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Engagement Manager - Donor Networks
Milwaukee, WI
Job Description
SUMMARY
Manage and oversee both the Technology United and Emerging Leaders Leadership Councils and overall membership. Responsible to develop, manage and implement effective strategies and tactics to increase donor engagement, and in turn increase financial contributions from strategic donor groups to United Way’s annual campaign. Provide professional customer care to individual donors and volunteers, ensuring quality follow through and excellent customer care. This position reports to the Manager, Individual Engagement.
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 fundraising efforts, including:
- Event sponsorships.
- Individual leadership level gifts of Technology United members and prospects.
- Identification and solicitation of new workplace giving campaigns from technology companies.
- CIO Advisory Board Management
- Identify prospects for and manage recruitment of Technology United CIO Advisory Board Members.
- 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.
- Manage the relationship between the CIO Advisory Board and Technology United Council.
- Council Management
- Identify prospects for and manage recruitment of Technology United Council members.
- 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.
- Work with division co-chairs to establish the direction of the Technology United Council and council subcommittees.
- Organize monthly co-chair meetings, and quarterly council and subcommittee meetings, and event meetings as necessary for Technology United.
- Work with Technology United Program Board member to prepare Quarterly Board updates.
- Event Management
- 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.
- 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.
- Manage any and all other events led by Technology United.
- Volunteer and Committee Engagement
- Manage Tech Talks by identifying council members to highlight and distributing to community partnerships serving K-12 populations.
- Oversee Technology Career Fair and job shadowing by recruiting booth sponsors, panelists, and other community leaders to provide students with insight into careers in technology. Work with Community Impact Division to identify possible program partners that would be interested have students attend the fair or facilitate student/professional introductions.
- Coordinate Tech for Good Marketplace by working with key volunteers to identify and recruit technology professionals to provide service to nonprofits and assist in managing pro bono projects with partner and other community agencies.
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.
CORPORATE ENGAGEMENT PORTFOLIO MANAGEMENT
- Direct responsibility of relationships and fundraising results for portfolio of primarily technology accounts.
- Develop timelines, key strategies, and action plans for portfolio of accounts.
- Set campaign goals to increase campaign revenue and integrate plans necessary to achieve them.
- Respond to company contacts in a timely manner. Provide an excellent experience for company contacts, donors, and all other stakeholders during campaign and throughout the year.
- Manage collection of account information and input data to ensure accuracy of Customer Relationship Management (CRM). Keep CRM up-to-date at all times.
- Set informed projections throughout campaign to ensure portfolio of accounts is on track.
- Prepare notes for and attend meetings with executive level staff at companies in portfolio accompanied by United Way leadership and/or Campaign Co-Chairs, to discuss philanthropic strategies and annual campaign.
- Cultivate relationships with company decision-makers and other individuals having an influence on company corporate gifts, sponsorships, employee giving, and volunteerism.
- Prepare documentation and promote sponsorship opportunities for accounts in partnership with United Way. Prepare and share annual sponsorship recaps for accounts.
- Prepare and deliver external presentations about United Way. Presentations will vary in topic, length, and audience size.
- Work with organization ambassadors to plan and carry out all functions of their organization’s campaign, including but not limited to campaign kickoffs, leadership events, volunteer activities, agency fairs, and special events.
- Oversee a team of temporary employees (Loan Executives) during campaign. Monitor performance to goals and provide timely coaching and feedback.
- Provide on-going information and support for volunteers and Loan Executives assigned to accounts.
- Research and develop plans for leadership and major gifts prospects within portfolio of accounts.
- Spend significant time interfacing with donor and potential donors.
- Assist and participate in trainings, meetings, and recognition events for internal and external stakeholders. This could include temporary staff, workplace giving campaign ambassadors, volunteers, and cabinet members.
- Increase meaningful engagement of small and mid-sized organizations and their leaders by offering year-round opportunities to learn and give back.
- Support Volunteer Engagement team with volunteer event planning, preparation, and management.
- Gather data and observations at end of campaign to determine future initiative, identify challenges and solutions, and share best practices.
- Serve as liaison to United Way Worldwide and other Local United Ways for organizations headquartered in our market with locations elsewhere.
- Remain current with knowledge of internal processes and encourage process improvement when possible.
- Work alongside other Account Managers and Managers of Corporate Engagement on various projects that impact the whole department and organization.
- Perform other tasks and duties specific to assigned portfolio of accounts as determined by Managers, Corporate Engagement and VP, Resource Development.
MANAGE CAMPAIGN CABINET AND VOLUNTEER SOLICITORS
- Cultivate positive relationships with assigned cabinet members and fundraising volunteers with the goal of new account cultivation.
- Develop and review prospect lists of potential new accounts with volunteers and make assignments.
- Prepare notes to communicate outreach strategies for accounts in portfolio.
- Provide prompt and regular communication with assigned cabinet members and fundraising volunteers.
DEVELOP PROSPECTS AND SECURE NEW GIFTS
- Identify individual and organization prospects and prepare and maintain prospect lists.
- Analyze data, campaign results, and trends as a basis for developing strategies for growth.
- Develop effective strategies to secure new workplace giving campaigns, sponsorships, corporate gifts, and other sources of revenue.
- Bring in at least five new accounts/streams of revenue annually. This can include new corporate gifts, new employee campaigns, new sponsorships, and/or new Leadership and Tocqueville donors.
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.
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.
COVID 19 PROTOCOL
- United Way of Greater Milwaukee & Waukesha County mandates that all employees be fully vaccinated against COVID 19. For purposes of this policy, an employee is considered fully vaccinated two weeks after receiving the second dose of a two-dose vaccine (Pfizer or Moderna) or one dose of a single-dose vaccination (J&J) as well as timely boosters.
- When requested, United Way will provide a reasonable accommodation/medical exemption for any disclosed medical condition or disability of a qualified individual or a sincerely held religious belief which prevents the employee from receiving a COVID-19 vaccination, provided the requested accommodation is reasonable and does not create an undue hardship for United Way and/or pose a direct threat to the health or safety of others in the workplace and/or to the requesting employee.
Job Summary
Employment Term and Type
Regular, Full Time
Hours per Week
40
Work Hours (i.e. shift)
8am - 5pm
Salary and Benefits
$53,000
Required Education
Bachelor's Degree
Required Experience
5 to 7 years
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