field_job_employment_type

field_job_occupational_field_parents_all

field_job_experience

job_organization_name

ORANGE COUNTY UNITED WAY 

JOB DESCRIPTION 
 

 Job Title: Program Manager, Education Reporting To: Director, United for Student Success 

 Department: United for Student Success Position: Full-time/EXEMPT 

 
Purpose of Position 
The Program Manager holds a crucial role in advancing Orange County United Way’s (OCUW) mission 
and the United for Students Success (U4SS) Initiative goals. This involves actively contributing to the 
systematic increase of the high school graduation rate to 95% among students from disadvantaged 
socio-economic backgrounds. The manager oversees the day-to-day administration of grant-related 
activities, with a specific focus on delivering college and career awareness and preparation services to a 
cohort of 7th-12th grade students in Orange County middle and high schools. Additionally, the role 
includes active participation in identifying and cultivating potential funding opportunities. Collaborating 
closely with the U4SS Executive Director and Director, the Education Programs Manager provides 
leadership by training, coaching, and managing staff. The position also requires a critical evaluation of 
grant outcomes and objectives to ensure the continued success and impact of the programs. 
 
This is a one-year grant-funded position and is full-time (37.5 hours/week). 
 
Key Duties and Responsibilities 
The individual in this role will assume diverse responsibilities under the guidance of the 
U4SS Director, encompassing coaching, program management, and collaboration with 
other departments. The following key duties and responsibilities outline the core 
functions associated with this position, subject to adjustment at the discretion of the 
U4SS Director: 

 • Work collaboratively with the Business Development and Education Program 
Managers to deliver youth programming. 

 • Coach and support U4SS Program Specialist(s) and assist staff in executing 
program activities and events. 

 • Lead, implement, and manage Destination Graduation and Youth Career 
Connections programs and initiatives. 

o Coordinate program logistics, outreach, and evaluation efforts. 
o Assign, track and troubleshoot tasks to successfully meet deadlines and 

objectives. 
o Demonstrate an understanding and practice of the principles 

of positive youth development in program development and 
implementation. 

 • Work closely with the U4SS Executive Director and Director to refine Education Department 
programs, policies and processes (i.e., S.M.A.R.T objectives, evaluation plans, and grantee 


scope of work). 
 • Provide support to the U4SS Team, various Initiatives including Destination Graduation and 

Youth Career Connections as necessary. 
o Manage meetings with various partners related to any of the educational initiatives. 
o Conduct presentations on educational initiatives to internal United Way staff, 

corporate partners, educational partners, students, parents, and teachers. 
o Oversee coordination of college interns, as necessary 
o Oversee the outreach and recruitment of volunteers into various educational initiatives. 
o Manage aspects of event planning and coordination of educational events on a 

quarterly basis. 
o Update corporate, education, and agency list of corporate partners on CRM 

software 
o Coordinate support for various U4SS Education Initiatives (i.e., corresponding 

sub- committees, campaigns, and special projects) 
o Participate in and provide strategic planning to the U4SS Leadership Committee with 

U4SS Directors 
o Coordinate U4SS meetings and follow-up tasks (i.e., lead communication and 

coordination efforts, compose and distribute meeting notes to committee 
members, respond to general U4SS inquiries, etc.) 

 • Develop and manage budgets for programs, ensuring efficient use of resources. 
o Maintain an accurate expense log, tracking expenditures and ensuring adherence to 

budgetary constraints. 
 • Provide support to outside vendors and contractors, as assigned. 
 • Attend relevant meetings, trainings, workshops, outside events, and organization-wide activities. 
 • Additional responsibilities and functions 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; working 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. 
 

 • Achieving outcomes – Must be results-focused and able to demonstrate a history of meeting 
goals. 

 • Communications – Skilled interpersonal, oral and written communication skills. 
 • Leadership – Effective Leadership skills (e.g., providing a sense of trust, compassion, stability and 

hope) with a proven track record in managing broad-based efforts with a diverse set of 
stakeholders and partners. 

 • Relationship building – Experience in building and maintaining relationships with business, 
education, and community partnerships is critical. 

 • Organizational management – Excellent project management and organizational skills. 
 • Problem solving – Collaborative in planning, decision-making, and seeking various solutions to 

resolve issues. 


 • Management – Ability to work independently, yet is highly team oriented to support all 
programs. Ability to upwards as well as downwards manage team. 

 
Job Requirements /Technical Knowledge 

 • Bachelor’s degree in education, social work, communications or related field required; Master’s 
degree preferred. 

 • 3+ years of experience in the field of student support programming, preferably including a 
combination of facilitator and administrative experience, in school and/or out-of-school time 
settings. 

 • 2+ years of experience working in a supervisory/management position strongly preferred. 
 • 2-3 years of experience with youth support programming, mentorship, and/or community 

outreach. 
 • Proven record of proficiency in writing skills. 
 • Demonstrated record in achieving results with low-income youth and teens. 
 • Proven experience in guiding the development of curricula by other educators. 
 • Familiarity with research-based approaches to hands-on, experiential, community-based, and/or 

project-based learning models, differentiated instruction, mixed-skill, and age grouping, 
culturally relevant teaching practices, formative assessment techniques, and working with 
English Language Learners and students who are striving learners. 

 • Understanding of and ability to meet performance-based outcomes. 
 • Ability to work on multiple projects with different objectives simultaneously. 
 • Reliable transportation in order to attend various meetings and events around Orange County. 

 
 
Compensation 

 • Commensurate with experience, education, and market – $68,640 – $85,000; 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 Resumes To: 
<a href="mailto:recruiting@unitedwayoc.org" target="_blank">recruiting@unitedwayoc.org</a> 
Orange County United Way 
18012 Mitchell South, Irvine, CA 92614 
<a href="http://www.unitedwayoc.org" target="_blank">www.unitedwayoc.org</a> 

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

Orange County United Way

Program Manager, Education

Purpose of PositionWe are redefining workforce development in Orange County and looking for a creative, collaborative, and goal-oriented team member to help lead this charge! The Orange County United Way (OCUW) is hiring a Workforce Program Manager to oversee all business development efforts aimed at linking our college and career readiness programs to partner schools and serve students, in collaboration with the Orange County Department of Education and other workforce partners. This role involves managing, coordinating, and executing initiatives to ensure effective program alignment and meaningful student engagement.This individual will play a lead role in developing, implementing, and fostering an employer engagement pipeline to advance Orange County United Way’s United for Student Success Initiative (U4SS),&nbsp;with a specific focus on delivering college and career awareness and preparation services to a cohort of 7th-12th grade students.&nbsp; This dynamic individual will work with existing and new United Way corporate partners and donors to cultivate partnerships, raise visibility in the community, and get fresh perspectives from participants and other stakeholders to continuously improve programs.&nbsp;Additionally, the role includes active participation in identifying and cultivating potential funding opportunities. Collaborating closely with the U4SS Executive Director and Director.&nbsp;This position seeks to ensure that our most underserved students are provided with the necessary educational and professional support to thrive through our programs like Destination Graduation and Youth Career Connections.&nbsp;This 1-year grant funded position is full-time (37.5 hours/week).Key Duties and Responsibilities<ul><li>Cultivate and sustain impactful business partnerships by fostering trust, aligning shared objectives, and delivering solutions that advance our high school programs and overall mission.</li><li>Lead a high-touch, partner-focused strategy to prospect, recruit, engage, train, retain, and expand the network of corporate partners.&nbsp;</li><li>Establish partnerships with key corporate Human Resources, Community Relations, Corporate Social Responsibility, and other relevant offices as needed.</li><li>Expand our reach in local sectors such as; Business &amp; Finance, Information Technology, Health, Engineering and Arts, Media &amp; Entertainment, manufacturing, and more for engagement in our United for Student Success programs.</li><li>Engage corporate partners to deliver other volunteer opportunities for employees with local&nbsp;schools.</li><li>&nbsp;Work closely with the Program Manager and Specialist to ensure program implementation support and successful execution of student programs, creating a seamless experience for both business partners and&nbsp;students.</li><li>Assist the Program Management team with various aspects of business engagement, including providing businesses an overview, conducting training, and managing procedural tasks. Secure agreements with corporate partners that support activities like, but not limited to:&nbsp;<ul><li>Corporate Volunteer Day activities;</li><li>Mock Interview days;</li><li>Job Shadowing days,</li><li>Corporate classroom speaking events;</li><li>Industry Site Visits; and</li><li>Workplace Mentorships for Orange County high school students.</li></ul></li><li>Other responsibilities include&nbsp;<ul><li>Act as a liaison between the internal Corporate Engagement, Corporate Social Responsibility, Development, and Volunteer Engagement teams;</li><li>Act as a liaison between corporate partners that host workplace mentorships, speaking engagements, and job shadowing opportunities;</li><li>Conduct training and facilitate communication between departments;&nbsp;</li></ul></li><li>Collaborate with business partners to develop creative partnership opportunities and agreements, ensuring their meaningful involvement in shaping the future of our youth programs.</li><li>Generate and deliver impactful presentations that result in committed partnerships, driving growth and sustainability for our youth programs.</li><li>Oversee&nbsp;coordination&nbsp;of&nbsp;college&nbsp;interns, as necessary</li><li>Oversee&nbsp;the&nbsp;outreach&nbsp;and&nbsp;recruitment&nbsp;of&nbsp;volunteers&nbsp;into various&nbsp;educational&nbsp;initiatives.</li><li>Update&nbsp;corporate and&nbsp;stakeholder&nbsp;list&nbsp;ofpartners&nbsp;on &nbsp;CRM&nbsp;software.</li><li>Manage aspects of meeting planning and coordination related to Leadership Council and Executive Champions Cabinet, two corporate leadership groups committed to strengthening our local college and career opportunities with underserved Orange County youth.</li><li>Identify, plan, and implement growth strategies to expand new grant relationships, ensuring alignment, mutual benefit, and sustained support for the students we serve.</li></ul><ul><li>Coordinate efforts (i.e., strategic planning, development of marketing materials, etc.) to build OCUW’s organizational capacity to become a powerful work-based learning intermediary, advocate, and community leader.</li><li>Maintain United for Student Success data tracking, collecting, analysis, and reporting systems.&nbsp;</li><li>Provide support to outside vendors and contractors, as assigned.</li><li>Work interdepartmentally to create an effective, measurable, and sustainable employer/donor pipeline for corporate engagement with local high schools.</li><li>Reliable transportation to attend, organize and/or facilitate relevant conferences, meetings, trainings, workshops, outside events, and organization-wide activities.</li><li>Additional responsibilities and functions 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.Skilled in:<ul><li>Business Development &amp; Prospecting– Proactively identifies and researches potential markets; cultivates leads through targeted outreach, networking, and strategic relationship building; effectively manages and grows a healthy partnership pipeline; follows up on new opportunities to drive engagement and expand the organization’s presence.</li><li>Cultural&nbsp;competency&nbsp;and the ability to provide informed advocacy.</li><li>Achieving Outcomes – Must be results-driven and able to demonstrate a history of meeting goals in an ever-changing environment.</li><li>Relationship Building – Experience in building and maintaining relationships with business, education, and community partnerships is critical.</li><li>Organizational Management – Excellent project management and organizational skills.</li><li>Problem Solving – Collaborative in planning, decision-making, and seeking various creative solutions to resolve issues.</li></ul>Job Requirements /Technical Knowledge<ul><li>4 – 5 years of experience in&nbsp;business administration, human resources, corporate social responsibility, workforce development, communications or related field.&nbsp;</li><li>Must have background in and/or knowledge of:&nbsp;<ul><li>Working with Chambers of Commerce, and industry-specific groups;&nbsp;</li><li>Corporate perspective;&nbsp;</li><li>Human Resources;&nbsp;</li><li>Orange County’s landscape of workforce development efforts; and&nbsp;</li><li>Knowledge of high school/community college dynamics.&nbsp;</li></ul></li><li>Bachelor’s degree; preferred master’s degree in business administration or related field.&nbsp;</li><li>Event planning and coordination, both small and large-scale events, preferred.</li><li>Bilingual (Spanish/English) preferred.&nbsp;</li><li>Familiarity with equity-minded research-based approaches to: work-based learning, project-based learning models, differentiated instruction, mixed-skill and age grouping, culturally relevant teaching practices, and working with English Language Learners and underserved youth.</li><li>Demonstrated record in achieving results with underserved youth and teens.</li><li>Understanding of and ability to meet performance-based outcomes.</li><li>Knowledge of program development, implementation, and evaluation, particularly as this relates to high school students.</li><li>Proficiency in writing and communication skills.</li><li>Ability to work on multiple projects with different objectives simultaneously.</li></ul>&nbsp;Knowledge of:<ul><li>Communities Served - Priority will be given to applicants with experience working with underserved schools and school districts, key decision makers and stakeholders (e.i. businesses, community, service providers, students, and parents) within the Orange County region.&nbsp;</li><li>Working knowledge of small school academies, Linked Learning pathways, California Partnership Academies, or National Academy Foundation academies is a plus.</li><li>OCUW United for Student Success Programming<ul><li>Destination Graduation (DG)</li><li>Youth Career Connections (YCC)</li></ul></li><li>Working knowledge of regional occupation programs, career technical education, and career-themed pathways is a plus.</li></ul>Compensation<ul><li>Commensurate with experience, education and market - $68,640 – $85,000; 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 25 pounds.Send Resumes To:&nbsp;<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>&nbsp;

Workforce Program Manager

ORANGE COUNTY UNITED WAY 

JOB DESCRIPTION 
 

 Job Title: HMIS Data Analyst Reporting To: Senior Manager, HMIS 

 Department: HMIS Position: Full-time/NON-EXEMPT 

 
Purpose of Position 
Homeless Management Information System (HMIS) is a is a web-based data system which collects homeless 
services and related data from shelters, supportive service providers, and public agencies working to serve 
homeless and at-risk clients in Orange County. Its purpose is to ascertain an unduplicated count of people 
experiencing homelessness in Orange County, track their progress through the system of care into self-sufficiency, 
coordinate service delivery, and provide accurate aggregate data regarding sub-populations. The successful 
candidate will have a strong aptitude for providing technical support to non-technical database users, databases, 
and a keen interest in analyzing and interpreting data including writing and running reports. Under the direction 
of the HMIS Senior Manager, the selected candidate will be responsible for leading HMIS training activities, 
contributing content to monthly HMIS user meetings, compiling monthly performance reports using HMIS data, 
participating in the completion of several HUD reports throughout the year, and providing general support to HMIS 
participating agencies 
 
Key Duties and Responsibilities 

 • Serves as 2nd tier technical support to HMIS agencies to ensure appropriate use of system 
 • Supports the ongoing development of HMIS training and education materials, including the development 

of new and maintenance of existing training materials, as well as conducting training in webinar format 
 • Participate in agency audit process, including maintenance of materials, training staff, performing audits, 

tracking results and following up with agencies 
 • Compiles monthly performance reports using HMIS data including managing the data quality correction 

process, analyzing final data for performance evaluation, and creating a report using performance findings 
that are easy for non-technical audiences to understand 

 • Completes agency and project set-up in HMIS as needed 
 • Participates in the completion of annual Point in Time Count (PIT) and Housing Inventory Count (HIC) and 

Longitudinal Systems Analysis Report (LSA) reporting to HUD; assist with other reports as needed 
 • Ongoing support including system monitoring and testing, problem diagnosis and resolution, and updates 

to HMIS 
 • Provides content for monthly HMIS user meetings to address appropriate system use, recommend system 

improvements, facilitate information sharing and identify best practices 
 • Maintains quality, accessibility, and functionality of HMIS by keeping up to date with release notes and 

other documentation from the HMIS vendor and HUD. 
 • Provides data as requested by HMIS participants, the CoC Lead, and the CoC Board 
 • Produces and analyzes HMIS usage and audit reports; create ad hoc reports on request 
 • Creates education documentation on the use of HMIS and HUD policy for a non-technical audience as 

needed 
 • Contribute website content updates 
 • Ability to get to work on time 


 • Ability to follow directions 
 • Ability to effectively interact with coworkers 
 • Ability to understand and follow work rules and procedures 
 • Ability to accept constructive feedback 
 • Performs other duties as assigned 
 • The ability to investigate the validity of data both in a consumer facing database interface and reporting. 
 • Independently plan and organize research activities to meet specific needs of an agency, partner 

or community-based organization. 
 • A sharp ability to clearly understand and translate technical information to non-technical audiences. 
 • Must be organized, very detail-oriented, and able to multi-task and prioritize in fast-paced environment. 
 • Must have exceptional customer service skills. 
 • Excellent written and oral communication skills. 
 • Ability to manage priorities and workflow. 
 • Ability to think logically in following procedures and instructions. 

 
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 

 • Associate’s or Bachelor’s degree, or three years’ equivalent experience. 
 • Minimum 3 years experience working with complex datasets and data standards. 

o The candidate must be proficient in Excel, Word, and Outlook. 
 • Availability: Monday - Friday, 8:00 am – 5:00 pm 

 
Compensation 

 • $22.00 - $27.00 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 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>

HMIS Data Analyst

ORANGE COUNTY UNITED WAY 

JOB DESCRIPTION 
 

 Job Title: Financial Education Specialist Reporting To: Program Manager, United For Financial Security 

 Department: United for Financial Security Position: Full-time/NON-EXEMPT 
 
Orange County United Way seeks an experienced, bilingual (English and Spanish) Financial Education 
Specialist to provide support to the Sparkpoint OC team by conducting outreach, client recruitment, 
facilitating trainings, teaching financial literacy classes, and data entry. 
 
Key Duties and Responsibilities 
Financial Education Specialist’s responsibilities include, but are not limited to: 
 

 • Facilitate and teach financial literacy workshops in English and Spanish 
 • Conduct orientations and outreach events to meet program enrollment and attendee goals 
 • Create presentation content for workshops 
 • Partner with community organizations to schedule and facilitate workshops 
 • Represent Orange County United Way at community events and resource fairs 
 • Manage referral and enrollment process to ensure timely response and appropriate tracking 
 • Work with internal departments to develop marketing materials for distribution 
 • Assist with all administrative responsibilities including: scheduling meetings, managing Outlook 

calendar, handle client communications, etc. 
 • Provide quality customer service to all program participants and partners 
 • Maintain accurate records of class presentations, attendance, and evaluation data 
 • Complete reports as needed as directed by the Program Manager 
 • Participate in initiative and/or organizational programs, meetings, events, and activities 
 • Provide support to the SparkPoint Tax Site during tax season 
 • Perform other duties as assigned 


Required Skills and Experience 
 • Must be bilingual in English/Spanish (reading, writing and speaking) 
 • Knowledge of issues affecting low to moderate-income households and communities in Orange 

County 
 • Ability to pass a Tax Law Certification exam during tax season (training provided) 
 • Proficient presentation skills; the ability to interact with an audience and transmit our message 
 • Ability to work independently and autonomously 
 • High level of attention to detail 
 • Experience and passion for Financial Literacy programming is highly preferred 


 
 
Technical Knowledge 

 • Computer proficiency in Microsoft Office (Word, Excel, PowerPoint and Outlook); Zoom 
 • Ability to learn and adapt to new tools 
 • Client, project, time, and database management 

 
 
Compensation 

 • $28.00 – $32.00 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 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>

Financial Education Specialist

ORANGE COUNTY UNITED WAY 

JOB DESCRIPTION 
 

 Job Title: Information &amp; Referral Specialist Reporting To: Client Services Manager 

 Department: Contact Center, 2-1-1 Orange 
County Position: Full-time/NON-EXEMPT 

 
Purpose of Position 
The primary purpose of the Information &amp; Referral Specialist at our Contact/Call Center is to assess each caller’s 
needs and accurately refer them to the appropriate health, human and/or social services agencies from the 2-1-1 
Orange County (211OC) resource database. We provide expert knowledge of the 211OC resource database and its 
management software, empowering the Information &amp; Referral Specialist to provide each caller with quality 
customer service. By the end of each call, clients are one step closer to receiving the assistance that they need. 
 
 
Key Duties and Responsibilities 
 • Provide information and referral services to clients contacting 211OC through the helpline, email, texting 

methods, outreach events, or any other means identified by 211OC management as official I&amp;R channels. 
 • Perform in-depth screenings and assessments, collects client information, and encourage clients to apply for 

entitled benefits. 
 • Connect clients to appropriate resources, empower clients, de-escalate upset clients during crises and/or 

situations of abuse, trouble-shoot for additional options. 
 • Educate clients on available services to ensure it best fits their need and empower clients to choose the 

services they feel are most appropriate for their situations. 
 • Follow-up with clients in critical situations to ensure they received the assistance that they needed. If not, 

provide them with additional resources and help. 
 • Provide warm-transfers to appropriate crisis response teams in critical situations to receive help including 

Domestic Violence, Suicide, and Behavioral health hotlines, fire, and police departments. 
 • Assist callers with different languages by using the Language Line. 
 • 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. 

 • Troubleshoot unavailability of services through expert knowledge of navigation of the 211OC’s resource 
database and through teamwork with other I&amp;R Specialists and the Resource Department. 

 • Assist clients in problem-solving when no services are available which can meet their needs. 
 • Other duties as assigned. 
 • Assist with compiling monthly and bi-annual program reporting. 
 • Advocate on behalf of clients who have been denied services. 
 • Troubleshoot basic technological failures. 
 • Performs other duties as assigned. 
 
 
 
 


Core Competencies 
 • Active listening and assessment skills 
 • Excellent customer service skills 
 • Computer competency with basic ability to troubleshoot technological failures 
 • Independent decision making skills utilizing processes, systems and resources 
 • Professional communication skills (verbal and written) 
 • Possess skills in proper telephone etiquette which includes being present, patient, professional and proactive 
 • Ability to maintain a calm and sensitive demeanor 
 • Ability to be part of a team, working internally and externally 
 
 
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 
 • Ability to work evenings Monday - Friday (1:40 pm – 10:10 pm) and Saturday - Sunday (10:40 am – 7:10 pm) 
 
Compensation 
 
 • $20.91 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 stand; walk; sit; use hands to finger, 
handle, Talk or hear, or feel; reach with hands and arms and climb or balance. Employee must use computer, so 
corrected eyesight is necessary. 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> 
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>

Information & Referral Specialist

ORANGE COUNTY UNITED WAY 

JOB DESCRIPTION 
 

 Job Title: Senior Marketing 
Manager Reporting to: Senior Director, Marketing 

 Department: Marketing Position: Full-time/EXEMPT 

 
Purpose of Position 
We are seeking an experienced Senior Marketing Manager to join our team. 
 
The Senior Marketing Manager will play a key role in shaping and maintaining a cohesive brand image for 
Orange County United Way across the community. This role will focus on supporting the marketing and 
communication needs for our Development and Philanthropy teams, signature events, and other key 
marketing initiatives. The successful candidate will manage the end-to-end execution of marketing 
projects, both print and digital, with a hands-on approach to ensuring high-quality output. 
 
In addition, the Sr. Marketing Manager will work closely with and manage a Marketing Specialist, serving 
as their direct supervisor. This includes leading, mentoring, and developing the Marketing Specialist, 
ensuring alignment on project goals, and fostering a collaborative team environment. 
 
Key responsibilities include understanding the unique needs and goals of each project, documenting 
requirements, setting and prioritizing timelines, and ensuring on-time delivery. This role requires strong 
vendor management skills, the ability to work collaboratively across internal teams, and the capability to 
lead both independently and alongside consultants. The Senior Marketing Manager will be expected to 
lead in the execution of projects, ensuring the delivery of high-quality results that align with 
organizational objectives and uphold brand integrity. 
 
Key Duties and Responsibilities 

 • Serve as the lead point of contact for our Development, Grant, Philanthropy, Event and 
Corporate Engagement teams for all marketing requests. 

 • Develop and implement marketing strategies to execute projects timely and successfully. 
Understand the needs, the goals, and the audience to provide guidance and deliver efficient 
solutions. 

 • Oversee budgets and timelines. Responsible for driving projects to on-time completion and 
communicate changes to project timelines, scope, and budget when applicable. 

 • Track projects on the marketing project traffic tool and update status weekly. 
 • Execute projects from concept to completion. 
 • Responsible for all the assets development (email marketing, video production, photoshoots, 

event support, advertising, collaterals, content development, event social media plan, website 
updates, promotional items, etc.). 

 • Understand the principles of branding and design to create and update marketing materials as 


needed. 
 • Create tracking and prepare marketing reports to brief stakeholders on key performance 

indicators (KPIs). 
 • Support and manage other marketing projects as needed. 

 
 
Core Competencies 

 • Excellent written, verbal, presentation, research, problem-solving, and time management skills, 
with a keen attention to detail 

 • Ability to work within tight deadlines, adjust to new priorities, and balance short-term needs 
with long-term strategic initiatives. 

 • Ability to work on multiple projects with different deadlines/objectives simultaneously. 
 • High emotional intelligence and excellent interpersonal skills. Ability to cultivate successful team 

collaboration spirit. 
 • Experience working efficiently with internal cross-functional teams as well as external vendors 

like graphic designers, advertisers, printers, videographers and promo item reps. 
 • Proven experience with event marketing management as well as video production management. 
 • Experience with Microsoft Office Suite (Outlook, Teams, Word, Excel, PowerPoint, SharePoint, 

etc.) as well as Google collaboration tools (Docs, Sheets, Forms, etc.). 
 • Experience with email marketing platforms like Mailchimp. 
 • Experience managing successful media and print advertising. 
 • Knowledge of WordPress, SEO, and UX/UI best practices. 
 • Well-versed with design tools like Canva and some experience with builders platforms like 

Formstack. 
 • Experience with social media content development. 
 • Experience with basic HTML, CRM platforms, and video editing software. 

 
Job Requirements 

 • 10+ years of project management experience with a proven track record of success completing 
event marketing and print and digital projects. 

 • Bachelor’s degree preferred 
 • Agency experience is a preferred 
 • Semi-flexible hybrid working schedule; 3 days in-office, 2 days remote 

 
Employment Standards 

 • Reacts well under pressure 
 • Treats others with respect 
 • Responsible for own actions 
 • Follows through on commitments 
 • Ability to work independently and proactively 


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. 
 
View our commitment to Diversity, Equity and Inclusion Statement 
 
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="https://www.unitedwayoc.org/about-us/commitment-to-diversity-equity-inclusion/" target="_blank">https://www.unitedwayoc.org/about-us/commitment-to-diversity-equity-inclusion/</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>

Senior Marketing Manager

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

7 Full time Jobs in Irvine, CA, USA