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Account Manager

Milwaukee, WI

Relocation expenses: Not paid

Manager
Full time
Bachelor's Degree

Published on 6 Apr 2021

Expires on 6 Apr 2021

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Account Manager

SUMMARY 

  • Develop strategies to increase revenue from assigned portfolio of accounts, including new relationships and increased giving from existing ones.
  • Cultivate and maintain positive relationships with company decision-makers, campaign contacts, assigned cabinet members and fundraising volunteers.
  • Supervision of a team of temporary employees (Loaned Executives) 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 PORTFOLIO OF ACCOUNTS

  • Direct responsibility of relationships and fundraising results for portfolio of 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. Always 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 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.
  • Manage a team of temporary employees (Loaned Executives) during campaign. Monitor performance to goals and provide timely coaching and feedback.
  • Provide on-going information and support for volunteers and Loaned Executives 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.
  • Participate in meetings and training necessary to stay up to date on Salesforce Philanthropy Cloud functionality and identify sales opportunities within portfolio of accounts.
  • 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 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 supervisory responsibilities for 2-4 seasonal Loaned Executives.

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 Loaned Executive.
  • 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

  • Ability to apply word processing and database management software concepts to practical situations. Proficient with computer applications such as Microsoft Office, Word, Excel, PowerPoint.
  • 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. 

LANGUAGE SKILLS

  • 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.
 

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.