Associate Director/Director, Client Services

Job not on LinkedIn

🕒 April 1

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Logo of Aperio Philanthropy

Aperio Philanthropy

11 - 50 employees

🤲 Charity

🤝 Non-profit

🌍 Social Impact

Charity • Non-profit • Social Impact

Aperio Philanthropy is a company dedicated to helping nonprofits achieve their fundraising goals and grow their missions. With a focus on using clear roadmaps and frontline experience, Aperio works alongside nonprofit teams to achieve rapid and sustainable revenue growth. They offer services such as pro-bono support, training, and strategic consulting to help nonprofits enhance their business models, culture, and people. Their aim is to empower nonprofits to overcome financial constraints and maximize their potential, ensuring the success of both the organization and its community.

📋 Description

• 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

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