portal resources jobs companies a aperio philanthropy associate director/director, client services - development operations

Associate Director/director, Client Services - Development Operations 🔥

About us

Aperio Philanthropy is a fundraising consulting firm that partners with nonprofits to realize their fundraising potential. We provide hands-on support that generates sustainable revenue growth and enables organizations to thrive.

Aperio was created for fundraisers by fundraisers. Every member of our team has successfully raised funds at leading nonprofits nationwide. With on-the-ground experience, we understand that the barrier to growth is rarely knowing what to do but rather how to get it done among competing priorities.

To simplify the path to growth, we’ve distilled proven approaches into a clear roadmap that any nonprofit can follow. Our services accelerate progress along that roadmap—unlocking new revenue at every step. We’re savvy strategists, but more importantly, we go beyond great ideas and work alongside fundraising teams to implement them.

The result is new, sustainable revenue for the missions that are changing our world.

About our team

Every member of our team was drawn to Aperio by a craving to see nonprofits thrive—to escape the toxic ‘survival mode’ that holds back so many important missions and harms clients, staff, volunteers, and donors alike. We believe that nonprofits are vital to our society—that to create thriving communities, we need thriving nonprofits.

We believe that for any community, organization, or company to thrive, every individual in the community must have the space, resources, and support to thrive. For that reason, we work intentionally every day to create an environment with ample space for creativity, exploration, professional growth, and personal expression. We actively invest in anti-racism and anti-discrimination in our own company and our sector.

Our culture is relentlessly professional and rigorous, but simultaneously open and warm. We are collaborative, give each other honest feedback, and don’t micromanage each other. We engage each other, our clients, and our community members as people first, ensuring that we are supporting each other’s whole selves, not just the work at hand.

We value the combined power of:

· Results-orientation

· Creativity

· Simplification

· Authenticity

We believe that with a clear goal, a fresh set of eyes, a little bit of organization, and an infusion of confidence, every organization can be propelled to a new level of impact.

About you

You are inspired by what you’ve just read and driven to contribute what you’ve learned from on-the-ground fundraising to our vision of seeing nonprofits thrive. You believe that fundraising changes the lives of all involved—those served by the mission, the donors who fuel the work, and volunteers and staff.

You are adept at understanding people’s personal needs and motivations and uncovering alignment with your own objectives. You create win-win partnerships that leave people more confident and more capable of impact. You are ambitious on behalf of important causes, with a genuine desire to change the world.

You are authentic in your interactions with others. You build trust easily, communicate clearly, listen actively, ask good questions, and inspire loyalty. You maintain the highest standards of integrity at every step of the way.

You are creative and solution-oriented, open to the ideas of others and quick to drive conversations toward new possibilities and next steps. Everywhere you look, you see opportunities to change the world.

About the role

The Associate Director/Director, 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 Director/Director’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 & acknowledgement, 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 Director/Director, Client Services provides thought partnership and hands-on support to a portfolio of nonprofit clients, in collaboration with other members of the Aperio team. In every project, the Associate Director/Director will position clients for sustainable revenue growth and fulfill client objectives. The Associate Director/Director will serve as subject-matter expert on efficient and effective development operations and work closely with nonprofit partners to elevate and streamline their back-office systems and resources. To that end, the Associate Director/Director 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

· Cast a bold vision for each client’s fundraising potential, drawing attention to the full value of the client’s assets—mission impact, future vision, team strength, volunteer community, database potential, etc.

· Partner with clients to develop and articulate their strategy for realizing their fundraising potential

· Serve as a thought leader and subject-matter expert on the Aperio roadmap for revenue growth

· Translate strategies into concrete, actionable plans

· Convert plans into detailed project plans with clearly stated objectives, deliverables, timelines, stakeholders, and dependencies

· Project-manage the implementation of project plans, combining client-centric leadership with hands-on support to achieve objectives and complete deliverables in the expected timeframe

· Complete substantive portions of projects for clients to lessen the burden on staff

· Partner with the staff to build internal capacity for efficient and effective fundraising

· 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

· Communicate progress against project plans to clients on a weekly basis

· Communicate results achieved to clients on a monthly basis

Direct project support varies by client. It can include, but is not limited to:

· Conducting assessments

· Producing reports summarizing assessment findings, recommendations, and strategies

· Developing strategic plans for development operations enhancement

· Producing organizational design and staffing recommendations, including organizational charts and job descriptions

· Completing and interpreting data analyses

· Creating major gift, foundation, and corporate portfolios

· Overseeing and/or conducting lead generation and/or prospect research projects

· 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

· Overseeing and/or serving in embedded and/or interim roles, fulfilling operational tasks on behalf of clients, such as gift processing, acknowledgements, data analyses, research screenings, report and dashboard creation, donor relations, and database administration

· Directing technical and/or support staff in any of the above

Business development responsibilities (20%)

The Associate Director/Director, 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 Director/Director builds and engages a targeted portfolio of prospective clients, referral sources, and other key relationships. In addition, the Associate Director/Director educates, equips, and inspires other nonprofit leaders and fundraisers about what it takes to thrive. To fulfill this role, the Associate Director/Director will:

· Build and engage a portfolio of 50-100 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


· 5+ years’ experience in development operations, with preference for experience supporting relationship-based fundraising programs (major gifts, foundations, or corporate partnerships)

· Experience with two or more nonprofit fundraising CRM/database, with Raiser’s Edge and Salesforce experience strongly preferred

· Demonstrated ability to efficiently lead development operations functions

· Experience leading transformational change within development operations, including building/streamlining processes, database/CRM transitions/optimization, and operationalizing collaboration with other teams/departments

· Proficient in Microsoft Office Excel, PowerPoint, Word, and Outlook, including advanced formatting and style capabilities

· Exceptional attention to detail, including in data and writing

· Outstanding organizational and time-management skills and ability

· Demonstrated ability to forge productive cross-functional relationships with nonprofit leaders, finance, marketing, and frontline fundraising teams

· Ability to inspire and hold accountable diverse internal and external stakeholders

· Ability to analyze and interpret data and apply insights to strategy

· Demonstrated ability to leverage metrics to improve the donor experience and fundraiser performance

· Superb relationship management, interpersonal, and communication (written and oral) skills

· 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

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