• 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.

• Support military members during their transition to civilian careers through the Skillbridge Program. • Gain hands-on experience in various teams including Booking & Sales, Marketing, Special Projects, Major Event Operation, and Roster Operations. • Assist with the day-to-day operations of the technology environment as an IT Administrative Support Specialist. • Work across Microsoft 365, Jira, and workflow automation tools. • Apply AI-driven strategies to improve team efficiency.

• Support senior colleague client coverage, helping with relationship-building, follow-through, and excellent day-to-day execution. • Build relationships with working-level contacts at client organizations and develop exposure to senior stakeholders over time. • Learn and apply Crux Market Intelligence, product knowledge, and market context to help clients understand opportunities across the clean energy capital stack. • Support execution across Crux’s capital markets and advisory products, including debt, tax credits, tax equity, and M&A advisory mandates. • Assist with client onboarding and ongoing engagement with Crux’s software and Intelligence platforms. • Coordinate with internal product groups and partner teams to support active mandates and broader client needs. • Help prepare client-facing materials, including pitch decks, market updates, buyer lists, teaser and CIM support materials, process trackers, and financial analyses (financial models). • Support transaction execution workstreams such as diligence coordination, process management, and outreach preparation for live mandates. • Gather and relay customer feedback to Product, Operations, and software teams to improve client workflows and Crux’s offering. • Contribute to Market Intelligence content and participate in webinars, events, and internal knowledge-building over time.

• Support the execution of high-priority fundraising initiatives, working closely with Special Projects team and senior leadership • Contribute to the development of concept notes, pitch decks, briefing materials, and engagement plans for major donors and partners • Help coordinate cross-functional inputs from Programs, Product, Research, Finance, and Programs teams • Research and “sleuth” potential new funders, partners, and strategic opportunities • Support early-stage scoping of new ideas by gathering background research, synthesizing insights, and flagging promising leads • Track emerging themes and opportunities relevant to GiveDirectly’s fundraising and program ambitions • Build and maintain systems, trackers, and documentation that help the Special Projects team operate efficiently and at high quality • Support Salesforce and internal tracking to ensure engagement records, timelines, and deliverables are up to date • Help institutionalize learnings from donor engagements and special projects to improve future work • Support logistics, preparation, and follow-up for donor meetings, events, and field visits • Help ensure donor experiences are thoughtful, well-coordinated, and aligned with GiveDirectly’s values and strategy