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Account Manager- Leadership Society & Community Gifts
Milwaukee, WI
Job Description
SUMMARY Manage the fundraising efforts of the Leadership and Community Gifts divisions. Provide a wide range of support services and coordination for fund raising and annual campaign activities. Recognize and maintain the confidentiality and sensitive nature of division matters. Anticipate potential problems and develop solutions. This position reports to the Manager, Major Gifts and Planned Giving.
United Way’s Leadership Society members donate and annual gift of at least $1,200 individually or combined with a spouse or partner.
RESPONSIBILITIES
Include the following, but are not limited to:
LEADERSHIP CAMPAIGN IMPLEMENTATION & MONITORING
MANAGE STEP-UP PROGRAM
MANAGE SOLICITATION EFFORTS OF COMMUNITY LEADERSHIP AND COMMUNITY GIFTS DIVISIONS
MANAGEMENT OF LOYAL CONTRIBUTOR AND DIAMOND DONOR PROGRAMS
SUPERVISORY RESPONSIBILITIES
Supervisory responsibility of seasonal telefunding staff.
EDUCATION & EXPERIENCE REQUIREMENTS
CORE COMPETENCIES
ADDITIONAL SKILLS & COMPETENCIES
PHYSICAL DEMANDS
The physical demands at UWGMWC are representative of what is needed to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
AMERICANS WITH DISABILITIES
It is the policy of UWGMWC to comply with all relevant and applicable provisions of the Americans With Disabilities Act (ADA), as amended. UWGMWC will not discriminate against any qualified applicant with respect to any terms, privileges or conditions of employment based upon an individual’s physical or mental disability. UWGMWC will also make reasonable accommodation whenever and wherever possible for all employees or applicants with disabilities provided that the individual is otherwise qualified to safely perform the duties and assignments required by the job, and provided that any accommodation does not require significant difficulty or expense. UWGMWC’s policy of non-discrimination applies to all personnel and employment practices including, but not limited to, job application procedures, hiring, advancement, termination, compensation, job training and other terms, conditions and privileges of employment.
EQUAL OPPORTUNITY EMPLOYER
It is the policy of UWGMWC to provide equal employment opportunity to all individuals regardless of their race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, veteran status or military service, or other non-merit factor or other legally protected characteristic. This applies to all recruiting, hiring, placement, training, promotion, compensation, transfers and other employment-related programs and personnel actions.
United Way’s Leadership Society members donate and annual gift of at least $1,200 individually or combined with a spouse or partner.
RESPONSIBILITIES
Include the following, but are not limited to:
LEADERSHIP CAMPAIGN IMPLEMENTATION & MONITORING
- Work with Leadership Society Cabinet Members to develop program strategies and act as the staff liaison for Leadership Society volunteers.
- Work with Leadership Society Cabinet Members to recruit volunteers that are aligned with target markets.
- Lead the development of the Leadership rating list.
- Lead assignment process for Leadership solicitations both in and out of the workplace.
- Manage individual goal-setting process for Leadership and Community Leadership prospects.
- Set division goals and projections.
- Identify concerns and opportunities and direct corrective actions in a timely manner.
- Prospect for potential new donors, campaigns and corporate contributions.
- Maintain a basic understanding of planned giving strategies and trends in order to help identify potential prospects within the assigned division. Work closely with major gifts team to create opportunities to share planned giving vehicles and options with donors when appropriate.
- Maintain accurate account information in ANDAR.
- Strategize and implement the most effective methods to cultivate new high potential prospects in and outside the workplace.
- Develop new volunteer and recognition opportunities for the Leadership Society, including events, advisory groups and incentives.
- Assist in the management and production of annual Leadership Society donor recognition publication process and ensure that donor and company information is accurate for over 5,000 names.
MANAGE STEP-UP PROGRAM
- Provide excellent customer service to donors who have opted to “step-up” to leadership giving; a three-year commitment to contributing $1,200.
- Work closely with Marketing & Communications and Corporate Engagement team to continue to enhance communication strategies to promote the step-up program in and outside of the workplace.
- Work closely with Marketing and Communications team to develop written letters and communication plans for the program.
- Oversee identification and cultivation of step-up prospects and current participants.
- Work closely with Information Technology team to track progress and prospects through United Way’s donor database.
MANAGE SOLICITATION EFFORTS OF COMMUNITY LEADERSHIP AND COMMUNITY GIFTS DIVISIONS
- Manage the fund-raising efforts of Community Gifts and Community Leadership divisions, including direct mail and telefunding efforts.
- Create division strategies and messaging based on the overall marketing strategy.
- Develop direct marketing budget for community gifts mailings, altering strategies as needed.
- Develop and design direct mail packages and work with Marketing and Communications team to develop content for letters.
- Utilizing RFP process, work with Marketing and Communications team to select external vendors and serve as primary contact when appropriate.
- Work closely with Information Technology to develop direct mail and telemarketing reports and to develop appropriate online pledging methods.
- Share direct mail and telemarketing timeline and process with Finance & Operations Information Technology, Marketing & Communications, and Resource Development.
- Analyze campaign results.
- Interview and train seasonal telemarketing staff and oversee their progress.
- Set divisional goals and prepare projections.
- Provide excellent customer service to resolve donor issues.
MANAGEMENT OF LOYAL CONTRIBUTOR AND DIAMOND DONOR PROGRAMS
- Develop and implement program to recognize Loyal Contributors.
- Provide year-round engagement to include but not limited to birthday recognition, Season of Caring activities, newsletters, website updates.
- Document process and procedures for assigned tasks.
SUPERVISORY RESPONSIBILITIES
Supervisory responsibility of seasonal telefunding staff.
EDUCATION & EXPERIENCE REQUIREMENTS
- Undergraduate degree related to marketing, sales, business, or philanthropy and a minimum of three to five (3-5) years related experience, or equivalent experience directly related to fundraising. Understanding of marketing, sales, and customer service roles.
- Direct Mail Campaign Experience preferred.
- Computer experience and competence with Microsoft Word, Access, Excel, or other similar programs. Ability to communicate and interact well on all levels. Demonstrated skills in letter and memo writing and development. Demonstrated attention to detail and organizational details.
CORE COMPETENCIES
- Mission-Focused. The top priority for all United Way professionals is to create real social change that leads to better lives and healthier communities. This drives their performance and professional motivations.
- Relationship-Oriented. United Way professionals understand that people come before process and is astute in cultivating and managing relationships toward a common goal.
- Collaborator. United Way professionals understand the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.
- Results-Driven. United Way professionals are dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact.
- Brand Steward. United Way professionals are stewards of the brand and understand their role in growing and protecting the reputation and results of the greater network.
ADDITIONAL SKILLS & COMPETENCIES
- Read and interpret general business periodicals, professional journals, or technical procedures.
- Write reports, business correspondence, and procedure manuals.
- Effectively present information and respond to questions from groups of managers, customers, other employees, and the general public.
- Communicate and work effectively with volunteers and others in the community representing a broad range of interests and backgrounds.
- Respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.
- Demonstrated verbal and written communications skills.
PHYSICAL DEMANDS
The physical demands at UWGMWC are representative of what is needed to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear, and use hands and fingers to operate a computer and telephone keyboard, reach, stoop and occasionally kneel.
- Specific vision abilities required by this job include close vision requirements due to computer work.
- Light to moderate lifting is required (such as loading paper into a paper tray).
- Ability to uphold to the stress of traveling (in designated positions).
- Regular, predictable attendance is required; including additional overtime as business demands dictate.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Moderate noise (business office with computers, phone, printers and light traffic).
- Ability to work in a confined area.
- Ability to sit at a computer terminal for an extended period of time.
AMERICANS WITH DISABILITIES
It is the policy of UWGMWC to comply with all relevant and applicable provisions of the Americans With Disabilities Act (ADA), as amended. UWGMWC will not discriminate against any qualified applicant with respect to any terms, privileges or conditions of employment based upon an individual’s physical or mental disability. UWGMWC will also make reasonable accommodation whenever and wherever possible for all employees or applicants with disabilities provided that the individual is otherwise qualified to safely perform the duties and assignments required by the job, and provided that any accommodation does not require significant difficulty or expense. UWGMWC’s policy of non-discrimination applies to all personnel and employment practices including, but not limited to, job application procedures, hiring, advancement, termination, compensation, job training and other terms, conditions and privileges of employment.
EQUAL OPPORTUNITY EMPLOYER
It is the policy of UWGMWC to provide equal employment opportunity to all individuals regardless of their race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, veteran status or military service, or other non-merit factor or other legally protected characteristic. This applies to all recruiting, hiring, placement, training, promotion, compensation, transfers and other employment-related programs and personnel actions.
Job Summary
Employment Term and Type
Regular, Full Time
Hours per Week
40
Salary and Benefits
$50,000
Required Education
Bachelor's Degree
Required Experience
3 to 5 years
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