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Development Officer (San Jose location)

San Jose, CA

Relocation expenses: Not paid

Full time
3 - 5 years of experience
Bachelor's Degree
$51,000 to $60,000 per year

Published on 31 Dec 2019

Expires on 31 Dec 2019

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Development Officer (San Jose location)

An Equal Opportunity Employer Committed to a Diverse Workforce 

Department: Development
Reports to: Senior Director, Development
Classification: Union Professional
Closing Date: Open until filled


The United Way Bay Area (UWBA) is leading a network of corporations, government agencies, nonprofits, and individuals to create lasting change for Bay Area residents and families.  With a history that spans over 90 years and programs that tackle the issue of local poverty from every angle, UWBA is uniquely positioned to mobilize and motivate all sectors of the community toward the vision of ending the cycle of poverty. 

As UWBA responds to cultural shifts in the workplace, fundraising, and digital communications, it is guided by core values of innovation and results-driven creativity. Through a variety of existing and emerging initiatives, UWBA seeks to both strengthen and reimagine its work at all levels in order provide more and better opportunities for struggling Bay Area residents.

For more information about UWBA, please visit

The Opportunity:

With one in four families in the Bay Area struggling to make ends meet, the face of poverty might be closer than you think. It could be your co-worker, your neighbor, or your friend.  Want to help us do something about it? UWBA seeks a talented and motivated fundraiser to join our outstanding team and support our mission: to be the catalyst that enables people to strengthen their communities by investing in one another. Do you have a history of building donor relationships?  Are you passionate about community issues? Do you thrive in a fast-paced and highly visible role?  

UWBA partners with hundreds of companies and thousands of individual supporters to address the community’s most pressing needs and drive sustainable results.  It is the goal of our dynamic Development team to increase our number of new donors and deepen the relationships with our current donors. 

The Development Officer will cultivate, manage and grow an assigned portfolio of accounts, with a focus on corporate and employee engagement. This position will also steward and cultivate leadership level individual donors and prospects from within assigned accounts, and will identify new opportunities to raise funds year-round within and beyond those accounts.

The Development Officer will have the ability to work with a broad range of people, have strong fundraising skills, strong communication skills and the ability to interact with high level donors on an individual and group basis. This position will work closely with the Sr. Director of Development to develop and refine strategies for maximizing results and will collaborate with other team members within Development and across departments including the Finance, Marketing, and Community Impact Teams.
The Development Officer will collaborate with the Community Engagement team to build a robust volunteer experience for South Bay corporate partners.

This is a professional exempt position reporting to the Senior Director of Development. It is a full time, regular, 37.5 hour per week position. We have three positions opened - two (2) in our San Jose office and one (1) in San Francisco.  Please state the location you are applying for in your application.

What you'll do:


  • Develop strategy for each assigned workplace account and establish, in cooperation with
    management, measurable goals and objectives to meet organization goals.
  • Manage appropriate training/resources, manage timelines, provide direct support, i.e., speaking engagements, event facilitation, etc. for each account.
  • Manage on-going relationships with key leadership and donors in each of the assigned accounts.
  • Conduct face to face visits with a portfolio of leadership donors and steward year-round.
  • Identify, cultivate, solicit and steward new prospects and infiltrate accounts for additional new business opportunities outside of campaign season.
  • Accurately forecast, monitor and prepare progress reports on all accounts and individual donor portfolio.
  • Work closely with Marketing and Finance/Pledge Processing Teams to promote and set up appropriate technology tools to ensure results for all accounts are properly submitted and recorded.
  • Provide high level, quality customer service by maintaining a positive and proactive relationship to all assigned workplace campaigns and individuals; maintain thorough communication logs in Salesforce.
  • Manage volunteers, board members and organization stakeholders who will assist with the identification, cultivation and solicitation of prospects.
  • Cultivate ongoing relationships with account representatives, donors, and prospective donors to identify their philanthropic interests and enhance their knowledge and support of UWBA.
  • Promote and demo the Salesforce Philanthropy Cloud platform to existing corporate partners and seek new business; provide support to existing SPC accounts and work internally across teams on year-round engagement


  • Promote and/or collaborate with the Volunteer, Event and/or Affinity Group Teams to provide targeted opportunities for individuals and corporate employee groups to engage directly with UWBA programs and our mission. 
  • Support the Community Engagement team with organizing and executing collaborative volunteer partnerships (traditional and nontraditional, internal and external) by identifying, creating and promoting volunteer engagement activities in South Bay that align with UWBA’s mission of fighting poverty.
  • Develop relationships with South Bay community partners including non-profit agencies and public institutions, to advance UWBA impact agenda and help secure volunteer opportunities for South Bay corporate partners.
  • Develop partnerships that advance UWBA’s strategies to increase engagement and deepen relationships with individuals, new target audiences, and affiliated organizations in South Bay and leverage volunteerism to bring new supporters to our organization and to improve our relevancy with current supporters.

Who you are:

  •  3-5 years+ experience direct fundraising.
  • Ability to multi-task and manage simultaneous tasks and customer relationships.
  • Strong donor focus and understanding of how to effectively manage ongoing donor relationships.
  • Self-motivated, goal oriented, ability to get the job done.
  • Team-player, excels at working collaboratively – both listening and actively contributing - as well as independently.
  • Excellent oral and written communication skills, including public speaking, and solid relationship management skills at all levels in the organization.
  • Strong computer skills including above average competency on Word, Excel and PowerPoint. Comfort and knowledge of Internet, experience with Salesforce desirable.
  • Project management experience desirable. 
  • Other non-profit/philanthropic experience/demonstrated interest desirable.
  • A California driver’s license and a satisfactory driving record are conditions of initial and continued employment.
  • Supports an inclusive environment and value the individual traits, skills and talents of all staff, volunteers, donors, and constituents.
  • Four-year college degree or equivalent work experience required.

Salary: $52,000.00 - 57,000.00 Salary Exempt

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee 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 sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.
UWBA does not discriminate on the basis of race, color, gender (including actual or perceived gender, and gender identity), sexual orientation, age, marital status, medical condition, religious affiliation, veteran status, national origin, citizenship status, mental or physical disability, or any other characteristic protected by applicable state, federal or local law. UWBA will consider qualified applicants with criminal histories in the manner consistent with the requirements of the San Francisco Fair Chance Ordinance. If you need a reasonable accommodation in order to apply for a job, please let us know. If the reason you need an accommodation is not obvious, we may ask for documentation confirming your functional limitations.
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