Associate, Strategic Services

Aperio Philanthropy • Brooklyn, NY

16h • Remote

About The Position

The Associate, Strategic Services supports a portfolio of nonprofit clients and Aperio’s Strategic Services team. The role helps develop and implement Aperio’s services, delivery approaches, resources, and quality standards, and integrates them into Client Services workflows to support high-quality deliverables and client experiences. The Associate brings a proactive, solutions-oriented, collaborative approach and strong organizational skills to operational efficiency and service delivery.

The role manages projects and operational workflows for client engagements and internal initiatives, including planning, meeting preparation and notes, action tracking, stakeholder coordination, deliverable tracking, reporting, and process improvement. It oversees shared-service queues across writing, design, data and analytics, research, and DevOps, coordinating requestors and subject-matter experts to ensure deliverables meet expectations and deadlines. The Associate also contributes to data screening, segmentation, and prospect research services, and provides direct support for internal initiatives and business development.

This is a fully remote role, with East Coast or Central time zones preferred. Periodic travel and in-person meetings may be required. Compensation is $55,000–$65,000 per year. Aperio offers competitive compensation and benefits, as well as accelerated career development opportunities.

Requirements

• At least 3 years of work experience in project management.
• Demonstrated analytical capabilities.
• Strong operational mindset, exceptional attention to detail, and consistent follow-through.
• Strong relationship-management, interpersonal, collaboration, and written and oral communication skills.
• Ability to work effectively with staff at all levels, clients, management, and vendors.
• Ability to manage up and ask leadership appropriate questions.
• Ability to design reliable systems and processes.
• Proactive approach to identifying opportunities to streamline operations and improve processes through communication and teamwork.
• Demonstrated ability to manage complex projects to successful outcomes.
• Self-starter able to complete tasks with minimal direction and supervision.
• Eagerness to learn new knowledge and skills.
• Strong organizational skills.
• Proficiency in Microsoft Office PowerPoint, Word, and Outlook.
• Ability to travel for assignments as needed.

Nice To Haves

• Experience in fundraising, events, and/or consulting.
• Advanced Microsoft Excel experience.
• Experience with CRMs.

Responsibilities

• Manage day-to-day project execution by developing agendas, capturing and synthesizing notes, tracking action steps in Asana, and ensuring stakeholder follow-through.
• Develop and execute actionable project plans using Aperio resources to support efficient, high-quality delivery.
• Design, implement, and refine systems for Strategic Services operations, including client-portfolio deliverable tracking, team workflows, reporting, planning, and internal initiatives.
• Coordinate internal and external stakeholders and manage work across levels to ensure timely project progress.
• Provide organizational and project support to the Senior VP on capacity-building initiatives, including AI implementation, client feedback surveys, product development, and resource-library development.
• Support client-services operations through data collection, reporting and analysis, planning call topics and agendas, and creating team resources.
• Support special projects, including vendor relations, drafting communications, and administrative tasks.
• Maintain expertise in the resource library, direct team members to relevant resources, and identify strategies to address challenges.
• Oversee and manage Asana queues for client deliverables across writing, design, data and analytics, research, and DevOps support.
• Prioritize, assign, and monitor queued deliverables; communicate status updates and facilitate completion on time and to quality standards.
• Act as a liaison between Client Services requestors and subject-matter experts, facilitating communication and resolving questions.
• Provide customer service and support to Expert Network members working with the Client Services team.
• Partner with the Senior VP and subject-matter experts to develop, document, and improve data and analytics and prospect research services, including automation and process improvements.
• Fulfill standard data-screening and segmentation requests, working with the Senior VP, Client Services requestors, and vendors.
• Help Client Services understand analytical insights and identify next steps for portfolio creation and fundraising growth strategies.
• Maintain working knowledge of prospect research standards, best practices, ethics, tools, and methodologies, and develop related resource-library materials.
• Coordinate customized prospect research, including briefings, qualification snapshots, new donor lists, and tailored research projects; contribute to research fulfillment as needed.
• Maintain understanding of Aperio’s vision, services, fundraising model, and client needs to provide tailored operational support.
• Contribute to efforts to fight racism and discrimination, particularly in nonprofits, fundraising, and philanthropy.
• Enter business-development relationship information, meeting notes, and next steps into Aperio’s CRM as directed.
• Prepare communications, emails, letters, and memoranda, and support Business Development scheduling as needed.
• Present, facilitate, and participate in conferences, workshops, and webinars hosted by Aperio and industry groups.
• Create educational articles and videos for nonprofit leaders and fundraisers, and promote and engage with Aperio content on social media.
• Perform other related duties as assigned.

Benefits

• Paid time off starting at 4 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 3% nonelective company contribution, regardless of employee contributions.
• Bonus and promotion opportunities.
• Accelerated career development opportunities.

What This Job Offers

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