Job Title: Account Manager, Resource Development (Union) Status: Full-Time
Department: Resource Development Grade: 26
Date Prepared: 12/2024 FLSA Status: Exempt
SUMMARY
- Develop strategies to increase revenue from the assigned portfolio of accounts, including new relationships and increased giving from existing ones.
- Manage Combined Giving Campaigns for City of Milwaukee, Milwaukee County, MPS, and MATC
- Represent United Way with all external Federations, assigned accounts and work with their representatives involved in campaign activities.
- Manage United Way Campaigns for private schools, public schools, and municipalities outside of Milwaukee, and Non-Profits.
- Cultivate and maintain positive relationships with organization decision-makers, campaign contacts, assigned cabinet members and fundraising volunteers.
- Work with temporary employees (Campaign Coordinators) during the campaign season.
- Effectively communicate United Way's mission and value to all constituents.
- This position reports to the Manager, Corporate Engagement.
RESPONSIBILITIES
Include the following, but are not limited to:
MANAGE COMBINED GIVING CAMPAIGN
- Initiate, negotiate and manage agreements with Federations in Combined Giving Campaigns and to serve as the fiscal agent for Combined Campaigns when in the best interest of United Way.
- Represent United Way on all Combined Giving Campaign committees and communicate United Way's value to the various campaign committees and their constituents.
- Provide excellent customer service as fiscal agent for Combined Giving Campaigns.
- Collaborate with all United Way departments to meet the needs of Combined Giving Campaigns for which United Way serves as fiscal agent.
- Interface with IT department to ensure provision of timely, customer-friendly campaign reports for steering committees and other Federation representatives.
- Interface with Finance department to ensure proper management and reporting of budgets and fiscal agent fees for steering committees and other federation representatives, and to prepare for annual audit.
- Interface with United Way Senior Management to represent the interests of Combined Giving Campaigns and act as their advocate.
- Maintain marketing materials and NEXUS online giving system.
- Interface with outside vendor to ensure accurate and timely production of print materials, including pledge forms and brochures.
- Develop and manage separate Combined Giving Campaign budgets and expense reports
MANAGE PORTFOLIO OF ACCOUNTS
- Direct responsibility of relationships and fundraising results for portfolio of accounts including Public Sector, Education and Non-Profits.
- 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 organization contacts in a timely manner. Always provide excellent experience for organization 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). Always keep CRM up to date.
- 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 organization corporate gifts, sponsorships, employee giving, and volunteerism.
- Prepare documentation and promote sponsorship opportunities for accounts to partner 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.
- Partner with one or more temporary employees (Campaign Coordinators) during campaign. Monitor performance to goals and provide timely coaching and feedback.
- Provide on-going information and support for volunteers and Campaign Coordinators assigned to accounts.
- Research and develop plans for leadership and major gifts prospects within portfolio of accounts.
- Spend significant time interfacing with donors 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 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.
- 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 RD Managers.
MANAGE CAMPAIGN CABINET AND FUNDRAISING VOLUNTEERS
- 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 non-profit management, marketing, or business. Two to five years fundraising, business development, relationship management or related experience, or successful completion of at least one season as a Campaign Coordinator.
- Understanding of fundraising, relationship management, marketing, and customer service roles and general supervisory experience. Understanding of non-profits, human services and philanthropy.
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
- Strong attention to detail is critical.
- Exceptional interpersonal and relationship building skills. Commitment to long-term relationship building.
- Highly developed organizational skills.
- Keen sense of urgency.
- Proficient with computer software (e.g., Microsoft Word, Access, Excel, PowerPoint) to develop reports and summary data to effectively communicate with all stakeholders and to maintain necessary computer-based records using internal fundraising software (Andar/360).
- Understand marketing, sales and customer service roles and possess general supervisory experience. Understand non-profits, human services, and philanthropy.
- Good understanding of group dynamics and good group facilitation skills. Experience working with diverse populations. Ability to prioritize and balance competing demands. Ability to staff volunteer committees. Ability to work in a complex environment using technical and interpersonal skills.
LANGUAGE SKILLS
Ability to read, analyze, and interpret common scientific and technical journals, 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 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 mathematical concepts such as fractions, percentages, ratios and proportions to practical situations.
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.
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 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.
DIVERSITY, EQUITY & INCLUSION STATEMENT:
Diversity, Equity & Inclusion is a core value at United Way of Greater Milwaukee & Waukesha County. We strive every day to enhance the culture of belonging and are passionate about building and sustaining an inclusive and equitable working environment. We believe this allows us to attract, retain the best possible colleagues to use their full gifts to serve our community. We are looking for other great colleagues who are excited about this important work.
This job description indicates the general nature and work level performed by employees within this position. It is not designed to be a comprehensive inventory of all duties and qualifications required. The duties and/or requirements of this position may be modified, added, or deleted at any time. Other duties may be assigned.
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United Way of Greater Milwaukee & Waukesha County
$53,000 per year - Hybrid Schedule, on-site presence required.
Mar 25, 2025 