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ORANGE COUNTY UNITED WAY 

JOB DESCRIPTION 
 

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

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

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

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

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

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

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

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

Domestic Violence, Suicide, and Behavioral health hotlines, fire, and police departments. 
 • Assist callers with different languages by using the Language Line. 
 • Develop an expert working knowledge of the 211OC’s management software including Community 

Information Exchange database, telephony, softphone, texting, administrative systems and other approved 
software. 

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

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


 • Excellent customer service skills 
 • Computer competency with basic ability to troubleshoot technological failures 
 • Independent decision making skills utilizing processes, systems and resources 
 • Professional communication skills (verbal and written) 
 • Possess skills in proper telephone etiquette 
 • Ability to maintain a calm and sensitive demeanor 
 • Ability to be part of a team, working internally and externally. 
 
 
Job Requirements /Technical Knowledge 
 • High School Diploma or BA/BS Degree in the Human Service Field 
 • Prior experience providing information and referral services or related experience in the human service 

field is desirable. 
 • Must be Bilingual (English and Spanish– verbal and written) 
 • One year of experience working directly with individuals and families in crisis from the community 
 
Compensation 
 

 • $20.50-$23.00 per hour. Competitive benefits 
 
Physical Demands 
The physical demands described here are representative of those that must be met by an employee to successfully 
perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with 
disabilities to perform the essential functions. 
 
While performing the duties of this Job, the employee is frequently required to be able to remain in a stationary 
position 75% of the time. The person in this position needs to occasionally move about inside the office to access 
file cabinets, records, and office machinery. Constantly operates a computer and other office productivity 
machinery, such as a calculator, copy machine and computer printer. Occasionally ascends/descends stairs, and 
constantly positions self to maintain computers in the office, including under the desks. The person in this position 
frequently communicates with coworkers and customers who have inquiries about our business operations and 
the community we service; therefore, the person must be able to exchange accurate information. The employee 
must occasionally lift and/or move up to 25 pounds. 
 
Send Resumes To: 

<a href="mailto:recruiting@unitedwayoc.org" target="_blank">recruiting@unitedwayoc.org</a> 
Orange County United Way 
18012 Mitchell South, Irvine, CA 92614 
<a href="http://www.unitedwayoc.org" target="_blank">www.unitedwayoc.org</a> 

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

Orange County United Way

Information & Referral Specialist

ORANGE COUNTY UNITED WAY 

JOB DESCRIPTION 
 

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

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

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

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

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

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

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

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

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

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

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

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

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


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

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

 
Core Competencies 
All employees, in performing their respective tasks and duties, are to perform quality work within deadlines, with 
or without direct supervision; interact professionally with other employees, customers, and suppliers; work 
effectively as a team contributor on all assignments; and work independently while understanding the necessity 
for communicating and coordinating work efforts with other employees and organizations. 
 
Customer Service - Manages difficult or emotional customer situations; responds promptly to customer needs; 
solicits customer feedback to improve service; responds to requests for service and assistance; meets 
commitments. 
Interpersonal Skills - Maintains confidentiality; listens to others without interrupting; remains neutral and 
unbiased; remains open to others' ideas and tries new things. 
Oral Communication - Speaks clearly; listens and obtains clarification; responds well to questions; participates in 
meetings. 
Written Communication - Writes clearly and informatively; edits work for spelling and grammar; able to read and 
interpret written information. 
Language Skills - Ability to read and interpret documents such as safety rules, operating and maintenance 
instructions, and procedure manuals; ability to write routine reports and correspondence; ability to speak 
effectively before groups of customers or employees of organization. 
 
Job Requirements /Technical Knowledge 

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

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

 
Compensation 

 • $22.00 - $27.00 per/hour. Competitive Benefits 
 
 
 


Physical Demands 
The physical demands described here are representative of those that must be met by an employee to 
successfully perform the essential functions of this job. Reasonable accommodations may be made to enable 
individuals with disabilities to perform the essential functions. 
 
While performing the duties of this Job, the employee is frequently required to be able to remain in a stationary 
position 75% of the time. The person in this position needs to occasionally move about inside the office to access 
file cabinets, records, and office machinery. Constantly operates a computer and other office productivity 
machinery, such as a calculator, copy machine and computer printer. Occasionally ascends/descends stairs, and 
constantly positions self to maintain computers in the office, including under the desks. The person in this 
position frequently communicates with coworkers and customers who have inquiries about our business 
operations and the community we service; therefore, the person must be able to exchange accurate information. 
The employee must occasionally lift and/or move up to 25 pounds. 
 
Send Resumes To: 

<a href="mailto:recruiting@unitedwayoc.org" target="_blank">recruiting@unitedwayoc.org</a> 
Orange County United Way 
18012 Mitchell South, Irvine, CA 92614 
<a href="http://www.unitedwayoc.org" target="_blank">www.unitedwayoc.org</a> 

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

HMIS Data Analyst

ORANGE COUNTY UNITED WAY 

JOB DESCRIPTION 
 

 Job Title: Senior Marketing 
Manager 

 Reporting to: Senior Director, Marketing 

 Department: Marketing Position: Full-time/EXEMPT 


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

Key Duties and Responsibilities 
ï· Serve as the lead point of contact for our Development, Grant, Philanthropy, Event and 

Corporate Engagement teams for all marketing requests. 

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

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

ï· Track projects on the marketing project traffic tool and update status weekly. 

ï· Execute projects from concept to completion. 

ï· Responsible for all the assets development (email marketing, video production, photoshoots, 
event support, advertising, collaterals, content development, event social media plan, website 
updates, promotional items, etc.). 

ï· Understand the principles of branding and design to create and update marketing materials as 


needed. 

ï· Create tracking and prepare marketing reports to brief stakeholders on key performance 
indicators (KPIs). 

ï· Support and manage other marketing projects as needed. 

 
 
Core Competencies 

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

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

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

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

like graphic designers, advertisers, printers, videographers and promo item reps. 

ï· Proven experience with event marketing management as well as video production management. 

ï· Experience with Microsoft Office Suite (Outlook, Teams, Word, Excel, PowerPoint, SharePoint, 
etc.) as well as Google collaboration tools (Docs, Sheets, Forms, etc.). 

ï· Experience with email marketing platforms like Mailchimp. 

ï· Experience managing successful media and print advertising. 

ï· Knowledge of WordPress, SEO, and UX/UI best practices. 

ï· Well-versed with design tools like Canva and some experience with builders platforms like 
Formstack. 

ï· Experience with social media content development. 

ï· Experience with basic HTML, CRM platforms, and video editing software. 

 
Job Requirements 

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

ï· Bachelor’s degree preferred 

ï· Agency experience is a preferred 

ï· Semi-flexible hybrid working schedule; 3 days in-office, 2 days remote 

 
Employment Standards 

ï· Reacts well under pressure 

ï· Treats others with respect 

ï· Responsible for own actions 

ï· Follows through on commitments 

ï· Ability to work independently and proactively 
 

Compensation 


ï· Commensurate with experience, education, and market, $68,640 – $90,000 

ï· Competitive benefits. 
 


Physical Demands 
The physical demands described here are representative of those that must be met by an employee to 
successfully perform the essential functions of this job. Reasonable accommodations may be made to 
enable individuals with disabilities to perform the essential functions. 
 
While performing the duties of this Job, the employee is frequently required to be able to remain in a 
stationary position 75% of the time. The person in this position needs to occasionally move about inside 
the office to access file cabinets, records, and office machinery. Constantly operates a computer and 
other office productivity machinery, such as a calculator, copy machine and computer printer. 
Occasionally ascends/descends stairs, and constantly positions self to maintain computers in the office, 
including under the desks. The person in this position frequently communicates with coworkers and 
customers who have inquiries about our business operations and the community we service; therefore, 
the person must be able to exchange accurate information. The employee must occasionally lift and/or 
move up to 25 pounds. 
 
View our commitment to Diversity, Equity and Inclusion Statement 
 

Send Resumes To: 
<a href="mailto:recruiting@unitedwayoc.org" target="_blank">recruiting@unitedwayoc.org</a> 
Orange County United Way 
18012 Mitchell South, Irvine, CA 92614 
<a href="http://www.unitedwayoc.org" target="_blank">www.unitedwayoc.org</a> 

<a href="https://www.unitedwayoc.org/about-us/commitment-to-diversity-equity-inclusion/" target="_blank">https://www.unitedwayoc.org/about-us/commitment-to-diversity-equity-inclusion/</a>
<a href="mailto:recruiting@unitedwayoc.org" target="_blank">mailto:recruiting@unitedwayoc.org</a>
<a href="http://www.unitedwayoc.org/" target="_blank">http://www.unitedwayoc.org/</a>

Senior Marketing Manager

ORANGE COUNTY UNITED WAY 
JOB DESCRIPTION 


Job Title: Manager, Public Affairs Reporting To: Chief Strategy Officer 

Department: Strategy Position: Full-time/Exempt 

 
 
Purpose of Position 
The Manager, Public Affairs will work with federal, state, and local elected officials and their offices to 
generate awareness and support for the policy agenda of Orange County United Way (OCUW). The 
incumbent is responsible for working with OCUW staff, consultants, volunteers, coalitions, and partner 
organizations to build support for OCUW policy priorities and to integrate advocacy messaging into 
relevant OCUW programs and events. 
 
Key Duties and Responsibilities 
 • Strategically coordinate efforts to maintain good governmental relations and further the public policy 

priorities of OCUW. 
 • Provide regular advocacy briefings for senior OCUW staff and volunteer leadership. 
 • Schedule/coordinate meetings with elected leaders, their staff, and other government officials to gain 

support for OCUW’s advocacy priorities. 
 • Create briefing materials for OCUW leadership to prepare for meetings and conduct appropriate 

follow-up actions. 
 • Maintain a current contact list of elected officials and their staff across Orange County. 
 • Monitor federal, state, and local legislative issues of concern to OCUW and maintain current 

knowledge of government funding opportunities, political trends, and legislation. 
 • Track and monitor interactions, prepare required reports, and maintain records of involvement with 

elected officials, cities, county departments, and more, and update CRM database accordingly. 
 • Work with OCUW’s initiatives/programmatic teams to coordinate and provide guidance on targeted 

advocacy efforts. 
 • Provide policy research, development of support materials, recruitment of spokespersons, and other 

activities as needed to advance OCUW’s policy agenda. 
 • Participate in coalition-building efforts and collaborative partnerships to leverage opportunities that 

advance OCUW’s policy priorities. 
 • Provide staff support to the volunteer OCUW advocacy committee; collaborate with the advocacy 

committee to develop policy priorities and track progress/activities related to priorities. 
 • Represent OCUW with United Ways of California and United Way Worldwide advocacy coalitions; 

support 211CA efforts in conjunction with 211OC leadership. 
 • Support volunteer recruitment, retention, and mobilization efforts. 
 • Coordinate and provide support materials for state/federal advocacy days and/or local in-district 

meetings. 
 • Collaborate with communications/marketing staff on media related to advocacy efforts. 
 • Provides advocacy presentations and training opportunities to volunteers and staff. 
 • Attend and participate in relevant OCUW meetings throughout the year, including staff training, state-

level meetings with staff partners, and board meetings as required. 
 • Other duties as assigned. 
 


 
Core Competencies 
All employees, in performing their respective tasks and duties, are to perform quality work within 
deadlines, with or without direct supervision; interact professionally with other employees, customers, 
and suppliers; work effectively as a team contributor on all assignments; and work independently while 
understanding the necessity for communicating and coordinating work efforts with other employees and 
organizations. 
 
Interpersonal Skills - Maintains confidentiality; listens to others without interrupting; keeps emotions 
under control; remains open to others' ideas and tries new things. 
Oral Communication - Speaks clearly in positive or negative situations; listens and obtains clarification; 
responds well to questions; participates in meetings. 
Written Communication - Writes clearly and informatively; edits work for spelling and grammar; able 
to read and interpret written information. 
Teamwork - Exhibits objectivity and openness to others' views; gives and welcomes feedback; 
contributes to building a positive team spirit; puts success of team above own interests. 
Professionalism - Approaches others in a tactful manner; reacts well under pressure; treats others with 
respect and consideration, regardless of status or position; accepts responsibility for own actions; 
follows through on commitments. 
Language Skills - Ability to read and interpret documents such as safety rules, operating and 
maintenance instructions, and procedure manuals; ability to write routine reports and correspondence; 
ability to speak effectively before groups of customers or employees of organization. 
 
Job Requirements /Technical Knowledge 
 • Bachelor's Degree in public policy, political science, or related field or equivalent work experience 
 • Three (3) years of governmental, legislative, regulatory, or related community relations experience; 

having positive relationships with Orange County’s legislative and government affairs community. 
 • Experience building/managing coalitions and developing/implementing grassroots and media 

advocacy tactics preferred 
 • Working knowledge of the political and business dynamics of Orange County cities/communities 
 • Exceptional oral and written communications skills as described in core competencies 
 • Proficiency with Microsoft office (Outlook, PowerPoint, Excel, and Word) 
 • Policy analysis and technical (legislative and regulatory) writing skills 
 • Ability to simultaneously manage multiple, complex projects in varying stages of development under 

time constraints 
 • Knowledge of the principles and practices of strategic planning, budgeting, and managing work 
 • Self-motivated and able to work effectively with minimal supervision 
 • Ability to represent Orange County United Way with public/private partners 
 • A team player who is inclusive, flexible, and creative 
 • A decisive and resourceful individual with the willingness to accept responsibility and take charge of 

results; able to work successfully with limited resources 
 • Must be available to work flexible hours, including some evenings and Saturdays 
 • Access to reliable transportation 
 
Physical Demands 
The physical demands described here are representative of those that must be met by an employee to 
successfully perform the essential functions of this job. Reasonable accommodations may be made to 
enable individuals with disabilities to perform the essential functions. 
 


While performing the duties of this Job, the employee is frequently required to be able to remain in a 
stationary position 75% of the time. The person in this position needs to occasionally move about inside 
the office to access file cabinets, records, and office machinery. Constantly operates a computer and 
other office productivity machinery, such as a calculator, copy machine, and computer printer. 
Occasionally ascends/descends stairs, and constantly positions self to maintain computers in the office, 
including under the desks. The person in this position frequently communicates with coworkers and 
customers who have inquiries about our business operations and the community we service; therefore, 
the person must be able to exchange accurate information. The employee must occasionally lift and/or 
move up to 25 pounds. 
 
Compensation 
Expected pay range will be $69,000 to $85,000. Pay is commensurate with experience; competitive 
benefits. 
 
Send Resumes To: 

<a href="mailto:recruiting@unitedwayoc.org" target="_blank">recruiting@unitedwayoc.org</a> 
Orange County United Way 
18012 Mitchell South, Irvine, CA 92614 
<a href="http://www.unitedwayoc.org" target="_blank">www.unitedwayoc.org</a> 

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

4 Orange County United Way Jobs