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About the Role

The Associate Director/Director, Client Services leads and supports nonprofit clients to achieve their fundraising potential. This role involves approximately 80% client support and 20% business development, focusing on building relationships and serving as a thought leader in the nonprofit community.

Responsibilities

Provide thought partnership and hands-on support to a portfolio of nonprofit clients.
Position clients for sustainable revenue growth and fulfill client objectives.
Adopt a client-centric approach, understanding client values, objectives, and expectations.
Leverage Aperio's approach (results-orientation, creativity, simplicity, authenticity) to create client value.
Develop and articulate fundraising strategies for clients.
Serve as a subject-matter expert on Aperio's revenue growth roadmap.
Translate strategies into actionable and detailed project plans.
Project-manage implementation of plans, ensuring objectives and deliverables are met.
Complete substantive project portions for clients to reduce staff burden.
Partner with clients to build internal capacity for effective fundraising.
Integrate seamlessly into client cultures and workstyles, building trust with stakeholders.
Utilize Aperio resources (expertise, experience, templates, tools) to advance project plans.
Contribute resources to the Aperio library through client work.
Contribute to Aperio's efforts to fight racism and discrimination through client services.
Leverage Aperio's Expert Network to increase client value and accelerate service delivery.
Communicate weekly progress and monthly results to clients.
Conduct assessments and produce reports summarizing findings, recommendations, and strategies.
Interpret data analyses and create major gift, foundation, and corporate portfolios.
Support database clean-up and SOP development.
Create governance models, dashboards, and trainings for metrics management.
Conduct moves management strategy sessions.
Prepare plans and materials for donor calls, meetings, and solicitations.
Create fundraising toolkits and engage leadership/boards in philanthropy.
Conduct qualification outreach to donors.
Develop and write collateral, custom proposals, and stewardship reports.
Facilitate workshops and provide 1:1 coaching.
Build and engage a portfolio of 50-100 strategic relationships through personal networks and cold outreach.
Actively network to grow and strengthen the portfolio, meeting monthly activity metrics.
Utilize provided portfolio engagement resources (templates, scripts, lists).
Approach conversations with curiosity to learn from experience.
Contribute to Aperio's efforts to fight racism and discrimination, especially in nonprofits, fundraising, and philanthropy.
Present/facilitate and participate in conferences, workshops, and webinars.
Create articles and videos to educate, equip, and inspire nonprofit leaders and fundraisers.
Promote and engage with Aperio content across social media channels.

Requirements

5+ years of experience in relationship-based fundraising (major gifts, foundations, or corporate partnerships).
3+ years of 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.
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.

Skills

Relationship-based fundraising
Major gifts
Foundation fundraising
Corporate partnerships
Philanthropic revenue generation
Portfolio management
Revenue growth
Gift solicitation
Project management
Organizational skills
Time management
Stakeholder management
Data analysis
Metrics utilization
Relationship management
Interpersonal skills
Written communication
Oral communication
Storytelling
Public speaking
Salesforce
Raiser's Edge

Location

Remote
On-site client support

Work Type

Remote
Hybrid

Experience Level

Associate Director
Director
5+ years experience
3+ years experience

Salary/Compensations

$75,000 - $120,000 a year

Benefits

Competitive compensation
Accelerated career development opportunities
Bonus and promotion opportunities
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 nonelective company contribution of 3%
Monthly mobile phone reimbursement of $75

About the Company

Aperio Philanthropy practices evergreen recruiting, accepting and reviewing applications on a rolling basis.
This approach allows them to build relationships with talented candidates in advance for quick hiring when opportunities arise.
Their hiring team regularly reviews applications and will reach out if skills and experience align with current or anticipated needs.