Associate Director/Director, Client Services

Role Overview

• 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