Aperio Philanthropy

Associate Director/Director, Client Services

Aperio Philanthropy

full-time

Posted on:

Location Type: Remote

Location: New York • United States

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Salary

💰 $75,000 - $120,000 per year

Job Level

Senior

About the role

  • 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

Requirements

  • 5+ years’ experience in relationship-based fundraising (major gifts, foundations, or corporate partnerships), including 3+ years’ 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 and ability
  • 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
Benefits
  • Flexible scheduling
  • Paid time off (PTO) starting at 4 weeks per year
  • 10-15 holiday days per year, including closure over the year-end holidays
  • Medical, dental, and vision insurance
  • 401K with company matching of 100% of employee contributions up to the first 3% of pay and then 50% of employee contributions on the next 2% of pay
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
relationship-based fundraisingphilanthropic revenue generationproject managementdata analysismetrics leveragingstorytellingpublic speaking
Soft Skills
organizational skillstime-management skillsinspirational leadershipaccountabilityinterpersonal skillscommunication skillsclient-centric approach