Associate Director/Director, Client Services

Aperio Philanthropy • Brooklyn, NY

22h • $75,000 - $120,000 • Hybrid

About The Position

The Associate Director/Director, Client Services is a leader in the nonprofit community who supports nonprofits in realizing their fundraising potential. Approximately 80% of the role is devoted to a portfolio of nonprofit clients, in partnership with other Aperio team members, and approximately 20% is devoted to business development and community leadership. The position combines remote work-from-home with on-site client support, which varies by project from none to daily. Travel for assignments may be required, up to 50% of the time.

For client engagements, the role provides strategic thought partnership and hands-on support to help nonprofits achieve sustainable revenue growth and their objectives. The Associate Director/Director develops fundraising strategies and actionable project plans, manages implementation, completes substantive project work, and helps build client capacity. Work may include assessments and reports, data interpretation, fundraising portfolios, database and operational process improvements, metrics systems, donor strategy and solicitation materials, toolkits, leadership and board engagement, donor qualification, proposals and stewardship reports, workshops, and coaching.

For business development, the role represents Aperio in the community and builds relationships with prospective clients, referral sources, and nonprofit leaders and fundraisers. Activities include strategic networking and outreach, participation in and facilitation of industry events, producing educational content, and promoting Aperio content through social media. Aperio provides essential technology equipment for work-from-home and reimburses $75 per month for mobile phone expenses. Compensation is $75,000–$120,000, commensurate with relevant experience, with bonus and promotion opportunities.

Requirements

• At least 5 years of experience in relationship-based fundraising, such as major gifts, foundations, or corporate partnerships.
• At least 3 years of full-time experience generating philanthropic revenue from a portfolio of individuals, foundations, and/or companies.
• Demonstrated ability to manage a portfolio of relationships efficiently and grow its revenue year over year.
• Experience soliciting gifts of $100,000 or more.
• Experience managing complex projects to successful completion.
• Outstanding organizational and time-management skills and ability.
• Ability to inspire and hold diverse internal and external stakeholders accountable.
• 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 use metrics to improve the donor experience and fundraiser performance.
• Excellent relationship-management, interpersonal, written, and oral communication skills.
• Strong storytelling and public-speaking skills.
• Strong understanding of technology systems pertinent to major gifts.
• Openness to the 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 the time.

Nice To Haves

• Experience with Salesforce and Raiser’s Edge.

Responsibilities

• Support a portfolio of nonprofit clients in partnership with Aperio team members, using a client-centric approach to help them realize sustainable fundraising growth.
• Understand clients’ values, objectives, and expectations, and identify the full value of their fundraising assets.
• Partner with clients to develop fundraising strategies and translate them into actionable plans and detailed project plans with objectives, deliverables, timelines, stakeholders, and dependencies.
• Project-manage implementation, provide hands-on support, complete substantive project work, and help clients build internal fundraising capacity.
• Build trusted working partnerships with client stakeholders and use Aperio resources and its Expert Network to advance projects and service delivery.
• Contribute resources to Aperio’s library through client work and contribute to efforts to fight racism and discrimination through client services.
• Communicate progress against project plans weekly and results achieved monthly.
• Perform project work that may include assessments, reports, data interpretation, fundraising portfolio creation, database and process improvements, metrics systems, donor strategy sessions, solicitation planning, fundraising toolkits, leadership and board engagement, donor qualification, collateral, proposals, stewardship reports, workshops, and coaching.
• Build and engage a portfolio of 50–100 strategic relationships with prospective clients, referral sources, and other key contacts through personal networks and cold outreach.
• Network actively, meet monthly activity metrics, and use provided portfolio-engagement resources.
• Approach business-development conversations with curiosity and learn from experience on the ground.
• Contribute to 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 industry groups.
• Create articles and videos to educate, equip, and inspire nonprofit leaders and fundraisers.
• Promote and engage with Aperio content across social media channels.
• Travel for assignments as needed, up to 50% of the time.

Benefits

• Paid time off starting at four weeks per year, including 10 days of sick time and 10 days of vacation time.
• 10–18 holidays per year, including closure over the year-end holidays.
• Summer Fridays between the Friday before Memorial Day and the Friday before Labor Day.
• Medical, dental, and vision insurance.
• 401(k) with a nonelective company contribution of 3% of compensation, regardless of employee contributions.
• Monthly mobile phone reimbursement of $75.
• Essential technology equipment for work-from-home.
• Bonus and promotion opportunities.
• Accelerated career development opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed