Associate Director - Client Services

September 17, 2024

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Aperio Philanthropy

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Aperio Philanthropy is a company dedicated to helping nonprofits achieve their fundraising goals and grow their missions. With a focus on using clear roadmaps and frontline experience, Aperio works alongside nonprofit teams to achieve rapid and sustainable revenue growth. They offer services such as pro-bono support, training, and strategic consulting to help nonprofits enhance their business models, culture, and people. Their aim is to empower nonprofits to overcome financial constraints and maximize their potential, ensuring the success of both the organization and its community.

Fundraising • Nonprofit Strategy • Philanthropy • Capacity-Building • Project Management

11 - 50 employees

🤲 Charity

🤝 Non-profit

🌍 Social Impact

📋 Description

• The Director, Client Services serves as a leader in the nonprofit community, inspiring and supporting nonprofits to realize their full fundraising potential. • About 80% of the Director’s time is spent supporting a portfolio of clients, in partnership with other Aperio team members. • About 20% of time is spent on business development, serving as a thought leader in the community and proactively building relationships with a portfolio of prospective clients, referral sources, and other nonprofit leaders and fundraisers. • 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. • The Associate Director/Director will position clients for sustainable revenue growth and fulfill client objectives.

🎯 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