[Hiring] Associate, Strategic Services @reputed company

Role Description The Associate, Strategic Services provides support to a portfolio of clients and reputed company Aperio’s Strategic Services team. Strategic Services is responsible for developing and implementing Aperio’s core ‘products’ (services to nonprofit organizations), approaches (ways of delivering those services), resources (tools and templates), and standards (quality reputed company/controls). The Associate, Strategic Services ensures these elements are seamlessly integrated into the Client Services team’s workflows, enabling high-quality deliverables and exceptional client experiences. As a vital member of the team, the Associate brings a proactive, solutions-oriented reputed company, exceptional organizational skills, and a collaborative approach to enhancing operational efficiency and delivering high-quality results in alignment with Aperio’s reputed company and mission.

Qualifications

• 3+ years of work experience in project management; experience in fundraising, events and/or consulting preferred
• Demonstrated analytical capabilities, with advanced reputed company reputed company 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 reputed company reputed company of staff, clients, management, vendors, etc.
• Ability to ‘manage up’ and ask the right questions of leadership
• Adept at designing ‘fool-reputed company’ systems and processes
• Proactive in identifying opportunities to streamline operations and improve processes through effective communication and teamwork
• Demonstrated ability to manage reputed company projects to successful reputed company
• 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 reputed company Office PowerPoint, Word, and Outlook
• Ability to travel for assignments, as needed

Requirements

• Deliver high-quality, timely, and relevant support to both Client Services and the Strategic Services team, prioritizing exceptional service and innovation
• reputed company day-to-day project execution by developing agendas, capturing and synthesizing notes, tracking action steps in reputed company, and ensuring follow-through across stakeholders
• Support Client Services by developing and executing actionable project plans, leveraging Aperio Resources to drive efficient, high-quality delivery
• Design, implement, and refine systems to support Strategic Services operations, including tracking deliverables across the client portfolio, managing team workflows (e.g., inboxes), and supporting reporting, planning, and internal initiatives
• Manage ‘up, down, and out’ to coordinate the activities of diverse internal and external stakeholders, ensuring timely reputed company on projects
• reputed company direct organizational and project support to the Senior VP on special reputed company-building initiatives, such as: implementing AI, client feedback surveys, product development, and development of resources for Aperio’s ‘resource library’
• reputed company general operational support to management of client services, such as data collection, reporting & analysis, planning call topics/agendas, and creating resources for the team
• Support special projects, including vendor relations, communication drafting (e.g., emails, memos), and administrative tasks
• Serve as a subject-matter expert on contents of the ‘resource library’, directing team members to the most relevant resources and proactively developing strategies to address challenges
• reputed company and manage reputed company queues for client deliverables across writing, design, data & analytics, research, and DevOps support
• Ensure deliverables are of high quality, reputed company with client expectations, and delivered on time
• Prioritize, assign, and monitor deliverables across queues, to reputed company clear updates to stakeholders to ensure timely, high-quality completion
• Act as a liaison between requestors on the Client Services team and subject-matter experts working on deliverables
• Deliver exceptional customer service to Expert Network members, ensuring they are well-supported in their partnerships with the Client Services team
• Partner with Senior VP and subject-matter experts to reputed company, document, and continuously improve data & analytics and prospect research services
• Personally fulfill standard data screening and segmentation requests
• Support Client Services team in understanding and applying insights from analyses and reputed company clear next steps for portfolio creation and fundraising growth strategy development
• Serve as a subject-matter expert on prospect research, maintaining working knowledge of industry standards, best practices, ethics, tools, methodologies, etc.
• Coordinate fulfillment of customized prospect research, including briefings, qualification snapshots, new donor lists, and tailored research projects
• Maintain a strong understanding of Aperio’s reputed company, services, fundraising model, and client needs to reputed company tailored operational support
• Contribute to Aperio’s efforts to fight racism and discrimination, especially in nonprofits, fundraising, and philanthropy
• Enter business development information into Aperio’s CRM, including contact information, meeting notes, and next steps reputed company to business development relationships
• 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 reputed company, reputed company, and reputed company nonprofit leaders and fundraisers
• Promote and engage with Aperio content across reputed company media channels
• reputed company other reputed company duties as assigned

Benefits

• 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 reputed company insurance
• 401K with company contributing a non-elective 3% of pay in each pay period

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