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ORANGE COUNTY UNITED WAY 

JOB DESCRIPTION 
 

Job Title: Events Specialist Reporting To: Director of Special 
Events 

Department: Development Position: Full Time/Non-Exempt 
 

Events Specialist—updated 4/15/2025 

PURPOSE OF POSITION: 
The Events Specialist is a full-time administrative/events professional who provides coordination, 
planning and fundraising event support for the Orange County United Way’s four signature events 
including the Scorecard event, Rally for Change event, Women’s Philanthropy Fund Breakfast and a 
Gala. Candidate should have event, donor database and donor acknowledgement experience; a high 
attention to detail, and a passion for meeting donor expectations. This role also plays a key role in 
supporting the Women United, Leaders United and Men of the Breakfast Affinity Groups. 
 
KEY DUTIES AND RESPONSIBILITIES: 

 • Support the Director of Special Events and team on a daily basis to ensure deadlines are met 
 • Assist with the planning and execution of all event logistics, including but not limited to: event 

planning, budgets, communications, production, site visits, venue and vendor management, 
staffing, production, analysis and reporting, and flawless execution day of event 

 • Create and manage accurate records of event sponsorship, participation and attendance 
 • Assist volunteer event committees to ensure they have the tools necessary to serve as 

ambassadors for the organization 
 • Provide committee meeting administrative and logistics support (meetings set-up, collection of 

RSVP’s, meeting minutes, etc.) 
 • Update appropriate committee rosters and department calendars 
 • Implement process improvements in order to streamline administrative and event operations 
 • Frequent processing of sponsorship gift payments, pledges, completing invoices, database entry 

and coordination with the Finance department 
 • Perform CRM data entry into Andar system, data clean-up and maintenance of database 

systems, as needed 
 • Compose and/or type donor/sponsor correspondence on an ongoing basis including drafting and 

processing sponsorship thank you letters, etc. 
 • Participate in early morning and/or evening meetings and events, as required 
 • Contribute innovative ideas and solutions for all events 
 • Perform other duties and projects as assigned 

 
JOB REQUIREMENTS/TECHNICAL KNOWLEDGE: 

 • Three years of experience in a non-profit, events, and/or other relevant work experience 
 • Experience in the management of event logistics and administrative support is preferred 
 • Background working directly with donors and volunteer leaders 
 • Preferred software knowledge, Microsoft Suite and CRM database 
 • Bachelor’s degree preferred 
 • Reliable transportation and a clean driving record are required as the employee will need to travel 

throughout Orange County to support events as needed 
 • Proficient computer skills with emphasis on Microsoft Office 365 (Outlook, PowerPoint, Excel, 

Word) 
 • Advanced Excel experience is preferred as well as CRM knowledge 
 • Experience in a business office and knowledge of business procedures and practices 


 
ORANGE COUNTY UNITED WAY 

JOB DESCRIPTION 
 

Job Title: Events Specialist Reporting To: Director of Special 
Events 

Department: Development Position: Full Time/Non-Exempt 
 

Events Specialist—updated 4/15/2025 

 
CORE COMPETENCIES: 
All employees, in performing their respective tasks and duties, are to perform quality work within 
deadlines, with or without direct supervision; interact professionally with other employees, customers, and 
suppliers; work effectively as a team contributor on all assignments; and work independently while 
understanding the necessity for communicating and coordinating work efforts with other employees and 
organizations. 
 
Customer Service - Manages difficult or emotional customer situations; responds promptly to customer 
needs; solicits customer feedback to improve service; responds to requests for service and assistance; 
meets commitments. 
Interpersonal Skills - Maintains confidentiality; listens to others without interrupting; remains neutral and 
unbiased; remains open to others' ideas and tries new things. 
Oral Communication - Speaks clearly; listens and obtains clarification; responds well to questions; 
participates in meetings. 
Written Communication - Writes clearly and informatively; edits work for spelling and grammar; able to 
read and interpret written information. 
Teamwork - Exhibits objectivity and openness to others' views; gives and welcomes feedback; 
contributes to building a positive team spirit; puts success of team above own interests. 
Professionalism - Approaches others in a tactful manner; reacts well under pressure; treats others with 
respect and consideration, regardless of status or position; accepts responsibility for own actions; follows 
through on commitments. 
 
COMPENSATION 
 
Commensurate with experience, education, and market $26 – $36 per hour. Competitive benefits. 
 
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 frequently required to be able to remain in a 
stationary position 75% of the time. The person in this position needs to occasionally move about inside 
the office to access file cabinets, records, and office machinery. Constantly operates a computer and 
other office productivity machinery, such as a calculator, copy machine and computer printer. 
Occasionally ascends/descends stairs, and constantly positions self to maintain computers in the office, 
including under the desks. The person in this position frequently communicates with coworkers and 
customers who have inquiries about our business operations and the community we service; therefore, 
the person must be able to exchange accurate information. The employee must occasionally lift and/or 
move up to 25 pounds. 
 
 
 
 


 
ORANGE COUNTY UNITED WAY 

JOB DESCRIPTION 
 

Job Title: Events Specialist Reporting To: Director of Special 
Events 

Department: Development Position: Full Time/Non-Exempt 
 

Events Specialist—updated 4/15/2025 

Send Cover Letter and Resumes To: 
<a href="mailto:recruiting@unitedwayoc.org" target="_blank">recruiting@unitedwayoc.org</a> 
Orange County United Way 
18012 Mitchell South, Irvine, CA 92614 
<a href="http://www.unitedwayoc.org" target="_blank">www.unitedwayoc.org</a> 


<a href="mailto:recruiting@unitedwayoc.org" target="_blank">mailto:recruiting@unitedwayoc.org</a>
<a href="http://www.unitedwayoc.org/" target="_blank">http://www.unitedwayoc.org/</a>

Orange County United Way

Events Specialist

ORANGE COUNTY UNITED WAY 

JOB DESCRIPTION 
 


Job Title: Donor Database Manager Reporting To: Director, Philanthropy Operations 

Department: Philanthropy Position: Full-Time/Exempt 

 
Purpose of Position 

The Donor Database Manager will be the primary manager of Orange County United Way’s CRM system 
and will be responsible for ensuring the integrity and accuracy of our donor database. This role is crucial 
for maintaining effective donor relationships and supporting fundraising efforts. They will be responsible 
for a range of data management tasks, including ongoing reporting, daily, weekly, and monthly 
maintenance of CRM profiles, managing records, creating and maintaining dashboards, conducting 
donor research, and ensuring timely updates based on donor interactions. 
 
The Donor Database Manager will focus primarily on the efficiency and accuracy of our donor database 
and providing crucial administrative support for donor engagement activities. They will also be 
responsible for timely communication and logistical support for donor events. 
 
Key Duties and Responsibilities 

 • Perform daily, weekly, and monthly maintenance on CRM profiles. 
 • Manage and resolve duplicate profile lists. 
 • Monitor and complete requests related to updating donor profiles. 
 • Responsible for acknowledgement letters process segments in CRM database. 
 • Manage and update coding and flags within CRM database. 
 • Manage preparation of meeting and event logistics related to CRM database. 
 • Support post-meeting and post-event data entry and CRM database updating. 
 • Build and maintain dashboards for tracking the donor experience with Orange County United 

Way. 
 • Develop and maintain dashboards for relevant data, including donors, account managers, and 

communication cadences. 
 • Maintain and update department projections on key dashboards. 
 • Perform segmentation updates based on donor progression within the CRM database. 
 • Conduct donor research and prepare reports on donor engagement, ensuring all information in 

current in CRM database 
 • Other duties as assigned 

 
Core Competencies 
 

All employees, in performing their respective tasks and duties, are to perform quality work within 

deadlines, with or without direct supervision; interact professionally with other employees, customers, 

and suppliers; work effectively as a team contributor on all assignments; and work independently while 

understanding the necessity for communicating and coordinating work efforts with other employees and 

organizations. 


ORANGE COUNTY UNITED WAY 

JOB DESCRIPTION 
 

 • Customer Service - Manages difficult or emotional customer situations; responds promptly to 

customer needs; solicits customer feedback to improve service; responds to requests for service 

and assistance; meets commitments. 

 • Interpersonal Skills - Maintains confidentiality; listens to others without interrupting; remains 

neutral and unbiased; remains open to others' ideas and tries new things. 

 • Oral Communication - Speaks clearly; listens and obtains clarification; responds well to 

questions; participates in meetings. 

 • Written Communication - Writes clearly and informatively; edits work for spelling and grammar; 

able to read and interpret written information. 

 • Language Skills - Ability to read and interpret documents such as safety rules, operating and 

maintenance instructions, and procedure manuals; ability to write routine reports and 

correspondence; ability to speak effectively before groups of customers or employees of 

organization. 

Job requirements/Technical Knowledge 

 • Bachelor’s Degree from an accredited university or college preferred. 

 • A minimum of three - five years of relevant database/CRM management experience. 

 • Nonprofit experience in working with individual donor, solicitation, engagement and stewardship 
within Orange County and/or Southern California strongly preferred. 

 • Comfortable using donor databases and CRMs, prospect research, and wealth screening tools to 
support donor engagement. 

 • Skilled at building and maintaining relationships—whether with donors, colleagues, or 
community partners through empathy, active listening, transparency of intention and positive 
communication interactions. 

 • Passionate about the mission of Orange County United Way. 

 • Willing to travel as needed and attend events, including evenings and weekends. 

 • Access to reliable transportation. 

 • Advanced computer skills with emphasis on Microsoft office (Outlook, PowerPoint, Excel, and 
Word). 

 • Proficient in using Zoom and Teams. Experience in CRMs required; experience with Andar a 
plus. 

 
COMPENSATION 

 • Commensurate with experience, education, and market $68,640-$85,000 per year. 
 • Competitive benefits. 
 


ORANGE COUNTY UNITED WAY 

JOB DESCRIPTION 
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 frequently required to be able to remain in a 

stationary position 75% of the time. The person in this position needs to occasionally move about inside 

the office to access file cabinets, records, and office machinery. Constantly operates a computer and 

other office productivity machinery, such as a calculator, copy machine and computer printer. 

Occasionally ascends/descends stairs, and constantly positions self to maintain computers in the office, 

including under the desks. The person in this position frequently communicates with coworkers and 

customers who have inquiries about our business operations and the community we service; therefore, 

the person must be able to exchange accurate information. The employee must occasionally lift and/or 

move up to 25 pounds. 

Send Cover Letter and Resume To: 
<a href="mailto:recruiting@unitedwayoc.org" target="_blank">recruiting@unitedwayoc.org</a> 
Orange County United Way 
18012 Mitchell South, Irvine, CA 92614 
<a href="http://www.unitedwayoc.org" target="_blank">www.unitedwayoc.org</a> 


<a href="mailto:recruiting@unitedwayoc.org" target="_blank">mailto:recruiting@unitedwayoc.org</a>
<a href="http://www.unitedwayoc.org/" target="_blank">http://www.unitedwayoc.org/</a>

Database Manager

ORANGE COUNTY UNITED WAY 
JOB DESCRIPTION 


 Job Title: Workforce Development Coach, Upskill 
OC 

 Reporting To: Program Manager, United for 
Financial Security 

Department: United for Financial Security Position: Full time / Non-Exempt 


Purpose of Position: 
Orange County United Way (OCUW) is seeking an experienced, self-motivated, and client-focused 
Workforce Development Coach to support UpSkill OC participants pursuing a living wage career. UpSkill 
OC helps dislocated workers, unemployed &amp; under-employed adults move from unemployment or low-
wage positions into long-term, living-wage occupations. UpSkill OC connects qualified candidates to 
training, support, and jobs by partnering with local government agencies, community-based organizations, 
and the business community. The program ensures a strong job pipeline that matches the employer's 
needs with trained candidates. This is a grant funded position. 
 

Key Duties and Responsibilities 
 • Conduct monthly check-ins with participants to monitor progress and address educational, 

training, or programmatic challenges. 

 • Create and maintain Individualized Employment Plans (IEPs) for each participant, outlining career 
goals, training needs, and action steps. 

 • Track participant progress and update case notes in Salesforce. 

 • Assist participants with career exploration, resume development, interview preparation, and job 
search strategies. 

 • Support clients in setting and achieving career goals, particularly in high-demand industries such as 
healthcare, IT, cybersecurity, and skilled trades. 

 • Provide ongoing guidance and motivation to help participants overcome barriers to employment. 

 • Connect participants to job opportunities with partnering employers and provide support during 
onboarding. 

 • Support with employer site visits, career talks, and networking events. 

 • Participate in program evaluation, quality assurance, and continuous improvement efforts. 

 • Collaborate with the team to ensure a seamless participant experience and achieve program goals. 

 • Maintain accurate and up-to-date participant records in Salesforce. 

 • Prepare reports on participant progress, job placements, and program outcomes. 

 • Ensure compliance with program requirements and funding guidelines (e.g., WIOA). 

 • Conduct and support program outreach efforts. 

 • Participate as a member of the United for Financial Security team and perform other tasks as 

assigned. 


Job Requirements/Technical Knowledge 
 • Experience in workforce development, career coaching, or case management. 
 • Familiarity with Orange County post-secondary educational institutions and employer networks. 
 • Proficiency in Microsoft office suite tools 

 
Core Competencies 
All employees, in performing their respective tasks and duties, are to perform quality work within 
deadlines, with or without direct supervision; interact professionally with other employees, customers, and 
suppliers; work effectively as a team contributor on all assignments; and work independently while 
understanding the necessity for communicating and coordinating work efforts with other employees and 
organizations. 
 
Customer Service - Manages difficult or emotional customer situations; responds promptly to customer needs; 
solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments. 
Interpersonal Skills - Maintains confidentiality; listens to others without interrupting; remains neutral and unbiased; 
remains open to others' ideas and tries new things. 
Oral Communication - Speaks clearly; listens and obtains clarification; responds well to questions; participates in 
meetings. 
Written Communication - Writes clearly and informatively; edits work for spelling and grammar; able to read and 
interpret written information. 
Language Skills - Ability to read and interpret documents such as safety rules, operating and maintenance 
instructions, and procedure manuals; ability to write routine reports and correspondence; ability to speak 
effectively before groups of customers or employees of organization 


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 frequently required to be able to remain in a 
stationary position 75% of the time. The person in this position needs to occasionally move about inside 
the office to access file cabinets, records, and office machinery. Constantly operates a computer and 
other office productivity machinery, such as a calculator, copy machine and computer printer. Occasionally 
ascends/descends stairs, and constantly positions self to maintain computers in the office, including under 
the desks. The person in this position frequently communicates with coworkers and customers who have 
inquiries about our business operations and the community we service; therefore, the person must be 
able to exchange accurate information. The employee must occasionally lift and/or move up to 25 pounds. 

 
Compensation 
$29 - 35 per hour Depending on Experience. Competitive benefits. 


 
Send Resume and Cover Letter To: 
<a href="mailto:recruiting@unitedwayoc.org" target="_blank">recruiting@unitedwayoc.org</a> 
Orange County United Way 
18012 Mitchell South, Irvine, CA 92614 
<a href="http://www.unitedwayoc.org" target="_blank">www.unitedwayoc.org</a> 


<a href="mailto:recruiting@unitedwayoc.org" target="_blank">mailto:recruiting@unitedwayoc.org</a>
<a href="http://www.unitedwayoc.org/" target="_blank">http://www.unitedwayoc.org/</a>

Workforce Development Coach, Upskill OC

ORANGE COUNTY UNITED WAY 
JOB DESCRIPTION 


 Job Title: Grants Coordinator, United for 
Financial Security 

 Reporting To: Director of Operations, United 
for Financial Security 

Department: United for Financial Security Position: Full time / Non-Exempt 

 
Purpose of Position: 
Orange County United Way (OCUW) is seeking a detail-oriented and highly organized Grants Coordinator 
to support the success of our United for Financial Security programs—including SparkPoint OC, OC Free 
Tax Prep, and UpSkill OC. This position plays a key role in tracking program outcomes, ensuring compliance 
with grant requirements, coordinating with subrecipients and contractors, and preparing reports for 
funders. This is a grant funded position. 
 
The ideal candidate enjoys working with data, meeting deadlines, collaborating across teams, and telling 
the story of impact through clear, accurate reporting. 
 
Key Duties and Responsibilities 

 • Coordinate reporting for grant-funded programs by collecting and analyzing program data. 
 • Track and maintain program outcomes, outputs, and deliverables. 
 • Prepare grant reports and assist in creating dashboards, success stories, and funder updates. 
 • Support the management of subrecipient and contractor compliance with reporting requirements. 
 • Maintain accurate grant records, documentation, and internal tracking tools. 
 • Work closely with program managers to ensure timely and accurate data collection. 
 • Help prepare for funder audits, program evaluations, and internal reviews. 
 • Collaborate with other departments, including fundraising, marketing, and finance, on grant-

related needs. 
 • Participate in team meetings and contribute to continuous improvement efforts. 
 • Work closely with U4FS leadership to evaluate programmatic impact. 
 • Participate as a member of the United for Financial Security team and perform other tasks as 

assigned. 

Job Requirements/Technical Knowledge 
 • 2+ years’ experience in grants management, nonprofit reporting, or program coordination 

preferred. 
 • Proficiency in Microsoft Excel; experience with Salesforce or other CRM systems a plus. 
 • Ability to work collaboratively across teams and independently manage deadlines. 
 • Knowledge of community-based programs and experience in the nonprofit sector is helpful. 


 
Core Competencies 
All employees, in performing their respective tasks and duties, are to perform quality work within 
deadlines, with or without direct supervision; interact professionally with other employees, customers, and 
suppliers; work effectively as a team contributor on all assignments; and work independently while 
understanding the necessity for communicating and coordinating work efforts with other employees and 
organizations. 
 
Customer Service - Manages difficult or emotional customer situations; responds promptly to customer needs; 
solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments. 
Interpersonal Skills - Maintains confidentiality; listens to others without interrupting; remains neutral and unbiased; 
remains open to others' ideas and tries new things. 
Oral Communication - Speaks clearly; listens and obtains clarification; responds well to questions; participates in 
meetings. 
Written Communication - Writes clearly and informatively; edits work for spelling and grammar; able to read and 
interpret written information. 
Language Skills - Ability to read and interpret documents such as safety rules, operating and maintenance 
instructions, and procedure manuals; ability to write routine reports and correspondence; ability to speak 
effectively before groups of customers or employees of organization 
 
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 frequently required to be able to remain in a 
stationary position 75% of the time. The person in this position needs to occasionally move about inside 
the office to access file cabinets, records, and office machinery. Constantly operates a computer and 
other office productivity machinery, such as a calculator, copy machine and computer printer. Occasionally 
ascends/descends stairs, and constantly positions self to maintain computers in the office, including under 
the desks. The person in this position frequently communicates with coworkers and customers who have 
inquiries about our business operations and the community we service; therefore, the person must be 
able to exchange accurate information. The employee must occasionally lift and/or move up to 25 pounds. 
 
Compensation 
$30 - 35 per hour Depending on Experience. Competitive benefits. 
 

Send Resume and Cover Letter To: 
<a href="mailto:recruiting@unitedwayoc.org" target="_blank">recruiting@unitedwayoc.org</a> 
Orange County United Way 
18012 Mitchell South, Irvine, CA 92614 
<a href="http://www.unitedwayoc.org" target="_blank">www.unitedwayoc.org</a> 
 


<a href="mailto:recruiting@unitedwayoc.org" target="_blank">mailto:recruiting@unitedwayoc.org</a>
<a href="http://www.unitedwayoc.org/" target="_blank">http://www.unitedwayoc.org/</a>

<ul>	<li>Job Requirements/Technical Knowledge</li>
	<li>Physical Demands</li>
	<li>Send Resume and Cover Letter To:</li>
</ul>

Grants Coordinator, United for Financial Security

ORGANIZATION OVERVIEW
About United Way Fresno and Madera Counties&nbsp;
United Way Fresno and Madera Counties (United Way) is on a mission to mobilize the collective power of community to&nbsp;advance lasting solutions and measurable change&nbsp;for the most urgent issues our neighbors face,&nbsp;particularly focusing on addressing the racial&nbsp;wealth gap for working families. We believe everyone deserves an opportunity to achieve the building blocks of a good life — a quality education, financial stability, and good health — and that expanding this opportunity is both a core objective and a key strategy to fulfilling our mission. We work with hundreds of individuals and organizations that share a vision for what is possible when we UNITE our efforts.
OVERVIEW OF RESPONSIBILITIES
Summary/Objective 
	Reporting to the Director of Impact and Resource Development, this position is responsible for providing intensive case management support, individualized coaching, and navigational support to community members and community partners, to coordinate and deliver whole person care to individuals facing significant challenges and barriers. As part of the UWFM 211 team, this position works to reduce barriers to career pathways and employment, and to promote economic security and wealth creation.&nbsp; KEY RESPONSIBILITIES/ESSENTIAL FUNCTIONS
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Duties &amp; Responsibilities
<ul><li>Conduct a whole person assessment to understand a unique situation, goals, and barriers.</li>
<li>Assist individuals to identify strengths and community support, prioritizing the most critical barriers.</li>
<li>Develop individualized plans that address identified barriers and goals.</li>
<li>Utilize resource database to find resources available to execute individual plans.</li>
<li>Assist individuals to access services to relevant resources and services that stabilize and improve their educational and wealth creation opportunities as well as their overall wellbeing.</li>
<li>Establish and maintain effective communication with all relevant stakeholders, including clients, team members, and external partners.</li>
<li>Act as a main point of contact to resource partners for caseload, addressing concerns and providing regular updates on case progress.</li>
<li>Analyze complex issues and challenges within cases and care coordination system.</li>
<li>Develop innovative solutions to address challenges and barriers on behalf of caseload and care coordination services.</li>
<li>Collaborate with cross-functional teams to overcome obstacles and achieve desired organizational and department outcomes around care coordination and reducing the racial wealth gap.</li>
<li>Continuously assess and enhance case management processes and methodologies.</li>
<li>Implement best practices to optimize case management efficiency and effectiveness. 
		&nbsp;</li>
</ul>EDUCATION/REQUIREMENTS
Knowledge, Skills and Expertise
<ul><li>Knowledge of common barriers faced by Fresno and Madera community members, specifically those from disinvested communities of color.</li>
<li>Strong interpersonal and communication skills.</li>
<li>Ability to work independently and as part of a team.</li>
<li>Empathy and the ability to build rapport with clients.</li>
<li>Strong analytical, problem-solving skills and the ability to develop creative solutions.</li>
<li>Cultural sensitivity and the ability to work with diverse populations.</li>
<li>Familiarity with community resources and support services.</li>
<li>Experience using case management software and other relevant tools.</li>
<li>Proficiency in maintaining accurate records and documentation.</li>
<li>Commitment to client-centered, strengths-based approaches.</li>
<li>Knowledge of community programs, resources, and compliance requirements.</li>
<li>Strong organizational and time-management skills.</li>
<li>Leadership and decision-making abilities.</li>
<li>Understanding of and commitment to the mission, vision, and goals of United Way.</li>
</ul>Education and/or Experience
<ul><li>Bachelor’s degree or equivalent experience</li>
<li>A minimum 3 experience in case management, social work, or a related field.</li>
<li>Combination of experience and education.&nbsp;</li>
<li>Current Driver’s License and verifiable automobile insurance&nbsp;</li>
</ul>UNITED WAY CORE COMPETENCIES FOR ALL STAFF 
	●&nbsp;&nbsp; &nbsp;Mission-Focused: Catalyze others’ commitment to mission to create real social change that leads to better lives and healthier communities.&nbsp; This drives their performance and professional motivations. 
	●&nbsp;&nbsp; &nbsp;Relationship-Oriented: Understands that people come before process and is astute in cultivating and managing relationships toward a common goal. 
	●&nbsp;&nbsp; &nbsp;Collaborator: understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement. 
	●&nbsp;&nbsp; &nbsp;Results-Driven: Dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact. 
	●&nbsp;&nbsp; &nbsp;Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.

United Way Fresno and Madera Counties

Fresno and Madera Counties

211 Resource Navigator

ORGANIZATION OVERVIEW
About United Way Fresno and Madera Counties&nbsp;
United Way Fresno and Madera Counties (United Way) is on a mission to mobilize the collective power of community to&nbsp;advance lasting solutions and measurable change&nbsp;for the most urgent issues our neighbors face,&nbsp;particularly focusing on addressing the racial&nbsp;wealth gap for working families. We believe everyone deserves an opportunity to achieve the building blocks of a good life — a quality education, financial stability, and good health — and that expanding this opportunity is both a core objective and a key strategy to fulfilling our mission. We work with hundreds of individuals and organizations that share a vision for what is possible when we UNITE our efforts.
OVERVIEW OF RESPONSIBILITIES 
	Reporting to the Interim VP of Operations and Administration, this position is responsible for the physical and digital infrastructure at United Way, including maintenance and security of the property, management of tenants, and oversight of information technology vendors and systems. Building and parking lot are owned by United Way and include office space for United Way staff and tenants, community event spaces, and warehouse space. This position supervises the Office Manager and the Facilities Coordinator.
KEY RESPONSIBILITIES/ESSENTIAL FUNCTIONS
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Duties &amp; Responsibilities
<ul><li>Ensure United Way’s physical property, telecommunications systems, and information technology are well-maintained and meet the needs of staff, tenants, and community members.</li>
<li>Proactively ensure ongoing maintenance and security of building and parking lot. Maintain prioritized list of maintenance needs. Ensure that items are assigned and completed in a timely and cost-effective manner, and communicated to appropriate stakeholders.</li>
<li>Provide oversight to community spaces and warehouse, creating and reinforcing guidelines for use so that all users can keep the spaces organized and ready for use at all times.</li>
<li>Manage processes and policies related to building tenants (long term contract as well as event groups), with the goal of a fully-leased property.</li>
<li>Oversee procurement and vendor relationships related to building maintenance and security as well as telecom services and information technology. Assess vendors and systems regularly to ensure alignment with UW’s needs. Regular vendors include, but are not limited to, janitorial, security, and IT support.</li>
<li>Manage budget for facilities and technology equipment purchase, maintenance, and contracts. Ensure timely processing of all relevant receivables and payables.</li>
<li>Maintain availability to staff for basic IT support such as troubleshooting equipment, and determining appropriate vendor for escalation as needed.</li>
<li>Manage the renewal of relevant property and liability insurances; report and track claims as needed.</li>
<li>Maintain good working relationship with relevant licensing and government agencies.</li>
</ul>Supervisory Responsibility
This position will oversee two internal staff as well as external IT, security, janitorial and vendor contracts.
Physical Demands
At times, this position may include periods of extended physical activity such as walking, climbing, stooping, kneeling, and bending to inspect all aspects of the property, including technology equipment. Position at times requires the ability to lift up to approximately 50 lbs. 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.
EDUCATION/REQUIREMENTS
Knowledge, Skills and Expertise
<ul><li>Facilities management skills: ability to assess and complete basic maintenance, building, and repair tasks; knowledge of equipment, supplies, and materials used in commercial property maintenance; general understanding of plumbing, HVAC, electrical, security, etc.</li>
<li>IT skills: knowledge and understanding of standard office hardware and software systems; ability to troubleshoot hardware and software; experience with software and IT support vendors; ability to support users and suggest appropriate steps for resolution.</li>
<li>Ability to manage vendors, contracts, and budgets.</li>
<li>Ability to exercise good judgment, manage time effectively to solve problems and take initiative, assign tasks and projects to appropriate parties, and respond appropriately to changing circumstances and priorities.</li>
<li>Ability to develop and maintain relationships with multiple internal and external individuals.</li>
<li>Detail-oriented with strong organizational skills.</li>
<li>Strong computer skills including Microsoft Office and cloud-based systems.</li>
<li>Fluency in English required, with strong written and oral communication skills.</li>
<li>Ability to multitask and work under tight deadlines in a fast-paced office environment.</li>
<li>Flexible to change; proven ability to manage multiple high-priority projects and deadlines without compromising quality.</li>
<li>Preferred but not required is experience managing tenants within a commercial office building.</li>
<li>Understanding of and commitment to the mission, vision, and goals of United Way.</li>
</ul>Education and/or Experience
<ul><li>Associate degree or equivalent from two-year college or technical school.</li>
<li>A minimum of 5 years relevant facilities experience with at least 1 year IT support experience.</li>
<li>Combination of experience and education.</li>
<li>Supervisory experience is strongly preferred.</li>
</ul>UNITED WAY CORE COMPETENCIES FOR ALL STAFF 
	●&nbsp;&nbsp; &nbsp;Mission-Focused: Catalyze others’ commitment to mission to create real social change that leads to better lives and healthier communities.&nbsp; This drives their performance and professional motivations. 
	●&nbsp;&nbsp; &nbsp;Relationship-Oriented: Understands that people come before process and is astute in cultivating and managing relationships toward a common goal. 
	●&nbsp;&nbsp; &nbsp;Collaborator: understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement. 
	●&nbsp;&nbsp; &nbsp;Results-Driven: Dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact. 
	●&nbsp;&nbsp; &nbsp;Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.

Director of Facilities and IT

United Way of Santa Barbara County seeks a F/T Development Executive (DE) to provide relationship management for various corporate and workplace-based efforts. The DE will manage a portfolio of 60+ workplace relationships and partner in several general fundraising efforts. The ideal candidate will be a passionate, energetic, team-oriented individual with a four-year college degree and at least 1 year of fundraising experience. The DE will increase United Way’s exposure in Santa Barbara County and help advance its mission. The ideal candidate will be a highly organized and self-driven individual with a demonstrated track record in fundraising and the ability to multitask and manage multiple deadlines. Excellent oral and written skills are required. Intermediate skills with Microsoft Office, Excel, Outlook, and PowerPoint are required. Experience with databases desired. The compensation package is competitive.&nbsp;

United Way Santa Barbara County

United Way of Santa Barbara County

Development Executive

Position Summary:&nbsp;The Resource Development (RD) Assistant will primarily provide a leadership role in the management of the donor stewardship journey in order to achieve individual, department and company goals. Additionally, the RD Assistant will provide support to the Director of Resource Development in all areas related to implementing and supporting the fundraising initiatives and goals for United Way.&nbsp; United Way professionals should exhibit core competencies: mission-focused, relationship-oriented, collaborator, results-driven, and brand-steward.
Duties and Responsibilities:
Drives Revenue &amp; Impact
<ul><li>Resident expert on customer relationship management system communications platform.</li>
<li>Run reports as requested on behalf of the Director of Resource Development which will enhance knowledge of donor base for effective communications.</li>
<li>Manage and maintain global accounts where engagement is requested (but presentations are not permissible) to encourage business support and achieve United Way goals.</li>
<li>Utilize CRM to review accounts and to process pledge transactions with a high level accuracy and speed.</li>
<li>Identify and write up adjustments to donor accounts as needed.</li>
<li>Maintain an organized filing system of donor pledge cards and payment documentation.</li>
</ul>Strategic Relationship Building
<ul><li>Responsible for carrying out all phases of the communication plan with donors for enhanced stewardship.</li>
<li>Through timely communications is able to connect donors’ and prospects’ areas of interest directly to United Way’s work and inspire commitment and support for United Way.</li>
<li>Utilizing our CRM/communications platform, practice effective stewardship by thanking donors, informing them about the impact of their gifts, and keeping them apprised of progress on Community Impact work.</li>
<li>Work effectively with other departments to achieve United Way goals and communicate to various stakeholders.</li>
</ul>Effective &amp; Engaging Communicator
<ul><li>Excellent written and oral communication skills to effectively present the United Way message to businesses, employees, and the community.</li>
<li>Provide excellent customer service and problem resolution to both internal and external constituents.</li>
</ul>Embracing &amp; Managing Change
<ul><li>Effectively work with the Director of Resource Development, UW Board members, and Campaign Cabinet to implement new and creative strategies for workplace campaigns to support United Way goals.</li>
<li>Work with UW, the Resource Development Team and Community Impact Team to engage donors as volunteers through effective communications as part of the stewardship journey.</li>
</ul>Entrepreneurial &amp; Innovative
<ul><li>Collaborate with the local community to meet organizational goals through special events (including but not limited to race parking) and affinity groups (including but not limited to Power of the Purse events.)</li>
</ul>This job description reflects the general duties assigned to the Resource Development Assistant, however, other duties may be assigned based upon needs that may arise within the organization and fall within the scope of the Resource Development Department. &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Qualifications:
<ul><li>High School Diploma or equivalent required.</li>
<li>1 - 3 years of experience in database management, preferably in a non-profit organization.</li>
<li>Associate degree in business, accounting or database management an advantage.</li>
<li>Excellent computer and data entry skills.</li>
<li>Proficient with Microsoft Office products including Word, Excel, PowerPoint</li>
<li>Team player with the ability to work with AUW senior management to achieve organizational goals.</li>
<li>Detail oriented with strong organizational and project management skills.</li>
<li>Strong verbal and written communication skills, including public speaking and presentation skills.</li>
<li>High degree of professional integrity to deal ethically with confidential information.</li>
<li>Ability to work under minimal supervision.</li>
<li>Possess a valid driver’s license and have use of insured motor vehicle.</li>
</ul>Working Conditions &amp; Physical Requirements:
Work is carried out in a controlled, agreeable environment as generally represented by normal office conditions.&nbsp; Employees may be required to assist with or attend various offsite events related to programs or fund raising that are scheduled evenings and/or weekends.&nbsp; These events may&nbsp;require several hours on your feet and assisting with heavy lifting and carrying.
UNITED WAY CORE COMPETENCIES FOR ALL STAFF 
	●&nbsp;&nbsp; &nbsp;Mission-Focused: Catalyze others’ commitment to mission to create real social change that leads to better lives and healthier communities.&nbsp; This drives their performance and professional motivations. 
	●&nbsp;&nbsp; &nbsp;Relationship-Oriented: Understands that people come before process and is astute in cultivating and managing relationships toward a common goal. 
	●&nbsp;&nbsp; &nbsp;Collaborator: understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement. 
	●&nbsp;&nbsp; &nbsp;Results-Driven: Dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact. 
	●&nbsp;&nbsp; &nbsp;Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.

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