Corporate Relationship Manager (CRM)

Summary of Job: This position will work closely with the Resource Development Staff to implement strategies that meet goals within workforce fundraising campaigns and year-round corporate engagement needs. This position is focused on providing a consultative approach to corporate philanthropy, which includes increasing workforce fundraising campaigns as well as corporate engagement through community impact.

Reporting Relationships: Employee reports to the Senior Vice President of Resource Development with oversight from the Senior Corporate Relationship Manager.

Other Key Relationships:

External: Account Executives, Employee Campaign Coordinators, Company CEOs, Donors, Campaign Cabinet volunteers, etc.

Internal: Senior Vice President of Resource Development, Senior Corporate Relationship Manager, Marketing Staff, Community Impact Staff, Finance Staff, and all other Staff of Capital Area United Way.

Essential Job Functions:

• Develop and implement strategic plans for assigned accounts to grow revenue through workforce fundraising campaigns. This includes but is not limited to:
  • Pre-campaign, mid-campaign and post-campaign analysis/management that will lead to creating goals, strategies, and projections for assigned accounts that contribute to the overall workforce campaign goal.
• Maintain regular communication with assigned accounts and volunteers to grow revenue and improve donor relationships. This includes but is not limited to:
  • Communications with Employee Campaign Coordinators (ECCs) to develop customized plans and share best practices for each account to increase revenue.
  • Generating year-round company engagement through communications, sponsorships, volunteer opportunities, etc.
  • With assistance from Corporate Engagement Manager, engaging companies in project and skills-based volunteer opportunities
• Ensures that accurate financial reports are received, documented, and tracked properly in Andar for all assigned accounts.

Additional Job Functions:

• Create and deliver campaign presentations at employee meetings or other related activities.
• Conduct face-to-face meetings with key decision makers (individuals or groups) when appropriate.
• Assist Vice President of Resource Development and Director of Workplace Campaigns in managing Gottlieb Society and other affinity groups as needed.
• Represent Capital Area United Way’s brand in a positive manner in all aspects of personal dress, behavior, and communications.
• Maintain accurate and current financial and contact data for donors and accounts in Andar.
• Interact with other departments and works as part of a high functioning organizational team.
• Perform other duties and responsibilities as directed.
• Participate in cross-functional activities and events in support of organization’s mission.
• Strive to evaluate and implement continuous improvement to processes while maintaining quality throughout the organization.

Competencies:

To perform the job successfully, the employee should demonstrate the following competencies to perform the essential functions of this position:

• Strategic Thinking and Planning – Ability to think long-term, tying together the current operations with a more long-term focus.
• Innovation and Creativity – The ability to think outside the routine way of doing business and develop new and creative ways of addressing community needs.
• Flexibility/Resilience – The ability to adjust to and thrive in a complex and changing environment; handles setbacks and failures with professionalism and candor; effectively and appropriately responds in the face of adversity or conflict.
• Ability to Multi-Task – The ability to handle multiple tasks and assignments; prioritizes more important tasks while maintaining a good handle on others; reports in a timely manner any barriers to task completion level ample opportunities for supervisor to adjust deadlines.
• Results-Oriented Thinking and Behavior – A genuine concern for effectiveness. Possesses the desire to get the job done with excellence; mentally, is focused on getting the best results for actions taken; does not settle for mediocrity.

Required Minimum Education and Experience:

• Bachelor’s degree in Social Science, Marketing, Public Relations, Business Administration, or related field preferred.
• Two years of related experience (business administration, fundraising, business sales or consulting).
• Skilled in effective public speaking, written and verbal communication skills, training, organizing, and motivating others, work well independently and in a group.
• Must be a self-starter.
• Excellent leadership traits.
• Ability to work alone, multi-task, prioritize goals and objectives and work well under pressure.
• Computer skills, particularly Microsoft Office Suite a must, Andar would be a plus.

General Physical Requirements:

• Sedentary Work: Employee needs the ability to perform the full range of sedentary work which requires the ability to lift 25 pounds at a time and to lift materials such as campaign material and event set ups.
• Physical Activities: Employee needs the ability to use a computer, have good problem-solving skills, communication skills, interpersonal skills, good motivator, flexible, team player and patience.
• Transportation: Employee is required to have a valid driver’s license, current automobile insurance and access to reliable transportation.
• Work Hours: Employee must have the ability to work some early mornings, evenings and weekends as required by the campaign and/or event.