work-from-home, Aperio provides essential technology equipment and a monthly mobile phone reimbursement of $75 per month.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;Compensation\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;Aperio is pleased to offer competitive compensation and benefits, as well as accelerated career development opportunities.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Base compensation for this role is $55,000 - $65,000. Bonus and promotion opportunities available.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Benefits include:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Flexible scheduling\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid time off (PTO) starting at 4 weeks per year, which includes 10 days of sick time and 10 days of vacation time\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;10-18 holidays per year, including closure over the year-end holidays\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Summer Fridays observed between the Friday before Memorial Day and the Friday before Labor Day\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Medical, dental, and vision insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401K with company contributing a non-elective 3% of pay in each pay period\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4023961003,"name":"Northeast \u0026 Mid-Atlantic","child_ids":[],"parent_id":null}],"offices":[{"id":4015273003,"name":"Brooklyn, NY","location":"Brooklyn, New York, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/aperiophilanthropy/jobs/4397889003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4263231003,"location":{"name":"Remote"},"metadata":null,"id":4397889003,"updated_at":"2024-07-24T16:12:36-04:00","requisition_id":"1","title":"Coordinator/Associate, Client Services ","company_name":"Aperio Philanthropy","first_published":"2021-04-05T12:31:34-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;About the role\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The Associate, Client Services serves as a leader in the nonprofit community, inspiring and supporting nonprofits to realize their full fundraising potential. About 80% of the Associate’s time is spent supporting a portfolio of clients, in partnership with other Aperio team members. About 20% of time is spent on business development, serving as a thought leader in the community and proactively building relationships with a portfolio of prospective clients, referral sources, and other nonprofit leaders and fundraisers.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Client services responsibilities (80%)\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The Associate, Client Services supports our team of Client Services Directors in providing thought partnership and hands-on support to a portfolio of nonprofit clients. In every project, the Associate will position clients for sustainable revenue growth and fulfill client objectives. To that end, the Associate will:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Adopt a client-centric approach\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Continually seek to understand each client’s values, objectives, and expectations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leverage the Aperio approach of results-orientation, creativity, simplicity, and authenticity to create value for clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support Directors in mapping out a concrete, actionable project plan for strategies and Aperio deliverables\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track and monitor action steps in Asana for Directors, team members, clients, and self\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as the day-to-day leader on moving action steps forward, providing reminders to Aperio staff and clients, when needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Produce meeting agendas\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Take comprehensive notes during meetings to ensure strategies and ideas are captured and can move forward\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Complete substantive portions of projects for clients to lessen the burden on staff\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Seamlessly blend into the culture and workstyle of the client, building trust and working partnerships with a variety of stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Use all available Aperio resources—expertise, experience, templates, tools, etc.—to seamlessly and efficiently advance project plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute resources to the Aperio library through client work\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to Aperio’s efforts to fight racism and discrimination through client services\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leverage the time, expertise, and experience of Aperio’s Expert Network to increase value for clients and accelerate service delivery\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Direct project support varies by client. It can include, but is not limited to:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Conducting assessments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Producing reports summarizing assessment findings, recommendations, and strategies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interpreting data analyses\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Creating major gift, foundation, and corporate portfolios\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supporting clean-up and SOP-development for databases and operational processes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Creating governance models, dashboards, and trainings to implement/enhance metrics management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conducting moves management strategy sessions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Preparing plans and materials for donor calls, meetings, and solicitations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Creating fundraising toolkits\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Engaging leadership and boards in philanthropy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conducting qualification outreach to donors (emails, phone calls, meetings, etc.) for ad hoc donor lists or a defined qualification portfolio\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Developing and writing collateral\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Developing and writing custom proposals and stewardship reports\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Facilitating workshops\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Providing 1:1 coaching\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Business development responsibilities (20%)\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The Associate, Client Services serves as an ambassador for Aperio in the community to grow Aperio’s client portfolio and support nonprofits broadly in their efforts to \u0026lt;em\u0026gt;thrive\u0026lt;/em\u0026gt;. The Associate builds and engages a targeted portfolio of prospective clients, referral sources, and other key relationships. In addition, the Associate educates, equips, and inspires other nonprofit leaders and fundraisers about what it takes to \u0026lt;em\u0026gt;thrive\u0026lt;/em\u0026gt;. To fulfill this role, the Associate will:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Build and engage a portfolio of 25-50 strategic relationships, sourced from personal networks and cold outreach\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Actively network to grow and strengthen the portfolio, achieving monthly activity metrics\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leverage portfolio engagement resources provided, such as templates, scripts, segmented lists, and cold outreach prospect lists\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Approach conversations with curiosity to learn from experience on the ground\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to Aperio’s efforts to fight racism and discrimination, especially in nonprofits, fundraising, and philanthropy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Present/facilitate and participate in conferences, workshops, and webinars hosted by Aperio and other industry groups\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create articles and videos that educate, equip, and inspire nonprofit leaders and fundraisers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Promote and engage with Aperio content across social media channels\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;3+ years experience in fundraising, ideally including experience focusing full-time on relationship-based fundraising (major gifts, foundations, or corporate partnerships)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience soliciting $10,000+ gifts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to ‘manage up’\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience supporting leadership on donor relationships and/or projects\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Superb relationship management, interpersonal, and communication (written and oral) skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience managing projects to successful completion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Outstanding organizational and time-management skills and ability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of technology systems pertinent to major gifts (Salesforce and Raiser’s Edge a plus)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Openness to the ever-changing, dynamic environment of a start-up company\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Eagerness to learn new knowledge and skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel for assignments, as needed, up to 50% of time\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;","departments":[{"id":4023961003,"name":"Northeast \u0026 Mid-Atlantic","child_ids":[],"parent_id":null}],"offices":[{"id":4015273003,"name":"Brooklyn, NY","location":"Brooklyn, New York, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/aperiophilanthropy/jobs/6296587003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5088089003,"location":{"name":"Remote"},"metadata":null,"id":6296587003,"updated_at":"2024-12-11T15:18:59-05:00","requisition_id":"24","title":"Senior Director, Client Services ","company_name":"Aperio Philanthropy","first_published":"2024-12-11T15:18:42-05:00","language":"en","application_deadline":null,"content":"\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About Us:\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Aperio Philanthropy is a fundraising consulting firm that partners with nonprofits to realize their fundraising potential. We provide hands-on support that generates \u0026lt;em\u0026gt;sustainable \u0026lt;/em\u0026gt;revenue growth and enables organizations to \u0026lt;em\u0026gt;thrive\u0026lt;/em\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Aperio was created for fundraisers by fundraisers. Every member of our team has successfully raised funds at leading nonprofits nationwide. With on-the-ground experience, we understand that the barrier to growth is rarely knowing \u0026lt;em\u0026gt;what\u0026lt;/em\u0026gt; to do but rather \u0026lt;em\u0026gt;how \u0026lt;/em\u0026gt;to get it done among competing priorities.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To simplify the path to growth, we’ve distilled proven approaches into a clear roadmap that \u0026lt;em\u0026gt;any\u0026lt;/em\u0026gt; nonprofit can follow. Our services accelerate progress along that roadmap—unlocking new revenue at every step. We’re savvy strategists, but more importantly, we go beyond great ideas and work alongside fundraising teams to implement them.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The result is new, sustainable revenue for the missions that are changing our world.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Our Team:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Every member of our team was drawn to Aperio by a craving to see nonprofits \u0026lt;em\u0026gt;thrive\u0026lt;/em\u0026gt;—to escape the toxic ‘survival mode’ that holds back so many important missions and harms clients, staff, volunteers, and donors alike. We believe that nonprofits are \u0026lt;em\u0026gt;vital\u0026lt;/em\u0026gt; to our society—that to create thriving communities, we need thriving nonprofits.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We believe that for any community, organization, or company to thrive, \u0026lt;em\u0026gt;every individual\u0026lt;/em\u0026gt; in the community must have the space, resources, and support to thrive. For that reason, we work intentionally every day to create an environment with ample space for creativity, exploration, professional growth, and personal expression. We actively invest in anti-racism and anti-discrimination in our own company and our sector.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our culture is relentlessly professional and rigorous, but simultaneously open and warm. We are collaborative, give each other honest feedback, and don’t micromanage each other. We engage each other, our clients, and our community members as \u0026lt;em\u0026gt;people first\u0026lt;/em\u0026gt;, ensuring that we are supporting each other’s whole selves, not just the work at hand.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We value the combined power of:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Results-orientation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Creativity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Simplification\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Authenticity\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;We believe that with a clear goal, a fresh set of eyes, a little bit of organization, and an infusion of confidence, every organization can be propelled to a new level of impact\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About You:\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;You are inspired by what you’ve just read and driven to contribute what you’ve learned from on-the-ground fundraising to our vision of seeing nonprofits \u0026lt;em\u0026gt;thrive\u0026lt;/em\u0026gt;. You believe that fundraising changes the lives of all involved—those served by the mission, the donors who fuel the work, and volunteers and staff.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You are adept at understanding people’s personal needs and motivations and uncovering alignment with your own objectives. You create win-win partnerships that leave people more confident and more capable of impact. You are ambitious on behalf of important causes, with a genuine desire to change the world.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You are authentic in your interactions with others. You build trust easily, communicate clearly, listen actively, ask good questions, and inspire loyalty. You maintain the highest standards of integrity at every step of the way.\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;About the Role:\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;The Senior Director, Client Services serves as a leader at Aperio, with responsibility for creating a sustainable pipeline of partnerships and delivering on promises to clients. In collaboration with Aperio’s senior leadership team, the Senior Director optimizes the impact, health, vibrancy, and sustainability of Aperio’s client services through the full development of our team’s talent and potential. Day-to-day, the Senior Director spends the majority of their time on direct client services, leading partnerships, contributing to work products, and guiding account teams. In addition, the Senior Director serves as a leader and mentor to staff through the formal mentorship program and informal interactions. The Senior Director manages a portfolio of relationships with prospective partners, serves as the face of Aperio externally, and proactively cultivates a personal thought-leadership role in our community and industry. The Senior Director advances and operationalizes our core values and models an open, growth-orientation every day.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Client services responsibilities (75%)\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The Senior Director contributes to a range of client projects in advisory, project lead, or account team member roles. At any given time, the Senior Director works on a portfolio of 5-10 active clients in one of these roles. When serving as an ‘Advisor’ on the account team, the Senior Director is responsible for leading an account team to success in exceeding client expectations, growing partnerships, and developing Aperio talent; the Senior Director provides strategic direction, day-to-day guidance, and ‘apprenticeship’ opportunities to account team. When serving in other capacities on an account team, the Senior Director brings the highest quality of service in fulfillment of client deliverables, in close collaboration with other staff and partners. Throughout all client work, the Senior Director will:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Adopt a client-centric approach and provide each client with an exceptional experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Continually seek to understand the client’s end goals, business models, and definition of success for the partnership\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create strategies for the account team to deliver on promises to clients, using all available resources, aligning with Aperio’s model and methodologies, and investing time/energy to highest and best use\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Foster alignment and collaboration among the account team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Optimize partnership impact and relationship quality, thinking and working beyond the current scope of work to future opportunities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Optimize project efficiency and profitability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leverage each client project to develop Aperio’s talent by providing shadowing, coaching, and other learning opportunities and providing clear, real-time feedback\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leverage each client project to build the capacity of the company by enhancing, templatizing, and cross-pollinating resources in collaboration with Strategic Services\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish clear roles and responsibilities for account team members\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Meet with account teams regularly in accordance with Aperio’s governance model\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Direct staff to samples, tools, templates, training, coaching and other resources available through Strategic Services, peers, and other account teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support staff in removing barriers and resolving conflicts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead or participate in leadership- and board-level meetings\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead or participate in strategic and major capacity-building work sessions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as the strategic partner for the client’s senior leadership\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute strategies for revenue growth and complex initiatives\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review and contribute to major deliverables to align with client needs and expectations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure that external subject-matter experts and partners are used to highest and best use\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Leadership \u0026amp;amp; mentorship (10%)\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The Senior Director serves as a leader and resource to the staff, providing both formal and informal mentorship that enhances the professional development and optimization of each team member. Additionally, the Senior Director leads and implements capacity-building projects to support the growth and efficiency of the organization.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Lead a cohort of 5-7 mentees as a mentor in Aperio’s formal staff mentorship program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Facilitate regular gatherings and conversations among cohort members (as outlined in the mentorship program governance model) to contribute to a welcoming, supportive environment where staff can growth and thrive\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead implementation of select strategic/capacity-building projects, such as developing a ‘focus area’, developing service delivery methodologies, and/or defining ‘playbooks’\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactively identify capacity-building opportunities and collaborate with other members of the Aperio team to advance them\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leverage project-management best practices to advance special initiatives and projects\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to Aperio’s efforts to fight racism and discrimination, especially in nonprofits, fundraising, and philanthropy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide feedback openly, constructively, and regularly\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Receive feedback openly, constructively, and regularly\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Business development (15%)\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The Senior Director proactively and actively contributes to company growth strategies. As the face of Aperio in the community, the Senior Director will:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Personally build and engage a portfolio of 50-100 strategic relationships, sourced from personal networks and cold outreach\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage extension, upgrade, and referral conversations with current clients, optimizing opportunities for partnership growth\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in and/or lead new partnership conversations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Represent Aperio leadership during proposals presentations, as requested\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build a personal brand as a thought leader in the nonprofit and fundraising community, proactively seeking opportunities to present and participate in conferences, workshops, and webinars hosted by Aperio and other industry groups\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create articles and videos that educate, equip, and inspire nonprofit leaders and fundraisers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Promote and engage with Aperio content across social media channels\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;10+ years’ experience in relationship-based fundraising (major gifts, foundations, or corporate partnerships), including 5+ years’ experience focusing full-time on generating philanthropic revenue from a portfolio of individuals, foundations, and/or companies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to lead, manage, develop, and grow large and complex teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Diverse nonprofit experience—including experience in organizations with $50 million+ in annual revenue—preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to efficiently manage a portfolio of relationships and grow revenue from that portfolio year-over-year\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience soliciting $100,000+ gifts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience managing complex projects to successful completion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Outstanding organizational and time-management skills and ability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to inspire and hold accountable diverse internal and external stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience partnering with volunteer and staff leadership on donor relationships and/or projects\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to analyze and interpret data and apply insights to strategy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to leverage metrics to improve the donor experience and fundraiser performance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Superb relationship management, interpersonal, and communication (written and oral) skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong storytelling and public speaking skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of technology systems pertinent to major gifts (Salesforce and Raiser’s Edge a plus)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Openness to the ever-changing, dynamic environment of a start-up company\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Eagerness to learn new knowledge and skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel for assignments, as needed, up to 50% of time\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Location\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;Currently, this role combines remote work-from-home and frequent travel to spent time onsite with clients and meet with Aperio team members.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To facilitate work-from-home, Aperio provides essential technology equipment and a monthly mobile phone reimbursement of $75 per month.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Compensation\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;Aperio is pleased to offer competitive compensation and benefits, as well as accelerated career development opportunities.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Base compensation for this role is $120,000 - $135,000 commensurate with experience in executive leadership, business development, and portfolio-focused, relationship-based fundraising. Bonus and promotion opportunities available.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Benefits include\u0026lt;/strong\u0026gt;:\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Paid time off (PTO) starting at 4 weeks per year, which includes 10 days of sick time and 10 days of vacation time\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;10-18 holidays per year, including closure over the year-end holidays\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Summer Fridays observed between the Friday before Memorial Day and the Friday before Labor Day\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Medical, dental, and vision insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401K with a nonelective company contribution of 3% of your compensation, regardless of whether you make employee contributions\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;","departments":[{"id":4023961003,"name":"Northeast \u0026 Mid-Atlantic","child_ids":[],"parent_id":null}],"offices":[{"id":4015273003,"name":"Brooklyn, NY","location":"Brooklyn, New York, United States","child_ids":[],"parent_id":null}]}],"meta":{"total":4}}