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Position Summary: Provides quality health and human services information to persons in need with the intent to link those persons to appropriate resources for assistance. Promote education and awareness of 2-1-1 Texas through community presentations, as needed.

United Way of the Brazos Valley

Information and Referral Specialist 

Guided by the overall strategic vision for the Financial Security Impact Area for United Way of the Plains, the Financial Empowerment Program Manager will guide community members as they navigate to financial stability. This full-time position will be responsible for delivering financial education, digital financial literacy, and financial coaching/counseling to the community. As part of this work, the Financial Empowerment Program Manager will participate in and lead community engagement activities, as assigned, with both the Free Tax Filing Services Program and the Bank On ICT Coalition.&nbsp; Through the involvement with these two programs, the Financial Empowerment Program Manager will convene and collaborate with area financial educators to close gaps in financial services and resources to the community.&nbsp;Successful applicants in this role will possess strong interpersonal skills. The ability to connect with individuals and have a strong, yet gentle, communication style for the purpose of professional coaching and financial education is key to the success of this role.Applicants for this role should also possess a foundational knowledge of personal finance and financial systems, deliver stellar customer service, and are successful in bringing groups of individuals together to address financial needs.&nbsp;The Financial Empowerment Program Manager will report to the Director of Community Impact with oversight over United Way of the Plains Financial Security services.KEY RESPONSIBILITIES/ESSENTIAL FUNCTIONS<ul><li>Provide financial empowerment services to area agencies and community members.&nbsp;</li><li>Deliver financial education materials to the community through group sessions, individual counselling/coaching, and community events.</li><li>Maintain a safe and secure environment for community members while they are being served.</li><li>Coordination and facilitation of the Bank On ICT Coalition, including building and maintaining relationships with community partners and Coalition members; planning and hosting Coalition meetings, outreach events, and other activities; and facilitating and supporting programmatic collaborations.</li><li>Assist in gathering and reporting on relevant data to support grant reporting and strategic outcomes that align with the Financial Security Impact Area.&nbsp;</li><li>Assist in the planning and execution of events with area agencies and the community to provide financial education, resource navigation, and one-on-one financial coaching/counseling.</li><li>Assist with issue-based collaborations within the Financial Security Impact Area.&nbsp;</li><li>Convene a committee of area financial educators, counselors, coaches, and mentors as part of the Bank On ICT Coalition.</li><li>Attend and participate in activities with the Volunteer Income Tax Assistance (VITA) Program.&nbsp;</li></ul>Minimum requirements and qualifications:<ul><li>Associates degree or 2 years relevant work experience in personal finance, banking, customer service, social services, or mental health care.</li><li>Proficiency using computers, including MS Office, the Internet, and databases.</li><li>Strong written and oral communication skills.</li><li>Strong relationship and team-building skills.</li><li>Proven critical thinking skills.</li><li>Able to manage multiple projects simultaneously.</li><li>Capable of working effectively with limited supervision.</li><li>Able to maintain confidentiality regarding sensitive information.</li></ul>Non-Negotiable Hiring Criteria:<ul><li>Naturally curious and self-motivated in a never-ending pursuit of continuous improvement.</li><li>Ability to interact in a positive way with individuals and groups.&nbsp;</li><li>Must be flexible and multitask oriented; can adapt to changing priorities.&nbsp;</li><li>Can work independently and responsibly while managing numerous projects simultaneously.&nbsp;</li><li>Dependable and reliable to meet deadlines; remains calm under pressure.&nbsp;</li><li>Lead by personal example; your word is your bond. &nbsp;</li><li>Possess excellent judgment and creative problem-solving skills.&nbsp;</li><li>Helps create a work environment that embraces and appreciates diversity.</li></ul>Core Competencies for all United Way Professionals&nbsp;<ul><li>Mission-Focused: The United Way Professional’s top priority is to create real social change that leads to better lives and healthier communities. This competency drives their performance and professional motivations.&nbsp;</li><li>Relationship-Oriented: The United Way Professional understands that people come before process and is astute in cultivating and managing relationships toward a common goal.&nbsp;</li><li>Collaborator: The United Way Professional understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.&nbsp;</li><li>Results-Driven: The United Way Professional is dedicated to shared and measurable goals for the common good including creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact.&nbsp;</li><li>Brand Steward: The United Way Professional is a steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.&nbsp;</li></ul>How to Apply:&nbsp;Submit your cover letter and resume via email to:&nbsp;<a href="mailto:careers@unitedwayplains.org" target="_blank">careers@unitedwayplains.org</a> with “Financial Empowerment Program Manager” in the subject line.

Financial Empowerment Program Manager

Exciting opportunity for retirees, stay-at-home parents, or anyone looking for a seasonal part-time, flexible job! &nbsp; Current opportunities in Wichita, Arkansas City and Wellington areas in Kansas.The VITA (Volunteer Income Tax Assistance) Site Coordinator is responsible for maintaining an orderly, efficient, and welcoming site; ensuring Quality Requirements are executed; coordinating volunteer schedules; and providing excellent customer service to clients and volunteers. The Volunteer Income Tax Assistance program provides income-limited households with free assistance to file their income tax return.This is a temporary independent contractor position established for the 2026 tax season, to begin at time of hire and end April 30, with the possibility of some hours through May to accommodate off-season needs.&nbsp; The position has a flexible working schedule, averaging 15-20 hours per week.RESPONSIBILITIESSite Management:<ul><li>Organize waiting areas and workstations for tax preparers with necessary resources and supplies.</li><li>Ensure all required paperwork and forms are stocked for each tax appointment.</li><li>Review intake paperwork and discuss with clients.</li><li>Assist clients through the tax filing process.</li><li>Maintain orderly clients’ files and ensure security of confidential paper and electronic files.</li><li>Communicate supply needs to the Program Manager for ordering.</li><li>Ensure the site closely adheres to the Quality Site Requirements.&nbsp;</li><li>Ensure the site adheres to Title VI by not denying service to anyone based on race, color, sex, age, national origin, or disability.&nbsp;</li></ul>Personnel:&nbsp;<ul><li>Communicate with volunteer preparers to ensure appropriate coverage is maintained for each day the site is open.</li><li>Communicate with volunteers regarding coverage and attendance.</li><li>&nbsp;Track volunteer attendance and hours of service.&nbsp; Prepare monthly volunteer time report for the site to be submitted to the VITA Program Manager.</li><li>Support volunteer appreciation activities.</li><li>(In some cases) supervise administrative staff responsible for greeting clients.</li></ul>Communication:<ul><li>Serve as a main point of contact for clients. Field in-person questions, respond to phone calls and contact clients when necessary to address problems with returns.&nbsp;</li><li>Serve as a communication liaison regarding the operation of the tax site for colleagues and volunteers.</li><li>Distribute updates and changes from the IRS to volunteers and clients.</li></ul>QUALIFICATIONS<ul><li>A willingness to learn and use electronic tax return software. &nbsp;</li><li>Ability to assist clients and volunteers in a courteous and helpful manner.&nbsp;</li><li>Strong organizational skills with the ability to prioritize multiple responsibilities and meet deadlines.&nbsp;</li><li>Committed to providing excellent customer service, with demonstrated ability to follow instructions and carefully review work for accuracy.</li><li>Ability to work with people of diverse backgrounds.</li><li>Punctual and reliable.</li><li>Enjoys working as a part of a team and with volunteers.</li><li>Basic computer skills.</li><li>Basic tax knowledge (Form 1040, Form 1040A, and Form 1040EZ) and VITA certification at the Advanced level is required before February 1, 2025. Training is provided.</li><li>VITA certification as a Site Coordinator is required before February 1, 2025. Training is provided.</li></ul>Bilingual candidates encouraged to applyHow To ApplySubmit your cover letter and resume to Kristie Costa, VITA Program Manager, at <a href="mailto:kcosta@unitedwayplains.org" target="_blank">kcosta@unitedwayplains.org</a> . Please indicated which area you are interested in (Wichita, Arkansas City, or Wellington)

VITA Site Coordinator

Overview:&nbsp;Do you want to help meet the tangible needs of local nonprofits? Thrive on building relationships with a variety of audiences? Enjoy working in a fast-paced, active role? If so, apply to join the United Way team as a full-time GIV Warehouse Associate. In this role, you will assist with the daily operation of our&nbsp;<a href="https://unitedwayplains.org/give-items-of-value/" target="_blank">Give Items of Value</a>&nbsp;(GIV) warehouse. The GIV program accepts in-kind donations from local companies and national retailers that are available to nonprofits for free. Donations range from office furniture and supplies to housewares, hygiene items, holiday décor and much more. Last year, 280 nonprofits visited GIV and obtained over $3 million worth of free goods, which helped lower their overhead expenses and funnel more financial resources into programming to meet the needs of their clients.&nbsp;Key Responsibilities:<ul><li>Maintain a clean, organized, and safe warehouse environment, following all safety protocols.&nbsp;</li><li>Communicate effectively and positively with not-for-profit agencies, volunteers, and local donors; build strong relationships.&nbsp;</li><li>Regularly consolidate, refill, and adjust locations of merchandise in the warehouse.</li><li>Support warehouse staff with volunteer groups, donation pick-ups, and duties needed for accurate inventory control.</li><li>Perform outbound counts for the items being obtained by the non-profit agencies.</li><li>Assist with various other tasks necessary to ensure GIV program is successful and impactful.&nbsp;</li></ul>Requirements and Qualifications:<ul><li>Full-time, primarily Monday-Friday during normal business hours; however, some flexibility is required to occasionally be available early mornings, evenings or weekends</li><li>Position is carried out primarily in a warehouse environment.&nbsp; Extended period of standing is required, along with ability to lift up to 60 pounds. The work environment will include exposure to hot temperatures during summer months.</li><li>Prior warehouse job experience of at least 1 year is preferred</li><li>Excellent customer service skills</li><li>Ability to operate a box-truck, pallet jack, and forklift safely and efficiently.</li><li>Must be OSHA-10 and forklift certified.&nbsp; Training for certification will be provided if needed.</li><li>Excellent driving record&nbsp;</li><li>Proficiency using computers, including MS Office, the Internet, and previous experience working with inventory management systems</li><li>Strong written and oral communication skills</li><li>Strong relationship and team-building skills</li><li>Proven critical thinking skills; ability to identify and resolve issues related to inventory or warehouse operations.</li><li>Able to manage multiple projects simultaneously while maintaining a very strong attention to detail</li><li>Capable of working effectively with limited supervision</li><li>Growth mindset</li><li>Self-motivated with a very strong work ethic</li></ul>Core Competencies for all United Way Professionals:<ul><li>Mission-Focused: The United Way Professional’s top priority is to create real social change that leads to better lives and healthier communities. This competency should drive their performance and professional motivations.</li><li>Relationship-Oriented: The United Way Professional understands that people come before process and is astute in cultivating and managing relationships toward a common goal.</li><li>Collaborator: The United Way Professional understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.</li><li>Results-Driven: The United Way Professional is dedicated to shared and measurable goals for the common good including creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact.</li><li>Brand Steward: The United Way Professional is a steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.</li></ul>How to Apply:&nbsp;Submit your cover letter and resume via email to:&nbsp;<a href="mailto:careers@unitedwayplains.org" target="_blank">careers@unitedwayplains.org</a> with “GIV Warehouse Associate” in the subject line.More information about the United Way of the Plains can be found at&nbsp;<a href="https://unitedwayplains.org/" target="_blank">https://unitedwayplains.org/</a>&nbsp;

Warehouse Associate

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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: CENTER FOR RESILIENCY – RESILIENCY NAVIGATOR 

Reports To: Center for Resiliency Manager 

Purpose: This role supports community members through direct service, 
case management, and resource navigation. It also involves 
building partnerships, organizing outreach efforts, and supporting 
the overall mission of United Way of El Paso County (UWEPC), 
particularly within the Center for Resiliency. 

 
MAJOR DUTIES &amp; RESPONSIBILITIES: 
 
Resource Navigation 

• Conduct holistic assessments, crisis intervention, and case management for 
community members. 

• Provide referrals and connect individuals to relevant services, ensuring warm 
hand-offs and follow-ups. 

• Keep resource directories updated and maintain accurate records of clients and 
services. 

• Assist clients with paperwork and documentation required for program eligibility. 

• Cover El Paso Helps and other platforms as needed. 

• Work from assigned site as needed. 

• Able to manage a caseload of 60 to 80 cases. 

• Other duties as assigned. 

 
Outreach and Programming 
 

• Offer services in accessible community locations considering transportation, 

hours, and language needs. 

• Create safe, welcoming environments for those seeking help. 

• Organize and lead community events in collaboration with local agencies and 

stakeholders. 


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• Represent UWEPC at conferences, forums, and meetings. 

• Track and report service usage, impact data, and financial contributions (e.g., 
donations and grants). 

 
Community Partnerships 

• Maintain up-to-date knowledge of community programs and services. 
 • Build and sustain partnerships with service providers and community 

organizations. 
 • Facilitate strategic collaborations and meetings to assess community needs and 

coordinate responses. 
 • Advocate for UWEPC’s initiatives and research new programs aligned with its 

mission. 

Community Engagement 
 

• Collaborate with internal UWEPC teams to support community outreach. 

• Promote UWEPC at community events and act as an ambassador for the 
organization. 

• Foster relationships with businesses and individuals to increase community 
support. 

Qualifications 

• Bachelor’s degree in social services, public health, communications, nonprofit 
management, or related field. 

• At least three years of relevant experience, or a combination of education and 
experience. 

• Knowledge of nonprofit operations is essential; experience in 
grant/program/case management is preferred. 

• Flexible schedule, including potential evenings and weekends. 

• Must have a valid driver’s license, vehicle, and insurance. 

• Applicant should have experience working with vulnerable communities that 
face challenges related to employment, housing, education, or mental health, 
and should ideally possess specialized expertise in at least one of these areas. 

• Bilingual in English and Spanish is preferred. 

• Intermediate skills in Microsoft Office and virtual meeting platforms (e.g., Zoom, 
Microsoft Teams). 

• Experience with case management systems preferred 

• Strong written and verbal communication skills; able to explain complex ideas 
clearly. 

• Background check required. 


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Job Classification: Exempt 
Salary Range: $37,000 - $42,750 
 
 
This is a full time exempt position with competitive Benefits (Health, Dental, Life Insurance 
and Retirement Contributions).

United Way of El Paso County

Resiliency Navigator

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: SENIOR VICE PRESIDENT/CHIEF OPERATING OFFICER 
 
REPORTS TO: President and CEO 
 
PURPOSE: The Senior Vice President/Chief Operating Officer (SVP/COO) supports the 

mission of United Way of El Paso County (UWEPC) by leading a team of 
passionate and committed individuals to develop and sustain deep redesign of its 
strategy and operations. 

 
The SVP/COO will lead operations, assisting the CEO in governance and 
corporate administrative matters, including business/strategic planning and 
organizational change efforts. The SVP/COO will provide supervision and 
oversight to staff teams and departments, in addition to representing the 
organization in the CEO’s absence in public meetings, events and with volunteers 
and other stakeholders to further United Way’s interests. 

 
 
POSITION OVERVIEW: 

Demonstrate ability to think strategically about the unique role, approaches and contributions of 
United Way of El Paso County. 

Ability to develop and implement United Way’s overall business/organizational strategy, 
integrating the functional areas into highly effective community impact response to critical 
community needs. 

Have extensive experience in leading high-performing teams (volunteers and staff) in the design 
and delivery of results-based, high-profile, large-scale initiatives, programs and advocacy/public 
policy efforts. 
 
KEY RESPONSIBILITIES: 

Provide leadership and management to a high-performing team of volunteers, staff and 
community members by clarifying priorities, creating and monitoring progress towards 
organizational and individual goals. Working closely with the CEO and Board, direct the 
cultivation, solicitation, execution, and stewardship of UWEPC’s resources. 
 
Philanthropy and Engagement 

ï· Assist the implementation of corporate partnerships and their employees through new 
engagement opportunities, existing initiatives and lead the change management process 
for a successful philanthropy transformation. 


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ï· Assist to engage leadership, Board, and external champions to identify, connect with, and 
secure new mutually beneficial partnerships across a variety of industries and sectors. 

ï· Invest time and focus in helping to develop and implement new norms for utilizing our 
CRM for managing portfolio and account activity, donor outreach, donor research, 
employee engagement, event attendance, communications, etc. 

ï· Oversee Engagement (Marketing &amp; Communications); produce compelling digital and 
printed corporate giving assets to promote our work, elevate our existing partners, and 
demonstrate the impact of corporate partnership investments 

ï· Consult with other United Way markets on best practices and innovations in corporate 
giving. 

ï· Attend and participate in community events to strengthen United Way's presence and 
establish and grow relationships. 
 

Administrative/Operations Functions 

ï· Oversight of Human Resources functions, including establishing staff benefits and policies 
designed for attracting and retaining qualified staff. 

ï· Manage, coach, and develop staff leaders. 

ï· Perform duties in accordance with UWEPC policies and procedures 

ï· Manage department budget and expenses including planning and management of budget 
line items for specific outcomes. 

ï· Direct and manage employees, interns, consultants, and volunteers. 

ï· Ensure staff work plans meet organizational goals and objectives. 

ï· Counsel and assist staff in professional growth and development within UWEPC and the 
community. Conduct timely performance evaluations. 

ï· Serve as general resource to all staff, facilitate internal committees as requested. 

ï· Implement the goals and objectives of the Board-approved Strategic Plan and on a regular 
basis, present results and challenges to board and senior staff. 
 

Budgeting and Risk Management 

ï· Assist in establishing an annual budget plan. 

ï· Evaluate budget reports vs. actual results and recommend corrective action as required. 

ï· Oversee the contract approval process to ensure contractual terms and cost effectiveness. 

ï· Participate in the financial internal control system as required. 

ï· Manage progress towards revenue goals throughout the year, providing monthly 
projections against goal, with a strong emphasis on understanding and follow-up of 
revenue projected. 

ï· Ensure accurate and detailed donor and account records in order to analyze deployment 
of resources against objectives; assign relationship management responsibilities 
throughout the Corporate Partnerships team; assess and evaluate areas of responsibility 
and adjust resources across all industries and portfolios as needed to drive increased 
investments and engagement. 
 

Community Impact 


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ï· Provide leadership over the development of community-wide goals, and implement a 
strategic and cohesive plan for impact to make progress on these goals, all based on an 
understanding of community needs, an awareness of community resources, and a 
knowledge of local and national best practice strategies (financial, advocacy, volunteer, 
other). 

ï· Leverage and align UWEPC’s unique strengths and abilities to support the strategies by 
engaging in relationships and partnerships, and measuring results. 

ï· Oversee community information assets and needs, and direct initiatives to address 
development and dissemination of information related to health and human services. 

ï· Work with board and staff to identify and recruit a diverse and dynamic group of business, 
academic and community change leaders to support UWEPC’s Community Impact 
agenda. 

ï· Oversee collection and tracking of key data points related to United Way’s areas of 
strategic focus. 

ï· Provide leadership over the development of direct systems and structures for the 
investment of the (UWEPC) Community Impact Fund and other small funds. 

ï· Provide leadership and direction in the design and implementation of integrated strategies 
that deliver results on United Way’s Community Impact Agenda. 

 
Public Policy &amp; Advocacy 

ï· Provide leadership, strategy, planning, coordination and implementation of public policy 
agenda/initiatives, including stakeholder, i.e., Board of Directors, Community Impact 
Committees, funded agencies, etc., participation. 
 

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 

Excellent computer skills with knowledge of MS Office applications (Outlook, PowerPoint, Word, 
Excel); knowledge of social media and website management platforms i.e. Facebook, Twitter, 
Snapchat, Instagram, Wix; Strong knowledge of virtual meeting platforms i.e. Zoom, GoTo 
Meeting, Facebook Live, Microsoft Teams; knowledge of case management software and 
workflow. 


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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. 


Minimum Qualifications-- Experience/Position Requirements 

Bachelor’s degree in business, public administration, social sciences, non-profit management, or 
related field with ten (10) years of senior leadership/management experience or MBA/advanced 
degree with seven (7) years of senior leadership/management experience. 
 
Broad based business background with knowledge and experience in organizational 
development, continuous quality improvement, and business compliance requirements, 
preferably with background in each of the managed functions. Demonstrated executive and 
administrative capability including organizational development and change management 
experience. 
 
Analytical and decision-making skills and an ability to anticipate and develop appropriate 
recommendations consistent with the desired work environment. Leadership, strategic vision and 
big picture perspective. 
 
Excellent verbal and written communication skills and an ability to create the internal 
communication systems needed to engage and build staff ownership of the organization’s goals 
and objectives at all levels of the organization. Business perceptive and creative, innovative, 
critical, and forward-thinking skills. 
 
Ability to assume a leadership role while establishing effective working relationships with a broad 
cross-section of staff and volunteers in a culturally sensitive and respectful manner. 
 
Previous volunteer and/or work experience in both the for-profit and non-profit sectors is 
desirable. 
 
Must be able to work a flexible schedule with the possibility of early morning, evening, and 
weekend work. 
 
Must pass a background check. 
 
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 


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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. 
 
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: Exempt Salary: $80,000- $100,000 
 
This is a full time exempt position with competitive Benefits (Health, Dental, Life Insurance and 
Retirement Contributions). 
 
The United Way of El Paso County is an equal opportunity employer. We champion diversity, 
equity, and inclusion. We take action to ensure equal opportunity and all candidates are 
considered without regard to race, color, religion, national origin, age, sex, sexual orientation, 
gender identity, marital status, ancestry, physical or mental disability, veteran status, or any other 
legally protected status.

Senior Vice President/Chief Operating Officer

Job Title: Donor Relations Specialist&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Department: Finance Reports to: Senior Pledge Processor &amp; Team Lead&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Status: Hourly, Non-exempt, Full-timeSalary Classification: Level II&nbsp;&nbsp;&nbsp;&nbsp;Location: Albuquerque &nbsp;ORGANIZATION:&nbsp; &nbsp; Headquartered in Albuquerque, United Way of North Central New Mexico (UWNCNM) serves the people of five counties:&nbsp; Bernalillo, Sandoval, Santa Fe, Torrance, and Valencia.&nbsp;Our mission is connecting people to opportunities and services to equitably improve lives and strengthen communities.UWNCNM brings together donors, businesses, nonprofits, government, and others to create better solutions to our community’s challenges.&nbsp;Our programs and donor dollars ensure that individuals and families in central New Mexico&nbsp;have the opportunity to&nbsp;achieve potential through education, that they are healthy and safe, are financially stable and live life with dignity.&nbsp; &nbsp;In addition, UWNCNM has a strong commitment to Diversity, Equity and Inclusion and upholds the following values:&nbsp;&nbsp; &nbsp; &nbsp;<ul><li>We value&nbsp;the visible and invisible qualities that make you who you are.&nbsp;&nbsp; &nbsp;</li><li>We welcome&nbsp;that every person brings a unique perspective and experience to advance&nbsp;our mission and progress our fight for the health, education, and financial stability of every person in every community.&nbsp;&nbsp; &nbsp;</li><li>We believe&nbsp;that each United Way community member, donor, volunteer, advocate, and&nbsp;</li></ul>employee must have equal access to solving community problems.&nbsp;&nbsp; &nbsp;<ul><li>We strive&nbsp;to include diversity, equity, and inclusion practices at the center of our daily&nbsp;</li></ul>work.&nbsp;&nbsp; &nbsp;We commit&nbsp;to using these practices for our business and our communities.&nbsp;PURPOSE:Ensure a high level of personalized customer service to UWNCNM’s donors and agency partners, with a strong emphasis on providing consistent, dependable stewardship of Tocqueville Society donor relationships and gifts.&nbsp;Provide turn-key service to all Tocqueville Society members, supporting their payment and designation choices, acknowledgement of their gifts, recognition, and special events.&nbsp;ESSENTIAL FUNCTIONS:Administrative (80%)<ul><li>Manages all Tocqueville Society members’ accounts with accurate data entry and record keeping.</li><li>Ensures accurate records of Tocqueville Society members’ contact information, personal data and pledge/payment data in donor database.</li><li>Manages all Tocqueville Society members’ designation requests, payments, payment preferences and pledges.</li><li>Tracks and manages data through Prospect Management tool in donor database.</li><li>Manages and reconcile adjustments to non-Tocqueville donor pledges and payments.</li><li>Tracks, manages and makes financial adjustments to Tocqueville donors’ Personal Philanthropy Accounts working with the donors to accurately distribute their funds.</li><li>In working closely with the Major Gifts Tocqueville Officer, tracks and manages member recommitments and recruitment of new members through Prospect Management tool in donor database.</li><li>Collaborates with Investor Relations and IT teams in establishing, editing and following donor database and finance procedures and development of new procedures and processes for Tocqueville Society.</li><li>Manages the acknowledgements of all Tocqueville Society pledges and payments through personal letters and statements.&nbsp;</li><li>Manages monthly, quarterly and annual Tocqueville donors pledge billing/reminders.</li><li>Distributes Tocqueville donors’ quarterly giving statements and annual tax letters/statements.</li><li>Completes the Tocqueville bi-monthly financial payouts including two via ACH and two via check.</li><li>Tracks and manages pending payments and letters to agencies with each payout ensuring proper recognition of all gifts.</li><li>Provides customer service, updates and communications for DonorLink and AgencyLink.</li><li>Research returned agency checks and dissolved agencies.</li><li>Oversees Designation Management, Payout Module, and AgencyLink database.</li><li>Regularly review processes and procedures to ensure they are current and complete.</li><li>Look for efficiencies in processes and procedures and revise with management approval.</li><li>Contributes to the organizational shared goal of raising funds to support the mission and initiatives.</li></ul>Outreach, Internal and External Communication (20%)<ul><li>Builds relationships with donors and Tocqueville Society members for UWNCNM through personal interaction.</li><li>Provides top notch customer service to all donors, volunteers and agency partners.</li><li>Corresponds with the UWNCNM’s donors through clear, concise written and verbal communication.</li><li>Attends Tocqueville Society events.</li><li>Collaborates with and provides input and support to the Finance and Investor Relations Teams.</li><li>Adds creative ideas through written and verbal communications, events and projects.</li></ul>General:<ul><li>Participates actively in fundraising initiatives by coordinating donor and stakeholder communications, handling tasks such as fundraising pledge and payment processing, contributing to UWNCNM's shared goal of engaging all staff as fundraisers to support our mission and initiatives.</li><li>Attend all staff meetings and trainings, and attend other meetings and trainings as required or assigned.&nbsp;</li><li>Performs other duties and special projects, as assigned.&nbsp;</li><li>Professionalism: Demonstrates professionalism in conduct and communication with colleagues and clients, and ability to represent Finance and Human Resources in a highly professional manner with a diverse group of individuals, both internally and externally.</li></ul>CORE COMPETENCIES:<ul><li>Provide the highest level of customer service to volunteers, donors and staff.&nbsp;</li><li>Strong written and oral communication skills, including concise, professional writing.&nbsp;</li><li>Requires high level of organizational and interpersonal skills.&nbsp;</li><li>Must be able to work both independently and within a team.&nbsp;</li><li>Must be highly organized to meet deadlines and track multiple simultaneous projects, yet flexible to meet changing needs and unexpected requests.</li><li>Knowledge of basic bookkeeping or accounting.</li><li>Must be able to meet deadlines and be flexible.&nbsp;</li><li>Ability to use computers to manage data and compose reports; ability to interpret computer-generated reports and analyze data.&nbsp;</li><li>General attributes should include ability to manage several projects/tasks simultaneously, track the results of projects, and work effectively with people from different backgrounds, offer strong self-motivation, positive attitude and willingness to commit to the values of the organization, participate effectively on teams, and offer ideas to enhance the organization.</li><li>Proficient in internet navigation and online research using modern web browsers to gather, verify, and utilize information effectively for job-related tasks&nbsp;</li><li>Demonstrate a comprehensive understanding and practical experience with AI, including data analysis, AI driven decision making, and the application of AI tools to enhance operational efficiency and innovation.&nbsp;</li></ul>MINIMUM REQUIREMENTS:&nbsp;<ul><li>Bachelor’s degree preferred or 5 years’ experience in a financial/accounting role or administration.</li><li>Proficiency in all Microsoft Office products and attention to detail are critical in this position.</li><li>Flexibility, independence, critical thinking and decision-making skills are required to succeed in this position.&nbsp;</li><li>The position requires a commitment to working in team settings, an understanding of internal and external customers, including staff and volunteer management.&nbsp;</li><li>Excellent spelling and grammar, ability to exercise tact and good judgment.&nbsp;</li><li>Ability to compile information, prepare reports and light bookkeeping.&nbsp;</li><li>Effective time management and ability to manage responsibilities independently and exercise initiative.&nbsp;</li></ul>Equipment Used:<ul><li>Standard PC Office Equipment, telephone, computer, copy machine, printer, scanner, fax machine and related equipment.</li><li>Microsoft Office Suite, Outlook,&nbsp;Videoconferencing platforms (Zoom, Microsoft Teams, etc.), Internet and web browsers for research and information gathering.</li></ul>PHYSICAL REQUIREMENTS/WORKING CONDITIONS/DEXTERITY:UWNCNM is a hybrid workplace. This position is scheduled to work 8 hours a day, 4 days a week Tuesday through Friday. The schedule combines work-from-home on Wednesdays and Fridays, with mandatory&nbsp;in-person office attendance within UWNCNM’s office building required on Tuesdays and Thursdays. Due to business needs, you may occasionally be required to attend in-office days other than Tuesdays and Thursdays. The hybrid work schedule is subject to change, and you may be required to work 100% in-office at any time. 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.<ul><li>Position is primarily in a standard office environment and requires long periods of sitting at a desk and computer to accomplish duties and to stand for limited periods of time.&nbsp;</li><li>Must be able to work occasional early mornings, evenings and weekends including but not limited to attending a variety of meetings and events.&nbsp;</li><li>Must have the flexibility to adapt schedule to meet evolving business needs as necessary.</li><li>Regular attendance is required in this position.&nbsp;</li><li>Must be able to operate a personal computer at an acceptable rate of speed and to view computer monitors.&nbsp;</li><li>On designated in-office days, the employee must be able to perform duties within a cubicle setting, maintaining focus and productivity in an environment with varying levels of ambient noise, including conversations and other typical office sounds.</li><li>Must have access to reliable internet when working from home.</li><li>Must possess a valid New Mexico driver’s license and have daily access to a dependable motor vehicle with insurance to commute to work on designated in-office days, and to use to attend offsite events, meetings, and other work activities, including those specific to the job.</li><li>Must be able to lift and/or move up to 20 pounds unassisted and occasionally lift and/or move up to 40 pounds with assistance.</li><li>Must be able to perform the essential functions of the job with reasonable accommodation.</li></ul>SALARY RANGE:&nbsp;$27.00 to $30.50&nbsp;per hour,&nbsp;non-exempt, 32 hours per week, FTE (Full Time Employee)BENEFITS:Full-time employees (FTE) are eligible for health, dental, life and long-term disability insurance, a retirement plan, flexible spending account and voluntary insurance programs. We offer a tuition reimbursement plan, volunteer time off, and generous leave time.&nbsp;Part-time employees (PTE) may be eligible for some of these benefits.&nbsp;UWNCNM supports the Americans with Disabilities Act (ADA). Please tell us if you need accommodation to perform the job's essential functions.&nbsp;All requirements are subject to possible modification to reasonably accommodate individuals with disabilities.United Way of North Central New Mexico is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.&nbsp;We welcome applicants with disabilities and applicants from underrepresented racial and ethnic groups.&nbsp; &nbsp;This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position.&nbsp;This job description is meant only to be a guideline and may be modified at any time. UWNCNM is an At-will Employer. This document does not create an employment contract, implied or otherwise, other than an “at will” employment relationship.

United Way of North Central New Mexico

United Way of Central New Mexico

UWNCNM Donor Relations Specialis

<h2>Position Summary&nbsp;</h2>The Resource Development Manager reports to the Senior Vice President of Resource Development and will play a critical role in the management of United Way of Palm Beach County’s corporate workplace fundraising campaigns.&nbsp; This position will oversee a defined portfolio of corporate relationships to support the total annual workplace revenue goals. Workplace revenue is comprised of employee giving campaigns, workplace-led special events, and corporate gifts. The Resource Development Manager is expected to develop, cultivate, and manage new and existing corporate relationships as part of the overall fundraising strategy.&nbsp;The ideal candidate thrives in a forward-facing role, building relationships and providing excellent customer service.&nbsp;This position will work cross-functionally with internal stakeholders as well as work externally with a defined segment of corporate industries to aid in their corporate social responsibility initiatives. This position serves as a key participant of the Campaign Cabinet to support new business and re-engagement business strategies.&nbsp;The Resource Development Manager is essential to the success of United Way of Palm Beach County’s financial commitment to the community to strategically address the most critical needs and create systemic change through helping youth succeed, stabilizing families, and empowering healthy lives.<h2>Essential Duties and Responsibilities</h2>The essential functions include, but are not limited to the following:<ul><li>Manage large portfolio of assigned corporate accounts to aid in the planning and execution of corporate “workplace” giving initiatives</li><li>Increase investment in United Way by expanding and diversifying resource development efforts in workplace campaigns with the support of the Campaign Cabinet</li><li>Make presentations and represent United Way of Palm Beach County in the community at local events and workplace campaign kick-offs&nbsp;</li><li>Ensure that accurate, up-to-date information is maintained in the database for assigned portfolio of accounts</li><li>Work in collaboration with full development team to ensure corporate partners are educated and aware of all affinity group engagement opportunities for their employees</li><li>Ability to build consensus and facilitate collaboration and productive relationships with diverse individuals, groups, organizations, and community</li><li>Work closely in partnership with finance and pledge processing for the pledge reconciliation process to help ensure UW is in receipt of full giving amounts</li><li>Manage and monitor progress and results for all assigned accounts</li><li>Work in partnership with assigned temporary campaign staff by participating in the training, support, motivation, problem solving and assessment of assigned accounts</li><li>Collaborate with marketing to develop content for fundraising needs including year-round menu of giving opportunities and other seasonal corporate engagement materials</li><li>Represent UWPBC at public speaking engagements with local businesses and events&nbsp;</li><li>Assist, as assigned by management, with the organization’s disaster response efforts</li><li>Perform other duties as assigned</li></ul><h2>Minimum Qualifications (Knowledge, Skills, and Abilities)</h2><ul><li>Bachelor’s degree with 1-3 years of experience in the field of sales and/or fundraising, or a minimum of 4 years’ experience in fundraising.&nbsp;</li><li>Must have strong writing skills and be proficient in Word, Excel, and database management</li><li>Ability to manage multiple demands; results oriented and ability to work quickly and accurately&nbsp;</li><li>Experience in working with Boards and volunteers a plus; extremely tactful and diplomatic in dealing with confidential concerns</li><li>Ability to solve problems independently, effectively, and creatively</li><li>Works well with people and engenders trust and confidence from fellow staff and volunteers</li><li>Excellent verbal and written communication skills&nbsp;</li><li>Understanding of and commitment to CRM (customer relationship management)</li></ul>

United Way of Palm Beach County

Resource Development Manager

POSITION SUMMARY(Eligible for Hybrid/ 3 days in office - Alexandria, VA)The Vice President, Transformational Change Management leads the implementation of change practices to realize the United Way Transformation, a comprehensive global program to ensure that United Way is impactful, relevant, and sustainable in its next century of service. As a senior leader in United Way Worldwide’s Transformation Realization Office, the successful candidate will be a seasoned change-management practitioner who embraces and applies UWW’s change methodology to deliver large-scale transformation. The position is ultimately accountable to the UWW President and CEO, the initiating sponsor of the United Way Transformation.&nbsp;The Vice President will apply a broad range of skills to advance successful and large-scale change in a complex, federated, global nonprofit environment. Combining technical acumen with outstanding management, political savvy, engagement skills, and emotional intelligence, the leader will oversee transformational change management for multiple interdependent workstreams in a fast-paced and demanding environment.&nbsp;The Vice President, Transformational Change Management will partner actively with United Way network leaders and UWW colleagues to ensure seamless, quality change execution.&nbsp;Additionally, the Vice President will engage the Vice President, Learning &amp; Leadership Development to build change capability within the United Way network to make it a core competency of the organization.&nbsp;The ideal candidate will actively champion United Way’s mission to improve lives by mobilizing the caring power of communities around the world, and our vision: a world where every person in every community is thriving. The Vice President will demonstrate a deep commitment to fully realizing the promise of United Way’s transformation.&nbsp;KEY RESPONSIBILITIES / ESSENTIAL DUTIES OF POSITION:The Vice President, Transformational Change Management will:<ul><li>Lead the change-management practices to successfully achieve the goals of the United Way Transformation across the global federation of 1,000+ local United Ways</li><li>Lead multiple workstreams to fully achieve the change-management goals of United Way 2030, a five-year network-wide plan that is the first major chapter in the multiyear United Way Transformation</li><li>Manage a complex, dynamic, integrated change portfolio</li><li>Oversee successful on-time delivery of transformation commitments, both the installation of change activities and full realization of the transformation’s promise</li><li>Design and facilitate successful change engagements with a wide array of stakeholders, from senior executives and board members to emerging leaders</li><li>Design and deliver dynamic large-scale change campaigns across a global environment</li><li>Ensure full and seamless integration of United Way 2030 change efforts with ongoing business operations and annual operating goals</li><li>Build and manage a global change network to deploy the transformation across 34+ countries and within United Way Worldwide</li><li>Manage the communication, measurement, and reporting related to the United Way Transformation, including successful achievement of specific change-management goals across the global United Way network and within United Way Worldwide&nbsp;</li><li>Co-create and lead the implementation of change-capability building for the United Way network</li></ul>JOB REQUIREMENTS<ul><li>Bachelor's required</li><li>10+ years of senior-level change-management experience, including 5+ years in guiding successful, large-scale strategic transformations</li><li>Sound judgment and decision-making in a complex distributed environment</li><li>Commitment to embrace and apply the United Way change methodology, incorporating their own change experience while sustaining the integrity of a well-established process founded on Daryl Conner's Strategy Execution Framework</li><li>Skills in managing a large-scale change portfolio, including excellent planning and integration skills, and the ability to manage many moving parts to achieve impact</li><li>Engagement with a wide variety of change sponsors, agents, and stakeholders</li><li>Influence, political savvy, and the relationship-building skills to lead effectively in a federated work environment without corporate controls&nbsp;</li><li>Leadership skills to oversee and manage critical business processes on behalf of an organization</li><li>Operational oversight of a change-management team</li><li>Outstanding collaboration, facilitation, and communication skills appropriate for a global work environment</li><li>Ability to thrive in a fast-paced, demanding, agile work environment</li><li>Exceptional people-management skills&nbsp;</li><li>Innovative, future-focused leadership</li><li>Passion for nonprofit, community-strengthening work</li></ul>This job description describes the general nature and level of work performed by employees assigned to this position. &nbsp;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 onsite in the Alexandria, VA location; relocation assistance is not offered.&nbsp;SALARY STATEMENTThe salary range for this position is currently $175,000 to $191,000 per year. Salaries are determined by several factors including applicant’s knowledge, ­­­skills, experience, position, equity, and market.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. 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

VP, Transformational Change Management

ORGANIZATION OVERVIEW
About United Way Fresno and Madera Counties&nbsp;
United Way Fresno and Madera Counties (United Way) is on a mission to mobilize the collective power of community to&nbsp;advance lasting solutions and measurable change&nbsp;for the most urgent issues our neighbors face,&nbsp;particularly focusing on addressing the racial&nbsp;wealth gap for working families. We believe everyone deserves an opportunity to achieve the building blocks of a good life — a quality education, financial stability, and good health — and that expanding this opportunity is both a core objective and a key strategy to fulfilling our mission. We work with hundreds of individuals and organizations that share a vision for what is possible when we UNITE our efforts.
OVERVIEW OF RESPONSIBILITIES
Summary/Objective 
	Reporting to the Director of Impact and Resource Development, this position is responsible for providing intensive case management support, individualized coaching, and navigational support to community members and community partners, to coordinate and deliver whole person care to individuals facing significant challenges and barriers. As part of the UWFM 211 team, this position works to reduce barriers to career pathways and employment, and to promote economic security and wealth creation.&nbsp; KEY RESPONSIBILITIES/ESSENTIAL FUNCTIONS
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Duties &amp; Responsibilities
<ul><li>Conduct a whole person assessment to understand a unique situation, goals, and barriers.</li>
<li>Assist individuals to identify strengths and community support, prioritizing the most critical barriers.</li>
<li>Develop individualized plans that address identified barriers and goals.</li>
<li>Utilize resource database to find resources available to execute individual plans.</li>
<li>Assist individuals to access services to relevant resources and services that stabilize and improve their educational and wealth creation opportunities as well as their overall wellbeing.</li>
<li>Establish and maintain effective communication with all relevant stakeholders, including clients, team members, and external partners.</li>
<li>Act as a main point of contact to resource partners for caseload, addressing concerns and providing regular updates on case progress.</li>
<li>Analyze complex issues and challenges within cases and care coordination system.</li>
<li>Develop innovative solutions to address challenges and barriers on behalf of caseload and care coordination services.</li>
<li>Collaborate with cross-functional teams to overcome obstacles and achieve desired organizational and department outcomes around care coordination and reducing the racial wealth gap.</li>
<li>Continuously assess and enhance case management processes and methodologies.</li>
<li>Implement best practices to optimize case management efficiency and effectiveness. 
		&nbsp;</li>
</ul>EDUCATION/REQUIREMENTS
Knowledge, Skills and Expertise
<ul><li>Knowledge of common barriers faced by Fresno and Madera community members, specifically those from disinvested communities of color.</li>
<li>Strong interpersonal and communication skills.</li>
<li>Ability to work independently and as part of a team.</li>
<li>Empathy and the ability to build rapport with clients.</li>
<li>Strong analytical, problem-solving skills and the ability to develop creative solutions.</li>
<li>Cultural sensitivity and the ability to work with diverse populations.</li>
<li>Familiarity with community resources and support services.</li>
<li>Experience using case management software and other relevant tools.</li>
<li>Proficiency in maintaining accurate records and documentation.</li>
<li>Commitment to client-centered, strengths-based approaches.</li>
<li>Knowledge of community programs, resources, and compliance requirements.</li>
<li>Strong organizational and time-management skills.</li>
<li>Leadership and decision-making abilities.</li>
<li>Understanding of and commitment to the mission, vision, and goals of United Way.</li>
</ul>Education and/or Experience
<ul><li>Bachelor’s degree or equivalent experience</li>
<li>A minimum 3 experience in case management, social work, or a related field.</li>
<li>Combination of experience and education.&nbsp;</li>
<li>Current Driver’s License and verifiable automobile insurance&nbsp;</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.

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