Aperio Philanthropy
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
Client Services Coordinator
September 17, 2024
Aperio Philanthropy
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
📋 Description
• The Associate, Client Services serves as a leader in the nonprofit community, inspiring and supporting nonprofits to realize their full fundraising potential. • 80% of the Associate’s time is spent supporting a portfolio of clients, in partnership with other Aperio team members. • 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. • Supports our team of Client Services Directors in providing thought partnership and hands-on support to a portfolio of nonprofit clients. • The Associate will position clients for sustainable revenue growth and fulfill client objectives. • Direct project support varies by client and can include conducting assessments, producing reports, interpreting data analyses, and creating funding toolkits.
🎯 Requirements
• 3+ years experience in fundraising, ideally including experience focusing full-time on relationship-based fundraising (major gifts, foundations, or corporate partnerships) • Experience soliciting $10,000+ gifts • Ability to ‘manage up’ • Experience supporting leadership on donor relationships and/or projects • Exceptional attention to detail • Superb relationship management, interpersonal, and communication (written and oral) skills • Experience managing projects to successful completion • Outstanding organizational and time-management skills and ability • 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
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