Back to jobs

Coordinator/Associate, Client Services Development Operations

About the role

The 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 Associate’s time is spent supporting a portfolio of clients, in partnership with other Aperio team members. 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
  • Interpreting data analyses
  • Creating major gift, foundation, and corporate portfolios
  • Supporting clean-up and SOP-development for databases and operational processes
  • Creating governance models, dashboards, and trainings to implement/enhance metrics management
  • Conducting moves management strategy sessions
  • Preparing plans and materials for donor calls, meetings, and solicitations
  • Creating fundraising toolkits
  • Engaging leadership and boards in philanthropy
  • Conducting qualification outreach to donors (emails, phone calls, meetings, etc.) for ad hoc donor lists or a defined qualification portfolio
  • Developing and writing collateral
  • Developing and writing custom proposals and stewardship reports
  • Facilitating workshops
  • Providing 1:1 coaching

Business development responsibilities (20%)

The 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 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

  • 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

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Aperio Philanthropy’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.