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ORANGE COUNTY UNITED WAY JOB DESCRIPTIONJob Title: Grants Coordinator, United for Financial SecurityReporting To: Director of Operations, United for Financial SecurityDepartment: United for Financial Security Position: Full time / Non-ExemptPurpose of Position:&nbsp;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.&nbsp;Key Duties and Responsibilities • Coordinate reporting for grant-funded programs by collecting and analyzing program data.&nbsp; • Track and maintain program outcomes, outputs, and deliverables.&nbsp; • Prepare grant reports and assist in creating dashboards, success stories, and funder updates.&nbsp; • Support the management of subrecipient and contractor compliance with reporting requirements.&nbsp; • Maintain accurate grant records, documentation, and internal tracking tools.&nbsp; • Work closely with program managers to ensure timely and accurate data collection.&nbsp; • Help prepare for funder audits, program evaluations, and internal reviews.&nbsp; • Collaborate with other departments, including fundraising, marketing, and finance, on grant-related needs.&nbsp; • Participate in team meetings and contribute to continuous improvement efforts.&nbsp; • Work closely with U4FS leadership to evaluate programmatic impact.&nbsp; • Participate as a member of the United for Financial Security team and perform other tasks as assigned.Job Requirements/Technical Knowledge&nbsp; • 2+ years’ experience in grants management, nonprofit reporting, or program coordination preferred.&nbsp; • Proficiency in Microsoft Excel; experience with Salesforce or other CRM systems a plus.&nbsp; • Ability to work collaboratively across teams and independently manage deadlines.&nbsp; • Knowledge of community-based programs and experience in the nonprofit sector is helpful.Core Competencies&nbsp;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.&nbsp;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.&nbsp;Interpersonal Skills - Maintains confidentiality; listens to others without interrupting; remains neutral and unbiased; remains open to others' ideas and tries new things.&nbsp;Oral Communication - Speaks clearly; listens and obtains clarification; responds well to questions; participates in meetings.&nbsp;Written Communication - Writes clearly and informatively; edits work for spelling and grammar; able to read and interpret written information.&nbsp;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&nbsp;Physical DemandsThe 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.&nbsp;Compensation&nbsp;$30 - 35 per hour Depending on Experience. Competitive benefits.Send Resume and Cover Letter To:&nbsp;<a href="mailto:recruiting@unitedwayoc.org" target="_blank">recruiting@unitedwayoc.org</a>&nbsp;Orange County United Way 18012 Mitchell South, Irvine, CA 92614&nbsp;<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

Grants Coordinator, United for Financial Security

ORANGE COUNTY UNITED WAY JOB DESCRIPTIONJob Title: Workforce Development Coach, Upskill OCReporting To: Program Manager, United for Financial SecurityDepartment: United for Financial Security Position: Full time / Non-ExemptPurpose 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&nbsp; • 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 asassigned.Job Requirements/Technical Knowledge&nbsp; • Experience in workforce development, career coaching, or case management.&nbsp; • Familiarity with Orange County post-secondary educational institutions and employer networks.&nbsp; • Proficiency in Microsoft office suite toolsCore 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 organizationPhysical 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:&nbsp;<a href="mailto:recruiting@unitedwayoc.org" target="_blank">recruiting@unitedwayoc.org</a>&nbsp;Orange County United Way 18012 Mitchell South, Irvine, CA 92614&nbsp;<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 WAYJOB DESCRIPTIONJob Title: Desktop Support Specialist Reporting To: Director, ITDepartment: IT Position: Full-Time/ Non-exemptPurpose of Position&nbsp;The Desktop Support Specialist will support the end-user computer needs for functionality, systems updates and hardware deployments. The role provides support to Orange County United Way teams by providing user assistance and training on both systems and applications used by the organization. End-user and system support is provided for both onsite and remote employees, the need to troubleshoot and fix problems will occur regularly using remote connectivity tools. The position will also be responsible for hardware and software deployments, inventory controls, user training on systems and applications.Key Duties and Responsibilities&nbsp; • Provide desktop systems and user support to ensure required computer capabilities areavailable to all users • Develop and provide systems and software training to the end-users • Manage trouble tickets and ensure customer satisfaction • Install, configure, test, maintain, monitor, and troubleshoot end-user workstations and related hardware and software for local and remote users • Develop and maintain an inventory of all IT desktops, components and equipment • Maintain documentation on all desktop processes and procedures • Ensure that application and system updates are in place • Deploy, implement, troubleshoot and support the workforce environment • Monitor the ongoing operation of the Windows environment • Identify risk and challenges and implements corrective actions as needed • Performs related work as assignedCore Competencies • Proficient computer software and hardware troubleshooting skills • Working knowledge of networking and troubleshooting skills • Excellent communication skills (verbal and written) • Ability to develop training materials, document processes, and procedures • Demonstrated organizational skills with ability to manage multiple task simultaneously, meet and adapt to-fast paced support demands, demanding workload, and work with a diverse set of stakeholders. • Exemplary interpersonal skills with the ability to interact and work with usersJob Requirements /Technical Knowledge • Skilled in Windows 10 environments • Microsoft Office tools, Word, Excel, Outlook, Projects and Teams • Networking and troubleshooting skills • Computer software and hardware troubleshooting skills • User desktop supportEmployment Standards&nbsp; • Ability to work both remotely and onsite.Compensation&nbsp; • $25.00 - $30.00 per hour. Competitive benefits.Physical Demands&nbsp;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 Resumes To:<a href="mailto:recruiting@unitedwayoc.org" target="_blank">recruiting@unitedwayoc.org</a>&nbsp;Orange County United Way&nbsp;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>

Desktop Support Specialist

ORANGE COUNTY UNITED WAY JOB 
DESCRIPTION 


 Job Title: Enrollment Specialist 
Reporting To: Senior Manager, Community 
Programs 

 Department: CalFresh, 211 OC Position: Full-time/Non-EXEMPT 

 
Purpose of Position 
Enrollment Specialist is primarily responsible for helping people over the phone assess their eligibility and successfully apply 
on their behalf for benefits programs including, but not limited to: CalFresh (known federally as Supplemental Nutrition 
Assistance Program or SNAP), Low-Cost Utility Assistance, California Alternative Rates for Energy Program (CARE), and other 
approved application processes. 
 

Key Duties and Responsibilities 
 • Perform in-depth screenings and assessments, collects client information, and encourage clients to apply for entitled 

benefits. 
 • Enroll clients over the phone through BenefitsCal (online –CalFresh and Medi-Cal), and other approved application 

processes, which includes answering questions on their behalf, obtaining consent and uploading images of their 
documentation. 

 • Maintain accurate tracking and reporting for enrollment programs and referral services. 
 • Conduct client follow-up via phone and text message to ensure the continuation of benefits. 
 • Assist with community outreach events throughout the County of Orange. 
 • Follow up with the client to determine application approvals and advocate on their behalf when experiencing barriers. 
 • Provide first-contact resolution by ensuring that each customer’s needs are addressed to the best of 2-1-1’s ability 

during their first contact with 211OC. 
 • Collaborate with and serve as a resource to community organizations and 211OC staff to share best practices and other 

knowledge. 
 • Assess participants’ immediate needs and make referrals to appropriate resources. 
 • Develop an expert working knowledge of the 211OC’s management software including Community Information 

Exchange database, telephony, softphone, texting, administrative systems and other approved software. 
 • Empower clients to choose the services they feel are most appropriate for their situations. 
 • De-escalate dissatisfied clients and intervene during crises and/or situations of abuse. 
 • Troubleshoot unavailability of services through expert knowledge of navigation of the 211OC’s resource database and 

through teamwork with other Information &amp; Referral (I &amp; R) Specialists and the Resource Department. 
 • Assist clients in problem-solving when no services are available which can meet their needs. 
 • Divide time between answering contacts for benefits enrollment and the 2-1-1 general line based upon department call 

volume and staffing levels. 
 • Advocate on behalf of clients who have been denied services 
 • Troubleshoot basic technological failures 
 • Performs 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. 

 
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 

 • High School Diploma or BA/BS Degree in the Human Service Field 
 • Prior experience providing information and referral services or related experience in the human service field is 

desirable 
 • Must be Bilingual (English and Spanish– verbal and written) 
 • One year of experience working directly with individuals and families in crisis from the community 


Compensation 
 • $21.00 – $23.00 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 
 

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>

Enrollment 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>

5 orange-county-united-way Jobs