Coordinator/Associate, Client Services—Development operations focus
About the role
The Coordinator/Associate, Client Services serves as a leader in the nonprofit community, inspiring and supporting nonprofits to realize their full fundraising potential. About 80% of the Coordinator/Associate’s time is spent supporting a portfolio of clients, in partnership with other Aperio team members. Client services work will heavily focus on—but not be limited to—projects related to development operations, including data & analytics, gift processing & acknowledgment, system and process development, and database set-up administration. Support will span specific capacity-building projects, as well as long-term embedded and/or interim roles. 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.
Client services responsibilities (80%)
The Associate, Client Services supports our team of Client Services Directors in providing thought partnership and hands-on support to a portfolio of nonprofit clients. In every project, the Associate will position clients for sustainable revenue growth and fulfill client objectives. To that end, the Associate 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
Support Directors in mapping out a concrete, actionable project plan for strategies and Aperio deliverables
Track and monitor action steps in Asana for Directors, team members, clients, and self
Serve as the day-to-day leader on moving action steps forward, providing reminders to Aperio staff and clients, when needed
Produce meeting agendas
Take comprehensive notes during meetings to ensure strategies and ideas are captured and can move forward
Complete substantive portions of projects for clients to lessen the burden on staff
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
Contribute resources to the Aperio library through client work
Contribute to Aperio’s efforts to fight racism and discrimination through client services
Leverage the time, expertise, and experience of Aperio’s Expert Network to increase value for clients and accelerate service delivery
Direct project support varies by client. It can include, but is not limited to:
Conducting assessments
Producing reports summarizing assessment findings, recommendations, and strategies
Completing and interpreting data analyses
Creating major gift, foundation, and corporate portfolios
Conducting prospect research
Setting up and/or optimization donor databases/CRMs
Creating reports and dashboards in database/CRMs
Developing, documenting, and explaining standard operating procedures for database/CRM management and development operations processes
Developing guidelines and training resources for Aperio colleagues and clients’ staff on database/CRM use
Training Aperio colleagues and clients’ staff on database/CRM use
Overseeing and participating in data entry and data clean-up projects
Serving in embedded and/or interim roles, fulfilling operational tasks on behalf of clients, such as gift processing, acknowledgments, data analyses, research screenings, report and dashboard creation, donor relations, and database administration
Business development responsibilities (20%)
The Coordinator/Associate, Client Services serves as an ambassador for Aperio in the community to grow Aperio’s client portfolio and support nonprofits broadly in their efforts to thrive. The Associate builds and engages a targeted portfolio of prospective clients, referral sources, and other key relationships. In addition, the Associate educates, equips, and inspires other nonprofit leaders and fundraisers about what it takes to thrive. To fulfill this role, the Coordinator/Associate will:
Build and engage a portfolio of 25-50 strategic relationships, sourced from personal networks and cold outreach
Actively network to grow and strengthen the portfolio, achieving monthly activity metrics
Leverage portfolio engagement resources provided, such as templates, scripts, segmented lists, and cold outreach prospect lists
Approach conversations with curiosity to learn from experience on the ground
Contribute to Aperio’s efforts to fight racism and discrimination, especially in nonprofits, fundraising, and philanthropy
Present/facilitate and participate in conferences, workshops, and webinars hosted by Aperio and other industry groups
Create articles and videos that educate, equip, and inspire nonprofit leaders and fundraisers
Promote and engage with Aperio content across social media channels
Qualifications
2+ years experience in fundraising, ideally including experience supporting a relationship-based fundraising (major gifts, foundations, or corporate partnerships) program
Experience with two more nonprofit fundraising CRM/database, with Raiser’s Edge and Salesforce experience strongly preferred
Proficient in Microsoft Office Excel, PowerPoint, Word, and Outlook, including advanced formatting and style capabilities
Ability to ‘manage up’
Experience contributing to designing and streamlining development operations systems and processes
Exceptional attention to detail, including in data and writing
Superb relationship management, interpersonal, and communication (written and oral) skills
Experience managing projects to successful completion
Outstanding organizational and time-management skills and ability
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
Location
This role combines remote work-from-home and on-site client support requirements, which can vary by project from no onsite support to daily support.
To facilitate work-from-home, Aperio provides essential technology equipment and:
A $250 home office set-up stipend at 90 days
A monthly mobile phone reimbursement of $75 per month
Compensation
Aperio is pleased to offer competitive compensation and benefits, as well as accelerated career development opportunities.
Base compensation for this role is $40,000 - $70,000 commensurate with experience in relationship-based fundraising. Bonus and promotion opportunities available.
Benefits include:
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
To apply for this role, please use this link and include the following:
Your resume
A brief cover letter describing why you’re interested in Aperio
A sample of a donor-facing piece that you’ve written
