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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>

Orange County United Way

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

ORANGE COUNTY UNITED WAY 

JOB DESCRIPTION 
 

 Job Title: Desktop Support Specialist Reporting To: Director, IT 

 Department: IT Position: Full-Time/ Non-exempt 


Purpose of Position 
The Desktop Support Specialist will support the end-user computer needs for functionality, systems 
updates and hardware deployments. The role provides support to Orange County United Way teams by 
providing user assistance and training on both systems and applications used by the organization. 
End-user and system support is provided for both onsite and remote employees, the need to 
troubleshoot and fix problems will occur regularly using remote connectivity tools. 
The position will also be responsible for hardware and software deployments, inventory controls, user 
training on systems and applications. 
 

Key Duties and Responsibilities 
 • Provide desktop systems and user support to ensure required computer capabilities are 

available to all users 

 • Develop and provide systems and software training to the end-users 

 • Manage trouble tickets and ensure customer satisfaction 

 • Install, configure, test, maintain, monitor, and troubleshoot end-user workstations and related 
hardware and software for local and remote users 

 • Develop and maintain an inventory of all IT desktops, components and equipment 

 • Maintain documentation on all desktop processes and procedures 

 • Ensure that application and system updates are in place 

 • Deploy, implement, troubleshoot and support the workforce environment 

 • Monitor the ongoing operation of the Windows environment 

 • Identify risk and challenges and implements corrective actions as needed 

 • Performs related work as assigned 

 
Core Competencies 

 • Proficient computer software and hardware troubleshooting skills 

 • Working knowledge of networking and troubleshooting skills 

 • Excellent communication skills (verbal and written) 

 • Ability to develop training materials, document processes, and procedures 

 • Demonstrated organizational skills with ability to manage multiple task simultaneously, meet 
and adapt to-fast paced support demands, demanding workload, and work with a diverse set of 
stakeholders. 

 • Exemplary interpersonal skills with the ability to interact and work with users 


 
 
Job Requirements /Technical Knowledge 

 • Skilled in Windows 10 environments 

 • Microsoft Office tools, Word, Excel, Outlook, Projects and Teams 

 • Networking and troubleshooting skills 

 • Computer software and hardware troubleshooting skills 

 • User desktop support 


Employment Standards 
 • Ability to work both remotely and onsite. 


Compensation 
 • $25.00 - $30.00 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>

Desktop Support Specialist

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.

4 Full time Jobs in Irvine, CA, USA