Role Overview

The Associate, Strategic Services serves as the project manager for a portfolio of nonprofit clients, supporting our Client Services team in driving proactive, strategic, and operational work across engagements and internal initiatives.
Deliver high-quality, timely, and relevant support to both Client Services and the Strategic Services team, prioritizing exceptional service and innovation
Lead day-to-day project execution by developing agendas, capturing and synthesizing notes, tracking action steps in Asana, 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 progress on projects
Provide direct organizational and project support to the Senior VP on special capacity-building initiatives, such as: implementing AI, client feedback surveys, product development, and development of resources for Aperio’s ‘resource library’
Provide 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
The Associate ensures timely, quality fulfillment of all ‘shared services’—deliverables created by subject-matter experts—provided to the Client Services team to support their fulfillment of services to clients.
Oversee and manage Asana queues for client deliverables across writing, design, data & analytics, research, and DevOps support
Ensure deliverables are of high quality, aligned with client expectations, and delivered on time
Prioritize, assign, and monitor deliverables across queues, to provide 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 (usually one of Aperio’s Expert Network members or a team member), facilitating communication and resolving questions to ensure timely, quality deliverables
Deliver exceptional customer service to Expert Network members, ensuring they are well-supported in their partnerships with the Client Services team.

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.

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

Aperio Philanthropy

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Associate, Strategic Services