Aperio Philanthropy

Associate

• The Associate, Strategic Services serves as the project manager for a portfolio of nonprofit clients, supporting our Client Services team in driving proactive, strategic, and operational work across engagements and internal initiatives.
• Deliver high-quality, timely, and relevant support to both Client Services and the Strategic Services team, prioritizing exceptional service and innovation
• Lead day-to-day project execution by developing agendas, capturing and synthesizing notes, tracking action steps in Asana, and ensuring follow-through across stakeholders
• Support Client Services by developing and executing actionable project plans, leveraging Aperio Resources to drive efficient, high-quality delivery
• Design, implement, and refine systems to support Strategic Services operations, including tracking deliverables across the client portfolio, managing team workflows (e.g., inboxes), and supporting reporting, planning, and internal initiatives.
• Manage ‘up, down, and out’ to coordinate the activities of diverse internal and external stakeholders, ensuring timely progress on projects
• Provide direct organizational and project support to the Senior VP on special capacity-building initiatives, such as: implementing AI, client feedback surveys, product development, and development of resources for Aperio’s ‘resource library’
• Provide general operational support to management of client services, such as data collection, reporting & analysis, planning call topics/agendas, and creating resources for the team
• Support special projects, including vendor relations, communication drafting (e.g., emails, memos), and administrative tasks
• Serve as a subject-matter expert on contents of the ‘resource library’, directing team members to the most relevant resources and proactively developing strategies to address challenges
• The Associate ensures timely, quality fulfillment of all ‘shared services’—deliverables created by subject-matter experts—provided to the Client Services team to support their fulfillment of services to clients.
• Oversee and manage Asana queues for client deliverables across writing, design, data & analytics, research, and DevOps support
• Ensure deliverables are of high quality, aligned with client expectations, and delivered on time
• Prioritize, assign, and monitor deliverables across queues, to provide clear updates to stakeholders to ensure timely, high-quality completion
• Act as a liaison between requestors on the Client Services team and subject-matter experts working on deliverables (usually one of Aperio’s Expert Network members or a team member), facilitating communication and resolving questions to ensure timely, quality deliverables
• Deliver exceptional customer service to Expert Network members, ensuring they are well-supported in their partnerships with the Client Services team.