Aperio Philanthropy is hiring a
Coordinator

Summary

Join our team as a Coordinator, Client Services and inspire nonprofits to realize their full fundraising potential. As a leader in the nonprofit community, you will support clients in partnership with other Aperio team members, focusing on business development and client services responsibilities.

Requirements

• 2+ years experience in fundraising, ideally including experience focusing full-time on relationship-based fundraising (major gifts, foundations, or corporate partnerships)
• 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

Responsibilities

• 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
• Conduct 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
• 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