Account Manager
Milwaukee, WI 
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Posted 18 days ago
Job Description

Develop, manage and implement effective strategies to broaden the base and increase giving among technology professionals and technology vendors. Provide professional customer care to individual donors and volunteers, ensuring quality follow through and excellent customer care. Engage and cultivate donors and prospects by organizing, planning, and executing Donor Network volunteer programs and events. Serve as Donor Network liaison to the Volunteer Engagement Division. Participate in campaign department work groups and other projects as assigned. Ensure accuracy in all projects. Provide excellent customer care and maintain positive relationships with all Council members, volunteers, donors, Loaned Executives, cabinet members, and community leaders. This position reports to the Manager, Individual Engagement Team & Woman’s Philanthropy.
 

RESPONSIBILITIES

Include the following, but are not limited to:
 

TECHNOLOGY UNITED PROGRAM MANAGEMENT
 

· Initiate and prepare plans and strategies to increase contributions from donors who self-identify as Technology Professionals.

· Provide excellent service to leadership program members, who include many top community leaders and high-level donors.

· Manage the development and implementation of effective Technology United strategies.

· Design collateral material, working closing with Marketing & Communications and UWGMWC leadership.

· Manage and distribute all communications to the Technology United Council and Technology United program members.
 

· Manage the Technology United fund-raising efforts, including:

o Event sponsorships.

o Individual leadership level gifts of Technology United members and prospects.

o Identification and solicitation of new workplace giving campaigns from technology companies.
 

· CIO Advisory Board Management

o Identify prospects for and manage recruitment of Technology United CIO Advisory Board Members.

o Manage relationships with and provide excellent customer service to approximately 50 CIO Advisory Board members who include many top community leaders and high level donors.

o Manage the relationship between the CIO Advisory Board and Technology United Council.
 

· Council Management

o Identify prospects for and manage recruitment of Technology United Council members.

o Manage relationships with, and provide excellent customer service to approximately 30 Technology United Council members, who include many top community leaders and high level donors.

o Work with division co-chairs to establish the direction of the Technology United Council and council subcommittees.

o Organize monthly co-chair meetings, and quarterly council and subcommittee meetings, and event meetings as necessary for Technology United.

o Work with Technology United Program Board member to prepare Quarterly Board updates.
 

· Event Management

o Manage the Technology United CIO Forum program from securing CIO Advisory Board attendance, discussion topic selections, panelist selection, secure event sponsorship, management of event, development of promotional and event materials.

o Manage the Technology United Member Connect events from discussion topic selections, panelist selection, secure event sponsorship, management of event, development of promotional and event materials.

o Manage any and all other events led by Technology United.
 

EXPECTED OUTCOMES:

Build and maintain relationships with current and prospective Technology United members. All volunteer events and Technology United activities are executed in an organized and satisfactory manner. All activities combined result in increased individual and workplace contributions to United Way.
 

DONOR NETWORK VOLUNTEER PROGRAM MANAGEMENT

· Responsible for managing all Donor Network-led volunteer engagement programs and events including: event recruitment, registration, invite design/graphic coordination, promotional materials, signage, presentation content, creation of mailing lists, and other event logistics and details.

· Effectively cultivate positive donor relationships in collaboration with marketing/communications by: updating, creating, and reviewing content with targeted communications, web pages, sell sheets, and social media profiles.

· Ensure a positive donor/guest experience; conduct post-event analysis to identify opportunities for event improvements.

· Serve as Donor Networks liaison for weekly Volunteer Engagement Division meetings to ensure coordination between RD roles designed to sustain and increase giving levels and VE roles designed to primarily cultivate new volunteers; ensure collaboration between Donor Networks-led and Volunteer Engagement-led activities and events.

· Assist in the design and implementation of strategies to increase contributions from individuals who have participated in donor network volunteer activities. This includes identifying and coding prospects in United Way’s database.

· Under the guidance of the Donor Network Account Manager, assist each Donor Network volunteer committee/network engagement committee with identifying goals including but not limited volunteer numbers for events, number of engagement activities, fundraising goals, etc.
 

EMERGING LEADERS

· Manage the Emerging Leaders’ Day of Action by securing event sponsor(s), researching projects and community needs, coordinating with agency partners, recruitment and registration of volunteers, and organize meetings with the council volunteer committee to plan event details.

· Manage the Emerging Readers program which includes cultivation of program volunteers and participation.
 

WOMEN UNITED

· Manage the Women United Mentoring program to include development of program materials, promotion of and recruitment for event, and organizing meetings with the council volunteer committee to plan program details. Manage and lead all calls and communications with planning committee including drafting agendas and providing follow-up notes. Secure off-site hosts for the students when appropriate and manage all logistics with partners agencies/schools and host-sites.

· Manage the production of meaningful activities to support and build on volunteer passions and priorities as identified by the Women’s Leadership Council and in partnership with the Women United Account Manager at United Way.
 

TECHNOLOGY UNITED

· Manage the Technology United Technology Career Fair and CIO Forum by securing event sponsor and host site, recruiting volunteers and vendors, managing promotion, registration, and logistics with host site, and coordinating with agency partners for student attendance. Work with council volunteer committee to ensure event is impactful and volunteer recruitment is representative of all technology fields of work.

· Coordinate all other Technology United Agency Support including the Technology Innovation Award and Student Technology Engagement Programs such as Job Shadows and Career Coaching sessions. Develop recruitment tools and manage volunteer registration. Serve as liaison to MPS for student recruitment.
 

DIVERSITY LEADERSHIP SOCIETY

Support engagement efforts determined by volunteer subcommittee to include implementation of programs, volunteer recruitment and registration, logistics, materials, and other items as needed. As opportunities arise, support cultivation efforts to continually improve donor experiences to sustain and increase giving levels.
 

RETIRE UNITED

Support engagement efforts determined by the committee including implementation of programs, volunteer recruitment and registration, logistics, materials, and other items as needed. As opportunities arise, support cultivation efforts to continually improve donor experiences to sustain and increase giving levels.
 

EXPECTED OUTCOMES:

Provide excellent service to hundreds of Women United, Emerging Leader, Diversity, LINC, Technology United, and Retired United Council/Committee members and volunteers (includes many top community leaders and high-level donors in the four-county community). Cultivate and sustain positive relationships with current and prospective Donor Network members. Ensure all volunteer events, programs, and activities are professionally executed and represents the donor network and the United Way brand. Combined, all activities achieve increased donor network memberships, individual and workplace financial contributions tied to annual United Way campaign goals.
 

SUPERVISORY RESPONSIBILITIES

This job has no supervisory responsibilities.
 

EDUCATION & EXPERIENCE REQUIREMENTS

· Undergraduate degree related to marketing, sales, management or business, human services, or philanthropy from four-year College or university and a minimum of 5 years fundraising or related experience. Understanding of marketing, sales, and customer service roles.

· Computer experience and competence with Microsoft Word, Excel, PowerPoint, or other similar programs.

· Ability to communicate and interact well with donors and volunteers on all socioeconomic levels.

· Demonstrated skills in letter writing and development.

· Demonstrated attention to detail and organizational details.

· Demonstrated quality public speaking skills and experience highly desired.

· Event planning experience highly desired.

· Ability to apply database management software concepts. Experience with donor databases/CRM databases like ANDAR, Salesforce, etc. ideal.
 

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

Excellent verbal and written communication skills. Ability to work in a complex work environment using technical and interpersonal skills. Strong analytical abilities with the demonstration to anticipate problems and identify and implement solutions when needed. Ability to work independently, recognize tasks, implement, and follow through to completion. Ability to problem-solve and work flexibly. Ability to respond to common inquiries or complaints from customers, agencies, or members of the community. Ability to write content for publications that conforms to prescribed style and format. Ability to effectively present information to donors, volunteers, management, public groups or others. Ability to analyze data and apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
 

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
$47,641 - $54,787 DOE
Required Education
Bachelor's Degree
Required Experience
5 to 7 years
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