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ABOUT USUnited Way of San Antonio and Bexar County unites the community to identify and solve our most critical issues. We are dedicated to improving people's lives and creating community-level change. Our work includes leading cross-sector collaborations, advocating for public policy changes and investing in programs that prevent problems from happening in the first place for those in need. Improving quality of life and advancing the greater good involves focusing in four impact areas: preparing children for kindergarten; empowering students to graduate and reach their full potential; helping individuals and families become self-sufficient; providing a safety net of services for those in crisis.JOB SUMMARYThe Senior Donor Relations Manager plays a key role in driving individual and planned giving strategies while managing donor engagement and stewardship efforts. This position is responsible for cultivating relationships with donors, financial advisors, and legal professionals to facilitate charitable giving through estate planning methods such as wills, trusts, life insurance policies, or annuities. The role requires strong relationship-building skills, financial knowledge, and expertise in the legal and tax implications of charitable giving.A component of this position includes managing Stay United, an exclusive affinity group for retirees who want to continue their community impact and maintain their network during retirement. Responsibilities related to Stay United include donor cultivation, engagement, and stewardship to support fundraising efforts. Additionally, the Senior Donor Relations Manager will collaborate with the Vice President of Individual and Major Giving and the resource development team to implement donor engagement strategies and achieve United Way’s broader fundraising goals. This includes setting and achieving annual fundraising targets, donor acquisition, retention, and growth across various giving initiatives.PRIMARY DUTIES AND RESPONSIBILITESFundraising:<ul><li>Set and achieve goals for the Stay United membership group. Goals will include overall dollars raised, donor retention, donor acquisition, and donor growth.</li><li>Develop and track key performance metrics to assess success within planned giving and affinity group strategies.</li><li>Work closely with the resource development team and volunteers to ensure coordination of fundraising efforts.</li><li>Craft fundraising strategies for individuals within affinity group and facilitate moves management.</li><li>Set and achieve fundraising goals for individual and planned giving, including donor retention, acquisition, and growth.</li></ul>Donor Engagement and Stewardship:<ul><li>Responsible for creating and driving innovative strategies that will optimize donor experiences for members of the Stay United affinity group. Strategies will include designing and managing programs and events that promote engagement, while creating meaningful opportunities for donors to connect with United Way’s mission.</li><li>Work cross-functionally within the resource development team to ensure the execution of dynamic events that engage existing members while also appealing to prospects and potential new members.</li><li>Provide personalized stewardship and recognition strategies for planned giving donors and affinity group members, ensuring they feel valued and engaged in United Way’s mission.</li></ul>Volunteer Management and Stewardship:<ul><li>Manage the Stay United affinity group committees and volunteer leadership structures.</li><li>Provide meaningful and substantive leadership opportunities for volunteers. Recruit volunteers to participate in the UWSA leadership structure, including all Committee Chairs and Steering Committee members.</li><li>Facilitate committee meetings and provide guidance, strategic insights, and data-driven analysis to volunteer leaders.</li><li>Responsible for all administrative duties necessary for the efficient management of the Stay United volunteer group and committees.</li><li>Inspire, motivate, and create opportunities that empower volunteers to achieve their goals.</li><li>Be knowledgeable about UWSA work in the Bexar County area and be an effective and compelling communicator of UWSA’s positive community impact.</li><li>Work with Marketing Department to develop materials, website content and social media tailored for Stay United and Planned Giving efforts, utilize a variety of print and electronic mediums to educate and cultivate year-round relationships between the donors and United Way.</li></ul>Data Management:<ul><li>Maintain accurate and up-to-date donor records within the CRM system to track donor interactions, contributions, and engagement history.</li><li>Utilize data analysis to inform and refine donor cultivation and stewardship strategies</li><li>Generate reports and insights to assess fundraising performance and identify opportunities for growth.</li><li>Ensure best practices in data management, donor segmentation, and moves management.</li></ul>EDUCATION AND EXPERIENCE<ul><li>Bachelor’s degree – required / master’s degree – preferred.&nbsp;</li><li>Five to seven years professional work experience desired, with two or more years previous experience in a fundraising, business development, or sales</li><li>Demonstrated history of successful fundraising, sales, or relevant experience along with strategy development, preferably in a nonprofit fundraising organization. Experience with planned giving preferred</li><li>Demonstrated capability to identify, cultivate and solicit gifts from individuals, corporations and private foundations preferred. Staff and volunteer management.&nbsp;</li><li>Experience with CRM/database management preferred.</li><li>Experience in using virtual platforms for presentations and/or setting</li></ul>KNOWLEDGE, SKILLS &amp; ABILITIES INFORMATION<ul><li>Knowledge of and experience with the San Antonio and Bexar County philanthropic community desired.</li><li>Excellent written and verbal communication, data management and analysis, planning, project management and performance evaluation skills required.</li><li>The ability to think strategically and cultivate strong relationships is essential for success.&nbsp;</li><li>Professional demeanor, confident and goal oriented.</li><li>Self-motivated and creative.</li><li>Dynamic, authentic leadership and team building skills.</li><li>Strong organizational skills</li><li>Ability to manage multiple deadlines and priorities and problem-solve issues as they arise.</li><li>Demonstrated independent decision-making and problem-solving ability.</li><li>Facilitation and presentation skills and experience.</li><li>Knowledge of Results-Based Accountability™, preferred.</li><li>Data utilization expertise related to community issues.</li><li>Committee-level volunteer management.</li><li>Relationship management with a broad array of individuals and organizations.&nbsp;</li><li>Attention to detail in a multitasking environment.</li><li>Proficient in Microsoft Office Suite.&nbsp;</li><li>Competent with Adobe Products Suite, preferred.</li></ul>UNITED WAY COMPETENCIESCore Competencies (all United Way Professionals):Mission Focused, Relationship Oriented, Collaborator, Results Driven, Brand StewardBENEFITS<ul><li>Employer-subsidized healthcare plan with employer-funded HRA offered.</li><li>Group dental, vision, life insurance and other insurance products available.</li><li>Paid holidays, personal and sick leave time.</li><li>403(b) retirement plan with employer matching available.</li></ul>WORK ENVIRONMENT<ul><li>Normal nonprofit office environment with little exposure to dust, noise and extreme temperatures.</li><li>Extended work on personal computing equipment, telephone, multi-functioning printer and calculator.</li><li>Reliable transportation required, with the ability to travel to and from meetings, training sessions or other business-related events locally, routinely and around the state and nationally, occasionally.</li><li>Monday-Friday, 8:15 am to 4:45 pm work week with occasional evening and weekend hours.</li></ul>PHYSICAL DEMANDS<ul><li>Sedentary work on a PC; sitting for extended periods of time, routinely.&nbsp;</li><li>Movement within the office and during external meetings and events, regularly.</li><li>Bends, stoops and twists, occasionally.</li><li>Exerts up to 25 lbs. of force, occasionally.</li><li>Facilitates, presents and collaboratively interacts with others, routinely.</li><li>Perform repetitive tasks, i.e., typing and texting, routinely.</li></ul>The above statements are intended to describe the general nature and level of work being performed by associates assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. The contents of this job description may change as deemed necessary by United Way of San Antonio and Bexar County.APPLYTo submit your application visit&nbsp;<a href="https://recruiting.paylocity.com/recruiting/jobs/All/c1a895ce-f28e-4dac-88db-d5fb796d20f5/UNITED-WAY-OF-SAN-ANTONIO-BEXAR-COUNTY" target="_blank">https://recruiting.paylocity.com/recruiting/jobs/All/c1a895ce-f28e-4dac-88db-d5fb796d20f5/UNITED-WAY-OF-SAN-ANTONIO-BEXAR-COUNTY</a>.<ul><li>Applications WILL NOT be accepted via email.</li><li>Contact&nbsp;<a href="mailto:uwjobs@unitedwaysatx.org" target="_blank">uwjobs@unitedwaysatx.org</a> should you experience problems submitting your application.</li></ul>United Way of San Antonio and Bexar County is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information.&nbsp;United Way of San Antonio and Bexar County is committed to the full inclusion of all qualified individuals. As part of this commitment, UWSA will ensure that persons with disabilities are provided reasonable accommodations if reasonable accommodation is needed to participate in the job application, interview process, or to perform essential job functions, and/or to receive other benefits and privileges of employment.&nbsp;United Way of San Antonio and Bexar County | 700 South Alamo St., San Antonio TX, 78205 |&nbsp;<a href="http://www.uwsatx.org/" target="_blank">www.uwsastx.org</a>&nbsp;

United Way of San Antonio and Bexar County

Senior Donor Relations Manager, Individual and Planned Giving

ABOUT US United Way of San Antonio and Bexar County unites the community to identify and solve our most critical issues. We are dedicated to improving people's lives and creating community-level change. Our work includes leading cross-sector collaborations, advocating for public policy changes and investing in programs that prevent problems from happening in the first place for those in need. Improving quality of life and advancing the greater good involves focusing in four impact areas: preparing children for kindergarten; empowering students to graduate and reach their full potential; helping individuals and families become self-sufficient; providing a safety net of services for those in crisis. &nbsp;JOB SUMMARY The Relationship Manager is responsible for managing all aspects of corporate and employee engagement partnerships and campaigns. The position will establish, grow, and strengthen relationships with employers and internal influencers to maximize corporate and employee community involvement to meet and exceed revenue goals. Support United Way's commitment to excellent customer service by facilitating communication and relationship-building with community partners and key stakeholders (local organizations, businesses, and individuals). Positions United Way as the primary philanthropic conduit between companies, the communities in which they reside and operate, and individuals through the development of year-round engagement experiences. &nbsp;PRIMARY DUTIES AND RESPONSIBILITES •&nbsp;&nbsp;&nbsp;&nbsp;Maintain close, positive relationships with the key accounts in the assigned portfolio throughout the year, including planning and oversight of the accounts’ annual United Way campaign – focusing on building and maintaining effective relationships. •&nbsp;&nbsp;&nbsp;&nbsp;Be a passionate advocate of UWSA mission and be able to advocate amongst our corporate partners and their employees. •&nbsp;&nbsp;&nbsp;&nbsp;Oversee employee giving campaigns and creates meaningful growth through best practice strategies to grow participation and average gifts. •&nbsp;&nbsp;&nbsp;&nbsp;Work with the Individual Giving team to coordinate donor cultivation of individuals within the workplace who have potential to give major gifts. •&nbsp;&nbsp;&nbsp;&nbsp;Strategic engagement of companies year-round through implementation of specific donor/corporate engagement strategies in partnership with overall Development team, Community Engagement, Marketing, and/or Volunteerism. •&nbsp;&nbsp;&nbsp;&nbsp;Develop strategies to identify, cultivate, and steward current and potential leadership donors (gifts of $500 or more) within workplace campaigns. •&nbsp;&nbsp;&nbsp;&nbsp;Work with portfolio of corporations, corporate champions, and internal stakeholders to create revenue growth strategies for each account, informed by targeted research and the company’s CSR focus. •&nbsp;&nbsp;&nbsp;&nbsp;Assist volunteer identification, recruitment, training, retention, and advancement. •&nbsp;&nbsp;&nbsp;&nbsp;In partnership with corporate partners, create a donor engagement strategy targeted at returning, new, lapsing, and lapsed donors. •&nbsp;&nbsp;&nbsp;&nbsp;Consistently document key conversations with prospects, donors, and corporate partners into UWSA’s customer management database (CRM). •&nbsp;&nbsp;&nbsp;&nbsp;Strong attention to detail and focus on updating campaign and individual donor information in CRM including, but not limited to, corporate contact(s), employee count, UWSA involvement, company processing information, engagement practices, campaign start/end dates, etc. •&nbsp;&nbsp;&nbsp;&nbsp;Maintain solid understanding of United Way programs and initiatives.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Work with colleagues across the organization to develop customized giving proposals for key donors who may have an interest in funding a particular initiative. •&nbsp;&nbsp;&nbsp;&nbsp;Develop relationships with the finance and administration staff to ensure that information on campaign reports is provided in a timely and accurate manner. •&nbsp;&nbsp;&nbsp;&nbsp;Monitor reports for actual and projected progress to goals for accounts within assigned portfolio and work with the Information Systems team to finalize. •&nbsp;&nbsp;&nbsp;&nbsp;Work with and manage Loaned Executives on the management of corporate campaigns and the interactions with company contacts. •&nbsp;&nbsp;&nbsp;&nbsp;Work with the VP, RD to streamline processes and improve ROI on all fundraising activities. •&nbsp;&nbsp;&nbsp;&nbsp;Willingly accept other ancillary or related assignments that will enhance the effectiveness of the corporation. &nbsp;EDUCATION AND EXPERIENCE •&nbsp;&nbsp;&nbsp;&nbsp;Bachelor’s degree – required in a related field of study. •&nbsp;&nbsp;&nbsp;&nbsp;A Minimum of 2 years of professional work experience desired, with one or more years of fundraising or sales experience preferred.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Experience in working effectively in multicultural environments. •&nbsp;&nbsp;&nbsp;&nbsp;Strong relationships in the nonprofit, public and private sectors.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Staff and volunteer management.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Experience in using virtual platforms for presentations and/or setting up virtual meetings. •&nbsp;&nbsp;&nbsp;&nbsp;Experience with CRM/database management preferred.&nbsp; &nbsp;KNOWLEDGE, SKILLS &amp; ABILITIES INFORMATION •&nbsp;&nbsp;&nbsp;&nbsp;Knowledge of the nonprofit arena and the ability to develop and maintain strong relationships with community partners, donors and volunteers. •&nbsp;&nbsp;&nbsp;&nbsp;Ability to identify and build opportunities and assist in educating and mobilizing networks of individuals, companies, and agencies to support UWSA’s impact agenda. •&nbsp;&nbsp;&nbsp;&nbsp;Strong verbal and written communication skills including development of content relevant to the Impact Areas for a wide variety of audiences and media. •&nbsp;&nbsp;&nbsp;&nbsp;Excellent collaborator and team member, able to work well with individuals at all levels of the organization.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;A personal leadership and management style that promotes collaboration and accessibility.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Professional demeanor, outgoing, confident and goal oriented. •&nbsp;&nbsp;&nbsp;&nbsp;Self-motivated and creative. •&nbsp;&nbsp;&nbsp;&nbsp;Dynamic, authentic leadership and team building skills. •&nbsp;&nbsp;&nbsp;&nbsp;Strong organizational skills. •&nbsp;&nbsp;&nbsp;&nbsp;Ability to manage multiple deadlines and priorities and problem-solve issues as they arise. •&nbsp;&nbsp;&nbsp;&nbsp;Strategic thinking ability. •&nbsp;&nbsp;&nbsp;&nbsp;Commitment to Community Service. •&nbsp;&nbsp;&nbsp;&nbsp;Demonstrated independent decision-making and problem-solving ability. •&nbsp;&nbsp;&nbsp;&nbsp;Facilitation and presentation skills and experience. •&nbsp;&nbsp;&nbsp;&nbsp;Data utilization expertise related to community issues. •&nbsp;&nbsp;&nbsp;&nbsp;Committee-level volunteer management. •&nbsp;&nbsp;&nbsp;&nbsp;Relationship management with a broad array of individuals and organizations.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Attention to detail in a multitasking environment. •&nbsp;&nbsp;&nbsp;&nbsp;Proficient in Microsoft Office Suite.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Competent with Adobe Products Suite, preferred. &nbsp;UNITED WAY COMPETENCIES Core Competencies (all United Way Professionals): Mission Focused, Relationship Oriented, Collaborator, Results Driven, Brand StewardBENEFITS •&nbsp;&nbsp;&nbsp;&nbsp;Employer-subsidized healthcare plan with employer-funded HRA offered. •&nbsp;&nbsp;&nbsp;&nbsp;Group dental, vision, life insurance and other insurance products available. •&nbsp;&nbsp;&nbsp;&nbsp;Paid holidays, personal and sick leave time. •&nbsp;&nbsp;&nbsp;&nbsp;403(b) retirement plan with employer matching available. &nbsp;WORK ENVIRONMENT •&nbsp;&nbsp;&nbsp;&nbsp;Normal nonprofit office environment with little exposure to dust, noise and extreme temperatures. •&nbsp;&nbsp;&nbsp;&nbsp;Extended work on personal computing equipment, telephone, multi-functioning printer and calculator. •&nbsp;&nbsp;&nbsp;&nbsp;Reliable transportation required, with the ability to travel to and from meetings, training sessions or other business-related events locally, routinely and around the state and nationally, occasionally. •&nbsp;&nbsp;&nbsp;&nbsp;Monday-Friday, 8:15 am to 4:45 pm work week with occasional evening and weekend hours. &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;PHYSICAL DEMANDS •&nbsp;&nbsp;&nbsp;&nbsp;Sedentary work on a PC; sitting for extended periods of time, routinely.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Movement within the office and during external meetings and events, regularly. •&nbsp;&nbsp;&nbsp;&nbsp;Bends, stoops and twists, occasionally. •&nbsp;&nbsp;&nbsp;&nbsp;Exerts up to 25 lbs. of force, occasionally. •&nbsp;&nbsp;&nbsp;&nbsp;Facilitates, presents and collaboratively interacts with others, routinely. •&nbsp;&nbsp;&nbsp;&nbsp;Perform repetitive tasks, i.e., typing and texting, routinely.The above statements are intended to describe the general nature and level of work being performed by associates assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. The contents of this job description may change as deemed necessary by United Way of San Antonio and Bexar County. &nbsp;APPLY To submit your application visit <a href="https://recruiting.paylocity.com/recruiting/jobs/All/c1a895ce-f28e-4dac-88db-d5fb796d20f5/UNITED-WAY-OF-SAN-ANTONIO-BEXAR-COUNTY." target="_blank">https://recruiting.paylocity.com/recruiting/jobs/All/c1a895ce-f28e-4dac-88db-d5fb796d20f5/UNITED-WAY-OF-SAN-ANTONIO-BEXAR-COUNTY.</a>&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Applications WILL NOT be accepted via email. •&nbsp;&nbsp;&nbsp;&nbsp;Contact <a href="mailto:uwjobs@unitedwaysatx.org" target="_blank">uwjobs@unitedwaysatx.org</a> should you experience problems submitting your application.United Way of San Antonio and Bexar County is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information.United Way of San Antonio and Bexar County is committed to the full inclusion of all qualified individuals. As part of this commitment, UWSA will ensure that persons with disabilities are provided reasonable accommodations if reasonable accommodation is needed to participate in the job application, interview process, or to perform essential job functions, and/or to receive other benefits and privileges of employment. United Way of San Antonio and Bexar County | 700 South Alamo St., San Antonio TX, 78205 | <a href="http://www.uwsastx.org&amp;nbsp" target="_blank">www.uwsastx.org&amp;nbsp</a>; &nbsp;

Relationship Manager, Resources Development - Corporate

Job LocationUnited Way of Dallas - Dallas, TX TOGETHER, WE HAVE THE POWER TOCREATE LASTING CHANGE&nbsp; United Way of Metropolitan Dallas is a social change organization that unites the community to create access and opportunity for all North Texans to thrive. We are committed to being a fully inclusive, multicultural, antiracist movement so we can drive transformative change and advance racial equity in the areas of education, income, and health—the building blocks of opportunity. We encourage every North Texan to join this movement and&nbsp;Live United.&nbsp; Work Deliverables Summary: The Assistant Controller serves as a management resource of United Way of Metropolitan Dallas with accountability for supervising or performing the day-to-day operations of the general ledger, accounts receivable, accounts payable, revenue and expense areas.&nbsp; The Assistant Controller is a key participant in maintaining internal control safeguards and reporting systems ensuring compliance with appropriate standards and regulatory requirements. This role requires knowledge of and adherence to&nbsp;Generally Accepted Accounting Principles, Uniform Administrative Requirements for Federal Awards (2 CFR 200) and develops reports used for management, committee, and Board reporting. The Assistant Controller demonstrates an on-going commitment to continuous improvement by implementing systems, structure, policy and process enhancements that improve the quality of the Finance department’s products and services.&nbsp; Provide leadership in strengthening internal communications with and the financial acumen of all levels of staff throughout the organization; and create and promote a positive and supportive work environment. Must be able to work with a team in a high transaction volume environment with emphasis on accuracy and timeliness; ability to multi-task and work under tight deadlines. A results-oriented leader with a high energy level; strong work ethic; a self-starter with little supervision required and organized. Technically proficient individual with the utmost professional and personal integrity; ability to engage, assess risk, prioritize work, identify issues, and solve problems. 	 		 			 			Essential Role Functions: (Accountabilities / Responsibilities) 		 		 			 			15% 			 			Management of payroll process including: review of payroll, assisting with 403B audit, and reconciliation of payroll accounts and benefit vendor invoices. 		 		 			 			30% 			 			Management of month-end close and day-to-day transaction activity including: Processing accounts receivable, accounts payable, and revenue. Overseeing and maintaining accounting records, including chart of accounts, account setup, allocation and distribution setup, vendor setup, general ledgers, journal entries, payments of allocations, designations and distributions, payment of vendors, and solution of technical problems. Reviewing and preparing assigned balance sheet reconciliations. 		 		 			 			25% 			 			Assist with training, development, and management of staff to fulfill the objectives and responsibilities of the department in an effective and efficient manner, consistent with organizational strategic plan. 		 		 			 			5% 			 			Prepare and publish timely monthly, quarterly and annual financial statements in accordance with generally accepted accounting procedures (GAAP) for non-profit organizations. 		 		 			 			10% 			 			Facilitate quarterly designation payout process. 		 		 			 			5% 			 			Leading and/or participating in special projects and activities as assigned; and assuming responsibility for the Finance department in the absence of the controller. 		 		 			 			5% 			 			Provide customer service to other departments, and donors 		 		 			 			5% 			 			Other duties as assigned 		 	 Qualifications 	 		 			 			Educational/Experience Requirements: 		 		 			 			<ul> 				<li>Bachelor’s degree in accounting, or finance required</li> 				<li>5+ years of experience in accounting roles with increasing responsibility, experience with non-profit organizations preferred</li> 				<li>Ability to work in office 2-3 days per week</li> 			</ul> 			 		 	 	 		 			 			Critical Skills / Experience&nbsp;Needed: 		 		 			 			<ul> 				<li>Excellent analytical skills along with the ability to create and present detailed reports</li> 				<li>Ability to provide financial information and recommendations</li> 				<li>Internal controls focused</li> 				<li>Consolidations and intercompany eliminations</li> 				<li>GAAP Accounting Knowledge</li> 				<li>Ability to prioritize and manage multiple tasks while working under tight deadlines</li> 				<li>Advanced skills in all Microsoft applications, Adobe Pro, and other software applications</li> 				<li>Excellent interpersonal and customer service skills</li> 				<li>Ability to work in a collaborative environment</li> 				<li>Strong consultative, communication and presentation skills</li> 				<li>Self-starter and self-motivated</li> 				<li>Adherence to protecting and maintaining proprietary information and donor confidentiality</li> 				<li>Commitment to excellence, continuous learning and to the mission of United Way</li> 			</ul> 			 		 	 	 		 			 			Preferred Qualifications: 		 		 			 			<ul> 				<li>Management, training, and development of staff</li> 				<li>CPA or CPA eligible preferred</li> 				<li>Experience with Sage Intacct</li> 				<li>Grants Management Experience</li> 				<li>2+ years of nonprofit accounting experience</li> 				<li>2+ years of supervisory experience</li> 			</ul> 			 		 	 United Way of Metropolitan Dallas, we believe in the power of unity and equity to create lasting change. We acknowledge that systems of structural racism in North Texas have created barriers to equitable access to education, income and health—the building blocks of opportunity. That’s why we have designed an eight-year strategic plan to ensure United Way of Metropolitan Dallas is a fully inclusive, multicultural, antiracist organization. We know that to drive transformative change in North Texas and advance racial equity in the areas of education, income and health, we must also drive transformative change and advance racial equity within our organization. To achieve this transformation, we are infusing racial equity into every aspect of our work.&nbsp;

United Way of Metropolitan Dallas

Assistant Controller

United Way of El Paso County is committed to improving the lives and futures of 
all people in the community. We bring together expertise, funding and volunteer 
support to positively impact education, health, basic needs, and financial 
stability. In partnership with others, we work to eliminate inequities experienced 
by diverse populations so that all people have a safe, healthy home environment, 
achieve their educational potential, and increase their financial stability. We 
commit to building bridges across cultural, racial, religious, and economic 
boundaries. 

POSITION: PARENTS AS TEACHERS CASE MANAGER 
 

REPORTS TO: Director of Early Childhood Initiatives 
 
Purpose: The Case Manager contributes to the achievement of United 

Way of El Paso County’s (UWEPC) mission, vision, and core 
values by addressing a key strategy: family home visitation 
programs. The Case Manager is responsible for providing 
needs assessment, service planning, and monitoring and 
evaluation of case management services to children and 
families enrolled in the Parents as Teachers Program, an 
evidence-based early childhood home visitation framework 
that builds strong communities, thriving families and children 
who are healthy, safe and ready to learn. 

 
MAJOR DUTIES &amp; RESPONSIBILITIES: 
The Parents as Teachers (PAT) Case Manager Responsibilities include: 

ï· Complete intake record and identify reasons for referral. 
ï· Assist participants enrolled in the PAT Program with basic needs. 
ï· Create and customize a service plan with each participant receiving case 

management services. 
ï· Monitor and evaluate the service plan as needed during services period. 
ï· Be in contact with the family monthly until terms on the service plan are 

addressed/provided/remedied. 
ï· Complete warm-hands off/referrals to entities in El Paso that are better 

suited/preferred to meet the needs of the PAT participants. 

 
Administrative Compliance for HOPES: 

ï· Complete data entry in data entry systems. 
ï· Maintain accurate and complete family file records. 
ï· Complete daily timesheets, staff weekly and monthly reports, monthly 

mileage and expense reports by set deadlines. 
ï· Participate in monthly reflective and administrative supervision sessions. 
ï· Recruit families to maintain a full caseload by conducting presentations in 

small or large groups. 
ï· Request donations and incentives for active participants in the PAT 

program. 
 


Professional Development 
ï· Complete at least 20 hours of professional development each year. 
ï· Attend all grant-required trainings. 

 
 
CROSS-FUNCTIONAL RESPONSIBILITIES: 
Community Engagement 

ï· Work effectively with other teams at United Way to provide appropriate 
support and value to partners. Leverage relationships to create additional 
opportunities with other organizations and individuals. 

ï· Foster creative thinking and facilitate future partnerships within corporate 
accounts. 

ï· Attend key community events and activities as a way to promote United 
Way of El Paso County’s mission, vision and core values becoming a 
defined community ambassador for United Way. 

ï· Cultivate community support for United Way by maintaining contacts with 
local organizations, businesses and individuals. 


SKILLS AND COMPENTENCIES: 

Interpersonal Skills 

ï· Experience working in collaborative environments and cross functionally to 
achieve goals. 

ï· Strong project management, process improvement, or other applicable 
experience. 

ï· Strong analytical skills using data to support decisions. 

ï· Problem-solver and self-starter who initiates solutions; collaborates and 
negotiates effectively with team members, partners, and stakeholders. 
Strong ability to distill and communicate complex issues and concepts to 
others. 

ï· Strong communicator focused on building relationships and leveraging 
partnerships to advance priorities and initiatives. 

ï· Personal attributes of honesty, integrity, professional behavior, tact, sense 
of urgency, and sense of humor. 

 
Computer Skills 

Intermediate knowledge of MS Office applications (Outlook, PowerPoint, Word, 
Excel), Intermediate knowledge of virtual meeting platforms i.e. Zoom, GoTo 
Meeting, FaceBook Live, Microsoft Teams; Intermediate knowledge of case 
management software and workflow. 


Key Competencies 

ï· Cultivates 

o Equity Mindset 

o Network Mindset 

o Learning Mindset 

ï· Think Strategically 
Applies appropriate strategic logic to decisions and initiatives. Identifies 
efforts that will have the greatest strategic impact. 

ï· Promote Collaboration 
Fosters a sense of teamwork, leverages differences, and facilitates the 
effective interaction and contribution of others to achieve goals. 

ï· Engage and Inspire 
Articulates and inspires commitment to a plan of action aligned with 
organizational mission and goals. 

ï· Inspire Trust 
Gains the confidence and trust of others through principled leadership and 
sound business ethics. 

ï· Innovate 
Champions new ideas and initiatives and creates an environment that 
supports innovation. 

ï· Focus on Community 
Ensures the delivery of exceptional service and value to the communities 
we serve. 

Core Competencies for all UWEPC Staff 

ï· Mission Focused: Catalyze others’ commitment to the mission to create 
real social change that leads to better lives and healthier 
communities. This drives their performance and professional motivations. 

ï· Relationship-Oriented: Understands that people come before processes 
and is astute in cultivating and managing relationships toward a common 
goal. 

ï· Collaborator: Understands the roles and contributions of all sectors of the 
community and can mobilize resources (financial and human) through 
meaningful engagement 

ï· 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 

ï· Brand Steward: Steward of the brand and understands his/her role in 
growing and protecting the reputation and results of the greater network. 

. 


 
Qualifications--Knowledge, Education and Experience 
 
Must have a minimum of a bachelor's degree in Social Work or closely related 
field (counseling, psychology, etc.) 
 
Must have at least 3 years of hands-on experience working with families and 
children. Bilingual (English/Spanish) is required. 
 
The ability to extend emotional support to families in crisis with a non-judgmental 
attitude, offering compassion and strength in an objective manner. 
 
Leadership qualities to include the ability to give direction and to work 
cooperatively with peers and accept direction as needed. 
 
Knowledge of the non-profit sector is essential. Knowledge of community 
resources and ability to access needed services for families. 
 
Successful candidate must also embody personal attributes of honesty, integrity, 
professional behavior, tact, sense of urgency, and sense of humor. 
 
Must be able to work a flexible schedule with the possibility of early morning, 
evening, and weekend work. 
 
The physical demands described here are representative of those that must be 
met by an employee. Reasonable accommodations may be made to enable 
individuals with disabilities to perform the essential functions. While performing the 
duties of this job the employee is regularly required to sit, talk, and/or hear. 
Continual use of the hands with wrist and finger movement using a keyboard is 
required. Specific vision abilities required by this job include long hours viewing a 
computer monitor screen and occasionally lifting up to 25 pounds. 
 
The employee may occasionally travel using personal vehicle and/or work 
outside normal office environment. Must possess a valid driver’s license, current 
auto insurance, and daily access to reliable vehicle. 
 
Must be able to pass a background check. 
 
The above statements are intended to describe the general nature and level of 
work being performed by the individual in this position. They are not intended to 
be an exhaustive list of all duties, responsibilities, and skills required of the 
position. Duties, responsibilities and activities may change at any time with or 
without notice. 
 
 
Job Classification Salary Range $15-$18 per hour 
Temporary Full Time, Non-Exempt

United Way of El Paso County

Parents as Teachers Case Manager

ORGANIZATION OVERVIEWUnited Way of El Paso County is committed to improving the lives and futures of all people in the community. We bring together expertise, funding and volunteer support to positively impact education, health, basic needs, and financial stability. In partnership with others, we work to eliminate inequities experienced by diverse populations so that all people have a safe, healthy home environment, achieve their educational potential, and increase their financial stability. We commit to building bridges across cultural, racial, religious, and economic boundaries.OVERVIEW OF RESPONSIBILITIESThe Parent Educator contributes to the achievement of United Way of El Paso County’s (UWEPC) mission, vision, and Education Community Impact goals by addressing a key strategy: family home visitation programs.&nbsp; The Program Manger’s responsibility is to successfully deliver the Parents as Teachers program, an evidence-based early childhood home visitation framework that builds strong communities, thriving families and children who are healthy, safe and ready to learn.KEY RESPONSIBILITIES/ESSENTIAL FUNCTIONSThe Parents as Teachers (PAT) Parent Educator delivers the essential PAT program functions, to include:<ul><li>Preparing for and conducting monthly or bi-monthly home visits, including home visits with reoccurring access to vulnerable populations, which will require 27 to 35 visits per month</li><li>Partner with families to improve well-being, reflect with families regarding parenting styles, and facilitate discussions and play activities to foster healthy development</li><li>Planning and conducting group connections and family appreciation events</li><li>Conducting screenings and assessments for parents and children</li><li>Utilizing identified resources available to provide family support</li></ul>Administrative Compliance for Parents as Teachers<ul><li>Complete data entry in two electronic databases including Penelope (PAT) and Extended Reach.</li><li>Maintain accurate and complete family file records.</li><li>Complete daily timesheets, staff weekly and monthly reports, monthly mileage and expense reports by set deadlines.</li><li>Participate in monthly reflective and administrative supervision sessions.</li><li>Recruit families to maintain a full caseload by conducting presentations in small or large groups.</li><li>Request donations and incentives for active participants in the Parents as Teachers (PAT) program.</li></ul>Professional Development<ul><li>Complete at least 20 hours of professional development each year to maintain Parents as Teachers credential.</li><li>Attend all required trainings: Core Curriculum trainings, Technology Training, PAT Foundational and Model Implementation trainings, Ages and Stages Questionnaire, Life Skills Progression, Cultural Competency Training, Health Screenings and other trainings as recommended by program to enhance professional skills and capacity building.</li></ul>EDUCATION/REQUIREMENTSMust have a bachelor’s degree in a health and human services field or early childhood education.&nbsp;Must have at least two (2) years of direct service experience in a health and human services field and in working with families and children.Must befluent in English and Spanish.Successful candidate must also embody personal attributes of honesty, integrity, professional behavior, tact, sense of urgency, and sense of humor.Must possess a valid driver’s license, current auto insurance, and daily access to reliable vehicle.Must be able to pass a background check.The above statements are intended to describe the general nature and level of work being performed by the Parent Educator.&nbsp; They are not intended to be an exhaustive list of all duties, responsibilities, and skills required.Must be able to work a flexible schedule with the possibility of early morning, evening, and weekend work.The physical demands described here are representative of those that must be met by an employee. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee is regularly required to sit, talk, and/or hear. Continual use of the hands with wrist and finger movement using a keyboard is required. Specific vision abilities required by this job include long hours viewing a computer monitor screen and occasionally lifting up to 25 pounds.Skills and Demonstrated AbilitiesStrong leadership, verbal and written communication skills; and strong presentation and interpersonal skills.Basic knowledge of Microsoft Office applications.Must possess the ability to effectively and efficiently coordinate multiple projects.&nbsp;Strong organizational and record keeping skills.Personal Attributes<ul><li>Works well with other people.</li><li>Works effectively in a dynamic, innovative and changing environment.</li><li>Pays attention to detail, accuracy and quality.</li></ul>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.Job Classification&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; Salary: $36,790.00This is a full-time non-exempt position with competitive benefits (Health, Dental, Life Insurance and Retirement contributions).

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