Client Services Coordinator

September 17

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Aperio Philanthropy

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

11 - 50 employees

🤲 Charity

🤝 Non-profit

🌍 Social Impact

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