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About the Role

The Associate, Strategic Services supports a portfolio of clients and Aperio’s Strategic Services team, ensuring seamless integration of services, approaches, resources, and standards into client workflows for high-quality deliverables and exceptional client experiences. This role requires a proactive, solutions-oriented mindset, exceptional organizational skills, and a collaborative approach to enhance operational efficiency.

Responsibilities

Serve as project manager for a portfolio of nonprofit clients, supporting proactive, strategic, and operational work.
Deliver high-quality, timely, and relevant support to Client Services and Strategic Services teams.
Lead day-to-day project execution, including developing agendas, capturing notes, and tracking action steps.
Support Client Services by developing and executing actionable project plans.
Design, implement, and refine systems to support Strategic Services operations.
Manage diverse internal and external stakeholders to ensure timely project progress.
Provide direct organizational and project support to the Senior VP on special capacity-building initiatives.
Provide general operational support to management of client services.
Support special projects, including vendor relations and communication drafting.
Serve as a subject-matter expert on the contents of the ‘resource library’.
Oversee and manage Asana queues for client deliverables across various support areas.
Ensure deliverables are of high quality, aligned with client expectations, and delivered on time.
Prioritize, assign, and monitor deliverables across queues, providing clear updates to stakeholders.
Act as a liaison between Client Services team and subject-matter experts.
Deliver exceptional customer service to Expert Network members.
Partner with Senior VP and subject-matter experts to develop and improve data & analytics and prospect research services.
Fulfill standard data screening and segmentation requests.
Support Client Services team in understanding and applying insights from analyses.
Serve as a subject-matter expert on prospect research.
Coordinate fulfillment of customized prospect research.
Contribute to fulfillment of customized prospect research as needed.
Maintain a strong understanding of Aperio’s vision, services, and client needs.
Contribute to Aperio’s efforts to fight racism and discrimination.
Approach all interactions with curiosity and a desire to learn.
Enter business development information into Aperio’s CRM.
Prepare communications, emails, letters, and memoranda.
Support Client Services team with Business Development scheduling.
Present/facilitate and participate in conferences, workshops, and webinars.
Create articles and videos to educate and inspire nonprofit leaders and fundraisers.
Promote and engage with Aperio content across social media channels.
Perform other related duties as assigned.

Requirements

3+ years of work experience in project management.
Experience in fundraising, events, and/or consulting preferred.
Demonstrated analytical capabilities.
Operationally minded, exceptional detail orientation, and consistent follow-through.
Strong relationship management, interpersonal, collaboration, and communication (written and oral) skills.
Ability to work well with all levels of staff, clients, management, vendors, etc.
Ability to ‘manage up’ and ask the right questions of leadership.
Adept at designing ‘fool-proof’ systems and processes.
Proactive in identifying opportunities to streamline operations and improve processes.
Demonstrated ability to manage complex projects to successful outcomes.
Self-starter with ability to complete tasks with minimal direction and supervision.
Eagerness to learn new knowledge and skills.
Ability to travel for assignments, as needed.

Skills

Advanced Microsoft Excel experience preferred.
Experience with CRMs preferred.
Proficient in Microsoft Office PowerPoint, Word, and Outlook.

Location

Fully remote
East Coast or Central time zones preferred

Work Type

Fully remote
Periodic travel and in-person meeting requirements

Experience Level

3+ years of work experience in project management

Salary/Compensations

$55,000 - $65,000 a year
Base compensation for this role is $55,000 - $65,000. Bonus and promotion opportunities available.

Benefits

Paid time off (PTO) starting at 4 weeks per year
10 days of sick time
10 days of vacation time
10-18 holidays per year
Closure over the year-end holidays
Summer Fridays observed between the Friday before Memorial Day and the Friday before Labor Day
Medical, dental, and vision insurance
401K with a nonelective company contribution of 3% of your compensation

About the Company

Aperio Philanthropy practices evergreen recruiting, accepting and reviewing applications on a rolling basis.
This approach allows us to build relationships with talented candidates in advance, so we can move quickly when the right opportunity becomes available.
Hiring team reviews applications on a regular basis.
If your skills and experience align with a current or anticipated need, someone from our team will reach out to schedule an initial conversation.
We encourage you to apply if you're interested in working with us.
Your application helps us keep you in mind for future roles.