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:
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
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.
Partner with clients to develop and articulate their strategy for realizing their fundraising potential
Serve as a thought leader and subject-matter expert on the Aperio roadmap for revenue growth
Translate strategies into concrete, actionable plans
Convert plans into detailed project plans with clearly stated objectives, deliverables, timelines, stakeholders, and dependencies
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
Complete substantive portions of projects for clients to lessen the burden on staff
Partner with the staff to build internal capacity for efficient and effective fundraising
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
Communicate progress against project plans to clients on a weekly basis
Communicate results achieved to clients on a monthly basis
Requirements
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
Demonstrated ability to efficiently manage a portfolio of relationships and grow revenue from that portfolio year-over-year
Experience soliciting $100,000+ gifts
Experience managing complex projects to successful completion
Outstanding organizational and time-management skills and ability
Ability to inspire and hold accountable diverse internal and external stakeholders
Experience partnering with volunteer and staff leadership on donor relationships and/or projects
Ability to analyze and interpret data and apply insights to strategy
Demonstrated ability to leverage metrics to improve the donor experience and fundraiser performance
Superb relationship management, interpersonal, and communication (written and oral) skills
Strong storytelling and public speaking skills
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
Benefits
Flexible scheduling
Paid time off (PTO) starting at 4 weeks per year
10-15 holiday days per year, including closure over the year-end holidays
Medical, dental, and vision insurance
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