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Aperio Philanthropy · 2 months ago

Coordinator/Associate, Client Services

United States

Full-time

Remote

Mid Level

3+ years exp

Aperio Philanthropy is a leader in the nonprofit community, inspiring and supporting nonprofits to realize their full fundraising potential. The Associate, Client Services will support a portfolio of clients and engage in business development, building relationships with prospective clients and nonprofit leaders.

ConsultingFinancial ServicesNon Profit

Responsibilities

Adopt a client-centric approach

Continually seek to understand each client's values, objectives, and expectations

Leverage the Aperio approach of results-orientation, creativity, simplicity, and authenticity to create value for clients

Support Directors in mapping out a concrete, actionable project plan for strategies and Aperio deliverables

Track and monitor action steps in Asana for Directors, team members, clients, and self

Serve as the day-to-day leader on moving action steps forward, providing reminders to Aperio staff and clients, when needed

Produce meeting agendas

Take comprehensive notes during meetings to ensure strategies and ideas are captured and can move forward

Complete substantive portions of projects for clients to lessen the burden on staff

Seamlessly blend into the culture and workstyle of the client, building trust and working partnerships with a variety of stakeholders

Use all available Aperio resources—expertise, experience, templates, tools, etc.—to seamlessly and efficiently advance project plans

Contribute resources to the Aperio library through client work

Contribute to Aperio's efforts to fight racism and discrimination through client services

Leverage the time, expertise, and experience of Aperio's Expert Network to increase value for clients and accelerate service delivery

Conducting assessments

Producing reports summarizing assessment findings, recommendations, and strategies

Interpreting data analyses

Creating major gift, foundation, and corporate portfolios

Supporting clean-up and SOP-development for databases and operational processes

Creating governance models, dashboards, and trainings to implement/enhance metrics management

Conducting moves management strategy sessions

Preparing plans and materials for donor calls, meetings, and solicitations

Creating fundraising toolkits

Engaging leadership and boards in philanthropy

Conducting qualification outreach to donors (emails, phone calls, meetings, etc.) for ad hoc donor lists or a defined qualification portfolio

Developing and writing collateral

Developing and writing custom proposals and stewardship reports

Facilitating workshops

Providing 1:1 coaching

Build and engage a portfolio of 25-50 strategic relationships, sourced from personal networks and cold outreach

Actively network to grow and strengthen the portfolio, achieving monthly activity metrics

Leverage portfolio engagement resources provided, such as templates, scripts, segmented lists, and cold outreach prospect lists

Approach conversations with curiosity to learn from experience on the ground

Contribute to Aperio's efforts to fight racism and discrimination, especially in nonprofits, fundraising, and philanthropy

Present/facilitate and participate in conferences, workshops, and webinars hosted by Aperio and other industry groups

Create articles and videos that educate, equip, and inspire nonprofit leaders and fundraisers

Promote and engage with Aperio content across social media channels

Qualification

Fundraising experienceRelationship managementProject managementSalesforceRaiser's EdgeEagerness to learnCommunication skillsOrganizational skillsAttention to detailTime management

Required

3+ years experience in fundraising, ideally including experience focusing full-time on relationship-based fundraising (major gifts, foundations, or corporate partnerships)

Experience soliciting $10,000+ gifts

Ability to 'manage up'

Experience supporting leadership on donor relationships and/or projects

Exceptional attention to detail

Superb relationship management, interpersonal, and communication (written and oral) skills

Experience managing projects to successful completion

Outstanding organizational and time-management skills and ability

Strong understanding of technology systems pertinent to major gifts (Salesforce and Raiser's Edge a plus)

Openness to the ever-changing, dynamic environment of a start-up company

Eagerness to learn new knowledge and skills

Ability to travel for assignments, as needed, up to 50% of time