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Job Description 
Position Title Philanthropic Advisor 

Department Development Reports To – Vice President of 
Development

FLSA Status – Exempt Classification – Full Time UWW Code - 

Announcement

The Community Foundation and United Way of Volusia-Flagler Counties seeks an ambitious, inquisitive 
and solution-minded individual to serve as a Philanthropic Advisor. The ideal candidate will have: 
Required: 

 • 3-5 years of professional experience
 • Ability to connect with high-net worth clients through active listening
 • Capacity to provide solutions tailored to clients’ needs and goals
 • Pipeline building experience including identifying leads, developing strategies for introductions,

creating and executing professional presentations, and the ability to close
 • Polished, professional presentation skills
 • Competency to learn and effectively utilize various technology systems

Preferred: 
 • Professional designation (CAP, CFP, CFRE, etc.)
 • Charitable planning experience
 • High dollar sales or fundraising experience

Core Responsibilities 
Effective Fundraising 

 • Listens to the needs, interests, and passions of the donor with an eye towards connecting them
with community work.

 • Prioritize and support the philanthropic goals of donors by developing individualized plans for
success.

 • Engage in development process of research, identification and prioritization of appropriate new
donor opportunities and coordinate an introduction to the Foundation.

 • Facilitate execution of fund agreements.
 • Drive revenue through special events such as the Celebration of Philanthropy, donor

engagement events, etc.

Strategic Relationship Management 
 • Practices strong written and oral communication skills.
 • Understands and can articulate the donor-centric benefits of our organization that is both a United 

Way and a Community Foundation.
 • Actively utilizes all available resources to respond to donor goals.
 • Cultivate relationships with existing and prospective donors to further the goals of the 

organization.


 • Cultivate and manage relationships with professional advisors to increase awareness of the 
organization and promote charitable giving in financial and estate planning.

 • Serve as a spokesperson for the integrity, role and value of the organization.
 • Foster public awareness and understanding of the organization and its work through 

presentations to professional advisors, prospective donors, community organizations and other 
interested groups.

Entrepreneurial and Innovative 
 • Considers new opportunities to achieve goals and drives improvement in process.
 • Stays current in the technical aspects of charitable giving including tax law, technology, etc.
 • Recognizes the power of effective stewardship (thanking donors, informing them about the impact

of their gift, keeping them apprised of progress on the community work it is intended to address
and deepening the relationship) and develops and implements plans to steward donors of all giving
levels.

Business Development and Sales 
 • Oversee the management of the day-to-day needs of fundholders, leveraging the expertise of 

colleagues as needed.
 • Develop presentations and proposals, donor relationship review reports and well-written 

correspondence with donors.
 • Demonstrate ability to achieve a strong proficiency in utilization of CRM.
 • Ability to close a sale and support donor interests.

Qualifications 

-Bachelor’s degree from an accredited institution OR 3-5 years of experience in sales, nonprofit 
management, development, or other field. 
-Experience in fund-raising, gift-planning, and/or sales activity in a non-profit or for-profit setting. 
Professional designation in fundraising preferred. 
-Strong interpersonal relationship skills. 
-Professional and polished presentation skills. 
-Written and oral communication proficiency. 
-Driver’s license. 

Working Conditions &amp; Physical Requirements 
Work is carried out in a controlled, agreeable environment as generally represented by normal office 
conditions. 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. These events may require several hours on 
your feet and assisting with heavy lifting and carrying. 

Direct Reports – 
N/A 

Date last reviewed/revised: 9/6/2024


<ul>	<li>Effective Fundraising</li>
</ul>

Community Foundation & United Way of Volusia-Flagler Counties

United Way of Volusia-Flagler Counties ES

United Way of Volusia-Flagler Counties, Inc.

Philanthropic Advisor

As the Community Impact Manager, you will work alongside a dedicated and diverse team focused on identifying pressing human services needs and creating meaningful solutions. You will collaborate with nonprofit health and human services partners, educational institutions, businesses, government agencies, and community members to assess where needs are greatest and spearhead high-impact initiatives that strengthen the lives of individuals and families.Primary Position Responsibilities<ul><li>Lead key United Way of Brevard (UWB) Community Impact strategic initiatives, including stakeholder and volunteer engagement, programmatic coordination with community partners, and maintenance and reporting of records and program data.</li><li>Convene and manage select community collaborations, ensuring key stakeholder engagement to develop and execute strategies that elevate and support individuals and families in the Brevard County community. Collaborations include Volunteer Income Tax Assistance (VITA), Mission United, Mayor’s Fitness Challenge, Financial Literacy and additional groups as determined.</li><li>In partnership with the UWB Community Impact Director, develop and implement capacity-building initiatives for UWB partner agencies and community network partners. Areas of responsibility include identification of needs, development, and delivery of educational and skill-building offerings, and one-to-one or small group support.</li><li>Support Resource Development to promote results and increase donor interest in United Way work, volunteer opportunities, and engagement.</li><li>Participate in corporate campaign events to educate donors on community needs and what UWB is doing to address those needs.</li></ul>Additional Position Responsibilities<ul><li>Assist the UWB Community Impact Director with data analysis, collection, and reporting.</li><li>Represent UWB in community forums and groups, educating stakeholders about the vision and mission of UWB and connecting positive community impact of UWB and partner agencies to identified human services priorities.</li><li>Support and communicate UWB’s commitment to diversity, equity, and inclusion by engaging diverse populations in collaborations, programming, and support.</li><li>In partnership with UWB leadership and staff, participate in grant proposal preparation and/or management as assigned.</li><li>Supports the Community Impact/allocation process, including staffing panels and assisting with agency training and material preparation.</li><li>Additional responsibilities as determined by UWB Community Impact Director in support of UWB’s mission.</li></ul>Position QualificationsBachelor's degree and a minimum of three years related experience required, with an emphasis in education, nonprofit or public administration, public health, social work, or social sciences field preferred. Candidates with a combination of educational background and extensive work experience in health and human services or a related field will be considered.Position Requirements<ul><li>Excellent organization and time management skills and the ability to coordinate, delegate and supervise.</li><li>Self-starter that has the ability to work independently as well as part of a team.</li><li>Comfortable using technology and has experience with Microsoft Office products including Excel, has prior experience using computers daily, and prior experience using databases/CRMs and reporting/dashboard modules</li><li>Expertise in developing and delivering presentations and workshops to diverse audiences and through various platforms (in-person, online, hybrid). Ability to identify and collaborate with community partners.</li><li>Demonstrated leadership in programmatic strategic planning, development and implementation.</li><li>Current Florida driver’s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.</li><li>Ability to work a flexible schedule during certain parts of the year that will require occasional night and weekend work.</li></ul>Physical RequirementsEnvironment, Physical Activity, and Mental DemandsThe environment for this position is an open office that is clean and comfortable and includes driving a vehicle approximately 25% of the time. The position is in a non-confined office-type setting in which he/she is free to move about at will and may include some minor annoyances such as noise, odors, drafts, etc.The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 50 pounds), carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.The incumbent for this position may operate any or all of the following: telephone, cellular telephone, beeper, copy, fax machines, calculator, typewriter, personal computer, related printers and related office equipment.The incumbent in this position must be able to read and interpret documents or instruments; possess strong telephone skills; perform highly detailed work; assist or guide problem solving; perform mathematical functions; prepare written communication; perform specialized analytical reasoning; withstand stress; and handle multiple, concurrent tasks and constant interruptions. Will be required to develop skills in the operation of the ANDAR database software.UNITED WAY CORE COMPETENCIES FOR ALL STAFFMission-Focused: Catalyze others’ commitment to mission to create real social change that leads to better lives and healthier communities. This drives their performance and professional motivations.Relationship-Oriented: Understands that people come before process and is astute in cultivating and managing relationships toward a common goal.Collaborator: understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.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.Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.ABOUT BREVARD COUNTY FLORIDABrevard County, Florida, also known as Florida’s Space Coast, is a groundbreaking region along the east coast of the Sunshine State. Home to the world-famous launch pads of Kennedy Space Center and Cape Canaveral Space Force Station, Brevard County’s rich history is built upon generations of high-tech talent, yet boasts a small-town community feel where members can truly make a difference. With an abundance of amenities for the right work-life balance, Florida’s Space Coast offers a unique lifestyle with tropical weather, cultural activities, educational opportunities, year-round outdoor recreation, and a family-friendly atmosphere. Even the world's most significant vacation playground is just a short ride, which means you can get annual passes for endless access to the thrills and off-season crowds at Orlando theme parks and attractions, all while enjoying the relaxed oceanside community that has sent man to the moon and continues to launch advances for humankind. You can learn more about the endless lifestyle options found here, at <a href="http://www.LiveBigSpaceCoast.com" target="_blank">www.LiveBigSpaceCoast.com</a>.Job Type: Full-timePay: $48,000.00 - $55,000.00 per year &nbsp;

United Way of Brevard County, Florida

United Way of Brevard 

Community Impact Manager

Vision and Mission:At United Way of Northeast Florida, we envision a community of opportunity where everyone has hope and can reach their full potential. Our mission is to solve our community’s toughest challenges by connecting people, resources and ideas.Diversity, Equity and Inclusion is not only valued and demonstrated in our hiring practices, it is a fundamental part of our mission throughout our organization and the communities we serve.Our Values:<ul><li>Teamwork – We work together to accomplish our goals and help each other succeed.&nbsp;</li><li>Innovation&nbsp;- We are fearless, imaginative&nbsp;trail blazers.</li><li>Mission Focused- We are passionate about our community’s wellbeing and creating lasting change.&nbsp;</li><li>Integrity – We are honest, transparent and act ethically to create trust.&nbsp;</li><li>Excellence – We set clear, high expectations for ourselves and our work.&nbsp;&nbsp;</li></ul><h2>Purpose of Position:</h2>The Recovery Peer Specialist has a vital role in 988, to provide support for people experiencing suicidal crisis, mental health-related distress or substance use disorders, in a manner that is person-centered.&nbsp; In addition to supporting people in the moment of crisis, this position will focus on engaging 988 callers who are contemplating seeking professional help to address suicidal intensity, mental health or substance use conditions. The Peer Specialist will support callers on their mental health recovery journey, providing timely access to mental well-being support and caring contacts.The Peer Crisis &amp; 988 Specialist performs a variety of technical and professional work associated with handling calls, chats and texts.&nbsp; This position will handle incoming phone contacts on our National Suicide Prevention Lifeline (NSPL), also known as 988, while collecting and documenting all required data and offering all applicable resources and referrals to callers who may be in emotional distress and suicidal crisis. The Crisis &amp; 988 Specialist is responsible for providing excellent service to those accessing the service by applying the equivalent of reflective listening and motivational interviewing skills in the context of an electronic exchange. Crisis &amp; 988 Specialists have the special training and skills to interact via phone, chat and text to understand callers’ unique circumstances and needs, render immediate emotional support, provide options for ongoing support/treatment and follow up to ensure needs are being met. This position also requires the ability to communicate effectively and tactfully with diverse and multi-cultural individuals, be non-judgmental, and respectful of the confidential nature of the job.Key Responsibilities and Essential Functions:&nbsp;<ul><li>Complete required training.</li><li>Attend staff meetings, in-services, training sessions and conferences when appropriate to job responsibilities.</li><li>Participate in staff training activities to maintain the required annual training hours.</li><li>Keep Microsoft TEAMS open and check frequently. Acknowledge new posts from Crisis &amp; 988 Director or other supervisory staff promptly.</li><li>Keep Outlook email account open and minimized on desktop during work hours; respond to supervisor emails promptly.</li><li>Document and maintain accurate, thorough records of all telephone interventions transacted during the work shift.</li><li>Be fully prepared to begin answering phone lines promptly per assigned work schedule. Adhere to lunch and shift schedule unless change is approved in advance by the Supervisor.</li><li>Keep all activities in line with the core values and contribute to the positive culture of United Way of NE Florida.&nbsp;</li><li>Contribute to the overall effectiveness of the 988 LIFE LINE Program by completing all other tasks as assigned.</li><li>Answer phone calls with an appropriate tone of voice, paying close attention to voice inflection and volume.</li><li>Answer chats, texts and emails using correct spelling grammar, and professional language, paying close attention to the inclusion of feeling reflections.</li><li>Demonstrate proficiency in using multiple types of contact center software, computer hardware and telephone equipment.</li><li>Maintain acceptable level of contact handling and customer service performance as described by 988 training standards.&nbsp;</li><li>Within 988 guidelines, assesses needs of persons contacting 988 and provide para-professional counseling, information &amp; referral services, crisis intervention, suicide de-escalation/intervention, and linkage services via various channels of communication, including: online chat, phone, texting and email.</li><li>Use active listening skills and conversational intent to; develop a strategy that identifies solutions to barriers to access, provide high-quality confidential connections to resources and services, demonstrate objectivity and empathy and be non-judgmental and neutral in handing all contacts.</li><li>Develop and implement crisis related safety plans.</li><li>If imminent risk to the individual or others, the Crisis &amp; 988 Specialist may engage 911 to assist in response.</li><li>Maintain a non-judgmental attitude when interacting with contacts, displaying sensitivity to all cultural backgrounds.</li><li>Referral process consists of assessing the needs of the inquirer, identifying appropriate resources, and providing enough information about resources to help the inquirer make an informed decision.</li><li>In line with 988 policy and procedures, follows-up with designated at-risk callers to determine referral outcomes.</li></ul>Experience/Position Requirements:<ul><li>Lived experience with mental health crisis, hopelessness, or suicidal intensity&nbsp;</li><li>State of Florida Certified Recovery Peer Specialist or eligible to pursue certification</li><li>High school diploma/GED, with a minimum one year experience in the human services, social work, or customer services field required</li><li>Bachelor’s degree in social work, sociology or related field preferred. Crisis, Screening and Suicide prevention work experience highly desirable.&nbsp;</li><li>Ability to pass and maintain a Level 2 background check is required.&nbsp; This is a security background investigation requiring submitting fingerprints to be screened through state law enforcement agencies and the FBI for national criminal history records&nbsp;</li><li>Must pass pre-employment drug screening.</li><li>High level of proficiency in web-based systems, real time communication systems (i.e. chat/text), Microsoft Office, and other client record management systems.</li><li>Able to troubleshoot basic technical issues.</li><li>Adaptable and able to move with change while maintaining a positive attitude.</li><li>Self-directed to take initiative in follow-up and resolution of daily issues.</li><li>Active listening and interviewing skills</li><li>Ability to conduct approved suicide assessment</li><li>Ability to work with people in great need.</li><li>Capacity to perform work calmly and effectively in emotionally intense environment.</li><li>Clear, concise and effective written and verbal communication.</li><li>Relate and interact successfully with persons of various social, cultural, economic,</li><li>and educational backgrounds.</li><li>Deal with people in a manner that shows sensitivity, tact and professionalism.</li><li>Ability to problem solve multifaceted difficulties.</li><li>988 LIFE LINE is a 24/7 operation open 365 days per year with a variety of shifts available. Work schedule may include evenings, overnights, weekends, and holidays. Schedule may be changed as necessary to meet the needs of 988 LIFE LINEs clients. Must be responsive and able to work shifts as much as 12 hours in length during call surges and declared emergencies.</li><li>988 LIFE LINE is a hybrid work environment. The possibility of remote work is dependent on performance, reliability, and a private work space which may include access to a private, secure and stable internet connection.&nbsp;</li></ul>Compensation and Benefits:<ul><li>Competitive Pay – Commensurate with education and experience based on current market</li><li>Health Insurance – Generous zero to low-cost Medical, Dental, and Vision for employees and dependents</li><li>403(b) Matching – Generous matching up to 6% of annual pay</li><li>Holidays – 11 paid holidays, three personal holidays, and four year-end bonus days</li><li>Vacation – Two weeks paid vacation&nbsp;</li><li>Flexible Schedule – Hybrid working environment with the ability to modify as needed</li><li>Vibrant Work Environment – office space in The Jessie in downtown Jacksonville, a nonprofit and community gathering space in a sustainable, state-of-the-art facility with free monthly parking</li><li>Purpose – Help United Way transform NEFL into a community of opportunity and hope for ALL people</li><li>Employee Assistance Program</li><li>A fun, challenging, and inclusive culture</li></ul>General Physical Requirements for Essential Functions of the Job: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, talk, and/or hear. Continual use of the hands with wrist and finger movement using a keyboard is required.&nbsp;Specific vision abilities required by this job include long hours viewing a computer monitor screen. The employee may occasionally travel using personal vehicle and/or work outside normal office environment.This description is not designed to contain a comprehensive inventory of all responsibilities and qualifications required of all team members assigned to this position. It is intended only to describe the key elements relative to each section. Also, duties and/or requirements of this position may be modified, added or deleted at any time. This supersedes all descriptions previously written for the same position. Unique equivalent skills and experience may possibly substitute for required position requirements.Additional Information:The attributes listed above represent our current thinking for the role. You can be a great candidate even if you don't fit everything we've described. You can also have important skills we haven't thought of. If that's you - even if you’re on the fence - we encourage you to apply and tell us about yourself! Unique equivalent skills and experience may possibly substitute for required position requirements.We have built an environment that celebrates the differences in backgrounds and experiences. United Way invests in activities that lead to greater inclusion, diversity, and equity.&nbsp; We are an equal-opportunity employer and we especially encourage and invite members of traditionally underrepresented communities to apply.United Way of Northeast Florida is an Equal Opportunity Employer and a Drug Free Work Environment.UWNEFL reserves the right to adjust work location.

United Way of Northeast Florida

Northeast Florida

Peer Support Specialist, Crisis & 988

Why United Way Suncoast?Do you want to be part of a non-profit organization that makes a difference in your community? Do you want to be part of a passionate team focused on improving the lives of others? Now is your opportunity! United Way Suncoast is seeking a Manager, Corporate Philanthropy. The Manager, Corporate Philanthropy manages a comprehensive donor relations, stewardship, recognition, and retention program to include identifying, developing, and maintaining high quality relationships with workplaces to raise funds to support United Way Suncoast’s strategic direction and community impact initiatives.We're not asking you to apply for a job. We're asking you to embrace a movement that gives people the freedom to rise. In return, you'll be embraced by colleagues that will appreciate every contribution you make.Our team members enjoy a work environment built on transparency and trust. There are many growth opportunities including the ability to learn about and contribute to efforts across the organization. We offer a competitive total rewards package including shortened benefit eligibility periods, several weeks of PTO, and no cost medical and dental options to name a few!Objectives:<ul><li>Serves as the point of contact and relationship manager within an assigned portfolio of accounts, maintaining a focus on maximizing revenue, building donor loyalty and confidence, and implementing UWS’s community impact objectives.</li><li>Prepares data-based reports to measure progress and accurately projects annual and multi-year revenue of assigned portfolio.</li><li>Prepares research and materials to support the development of individual, foundation, and/or workplace donations.</li><li>Collaborates cross-functionally to support volunteers, cabinets, societies, and provide experiences that demonstrate the work and mission of United Way Suncoast.</li><li>Manages donor recognition for assigned portfolio(s). Prepares written acknowledgements of donations and impact reports.</li><li>Creates new pipeline opportunities as assigned.</li><li>Accurately maintains donor data in the CRM system(s).</li><li>Supports affinity group, leadership society, and signature event logistics, programming, calendar management, and promotions.</li><li>Collaborates to coordinate the creation of branded collateral for affinity groups. Internally promotes the benefits of volunteers being a part of affinity groups.</li><li>Serves as an external representative of United Way Suncoast’s mission, vision, and values by participating in committees, serving as spokesperson, and creating and delivering presentations to present key messages on the local, regional, and national platform.</li><li>May contribute to budgets and forecasting; effectively manages resources.</li><li>Consistently demonstrates Our Suncoast Code and Values including applicable elements of leading self, team, and organization.</li><li>Develops and refines processes to improve efficiency and achievement of goals and objectives.</li></ul>Qualifications &amp; Skills for Success:<ul><li>Typically reflects four (4) or more years of relevant experience, including management experience.</li><li>Bachelor’s degree in a related field; equivalent training or experience may be accepted in lieu.</li><li>Ability to work some evening and weekend hours.</li><li>Ability to work and drive extensively in-the field within the Suncoast region.</li><li>Bilingual or Multilingual (English/Spanish/Creole) a plus.</li></ul>Diversity, Equity, and Inclusion:<ul><li>Behaviors reflect a belief that individuals from diverse backgrounds lead to a more successful organization.</li><li>Educates oneself about DEI issues within the organization and community.</li><li>Demonstrates a willingness to become aware of and address one’s own implicit biases.</li><li>Deliberately works to include individuals from underrepresented backgrounds in efforts both internally and externally as appropriate.</li><li>Identifies and integrates the tools and resources needed to create more equitable environments.</li></ul>

Neighborhood Resource Center

United Way Suncoast

Centennial

Manager, Corporate Philanthropy

Position Summary:&nbsp;(Hybrid, 3 days in office - Alexandria, VA)The Salesforce Senior Manager, CRM performs a key role in the Information Technology team reporting into the IT PMO. The Senior Manager serves as Salesforce CRM product owner and is responsible for the Salesforce CRM implementations execution, setting priorities to optimize the use of the CRM Salesforce technology in support of key business processes, data and platform governance.Key Responsibilities/Essential Duties of Position:The candidate must be able to successfully perform the essential duties below:&nbsp;<ul><li>Serve as a CRM SME, providing technical and analytical guidance to the organization.</li><li>Drive CRM initiatives and alignment between UWW operational and information technology.&nbsp;</li><li>Drive continuous stakeholder engagement to ensure CRM supports users in meeting their respective goals and objectives.</li><li>Build strong relationships with stakeholders across the organization to identify requirements and opportunities for CRM adoption and optimization.</li><li>Lead business analysis through data discovery and governance.</li><li>Drive and contribute to CRM platform documentation and best practices.</li><li>Participate in planning CRM training and adoption.&nbsp;</li></ul>Product Management<ul><li>Manage CRM product roadmap prioritization, including requirements for future integrations and identifying key dependencies.</li><li>Partner with users across the organization to gather requirements and ensure functionality supports each organizational area’s goals and objectives in support of the daily user experience.</li><li>Translate business goals and objectives into requirements and partner with the CRM solution owner on new product enhancements.</li><li>Align the product roadmap with the organizational strategy.</li><li>In partnership with Technical Owner, manage deployment of new enhancements by managing timelines, level of effort, documentation, and interfacing with users for user acceptance testing and feedback.&nbsp;</li><li>Manage relationships with vendors related to system support including needs, managing scope, deliverables, and overall partnership execution as needed.</li><li>Identify opportunities and share recommendations with leadership on IT tools and vendors on anticipated cost, potential savings or other budget recommendations.</li><li>Contribute to the comprehensive Risk Management Plan for CRM environment.</li><li>Proactively identify risks and opportunities, maintain issue log, and drive risk mitigation and solutions.</li><li>Partner with Privacy and Cybersecurity on continuous risk mitigation on data security and privacy practice adherence.</li><li>Partner with CRM Technical Owner to propose and ensure implementation of CRM best practices.</li><li>Partner with IT Data Governance and Strategy on CRM data governance practices, policies and procedures.</li></ul>JOB REQUIREMENTSMinimum requirements include:&nbsp;<ul><li>Bachelor's Degree</li><li>3 years of Salesforce implementation working experience&nbsp;</li><li>Experience with designing and implementing business processes.</li><li>Experience in the United Way Network (UWW or Local) or similar federated organization (nonprofit is a plus).</li><li>Demonstrated bias for action, working collaboratively and with an entrepreneurial spirit.</li><li>Excellent relationship management and communications skills, written and verbal.</li><li>Conversant in core elements of change management and project management.</li><li>Experience in management and execution of multiple related development projects simultaneously, particularly as project manager on systems development, with working knowledge of Systems Development Lifecycle and the Project Management Lifecycle.</li></ul>Track record of delivering successful projects in large, distributed network.This job description describes the general nature and level of work performed by employees assigned to this position. It should not be construed as an exhaustive list of all required duties, responsibilities, and skills. Reasonable accommodations may be made to enable disabled individuals to perform the essential functions of the job. You should be able to work on-site in the Alexandria, VA location; relocation assistance is not offered.&nbsp;SALARY STATEMENT:The budgeted lifespan salary range for this position is currently $90,000 to $95,000 per year. Salaries are determined by several factors including applicant’s knowledge, skills, experience, position, equity, and market.COMPETENCIESAn individual must be able to demonstrate the following competencies at a satisfactory level and be able to work onsite in Alexandria, VA:Accountability/Results Orientation -&nbsp;Is accountable for the work results and performance to budget of an assigned department, as well as the effective and efficient utilization of UWW resources (human, financial, and capital.) &nbsp; Articulates and communicates work goals and objectives, as well as expected work results. Establishes work quality standards for assigned teams in order to help ensure the attainment of departmental goals and objectives. Accepts responsibility for the outcomes achieved. Protects the United Way brand, promoting its relevance and statue to the extent possible. Behaves ethically and honestly in all activities done on behalf of UWW and the movement. Demonstrates a commitment to UWW’s values, including diversity and inclusiveness.Decision-Making/Risk-Taking -&nbsp;Weighs the pros and cons of available options and makes departmental decisions. Seeks input from team leaders on the potential impact of decisions on their ability to effectively achieve desired outcomes/results. Identifies and communicates departmental/organizational tactics, challenges and opportunities. Encourages risk-taking.Teamwork Collaboration -&nbsp;Builds a cohesive and diverse department. Supports and motivates others to contribute to the department. Determines the composition of teams required to accomplish departmental goals and objectives. Provides direction and clarity around goal priorities to empower work departments to be effective in collaborating to meet established departmental goals and objectives. Initiates and directs group change initiatives and serves as a change agent.Relationship Management -&nbsp;Embodies and promotes UWW's values and guiding principles. Promotes a "win-win" philosophy in dealing with others. Serves as a role model in dealing with others to accomplish organization goals and objectives. Works effectively with United Way staff, volunteers and other stakeholders to achieve strategic direction. Able to manage and sustain key relationships to benefit the United Way movement and/or UWW. Formulates and communicates in an ethical and politically sensitive manner.Communications -&nbsp;Expresses ideas and concepts in a clear and concise manner. Is persuasive and influences others. Actively listens to others to understand their perspectives. Seeks input and feedback on individual, team and departmental performance and environment. Supports openness.This role requires a blend of technical expertise, analytical prowess, and effective communication skills to derive actionable insights from complex datasets. The successful candidate will contribute significantly to strategic decision-making processes by harnessing the power of data lake technologies and predictive analytics tools.&nbsp;If you are passionate about turning data into actionable insights and contributing to organizational success, we encourage you to apply.ABOUT UNITED WAY WORLDWIDEUnited Way Worldwide seeks diverse, qualified professionals who want to make a difference in the world. If you are passionate about your work and desire to help others achieve enhanced education, income, and health, United Way Worldwide is the place for you.United Way Worldwide is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, creed, disability, veteran status, marital status, age, sex (including pregnancy), sexual orientation, gender identity, gender expression, national origin or ancestry, genetic information, and other legally protected characteristics, in accordance with applicable laws. The EEO is the Law poster is available here:&nbsp;<a href="http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf" target="_blank">http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf</a>. If you need a reasonable accommodation because of a disability for any part of the employment process, please e-mail&nbsp;<a href="mailto:recruitment@uww.unitedway.org" target="_blank">recruitment@uww.unitedway.org</a>&nbsp; or call 703 -836-7112 and provide the nature of your request and your contact information.We are a charter member of Employers of National Service and encourage AmeriCorps, Peace Corps, and other national service alumni to apply.United Way Worldwide is located in Old Town Alexandria, VA. We offer competitive salary and excellent benefits including: health, dental, life, short-term and long-term disability, employee assistance program, 403(b) plan, tuition assistance, paid time off, family sick leave, medical appointment leave, parental/adoption leave, dress for your day, free parking, onsite gym, monthly volunteering opportunities, and more.UNITED WAY WORLDWIDE’S DIVERSITY, EQUITY &amp; INCLUSION STATEMENT OF PRINCIPLEWe take the broadest possible view of diversity.&nbsp;We value&nbsp;the visible and invisible qualities that make you who you are.We welcome&nbsp;that every person brings a unique perspective and experience to advance our mission and progress our fight for the health, education, and financial stability of every person in every community.We believe&nbsp;that each United Way community member, donor, volunteer, advocate, and employee must have equal access to solving community problems.We strive&nbsp;to include diversity, equity, and inclusion practices at the center of our daily work.We commit&nbsp;to using these practices for our business and our communities.Join us in embracing diversity, equity and inclusion for every person in every community.LIVE UNITED

United Way Worldwide

Salesforce Sr. Manager, CRM

Reporting to the Senior Director of Corporate Relations, the Director of Corporate Relations serves as a key member of the United Way of Greater Atlanta’s Office of Development. The Corporate Relations Team within the Office of Development serves as the core unit in driving deepened engagement and increased revenue for the Child Well-Being Impact Fund from key corporate partners. Its primary objective is to build relationships with corporate partners and individual donors that will result in increased corporate and individual investments for UWGA programs, initiatives, sponsorships and other engagement opportunities. The team is responsible for building relationships with key stakeholders across the corporate landscape with a goal to make United Way their philanthropic partner of choice. The team works closely with external partners, which include donors, volunteers and corporate leaders. Internally the team collaborates across all departments within the organization.Position SummaryThe Director of Corporate Relations is a full-time position responsible for building and strengthening relationships in a small number of our most vital corporate partners. Following internal policies and best practices relating to corporate management and fundraising, the Director of Corporate Relations will work collaboratively with multiple Development Teams, and other UWGA staff. The Director of Corporate Relations will grow relationships with decision-makers and C-suite leaders, demonstrating initiative and development expertise as part of the UWGA team.&nbsp;This position will manage the Senior Associate Director and the Associate Director of Corporate Relations whose responsibilities are to retain and grow corporate partnerships and workplace giving within their portfolios and develop a stewardship and retention strategy for those corporate partners. The Director of Corporate Relations will develop, manage, and execute a comprehensive plan to build strategic year-round relationships that align with the mission, vision and values of UWGA to generate and increase revenue that funds our community work.&nbsp; In addition, they are responsible for articulating the power of the donor and corporate investment to United Way.&nbsp; This role must possess effective communication and problem-solving skills for a high-volume workload and produce a high level of quality and attention to detail in their work.This role supports the goals of<ul><li>Growing the base of support to United Way, increasing corporate engagement, and building strong relationships with individual donors increasing their involvement with UWGA through investment, volunteer, and service opportunities.</li><li>Increasing awareness and knowledge among prospects, donors and other key stakeholders about the Child Well-Being Movement.</li></ul>Key Responsibilities<ul><li>Exceed yearly revenue and metric-driven goals (visits, solicitations, etc.).</li><li>Work with portfolio of corporations, corporate champions, and internal stakeholders to create revenue growth strategies for each account, informed by targeted research and the company’s CSR focus.</li><li>Strategic engagement of companies year-round through creation and implementation of specific donor/corporate engagement strategies in partnership with Community Engagement, Marketing, and/or Volunteerism.</li><li>Solicit and secure corporate gifts in support of UWGA’s Child Well-Being Agenda.</li><li>Create a donor engagement strategy targeted at returning, new, lapsing, and lapsed donors.</li><li>Promote Andar/Epledge and StratusLIVE to corporations to gain interest and secure sales demonstrations for the Digital Solutions team.</li><li>Manage the Senior Associate Director and the Associate Director of Corporate Relations to retain and grow corporate partnerships and workplace giving within their portfolios and develop a stewardship and retention strategy for those corporate partners resulting in increased revenue.</li><li>Strong attention to detail and focus on updating campaign and individual donor information in CRM including, but not limited to, corporate contact(s), employee count, UWGA involvement, company processing information, engagement practices, campaign start/end dates, etc.</li><li>Work closely with Analytics and Insight (data) team and Pledge Processing as necessary to ensure account projections and campaign results are reported timely and accurate.</li><li>Promote collaboration, recognizing our shared goals, and regularly collaborate with colleagues within and outside of the Office of Development.</li><li>Other duties as assigned by the SD of Corporate Relations.</li></ul><h2>Qualifications and Expectations</h2>This role requires a balance of project management skills and the ability to create philanthropic solutions for our current corporate supporters.Qualifications<ul><li>Demonstrated experience cultivating, soliciting and securing gifts</li><li>Proven ability to create and execute successful strategic plans</li><li>Demonstrated ability to work collaboratively in a cross-functional team</li><li>Superb written, presentation, persuasion and listening skills</li><li>Ability to adapt quickly to change and innovation</li><li>Critical thinking and problem-solving ability</li><li>Excellent project management skills - attention to detail and ability to manage multiple projects</li><li>Organization skills for a fast-paced work environment</li><li>Sound judgment, discretion and commitment to maintaining donor confidentiality</li><li>Commitment to excellence, accountability, transparency, and UWGA’s mission</li><li>Ability to analyze numbers for discovery, strategy, and planning purposes</li><li>Experience with CRM/database management</li><li>Bachelor’s degree in relevant field and commitment to personal/professional development</li><li>Minimum three years of experience in donor development, fundraising, sales, management, or a related field&nbsp;</li><li>Use of personal vehicle required</li></ul>ExpectationsA successful individual in this role will be:<ul><li>An excellent task manager that can balance many projects at once</li><li>A communicator with strong listening and writing skills</li><li>Organized, resourceful, solution provider</li><li>A strong collaborator and comfortable working with many different external partners and internal teammates and departments</li><li>Mission-Focused: Catalyze others’ commitment to mission to create change that leads to better lives and healthier communities</li><li>Relationship-Oriented: Understands that people come first and is astute in cultivating and managing relationships toward a common goal</li><li>Collaborator: understands the roles and contributions of all UWGA departments and external partnerships</li><li>Can mobilize resources (financial and human) through meaningful engagement</li><li>Results-Driven: Dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for impact</li><li>Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network</li></ul>

United Way of Greater Atlanta

Director of Corporate Relations

United Way of the Virginia Peninsula 
101 York Crossing Rd. 

Yorktown, VA 23692 

(757) 229 – 2222 


Job Title: Director of Resource Development 

Reporting to: CEO 

Department: Resource Development and Marketing 

Classification: Full-time, Salary 


Overall Purpose of this role: 

This relationship-focused servant leader helps determine and execute impactful 

resource development and fundraising strategies on the Virginia Peninsula. This 

position provides oversight and support to staff and volunteers working to raise 

awareness, funds, and volunteerism through the traditional United Way Workplace 

Campaign as well as through other diversified streams of revenue. 

As the community fundraiser, funds raised by United Way of the Virginia Peninsula 

(UWVP) are mobilized and leveraged to support direct-service nonprofit organizations, 

build and support collaborative solutions, and to ensure that households in our 

community can access assistance for basic needs and long-term supports. 

The Director of Resource Development works in tandem with the Board of Directors, 

CEO, and other leadership positions to ensure that fundraising and partnerships 

contribute to our organization’s mission to improve lives and our collective impact 

efforts to address poverty on the Virginia Peninsula. Key responsibilities for this 

position include strategic leadership, program and performance management, fund 

development, and relationship building. 


Strategic Leadership 

 • Define goals and strategies in coordination with the Board and CEO to build 

impactful partnerships, raise funds, and encourage volunteerism as a part of the 

organization’s overall Collective Impact Agenda 

 • Operationalize complex and strategic plans and objectives in order to direct 

tactics and tasks to appropriate staff, volunteers, and groups that maximize 

efficiency and performance 

 • Recruit, equip, and manage staff and volunteers working to raise funds and 

mobilize resources in the community including assigned Board Committee(s), 

the Annual Campaign Cabinet, Campaign partners and coordinators, affinity 

group leaders and members, and other committees associated with events and 

initiatives 


 • Participate as a member of the Senior Leadership Team to provide united, 

transparent, and supportive leadership presence across the organization that 

promotes responsiveness, accountability, and kindness. 

 • Model UWVP’s guiding principles with all internal and external staff: Kindness, 

Optimism, and Partnership 

 • Set and prioritize long-term goals and short-term objectives, and manages 

activities to ensure continuity and purpose-driven outcomes 

 • Monitor trends and research related to philanthropy and resource development 

models 

 • Maintain confidentiality and discretion when appropriate, balanced with an 

intentional effort to be transparent and maintain a high level of integrity and 

fidelity to the United Way mission and vision 


Program and Performance Management 

 • Compose defined long-term and annual resource development plans aligned with 

organizational strategies 

 • Evaluate outcomes and other metrics related to each revenue stream and 

identify opportunities to enhance partnerships, processes, and relationships in 

order to improve performance 

 • Evaluate resource development staff performance and provide opportunities for 

growth and development 

 • Develop, organize, and lead the planning of annual events and donor experiences 

related to affinity groups, the annual campaign, and special initiatives 

 • In partnership with the CEO, develop the annual budgeted revenue and manage 

expenses related to fundraising efforts 

 • Assist in establishing and managing operating and administrative policies and 

procedures related to resource development 

 • In coordination with the Director of Administration, supervise data entry and 

quality related to resource development and philanthropy including donor details 

and gift designations 


Fund Development 

 • In conjunction with the CEO, Community Impact leadership, and assigned Board 

Committee(s), identify opportunities and devise strategies and plans to 

strengthen and diversify partnerships and grow revenue 

 • Manage and grow multiple streams of revenue including the United Way 

Workplace campaign, corporate support, major and legacy gifts, peer-to-peer 

fundraising, and collaborative grant opportunities 


 • Enhance UWVP’s service delivery efforts related to volunteerism, pledge 

processing, and philanthropy to best align with Corporate Social Responsibility 

models 

 • In coordination with the CEO, cultivate, steward, and solicit current and 

prospective donors 

 • Ensure the integrity of pledge and gift processing with transparency and foster 

trust with donors, partners, and community stakeholders 

 • Execute an effective process for ensuring that every donation is accounted for 

appropriately and that every donor receives appropriately personalized gratitude 


Relationship Building 

 • Build and promote a discipline of relationship management across the 

organization, specifically in areas providing direct and critical support to resource 

development 

 • Cultivate and sustain positive, productive relationships with volunteers, 

community and business leaders, donors, fund recipients, and staff 

 • Work in partnership with the CEO to engage and educate members of the 

business and financial community about United Way’s resource development 

initiatives and collective impact strategies 

 • Build and grow relationships with other fund-making organizations in order to 

strengthen partnerships and build collaborative funding programs 

 • Identify and interpret relevant donor and volunteer aspirations in order to connect 

resources with community and organizational needs 

 • Effectively communicate with diverse audiences to share the UWVP mission in a 

way that compels others to give, volunteer, or connect with the organization in a 

meaningful way 

 • In partnership with the CEO and Marketing staff, develop mass communications 

related to major accomplishments, crisis response, and general organizational 

news 


Key Competencies: 

 • Visionary, strategic, and innovative 

 • Ability to understand and simplify complexities 

 • Shows kindness and diligence in the face of adversity 

 • Self-propelled initiative 

 • Knowledge of standard CRMs and donor databases 

 • Compelling public speaker and facilitation 

 • Values diversity and inclusion and strives for equity 

 • Seeks and shares knowledge collaboratively 

 • Focused and driven to achieve shared goals 


 • Adaptable to shifting priorities and various environments 

 • Accountable for results 

 • Ability to galvanize internal and external constituents around shared goals 


The ideal candidate will possess the following qualifications: 

 • Minimum of 5 years’ experience in nonprofit fundraising or related roles 

 • Undergraduate degree in Business Administration, Human Services, Leadership 

or related field. 

 • Technical proficiencies in Microsoft Office Suite, internet search engines as an 

end user, and social media platforms 

 • Ability to participate in some reasonable physical activity such as lifting, bending 

and moving, (accommodations will be considered as needed) related to event 

preparation and special programs 

 • Valid Driver’s license, automobile insurance, and reliable transportation required 


This position works in-office and in the community. Remote and hybrid options are not 

available. 


Interested candidates should send their resume to <a href="mailto:info@uwvp.org" target="_blank">info@uwvp.org</a>. 


<a href="info@uwvp.org">info@uwvp.org</a>

United Way of the Virginia Peninsula (UWVP)

United Way of the Virginia Peninsula

Director of Resource Development

Manager of Accounts ReceivableFinance DepartmentOperationsUnited&nbsp;Way of Central Indiana works to bring the resources of philanthropy, government, corporations, the social&nbsp;sector&nbsp;and neighborhoods together to confront generational poverty head on and ensure a better future for our neighbors in need.&nbsp;This is an ambitious time to join&nbsp;United&nbsp;Way as we embark on a five-year strategic plan to reduce the number of households experiencing poverty and&nbsp;housing insecurity. To make a significant impact in our region, United Way is looking for dedicated, confident, and compassionate team members who live our shared values of inclusivity, courage, accountability, respect, and excellence.&nbsp;Position SummaryUnited Way of Central Indiana recognizes the key to success is a strong and cohesive team that works through shared values to achieve our mission.The Manager of Accounts Receivable is the member of our Finance team responsible for timely and accurately researching, processing and troubleshooting of all receipts of payment (check, EFT, credit card, etc.). This position to actively manages, all processing and researching resolutions for payments and communicating and meeting financial deadlines. This position requires a comprehensive understanding of the organization's various activities and high levels of collaboration across the organization to determine sources of funds and appropriate accounting and coding for accurate collections and budget evaluations.Position Duties &amp; ResponsibilitiesThe following statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.<ul><li>Process daily deposits for all receipts through UWCI's remote deposit tools, including:<ul><li>Process daily lockbox payments and apply to pledges and/or accounting software as necessary.</li><li>Record daily all receipts to open pledges, AR or revenues as appropriate in either Empower Pack/Salesforce or accounting software.</li><li>Process paper and online payments coming from external sources and other United Way's and associated online payments.</li><li>Record or attach necessary documentation to create clarity in postings in EP or Intaact.</li><li>Successfully manage processing deadlines in an accurate and efficient manner.</li><li>Research and exercise professional discretion on proper application and accounting for receipts under approved threshold.</li><li>Collaborate with United Way's, companies, individual donors, banks, and team members to gather necessary payment data.</li></ul></li><li>Process pre-authorized payments or credit cards transactions on a weekly basis.<ul><li>Process credit cards transactions for staff member needs or purchases.</li><li>Process external credit card payments from companies and apply to their pledges/company payroll.</li></ul></li><li>Train and support other Finance Team members with processing payments.<ul><li>Manage connectivity to other United Way portals.</li><li>Collaborate and resolve discrepancies/open issues regarding receipts by conducting internal and external communications.</li><li>Collaborate with Collections and Financial Analytics Manager on open AR items.</li><li>Maintain complete and accurate files for all areas of responsibility.</li><li>Identify, propose, document, and implement process improvement in the receivable process, including communications with Fundraising and Finance Departments</li><li>Respond to internal and external inquiries in a timely and accurate manner for all related areas.</li><li>Communicate in a courteous and professional manner with internal and external constituents.</li></ul></li><li>Perform special assignments and other work, on an as-needed basis.</li></ul>QualificationsTo perform this job successfully, an individual must be able to perform each essential job function satisfactorily. The requirements listed are representative of the basic knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The individual in this role must display the highest level of integrity and confidentiality. United Way also values innovative thinking, and a successful candidate will be a self-starter who can work within the team to achieve goals and objectives. The individual should have effective communication skills, attention to detail and organization, flexibility, adaptability, and the ability to multi-task and be open-minded in a fast-paced environment. The individual will also maintain knowledge of trends in his/her area of responsibility and reviews literature to understand key issues.This individual routinely reads, interprets and analyzes financial reports, general business periodicals, professional journals, technical procedures, and/or governmental / legal regulations.&nbsp; Routinely writes complex detailed reports and business correspondence.&nbsp; Routinely presents information and responds to questions from groups of managers (may include Top Management), clients, customers, and the general public. This individual also routinely analyzes and defines problems, establishes facts, and draws valid conclusions. Can deal with nonverbal symbolism (formulas, scientific equations, graphs, etc.). Able to interpret an extensive variety of technical. instructions/information in mathematical or diagram form and deals with several abstract and non-concrete variables. Also Makes day-to-day and/or daily decisions used to support strategic direction.&nbsp; Decisions often require thought and are structured.&nbsp; Decisions tend to be short term (one year or less) and usually moderate to high cost.Education and/or ExperienceBachelor's degree in accounting preferred or at least four plus years of relevant experience in accounts receivable. Must be computer proficient and detail oriented. Effective time management is essential along with the ability to multi-task. Must be able to successfully meet various processing deadlines. Organizational and interpersonal skills are critical to this position.*Work experience may substitute for education requirements on a case-by-case basis.Position Leader:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Finance Senior ManagerPosition Leads:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; No Direct ReportsFLSA Status:&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Exempt, Full-TimeSalary Range:&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Upper 40's to Low 50'sBenefits:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Complete Benefits Package AvailableReviewed: &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; October 2024Equal Opportunity EmployerPlease apply at uwci.org/careersThis position description does not constitute a contract of employment or a guarantee of any terms or conditions of employment. UWCI employees are employed on an at-will basis. In addition, nothing in this position description restricts UWCI's right to assign or reassign duties and responsibilities to this position at any time.

United Way of Central Indiana

Manager of Accounts Receivable

Purpose of PositionUnder the direction of the Client Services Supervisor, the Housing Specialist is a client-focused position serving English- and/or Spanish-speaking individuals in Orange County, and is primarily responsible for providing information, resources, and crises assistance to clients contacting 211OC through the helpline, email, texting, outreach events, or any other means identified by 211OC management. We are a high volume call center and the front line to providing assistance to those in need. We are looking for articulate, caring, good communicators, who are able to maintain a calm and professional demeanor, think on their feet, yet able to handle the call volume we receive from routine questions to more complex issues. We put our callers’ needs first, as we are here to serve our community.Key Duties and Responsibilities<ul><li>Provide social service navigation to clients contacting our contact center at 211OC through the helpline, email, texting methods, outreach events.</li><li>Assess clients’ need and readiness for services and their current barriers to stable housing</li><li>Identify and confirm clients’ existing service connections at time of intake, including but not limited to the services clients report having contacted and the services—including assessments (i.e. Housing Assessment)—clients appear to have accessed according to HMIS</li><li>Help clients establish concrete, attainable housing stability goals and develop action plans for achieving those goals; track clients’ progress toward achieving their housing stability goals, adjusting action plans as needed to overcome barriers</li><li>Connect clients to community resources tailored to their unique housing needs, strengths, and obstacles; connections may include—but are not limited to—referrals, “warm” hand-offs between clients and partner organizations, and direct enrollment in services, when applicable</li><li>Continuously assess clients’ interest in following and capacity to follow their action plans; refer clients with low interest to lower-level services; connect clients with low capacity to higher-level services</li><li>Follow clients throughout their action plans until one of the following conditions is met: 1) stable permanent housing is achieved, 2) lower interest level results in a referral to lower-level services, or 3) service limitations or unavailability have resulted in an impassable barrier to stable permanent housing; consult with organizational leadership before terminating a client case due to impassable barrier</li><li>Maintain accurate records on all clients, meeting the deadline and thoroughness standards established by your department in HMIS and 211OC’s Information &amp; Referral Database.</li><li>Directly provide clients—or connect them to—appropriate and relevant information, education, and training on diversion, prevention, and housing services, renters’ and landlords’ rights and responsibilities, and other topics that would assist them in remaining or becoming housed</li><li>For clients identified as needing wraparound support from multiple community organizations, plan, coordinate, and manage the provision of wraparound services department</li><li>Serve as liaison between partner organizations’ outreach workers and their clients when the clients contact the helpline requesting updates</li><li>Advocate for clients with housing providers when clients run into barriers</li><li>Meet or exceed all efficiency, deadline, accuracy, and compliance standards established by HUD and/or your</li><li>Learn and develop expert working knowledge of our resource database and its management software.</li><li>Active listening, with ability to assess clients’ stated and unstated needs during interactions.</li><li>Educate clients on available services/resources and ensure client eligibility and support.</li><li>Empower clients to choose the services they feel are most appropriate for their situations by discussing the options and needs assessed.</li><li>Deescalate clients if upset and intervene during crises and/or situations of abuse.</li><li>Troubleshoot services and their availability utilizing expert knowledge and navigation of the 211OC resource database and through teamwork with other I&amp;R Specialists in the Dept.</li><li>Be an advocate and assist clients in problem-solving when no services are available which can meet their needs.</li><li>Perform thorough intakes on clients and accurately report data.</li><li>Follow-up with clients and close the loop to ensure they received needed services. Track this information on service provision in Orange County.</li><li>Other duties as assigned.</li></ul>Core CompetenciesAll 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&nbsp;- 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&nbsp;- Maintains confidentiality; listens to others without interrupting; remains neutral and unbiased; remains open to others' ideas and tries new things.Oral Communication&nbsp;- Speaks clearly; listens and obtains clarification; responds well to questions; participates in meetings.Written Communication&nbsp;- Writes clearly and informatively; edits work for spelling and grammar; able to read and interpret written information.Language Skills&nbsp;- 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<ul><li>High School Diploma or BA/BS Degree in the Human Service Field</li><li>Prior experience providing information and referral services or related experience in the human service field is desirable</li><li>Must be Bilingual (English and Spanish– verbal and written)</li><li>One year of experience working directly with individuals and families in crisis from the community</li></ul>Compensation<ul><li>$21.00 per Hour. Competitive benefits.</li></ul>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.&nbsp; The person in this position needs to occasionally move about inside the office to access file cabinets, records, and office machinery.&nbsp; 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.&nbsp; 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 10 pounds.Send Resumes To:<a href="mailto:recruiting@unitedwayoc.org" target="_blank">recruiting@unitedwayoc.org</a>Orange County United Way18012 Mitchell South, Irvine, CA 92614<a href="http://www.unitedwayoc.org/" target="_blank">www.unitedwayoc.org</a>

Orange County United Way

Housing Intake Specialist

ORANGE COUNTY UNITED WAY 

JOB DESCRIPTION 
 

 Job Title: Resource Coordinator 
Reporting To: Senior Manager, Partner 
Engagement 

 Department: 211 OC Position: Full-time/NON-EXEMPT 


Purpose of Position 
Under the supervision of the Senior Manager, Partner Engagement the Resource Coordinator is primarily 
responsible for managing and maintaining relationships with service agencies listed in 211OC’s resource 
databases including keeping up the accuracy of information, adding new agencies and services, and recruiting 
into GetHelpOC closed loop referral partners. 


Key Duties and Responsibilities 
ï· Manage and develop expertise of 211OC’s GetHelpOC: Community Information Exchange and iCarol 

resource databases of all front-end, back-end and administrative features and functions 

ï· Maintain and ensure integrity of records in the resource databases 

ï· Build relationships with agency and program staff, provide GetHelpOC demos, and encourage participation 
in GetHelpOC for closed loop referrals. 

ï· Initiate organization information updates in the 211OC resource databases, provide and follow up on 
requests with agency directors and managers 

ï· Develop a working knowledge of Alliance of Information and Referral Systems (AIRS) Taxonomy and 
Standards and how they are applied in the 211OC Resource Department 

ï· Research services available in the community and assist agencies with completion and updates of 
application and forms 

ï· Develop and maintain strong relationships with Agencies/Service Providers 

ï· Assist with 211RIDE program updates 

ï· Other duties as assigned. Responsibilities may change under manager discretion. 
 

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; keeps emotions under 
control; remains open to others' ideas and tries new things. 
Oral Communication - Speaks clearly and persuasively in positive or negative situations; 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 - Tactfully approaches others; reacts well under pressure; treats others with respect and 
consideration, regardless of status or position; accepts responsibility for own actions; follows through on 
commitments. 
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 the organization. 

 
Job Requirements /Technical Knowledge 

ï· 1+ years working in the health and human service field preferred 

ï· 2+ years working in a customer service position preferred 

ï· Ability to maintain a positive, professional, and a discreet demeanor 

Compensation 
ï· $20-23/hr with competitive benefits. 

 
Physical Demands 
Physical demands are representative of the requirements necessary for an employee to successfully perform the 
essential functions of this position. The employee is required to actively listen and communicate clearly. The 
employee is required to stand and publically speak. The employee is required to walk, reach with arms and hands, 
climb, balance, twist, lean, move from one location to another, and to stoop, kneel, crouch or crawl. Vision abilities 
required by this job include close and far. Ability to operate a computer keyboard and mouse, and lift files and 
reports is required. Employee must be able to lift and carry 25 pounds. Reliable transportation and a clean driving 
record are required as the employee will need to travel throughout Orange County to visit with partners, County 
meetings, Collaborative meetings, and other meetings and trainings. 


Send 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>

133 Full time Jobs