Now Hiring - Senior Account Manager in Milwaukee, WI

SUMMARY

Purpose of Position

• Develop strategies and tactics to increase workplace and corporate giving in Corporate Engagement portfolio. This includes researching, planning, organizing, and executing new workplace giving campaigns and existing ones.

• Cultivate and maintain positive relationships with company decision-makers, ambassadors, assigned cabinet members and fundraising volunteers.
• Supervision of a team of temporary employees (Campaign Coordinators) during the campaign season.
• Manage Fundraising Volunteer Coordination, Communications and Training..

ESSENTIAL JOB FUNCTIONS and EXPECTED PERFORMANCE STANDARDS/OUTCOMES include the following. Other duties may be assigned but are not limited to:

MANAGE CORPORATE ENGAGEMENT PORTFOLIO
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.
• Prepare notes for and attend meetings with United Way leadership and/or Campaign Co-Chairs with executive level staff at companies in portfolio.
• Respond to company contacts in a timely manner. Provide 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.
• Research and develop plans for leadership and major gifts prospects within portfolio of accounts.
• Cultivate relationships with company decision-makers and other individuals having an influence on company corporate gifts, sponsorships, volunteerism, and employee giving.
• Spend significant time interfacing with donors and potential donors.
• Set informed projections throughout campaign to ensure portfolio of accounts is on track.
• Assist and participate in training, meetings and recognition events for internal and external stakeholders. This could include temporary staff, workplace giving ambassadors, volunteers and cabinet members.
• Prepare and deliver presentations about United Way. Presentations will vary in topic, length and audience size.
• Support Volunteer Engagement team with volunteer event planning, preparation, and execution.
• Prepare documentation and promote sponsorship opportunities for accounts to partner with United Way. Prepare and share annual sponsorship recaps with accounts.
• Oversee a team of temporary employees. Establish expectations, monitor performance to goals, and provide timely coaching and feedback.
• Identify concerns and opportunities and direct appropriate actions in a timely manner.
• Provide on-going information and support for volunteers and Campaign Coordinators assigned to accounts.
• Gather data and observations at end of campaign period to determine future initiatives, 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.
Perform other tasks and duties specific to assigned portfolio of accounts.

MANAGE CAMPAIGN CABINET AND FUNDRAISING VOLUNTEERS

• Cultivate positive relationships with assigned cabinet members and fundraising volunteers.
• Develop and review prospect lists with volunteers and make assignments based on information gathered.
• Prepare notes for fundraising volunteers assigned to accounts in portfolio.
• Provide prompt and regular communication with cabinet members and assigned volunteers.

DEVELOP PROSPECTS AND SECURE NEW GIFTS

• 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 corporate gifts by identifying companies with the strongest vendor relationships.
• Bring in at least five new accounts/streams of revenue. This can include new corporate gifts, new employee campaigns, new sponsorships, and/or new Leadership and Tocqueville donors.
• Increase revenue from small to medium businesses throughout portfolio.

FUNDRAISING VOLUNTEER PROGRAM LEAD
Lead the Fundraising Volunteer Program including but not limited to:

• Create yearly communications for Corporate Engagement Account Managers to use for Fundraising Volunteers and Cabinet Members.
• Work with Marketing and Communications update Fundraising Guide content annually to ensure most relevant information is communicated.
• Work with IT to update and test the Fundraising Volunteer Portal, email communications to give access, and resources available through the portal.
• Develop, schedule and conduct four to six Fundraising Best Practices training sessions geographically convenient to Greater Milwaukee and Waukesha area Cabinet Members and Fundraising Volunteers
• Utilize feedback from annual Fundraising Volunteer and Cabinet Member Survey to enhance and refresh training program content and corresponding power point presentation to meet the needs of new and veteran Fundraising Volunteers and Cabinet Members.
• Recruit Community Impact and Volunteer Engagement staff to assist in trainings.
• Ensure timely delivery of training invitations, reminders and attendee surveys.
• Update content of year-end survey, distribute to all active Fundraising Volunteers and conduct analysis of results.
• Other tasks that relate to the overall experience of United Way Fundraising Volunteers.

SUPERVISORY RESPONSIBILITIES
This job has supervisory responsibilities for seasonal Campaign Coordinators.

QUALIFICATIONS
EDUCATION and/or EXPERIENCE

• Undergraduate degree related to marketing, sales, business or planning from four-year college or university and 5-7 years fundraising or related experience.
• Understanding of marketing, sales or fundraising and customer service roles and general supervisory experience.
• Understanding of non-profits, human services and philanthropy.

LANGUAGE SKILLS

• Ability to read, analyze, and interpret financial reports and legal documents.
• Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.
• Ability to write speeches and articles for publication that conform to prescribed style and format.
• Ability to effectively present information to top management, public groups, and/or boards of directors.

MATHEMATICAL SKILLS
Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

OTHER SKILLS AND ABILITIES

• Ability to apply word processing and database management software concepts to practical situations. Proficient with computer applications such as Microsoft Office, Word, Excel, Power Point.
• Good understanding of group dynamics and good group facilitation skills.
• Experience in working with diverse populations.
• Ability to prioritize and balance competing demands.
• Ability to work in a complex environment using technical and interpersonal skills.

REASONING ABILITY
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

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.



PHYSICAL DEMANDS
While performing the duties of this job, the employee is regularly required to talk and hear. The employee frequently is required to sit. The employee is occasionally required to stand; walk; and use hands to finger, handle, or feel. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.













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