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POSITION SUMMARY (Eligible for Hybrid/ 3 days in office - Alexandria, VA) &nbsp;The Manager, Volunteer Initiatives and Development (MVID) at United Way Worldwide will play a pivotal role in strategizing, pursuing, executing, and evaluating partnerships that are largely or wholly based on volunteer engagements. Reporting to the Vice President, Global Corporate Partnerships, this position will work closely with Account Managers, local United Ways, and corporate contacts to provide strategic counsel, develop engagement strategies, and ensure the successful implementation of volunteer programs. The role involves writing strategies and guidelines for corporate engagement as well as managing and executing fee-based volunteer opportunities. &nbsp; The Manager will stay abreast of trends in volunteering to keep United Way at the forefront of volunteer engagement and will serve as a strategic resource to local United Ways to enhance their volunteer programs.MVID role is ideal for a dynamic and strategic professional who is passionate about volunteerism and has a strong background in developing and managing volunteer programs and corporate partnerships.&nbsp;MVID is salaried, exempt, evaluated annually, and eligible for merit and other increases. MVID a hybrid position with a minimum of three (3) days per week at the United Way World headquarters in Alexandria, VA. &nbsp;KEY RESPONSIBILITIES/ESSENTIAL DUTIES OF POSITIONJOB REQUIREMENTS<ul><li>Collaborate with the Vice President, Global Corporate Partnerships, other members of the Global Corporate Partnerships team, local United Ways, and corporate contacts to develop and execute volunteer-based partnerships.</li><li>Provide strategic counsel on volunteer engagement to internal and external stakeholders. &nbsp;</li><li>Manage, execute, evaluate and improve fee-based volunteer opportunities, ensuring that fees reflect both hard and soft costs and contribute to the overall mission of United Way.</li><li>Develop and write strategies and guidelines for volunteer engagement, including criteria for when and how to engage with companies.</li><li>Support local United Ways in executing contracted volunteer engagement opportunities and delivering with attention to detail, focusing on great customer service and execution, internally and externally.&nbsp;</li><li>Stay current on trends in volunteering and adjust strategies and offerings to maintain United Way's leadership in this area.</li><li>Make presentations virtually and in-person on volunteer engagement focusing on strategic advice and best practices to internal and external stakeholders.</li><li>Lead directly and indirectly, fostering a collaborative and innovative environment, with a critical eye towards continuous evaluation and improvement.</li></ul>Key Performance Indicators (KPIs) for Manager, Volunteer Initiatives and Development​ &nbsp;Partnership Development:<ul><li>Number of new volunteer-based partnerships established</li><li>Growth in the number of volunteer-based partnerships year-over-year.</li></ul>Volunteer Engagement:<ul><li>Increase in the number of volunteers engaged through corporate partnerships.</li><li>Satisfaction ratings from corporate partners and volunteers.</li></ul> Revenue Generation:<ul><li>Revenue generated from fee-based volunteer opportunities.</li><li>Contribution of volunteer programs to the overall mission and financial goals of United Way.</li></ul>Strategic Impact:<ul><li>Implementation and effectiveness of engagement strategies and guidelines.</li><li>Success in advising and supporting local United Ways to grow their volunteer programs.</li></ul>Trend Adaptation:<ul><li>Staying current with trends in volunteering and adjusting strategies accordingly.</li><li>Innovation in volunteer program offerings to maintain leadership in the sector.</li></ul>Stakeholder Collaboration:<ul><li>Effectiveness in collaborating with internal and external stakeholders.</li><li>Feedback from Account Managers, local United Ways, and corporate contacts on strategic counsel and support.</li></ul>Program Management:<ul><li>Efficiency in managing volunteer programs, including cost management.</li><li>Achievement of program goals and objectives within set timelines.</li></ul>These KPIs will help measure the success and impact of the Manager, Volunteer Initiatives and Development in driving volunteer engagement and partnerships at United Way Worldwide.Preferred Background<ul><li>Bachelor's degree in Nonprofit Management, Business Administration, or a related field.</li><li>Minimum of 5 years of experience in volunteer management, corporate partnerships, or nonprofit development. &nbsp;United Way experience preferred.</li><li>Proven track record in developing and managing volunteer programs and corporate partnerships.</li><li>Experience in managing fee-based programs and understanding of cost structures, inclusive of capacity-building.</li><li>Knowledge of current trends in volunteering and corporate social responsibility.</li><li>Strong strategic thinking and problem-solving skills.</li><li>Excellent written and verbal communication skills.</li><li>Ability to work collaboratively with diverse stakeholders across teams and departments.&nbsp;</li><li>Adheres to and exemplifies United Way Core Values. &nbsp; &nbsp; &nbsp; &nbsp;</li></ul>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 STATEMENTThe budgeted lifespan salary range for this position is currently $ 85,000 to $ 95,000 per year. &nbsp;Salary is 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:Accountability/Results Orientation -&nbsp;Is accountable for the work results and performance to budget of an assigned team. Participates in the articulation of and communicates work goals and objectives, as well as expected work results. Assists in identifying work quality standards and training team members and accepts responsibility for the team's achieved outcomes. 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;Evaluates available information and recommends a course of action. Contributes own assessment of risks and implications of decisions in team decision-making efforts. Develops and proposes effective alternative solutions. Uses judgment appropriately in decision-making. Knows when to shift decision-making upwards.Teamwork Collaboration -&nbsp;Shares pertinent information and keeps team members informed on a regular basis. Ensures that processes, systems and resources are available and direct them properly to enable the team to efficiently accomplish its goals and objectives. Able to adapt quickly to changing conditions or performance expectations. Able to focus on assignments during periods of change and/or uncertainty.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.Innovation/Creativity -&nbsp;Shares a deep commitment to the UW vision. Develops a "connected" vision for the Group. Has a plan to meet Group vision and contribute to overall success. Promotes a climate that values and rewards innovation and creativity. Acknowledges and champions the efforts of others to "think outside the box.” Maintains knowledge of current and emerging trends that affect United Ways, UWW and/or the non-profit sector. Demonstrates ability to analyze information and translate into specific, effective action/solutions.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

Manager, Volunteer Initiatives and Development

<h3>Description</h3>United Way of the Bluegrass (UWBG) works to create the opportunity for all community members to have a better life. We focus on the building blocks of a good life — a quality education, financial stability for individuals and families, and good health. The work of UWBG focuses on strategic initiatives, public education, advocacy, outcomes and evaluation, development and strengthening of partnerships/collaborations, convening resource mobilization and investment, and backbone and engagement strategies and activities. We bring together the voices, the expertise, and the resources to define, articulate and implement a common agenda for change for our region. That is what it means to "Live United" in Central Kentucky. POSITIONThe role of the VITA Coordinator is to assist and support the Manager, Financial Stability in providing leadership for all VITA sites. The coordinator assists with all relevant VITA programming, including volunteer recruitment, tax site administration, volunteer and site coordinator training, and marketing. The individual works to further UWBG’s impact in Financial Stability through partnership development, program development and implementation, and communication about program/initiative success.ESSENTIAL FUNCTIONS<ul><li>Serves as secondary program contact for VITA to the public, tax sites, and the IRS; responds to inquiries as needed.</li><li>Implements volunteer recruitment plan; maintains volunteer records and provides ongoing correspondence to volunteers. Ensure the IRS Code of Conduct and Confidentiality Regulations are being practiced by all volunteers.</li><li>Provides tax site administration, including collecting required IRS forms, site material orders, software order and set-up, site coordinator recruitment and placement, and volunteer placement.</li><li>Ensure all tax sites follow IRS Quality Site Requirements, electronically file tax returns, and resolve rejected returns in a timely manner.</li><li>Coordinates with the Manager, Financial Stability to provide tax law training to volunteers; assists site coordinators in ensuring volunteers are trained and certified by the IRS.</li><li>Monitors grant and report deadlines and follows up with relevant parties to ensure compliance.</li><li>Oversees tax appointment screening and appointment scheduling process; serve as administrator of appointment scheduling software and executes 2-1-1 call center procedures.</li><li>Maintains confidentiality of taxpayer information.</li><li>Professionally represents UWBG in the community.</li><li>Must be willing to obtain IRS Basic Certification within the first year of employment.&nbsp;</li></ul>CORE UNITED WAY COMPETENCIESMISSION-FOCUSED - A top priority is to create real social change that leads to better lives and healthier communities. This competency drives 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.&nbsp;BRAND STEWARD - A steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network. &nbsp;<h3>Requirements</h3>Education Requirements:<ul><li>Associate’s degree in social work, business, organizational management, or related field preferred.</li></ul>Experience required:<ul><li>Minimum of 1-3 years related experience in customer service, health and human service, non-profit, administrative support or other related field preferred or sufficient combination of education and experience. Familiarity with VITA tax preparation is strongly desired. Computer literacy, particularly in Microsoft Office, and reliable transportation are necessary.</li></ul>Skill requirements:<ul><li>Strong organizational skills</li><li>Strong time-management skills</li><li>Excellent oral and written communication skills</li><li>Timely and consistent attention to follow up</li><li>Personal leadership within a team environment, self-motivated and takes initiative, shares credit and takes responsibility for actions</li><li>Effective problem solver and decision maker</li><li>Computer literate: MS Office Suite; database knowledge a plus</li></ul>WORK ENVIRONMENTThis job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, etc. This position will be primarily based out of the central UWBG office, hybrid work is possible with Manager approval. This position requires regular will be required to travel as needed across our ten-county area, including, but not limited to, visits to WayPoint Centers, VITA sites, community partners, and the administrative office.EXPECTED WORK HOURSTax season is defined as January through April. During this period, the expected work hours are Monday through Thursday, 11:30 AM to 8:00 PM, and Friday, 8:30 AM to 5:00 PM. From May through December, the standard work hours are Monday through Friday, 8:30 AM to 5:00 PM. Occasional Saturday work is required throughout the year. Flextime hours must be pre-approved by your manager. Employees must be willing to work a non-standard schedule, including nights, weekends, and other unusual hours, particularly during tax season. PHYSICAL REQUIREMENTSThe employee must regularly communicate clearly, in oral and written formats, with others in person, over the phone, and via other devices. The employee must be able to transcribe, read extensively, prepare, and analyze data and figures, and operate a computer and other standard office machinery. The employee must be able to lift, carry, push, and/or pull objects weighing up to 25 lbs.&nbsp; PRE-EMPLOYMENT SCREENING REQUIREMENTSAny candidate offered a position may be required to pass pre-employment screenings as mandated by UWBG. These screenings may include a national background check, language testing, and Motor Vehicle Record (MVR) review.&nbsp;BENEFITSOur robust benefits package includes 100% employer-paid premiums on employee-only health, dental, and vision plans; 3%-6% employer contributions to 401(k), employer-paid life/STD.

United Way of the Bluegrass

How Collective Impact works at UWBG

VITA Coordinator

United Way of the Greater Lehigh Valley Job PostingPosition: Director, Impact Data (external equivalent Social Impact Program Evaluator)Department: Executive OfficeSupervisor: AVP, Data &amp; EvaluationStatus: Salary, Exempt, Full-time (37.5 hrs. per week)Salary Range: $55k to $60kPosition DescriptionResponsible for leading the collection, aggregation, reporting and analysis of all data required to measure and evaluate our community impact including&nbsp;collective impact efforts, UWGLV initiatives and programs, and the work of our partner agencies.&nbsp;<ul><li>Lead collaboration across departments to develop data collection tools and processes that support program evaluation, including the development of forms, surveys and reports. &nbsp;</li><li>Extract, transform (sort, organize, clean, format), summarize, analyze, and interpret qualitative and quantitative data for proposals, data walks, reporting, progress monitoring, marketing and communications, and improvement.&nbsp;</li><li>Present findings that allow us to see our work in new ways. &nbsp;&nbsp;</li><li>Innovate how we visually present findings to make them more impactful.</li><li>Drive, develop and manage project timelines.</li><li>Apply a data equity framework to projects and processes.&nbsp;</li><li>Ensure that community partners have the training and information needed to complete reports and fulfill data requests.&nbsp;</li><li>Supervise and develop Data VISTA position.&nbsp;</li></ul>Work Experience and/or EducationFive years of professional work experience in a range of the following: non-profit management and operations, funder or grantor operations, data research, data analysis, and project management.&nbsp; A related college degree considered in lieu of work experience.Skills<ul><li>Excellent qualitative and quantitative skills, including the ability to examine available data, apply decision rules and analytical methods, and prepare meaningful reports based on analyses that enable strategic actions.</li><li>Ability to lead processes, communicate with and build consensus among a team of varied interests</li><li>Understanding of concepts related to data equity</li><li>Experienced in the collection and aggregation of population level data indicators</li><li>Familiar with data and evaluation systems, proficiency in Ecimpact a plus</li><li>Proficient in Microsoft Windows, Outlook, Word, Excel, Access and Power Point.</li><li>Familiar with GIS or other mapping systems (Community Issues Management, CIM) a plus</li><li>Familiar with data visualization systems (Tableau) a plus</li><li>Understanding of and commitment to the mission, vision, and goals of United Way.</li></ul>Reasonable accommodations may be made to enable individuals to perform the essential functions. United Way of the Greater Lehigh Valley is an equal opportunity employer.Benefits PackageIn addition to the base pay and annual increases this position is eligible for our org-wide performance based annual bonus package which is typically 2%-4% of base pay. The benefits package includes subsidized medical, dental and vision insurance, fully paid life and ltd insurance, a 401k retirement plan with employer contributions and a generous paid leave policy.Work Location &amp; ScheduleThis position is in person in our office in Allentown, PA for at least 70% of the schedule. Our schedule is flexible within normal business hours M-F.

United Way of the Greater Lehigh Valley

Social Impact Program Evaluator

Love people and serving the community?&nbsp; Join the UWLES team! &nbsp;UWLES is growing and adding a full time professional for Events Coordinator.This team member will manage and lead all events&nbsp;to engage donors, volunteers, advocates, and partners.&nbsp; &nbsp;This person works closely with staff, volunteers, and vendors to advance our fundraising and impact goals.&nbsp; &nbsp;The successful candidate must be an effective and positive communicator, able to manage concurrent projects, and offer creative solutions.&nbsp;Candidates who share our values, commitment to community, and dedication to team success are encouraged to apply – we look forward to learning more about you!&nbsp; Submissions are accepted online and must include a cover letter, current resume, examples of event management and three (3) professional references.Primary duties include:<ul><li>Manage fundraising, outreach, and recognition events to meet revenue goals, inspire engagement, thank supporters, &nbsp;and provide high quality guest experiences. Includes management of:&nbsp;<ul><li>Venue logistics, vendors, volunteers, committee/staff tasks, digital platform, materials &amp; promotion, sponsor/donor outreach &amp; recognition, and budget/event analysis.</li><li>Examples of UWLES events include: &nbsp;Holiday Ball, Over the Edge, Frisbee Golf Tournament, Annual Meeting, Annual Kickoff, donor/volunteer engagement/recognition, online raffles/auctions, etc.</li></ul></li><li>Work with marketing coordinator and development team to plan and execute marketing plans for key events, including social media, digital and print communications, outreach, and advertising.</li><li>Support our Affinity Group (Women United, Emerging Leaders and Student United Way) events as needed.</li><li>Support external fundraising events with community partners as needed.</li><li>Support all areas of development, impact, and operations as needed to fulfill United Way’s mission and goals.</li><li>Additional duties as assigned based on interests, talents, and ability.</li></ul>Minimum Qualifications include:<ul><li>Ability to work in a dynamic, inclusive team environment with a community-centered philosophy.&nbsp;</li><li>Professional, positive, and friendly interpersonal and customer service skills. &nbsp; Commitment to equality, kindness, integrity, and confidentiality at all times.</li><li>Excellent oral and written communication skills.</li><li>Adaptable with strong multi-tasking and prioritizing skills.&nbsp;</li><li>Two (2) years of proven success in event planning, particularly for mid-large scale events.&nbsp; Relevant project management experience may be considered.</li><li>Able to work both independently and with teams of staff and volunteers.</li><li>Advanced computer skills required, including being high proficiency with all Microsoft Office products.&nbsp; Experience with online fundraising/event platforms and ability to master new platforms and databases.</li><li>Experience with project management and graphic design products/software preferred.</li><li>Bachelor’s Degree, with concentration in event management, business or communications, preferred.</li><li>Physical needs of position may include extended periods of sitting or standing and lifting items up to 30 pounds.&nbsp;</li><li>Use of own vehicle and mobile telephone in performance of duties will be needed.&nbsp; Standard mileage reimbursement and flat fee for cell phone is provided (excluding daily commute).</li></ul>This is a full-time, salaried exempt position.&nbsp; Minimum salary is $44,000 and maximum salary is $46,000.&nbsp; &nbsp;Standard office and work hours are 8:30 am – 5:00 pm, Monday-Friday.&nbsp; Options for a four-day work week, hybrid or a modified daily schedule are available with leadership approval.&nbsp; Occasional evening or weekend hours will be required to support the agency’s outreach and fundraising needs, particularly as events often occur beyond normal working hours.&nbsp;Benefits:&nbsp; &nbsp;A full benefits package is offered and includes options for health, dental, vision, life insurance with AD&amp;D, long-term disability, workers compensation, unemployment, and supplemental insurances – most with employer paid portions which vary by type/plan; Simple IRA retirement is offered, with match after first year;&nbsp; paid time off includes sick, vacation, personal, holiday, military and bereavement for immediate family; additional unpaid parental/caregiving leave available.&nbsp;UWLES is an Equal Opportunity Employer and candidates from all backgrounds and cultures are encouraged to apply.&nbsp; Reasonable accommodations may be available for individuals with disabilities to perform the essential duties.UWLES is a high-performing nonprofit leader of solutions, funding, and collaboration for the challenges of our region.&nbsp; We leverage talents, relationships, and financial resources to drive community change.&nbsp; Impacting 1 in 3 neighbors annually in our four-county service area, UWLES harnesses the power of our community to advance health, education, and financial stability for all neighbors.&nbsp;Please review our profile on the job link and visit <a href="http://www.uwles.org" target="_blank">www.uwles.org</a> and our socials for additional information about our team, partnerships, fundraising and local impact.

United Way of the Lower Eastern Shore

Events Coordinator

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>

Orange County United Way

HMIS Data Analyst

UNITED WAY OF NORTHERN NEW JERSEYData and Web Application Manager, UNITED FOR ALICE&nbsp;Organization overview:United Way of Northern New Jersey is one of 1,800&nbsp;United Ways around the world. Each United Way is an independent entity that serves a specific community. This United Way is unlike any other in the country, running both a national research organization called&nbsp;<a href="https://unitedforalice.org" target="_blank">United For ALICE</a> as well as serving community needs across a five-county region including Morris, Somerset, Suburban Essex, Sussex, and Warren counties.&nbsp;The funds raised by this United Way are invested in unbiased data insights, innovative solutions, and on-the- ground impact to address financial hardship, improving life for ALICE and all.&nbsp;Department:United For ALICEReports to:&nbsp;Drew Abrahamson,&nbsp;Director of Data Analytics, United For ALICEBroad Function/Purpose:The Data and Web Application Manager ensures methodological rigor in data collection and presentation, while supporting the Research Team. Key responsibilities include managing data collection, cleaning, validation, and creating data visualizations and interactive tools for ALICE reports and products. This role also involves developing web-based applications, maintaining the ALICE database, contributing to the biennial methodology review, supporting ALICE partner packages, responding to data requests, and leading special projects. Proficiency in statistical tools, web development, and database management is essential, along with strong organizational skills and flexibility.Primary Responsibilities<ul><li>Collect, clean, and check the quality and reliability of key data sources for inclusion in the ALICE Survival Budgets, reports, and data indicators on the United For ALICE website.</li><li>Continually explore new data sources, such as national surveys and social determinant indicators, and recommend new/updated sources as appropriate.</li><li>Provide statistical analysis for new data sources and layer with existing ALICE measures.</li><li>Perform rigorous data-checking on national, state, and special topic ALICE reports to ensure accuracy.</li><li>Develop and standardize figures to visually represent ALICE data in reports and on the website.</li><li>Build and maintain data web tools and applications to enhance the presentation of ALICE data and resources.</li><li>Assist in the design, development, and maintenance of .Net Framework and/or .Net Core MVC web applications using Microsoft Visual Studio, implementing best practices in dependency injection frameworks and Object-Relational Mapping (ORM) tools.</li><li>Collaborate with the team to design and implement new interactive features for the United For ALICE website, including dynamic data visualization tools and user-friendly web applications.&nbsp;</li><li>Attend and participate in data training and Research Advisory Committee webinars, as needed.</li><li>Respond to data requests from ALICE partners and external stakeholders.</li><li>Brainstorm new measures, figures, and content for ALICE products.</li><li>Support the development of new data indicators, web tools, and other products.&nbsp;</li><li>Participate in the biennial methodology review with members of the state Research Advisory Committees to discuss new metrics, data sources, and data challenges, and recommend revisions/updates to the methodology as necessary.</li><li>Participate in weekly Research Team meetings.</li><li>Research and draft ad hoc special projects as assigned.</li></ul>Requirements<ul><li>Passion for the vision and mission of United For ALICE and United Way of Northern New Jersey.</li><li>Statistical knowledge and experience, including proficiency in R, Stata, SAS, SPSS, or a similar statistical software package.</li><li>Experience with data visualization tools, such as Tableau or PowerBI.</li><li>Comfort working with Excel and large datasets.</li><li>Experience building and maintaining interactive web applications and tools, including familiarity with modern web development technologies and practices (i.e., APIs and responsive design). Specific experience using Microsoft Visual Studio to create and build .Net Framework and/or .Net Core MVC web application strongly preferred.</li><li>Experience with Microsoft’s dependency injection framework and Object-Relational Mapping (ORM) tools.</li><li>Proficiency in JavaScript, HTML, and related frameworks or libraries.</li><li>Experience with Microsoft SQL Server is a big plus.</li><li>Strong organizational skills necessary to prioritize assignments and manage deadlines.</li><li>Ability to work and collaborate on projects with internal team members and external partners.</li><li>Excellent attention to detail.</li><li>Ability to be productive in a remote environment.</li><li>Degree in computer science, data science, economics, social welfare, social work, community psychology, or a similar related field (master’s preferred or equivalent experience).</li></ul>Job Type:<ul><li>Full&nbsp;time:&nbsp;35&nbsp;hours per week</li></ul>Compensation:<ul><li>$80,000&nbsp;annual&nbsp;salary&nbsp;</li><li>Benefits:&nbsp;Health,&nbsp;Vision,&nbsp;Dental,&nbsp;401k,&nbsp;Paid&nbsp;Holidays and&nbsp;Paid Time&nbsp;Off&nbsp;(PTO)</li></ul>Work Environment:<ul><li>This job function&nbsp;uses standard&nbsp;office&nbsp;equipment,&nbsp;such&nbsp;as computers,&nbsp;phones,printer,&nbsp;and&nbsp;photocopiers</li><li>Hybrid:&nbsp;Primarily remote,&nbsp;some&nbsp;office&nbsp;meetings with&nbsp;staff,&nbsp;board&nbsp;volunteers,&nbsp;vendors,&nbsp;and&nbsp;donors; able to travel to two meetings a year in northern New Jersey</li></ul>Submit résumé and cover letter to:Email&nbsp;cover letter and resume&nbsp;to Drew Abrahamson: <a href="mailto:Andrew.Abrahamson@UnitedWayNNJ.org" target="_blank">Andrew.Abrahamson@UnitedWayNNJ.org</a>Equal Opportunity Policy:United&nbsp;Way of&nbsp;Northern New Jersey provides equal&nbsp;employment opportunities to&nbsp;all&nbsp;employees&nbsp;and&nbsp;applicants for employment&nbsp;and&nbsp;prohibits discrimination&nbsp;and&nbsp;harassment&nbsp;of&nbsp;any&nbsp;type&nbsp;without&nbsp;regard&nbsp;to&nbsp;race,&nbsp;color,&nbsp;religion, age,&nbsp;sex,&nbsp;national&nbsp;origin,&nbsp;disability status,&nbsp;genetics, protected&nbsp;veteran&nbsp;status,&nbsp;sexual&nbsp;orientation, gender identity or expression,&nbsp;or any other characteristic&nbsp;protected&nbsp;by federal,&nbsp;state, or local&nbsp;laws.This policy applies to&nbsp;all&nbsp;terms and conditions of&nbsp;employment,&nbsp;including recruiting,&nbsp;hiring, placement,&nbsp;promotion, termination,&nbsp;layoff,&nbsp;recall,&nbsp;transfer,&nbsp;leaves of&nbsp;absence,&nbsp;compensation,&nbsp;and&nbsp;training.

United Way of Northern New Jersey

Data and Web Application Manager, UNITED FOR ALICE 

Position Summary:(Eligible for Hybrid/ 3 days in office - Alexandria, VA)As United Way Worldwide (UWW)&nbsp;seeks to more deeply support the United Way Network’s policy engagements at the state and local levels across the U.S., the UWW Policy team seeks to hire a&nbsp;Director of State Policy and Advocacy that will support the coordination of the network’s policy and advocacy efforts at the state and local levels to bolster United Way’s impact across the pillars of advancing healthy communities, youth opportunity, economic mobility and community resiliency.&nbsp;KEY RESPONSIBILITIES/ESSENTIAL DUTIES OF POSITIONThe Director of State Policy and Advocacy will work with the Senior Director of State Policy and Advocacy to support tactical trainings for United Way leaders across the country; coordinate across United Way state associations and local United Ways on their advocacy initiatives; develop how-to guides and resources; support capacity building efforts such as policy-based Communities of Practice on specific policy topics; provide support for elected official engagement; &nbsp;participate in virtual conferences and fly-ins for local United Way staff and board members; and manage external partnerships with coalitions and advocacy organizations. Additionally, the Director will manage state policy team operations and internal resource infrastructure, while identifying and operationalizing best practices and learnings from peer organizations. They will accomplish these endeavors by focusing on:<ul><li>Supporting the implementation of the vision for United Way Worldwide’s support of state policy engagement, including equipping state and local United Ways to pursue policy change aligned with United Way Worldwide’s Policy Priorities, consisting of: state-specific advocacy campaigns, strategic relationship building with elected officials, engagement on state-specific legislation, coalition mobilization, communities of practice, public events, and more.&nbsp;</li></ul><ul><li>Leading the creation of team tools to best manage and operationalize policy tools (Fiscal Note, Voter Voice, and more) for use by local United Ways in their policy and advocacy efforts.&nbsp;</li></ul><ul><li>Establishing strong systems and two-way communications channels to equip and educate local United Ways to effectively engage in advocacy on issues impacting their communities.&nbsp;</li></ul><ul><li>Organizing, supporting, participating in, and conducting policy trainings, webinars, and conferences to build the capacity of the United Way U.S. network, including:&nbsp;<ol><li>State Capitol Hill Days and local policy Days of Action&nbsp;</li><li>Trainings for local United Ways&nbsp;</li><li>the United Way Advocacy Forum and Capitol Hill Day (in Washington, DC)&nbsp;</li></ol></li></ul><ul><li>Cultivating relationships with national and local advocacy partners – including other national nonprofits, state policy coalitions, bodies of state and local elected officials, and more – to identify best practices and find synergies and alignment with UWW policy and advocacy priorities.&nbsp;</li></ul>JOB REQUIREMENTSMinimum requirements include:<ul><li>Bachelor’s degree.</li><li>At least five years of advanced-level experience in a similar role.</li><li>Familiarity with the United Way network and federal policy landscape is strongly preferred. &nbsp;</li><li>The role also requires: advanced public policy knowledge, skills and abilities; excellent verbal and written communication skills; an ability to multi-task in a fast-paced environment, build relationships, and work collaboratively; and excellent project management and Microsoft Office Suite skills.&nbsp;</li><li>Some travel may be required.&nbsp;</li></ul>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 STATEMENTThe budgeted lifespan salary range for this position is currently $130,000 to $145,000 per year. &nbsp;Salary is 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:Accountability/Results Orientation -&nbsp;Is accountable for the work results and performance to budget of an assigned team. Participates in the articulation of and communicates work goals and objectives, as well as expected work results. Assists in identifying work quality standards and training team members and accepts responsibility for the team's achieved outcomes. 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;Evaluates available information and recommends a course of action. Contributes own assessment of risks and implications of decisions in team decision-making efforts. Develops and proposes effective alternative solutions. Uses judgment appropriately in decision-making. Knows when to shift decision-making upwards.Teamwork Collaboration -&nbsp;Shares pertinent information and keeps team members informed on a regular basis. Ensures that processes, systems and resources are available and direct them properly to enable the team to efficiently accomplish its goals and objectives. Able to adapt quickly to changing conditions or performance expectations. Able to focus on assignments during periods of change and/or uncertainty.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.Innovation/Creativity -&nbsp;Shares a deep commitment to the UW vision. Develops a "connected" vision for the Group. Has a plan to meet Group vision and contribute to overall success. Promotes a climate that values and rewards innovation and creativity. Acknowledges and champions the efforts of others to "think outside the box.” Maintains knowledge of current and emerging trends that affect United Ways, UWW and/or the non-profit sector. Demonstrates ability to analyze information and translate into specific, effective action/solutions.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;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.

Director, State Policy & Advocacy

Senior Director United For Youth 
 
If you believe that ALL children and youth should learn, grow and thrive in a vibrant, healthy and connected 
community then United Way of Asheville and Buncombe County (UWABC) is where you need to be. The Senior 
Director United for Youth will lead our efforts to mobilize and support a robust network of people, partners, and 
resources in service to our community’s bold community goal that by 2035, ALL Asheville City and Buncombe 
County students graduate from high school ready and fully prepared to pursue their goals and dreams. 
 
United for Youth is a cradle-to-career, collective impact initiative built on the principle that "Equity and Educational 
Excellence are Inseparable." This position will guide UWABC's backbone role to ensure community-wide alignment 
and to accelerate Asheville and Buncombe County’s progress towards the Bold Community Goal. They will help 
ensure that United for Youth is an inclusive and connected network that effectively engages a broad spectrum of 
institutional and grassroots community partners and that United for Youth strategies are aligned, clear, 
compelling, community-centered, results-based, and transparent. 
 

KEY RESPONSIBILITIES 
 
Backbone Leadership 

â Establish the essential backbone functions of the United for Youth collective impact strategy, including: 
â Guiding vision and strategy 
â Supporting aligned activities 
â Supporting shared measurement 
â Cultivating community engagement and ownership 
â Advancing policy 
â Mobilizing resources 

Strategic Direction 
â Guide the implementation of the United for Youth collective impact strategy for achieving 

community-level results. 
â Establish and coordinate United for Youth collective impact partnerships at the community and systems 

levels. 
Cross-Sector Leadership 

â Support the development and execution of strategy, communications, and meeting design for the United 
for Youth leadership team. 

Relationship Building 
â Develop and maintain strategic relationships to advance United for Youth and our collective work towards 

accomplishing the Bold Community Goal. 
â Act as an effective spokesperson for UWABC and the backbone role we hold for United for Youth. 
â Be visible within the community and diligent in expanding a network of stakeholders, especially external. 
â Work in conjunction with our Community Engagement team to engage with, listen to and understand 

community aspirations. 
â Serve as a leader on critical issues and solutions affecting the Bold Community goal. 
â Collaborate effectively within UWABC. 

Supervision and Leadership Roles 
â Serve as lead backbone staff for the United for Youth Leadership Team. 
â Hire, manage, coach and hold accountable United for Youth staff and support their development. 
â Effectively manage the United for Youth annual budget. 
â Ensure effective and timely communication within the United for Youth team and with all UWABC 

departments. 
â Work with the Marketing and Communications department to identify and develop content creation 

priorities and opportunities. 
â Participate in relevant UWABC committees/activities and community groups/collaboratives. 


Updated 1.10.25 

<a href="https://drive.google.com/file/d/1D0bNx8aTQrRPLLgbIMDvbpBDJGNR-ILM/view?usp=sharing" target="_blank">https://drive.google.com/file/d/1D0bNx8aTQrRPLLgbIMDvbpBDJGNR-ILM/view?usp=sharing</a>

This job description is not designed to cover or contain a comprehensive listing of activities, duties or 
responsibilities that are associated with the position. Duties, responsibilities and activities may change or new 
ones may be assigned at any time with or without notice. 
 

Minimum Requirements 
â Bachelor’s Degree in Education or Social Service field with 5 years of experience working in education, 

afterschool, social services, government or nonprofit settings , OR equivalent related experience and 
training 

â Three years or more of supervisory experience 
â Demonstrated ability to work in a complex and collaborative environment with cross-sector teams and 

partners 
â Demonstrated understanding and implementation of adaptive leadership skills 
â Demonstrated ability to quickly learn new systems and skills as needed 
â Commitment to the mission and guiding principles of UWABC and ability to model those principles 


Technical Skills, Abilities and other Requirements 
â Ability to take a vision and break it down to tangible projects, processes, and tasks that produce desired 

outcomes 
â Strong communication skills across diverse settings and constituents 
â Politically savvy 
â Deep project management skills 
â Analytical, innovative and creative thinker 
â Entrepreneurial mindset 
â Consensus building mindset 
â Robust understanding of collective impact models of systemic change 
â Ability to facilitate groups 
â Ability to define problems, collect data, establish fact and draw valid conclusions 
â Ability to manage multiple priorities, maneuver complex work environments, engage in planning and 

problem-solving, and execute details with minimal supervision 
â Holds self and other team members accountable for achieving results 
â Demonstrated ability to coach employees and address performance issues 
â Ability to work a flexible schedule including evenings and weekends as needed 
â Proficient with computers and software, including prior working knowledge of Google Suite, Zoom 
â Demonstrated ability to quickly learn and use a variety of software platforms and new skills 
â Ability to communicate (oral and written) in English 
â Valid North Carolina Driver’s License with a driving record that meets insurance requirements 


Nice to Have 
â Ability to communicate (oral and written) in Spanish 
â Understanding of Asheville and Buncombe County school systems and youth service organizations 


Work Environment 
The physical and mental demands described here are representative of those that must be met by an employee to 
successfully perform the essential functions of this position. Reasonable accommodations may be made to 
enable individuals who are differently abled to perform the essential functions. 
 
While performing the duties of this position, the employee is regularly required to: 

â Sit, stand, walk, reach with hands and arms, talk and hear. 
â Use finger and hand motion. 
â Must frequently lift and/or move objects up to 15 pounds.&nbsp; 
â Specific vision abilities required by this job include close vision, distance vision, depth perception and 

ability to adjust focus. 
â Moderate level of stress caused from tight deadlines or work focused on equity in education. 
â Moderate level of mental and/or visual fatigue and/or eyestrain may result from looking at a computer 

screen for extended periods of time. 
â Occasional work outside of normal business hours. 
â Occasional travel is required. 
â Moderate office noise level. 


<a href="https://www.unitedwayabc.org/vision-mission" target="_blank">https://www.unitedwayabc.org/vision-mission</a>

This position is exempt from overtime regulations. Hybrid work environment: a mix of office, remote, and 
community settings As part of our hybrid work policy, new employees are required to work from the UWABC 
office a minimum of 3 days per week for the first 90 days and then, the schedule can be modified based upon 
conversation with the supervisor. 
 

Reports To: Senior Vice President, Community Impact 
Supervises: 1 
Hours: 40/week 
Hiring Range and Benefits: $70,000 - $77,800 annually plus full benefits, including paid vacation, sick and 
personal leave; employer contributions to 401(k), contributions to health, dental and vision insurance benefits and 
self-care fund, life and disability insurance, and coaching and support 
 
United Way of Asheville and Buncombe County is an equal employment opportunity employer and all qualified 
applicants will receive consideration for employment without regard to race, color, religion, sex, sexual 
orientation, gender identity, national origin, disability status, protected veteran status, or any other 
characteristic protected by law

UWABC Office

United Way of Asheville and Buncombe County

Senior Director United for Youth

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

General Description: Contribute to the development and execution of United Way’s work in the health area including community engagement, investment process management and grant monitoring and execution.Primary Job Responsibilities &amp; Duties:&nbsp;<ol><li>Contribute to the execution of a result based, goal driven contract management process.</li><li>Assist with assigned impact area by conducting monitoring visits, reviewing and recording data, preparing reports and other submissions.&nbsp; &nbsp;</li><li>Coordinate and support the operations of the Community Impact Department with responsibilities including, but not limited to database management, procurement process, report generation and procedures management.&nbsp;</li><li>Responsible for maintaining and providing data support for agencies and organizations as it relates to the United Way Data Systems and the internal/external procurement process.</li><li>Assists with the planning and implementation of all meetings and training; organizes, manages, and coordinates notification; preparation of materials, logistics, etc.&nbsp;</li></ol>Other Job Duties:<ul><li>Provide day to day technical support to funded providers on the Community Impact Data System.&nbsp;</li><li>Manages the Community Impact Data management system.</li><li>Organizes training and special events.&nbsp;</li><li>Prepares and distributes minutes and all other materials related to Community Impact provider round table meetings.</li><li>Help to manage billing process for all providers under Health initiatives.&nbsp;</li><li>Review and track Month/Year invoicing for all providers under Health initiatives.</li><li>Assist with the execution and management (including monitoring/evaluation) of all contracts related to Health initiatives.</li><li>Coordinates the screening process for potential volunteers (as applicable).&nbsp;</li><li>Operates a variety of equipment including personal computers, copy/fax machines, and related equipment.</li><li>Due to the leadership role United Way is called upon to play in the community, particularly during times of crisis, it is the expectation that all United Way staff will be fully engaged in the organization's crisis plan and response efforts.</li></ul>Supervises:&nbsp;This position has no supervisory responsibilitiesEducation &amp; Experience:&nbsp;<ul><li>Bachelor's degree, master preferred. &nbsp;</li><li>Three to five years’ experience in office/administrative support&nbsp;</li><li>Knowledge of word processing equipment and computers with proficiency required in MS Word, MS Excel, MS Power Point, and other related computer programs as needed</li><li>Strong organizational and interpersonal skills required.</li><li>Strong Customer Service Skills required.&nbsp;</li><li>An outgoing personality is a must.</li></ul>Core Competency Requirements:<ul><li>Excels at customer service&nbsp;– Serves (treats) all customers (internal and external) with utmost respect and responsiveness in order to deepen relationships and advance UWBC’s mission.&nbsp;</li><li>Drives for results&nbsp;– Has a passion for innovation and risk-taking, meets and exceeds qualitative and quantitative goals in a thoughtful and time-driven manner.&nbsp;</li><li>Commits to the organization&nbsp;– Has the responsibility for aligning one’s own behavior, leadership and commitment with the needs, priorities, goals and culture of UWBC.&nbsp;</li><li>Embraces diversity and inclusion&nbsp;– Creates an atmosphere that respects and embraces engagement of all people, ideas and backgrounds and aligns with United Way’s values.&nbsp;</li><li>Seizes learning –&nbsp;Able and willing to learn new skills and knowledge and accept new challenges to further United Way’s mission.&nbsp;</li><li>Manages multiple projects and tasks&nbsp;– Effectively manages time and resources to respond to emerging needs while continuing to deliver on organizational goals, objectives and timelines, and seeks help when needed in juggling priorities.&nbsp;</li><li>Personifies teamwork&nbsp;– Demonstrates good collaboration and communication to be effective in any team setting.</li></ul>Environment &amp; Physical Demands:&nbsp;The environment is climate controlled (i.e., heated and air-conditioned).&nbsp; Lighting is adequate through overhead lighting as well as windows and blinds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Physical demands include sitting and/or standing for extended periods of time, bending, lifting approximately 25 pounds, regular use of the telephone, copier, fax and computer.&nbsp; Demands also involve protracted concentration.&nbsp;

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