Aperio Philanthropy

Client Services Representative

• 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

Associate Director/Director, Client Services

• Apoyar al equipo de Directores de Servicios al Cliente en la asociación de pensamiento y apoyo práctico a una cartera de clientes sin fines de lucro.
• Adoptar un enfoque centrado en el cliente
• Utilizar todos los recursos disponibles de Aperio para avanzar en los planes del proyecto de manera eficiente.
• Construir y comprometerse con una cartera de 25-50 relaciones estratégicas, obtenidas de redes personales y contacto en frío.

Client Services Coordinator/Associate

• The Senior Director, Client Services serves as a leader at Aperio, with responsibility for creating a sustainable pipeline of partnerships and delivering on promises to clients.
• In collaboration with Aperio’s senior leadership team, the Senior Director optimizes the impact, health, vibrancy, and sustainability of Aperio’s client services through the full development of our team’s talent and potential.
• Day-to-day, the Senior Director spends the majority of their time on direct client services, leading partnerships, contributing to work products, and guiding account teams.
• In addition, the Senior Director serves as a leader and mentor to staff through the formal mentorship program and informal interactions.
• The Senior Director manages a portfolio of relationships with prospective partners, serves as the face of Aperio externally, and proactively cultivates a personal thought-leadership role in our community and industry.
• The Senior Director advances and operationalizes our core values and models an open, growth-orientation every day.