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About the Role
The Senior Director, Client Services leads client partnerships, optimizes client services, and mentors staff. This role focuses on direct client services, contributing to work products, and guiding account teams, while also fostering thought leadership and embodying company values.
Responsibilities
- Lead client teams to exceed expectations, grow partnerships, and develop talent.
- Provide strategic direction and day-to-day guidance to account teams.
- Deliver high-quality client work in collaboration with staff and partners.
- Adopt a client-centric approach and provide exceptional client experiences.
- Understand client goals, business models, and definitions of success.
- Create strategies for account teams to deliver on client promises.
- Foster alignment and collaboration among account teams.
- Optimize partnership impact and relationship quality for future opportunities.
- Optimize project efficiency and profitability.
- Develop Aperio talent through shadowing, coaching, and feedback.
- Enhance company capacity by improving and cross-pollinating resources.
- Establish clear roles and responsibilities for account team members.
- Meet regularly with account teams.
- Direct staff to available resources.
- Support staff in removing barriers and resolving conflicts.
- Lead or participate in leadership- and board-level meetings.
- Lead or participate in strategic and major capacity-building work sessions.
- Serve as a strategic partner for client senior leadership.
- Contribute strategies for revenue growth and complex initiatives.
- Review and contribute to major deliverables.
- Ensure external subject-matter experts and partners are utilized effectively.
- Serve as a mentor to Aperio team members.
- Facilitate regular gatherings for staff development.
- Lead implementation of strategic/capacity-building projects.
- Identify and advance capacity-building opportunities.
- Utilize project-management best practices for initiatives.
- Contribute to efforts to fight racism and discrimination in the nonprofit sector.
- Provide and receive feedback openly, constructively, and regularly.
- Build and engage a portfolio of strategic relationships.
- Manage client conversations for partnership growth.
- Participate in or lead new partnership conversations.
- Represent Aperio leadership during proposal presentations.
- Build a personal brand as a thought leader.
- Create content to educate, equip, and inspire nonprofit leaders.
- Promote and engage with Aperio content on social media.
Requirements
- 10+ years of experience in relationship-based fundraising (major gifts, foundations, or corporate partnerships).
- 5+ years of experience focusing full-time on generating philanthropic revenue from a portfolio.
- Demonstrated ability to lead, manage, develop, and grow large and complex teams.
- Diverse nonprofit experience, preferably in organizations with $50 million+ in annual revenue.
- Demonstrated ability to efficiently manage a portfolio and grow revenue.
- Experience soliciting $100,000+ gifts.
- Experience managing complex projects to successful completion.
- Outstanding organizational and time-management skills.
- Ability to inspire and hold accountable diverse internal and external stakeholders.
- Experience partnering with volunteer and staff leadership.
- Ability to analyze and interpret data and apply insights to strategy.
- Demonstrated ability to leverage metrics to improve donor experience and fundraiser performance.
- Superb relationship management, interpersonal, and communication skills (written and oral).
- Strong storytelling and public speaking skills.
- Strong understanding of technology systems pertinent to major gifts (Salesforce and Raiser’s Edge a plus).
- Openness to an ever-changing, dynamic environment.
- Eagerness to learn new knowledge and skills.
- Ability to travel for assignments, as needed, up to 50% of time.
Skills
- Client Services
- Partnership Development
- Team Leadership
- Mentorship
- Strategic Planning
- Project Management
- Client Relationship Management
- Fundraising
- Major Gifts
- Foundation Relations
- Corporate Partnerships
- Revenue Growth
- Data Analysis
- Public Speaking
- Storytelling
- Salesforce
- Raiser's Edge
Location
- Remote
- Client Onsite
Work Type
- Remote
- Hybrid
- Travel
Experience Level
- Senior Director
- 10+ years experience
- 5+ years experience
Salary/Compensations
- $120,000 - $135,000 per year
Benefits
- Paid time off (PTO) starting at 4 weeks per year
- 10 days sick time
- 10 days vacation time
- 10-18 holidays per year
- Closure over year-end holidays
- Summer Fridays
- Medical insurance
- Dental insurance
- Vision insurance
- 401K with a 3% non-elective company contribution
- Monthly mobile phone reimbursement ($75)
- Essential technology equipment for remote work
About the Company
- Aperio Philanthropy practices evergreen recruiting, accepting and reviewing applications on a rolling basis.
- This approach allows for building relationships with talented candidates in advance for quick hiring when opportunities arise.