Aperio Philanthropy - Associate, Strategic Services
Requirements
• 3+ years of work experience in project management; experience in fundraising, events and/or consulting preferred • Demonstrated analytical capabilities, with advanced Microsoft Excel experience preferred • Operationally minded, exceptional detail orientation, and consistent follow-through • Strong relationship management, interpersonal, collaboration, and communication (written and oral) skills • Ability to work well with all levels of staff, clients, management, vendors, etc. • Ability to ‘manage up’ and ask the right questions of leadership • Adept at designing ‘fool-proof’ systems and processes • Proactive in identifying opportunities to streamline operations and improve processes through effective communication and teamwork • Demonstrated ability to manage complex projects to successful outcomes • Self-starter with ability to complete tasks with minimal direction and supervision • Eagerness to learn new knowledge and skills • Experience with CRMs preferred • Outstanding organizational skills and ability • Proficient in Microsoft Office PowerPoint, Word, and Outlook • Ability to travel for assignments, as needed • Location • This role is currently a fully remote role for individuals based in the United States. East Coast or Central time zones preferred. • In the future, Aperio may have an office in major cities that our team members are welcome to use. Periodic travel and in-person meeting requirements. • To facilitate work-from-home, Aperio provides essential technology equipment and a monthly mobile phone reimbursement of $75 per month.
Responsibilities
• Maintain a strong understanding of Aperio’s vision, services, fundraising model, and client needs to provide tailored operational support • Contribute to Aperio’s efforts to fight racism and discrimination, especially in nonprofits, fundraising, and philanthropy • Approach all interactions with clients, team members, and our community with curiosity, seizing each opportunity to learn about nonprofits, philanthropy, fundraising, and consulting • Enter business development information into Aperio’s CRM, including contact information, meeting notes, and next steps related to business development relationships, as directed • Prepare communications, emails, letters, and memoranda, as needed • Support Client Services team with Business Development scheduling, as needed • 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 • Perform other related duties as assigned
Benefits
• Aperio is pleased to offer competitive compensation and benefits, as well as accelerated career development opportunities. • Base compensation for this role is $55,000 - $65,000. Bonus and promotion opportunities available. • Flexible scheduling • Paid time off (PTO) starting at 4 weeks per year, which includes 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 observed between the Friday before Memorial Day and the Friday before Labor Day • Medical, dental, and vision insurance • 401K with company contributing a non-elective 3% of pay in each pay period
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