Associate, Strategic Services

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