field_job_employment_type

field_job_occupational_field_parents_all

job_organization_name

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 Cover Letter and Resume To: 

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

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

Orange County United Way

Information & Referral Specialist

ORANGE COUNTY UNITED WAY 

JOB DESCRIPTION 
 

 Job Title: Senior Marketing 
Manager 

 Reporting to: Senior Director, Marketing 

 Department: Marketing Position: Full-time/EXEMPT 


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

Key Duties and Responsibilities 
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 DESCRIPTIONJob Title: &nbsp;Staff AccountantReporting To: Senior Director, AccountingDepartment: &nbsp;AccountingPosition: &nbsp;Full-time/EXEMPT (Hybrid)Purpose of PositionResponsible for providing accounting and payroll support for the organization. This position will also write custom reports for the Finance team using Interactive Report Writer in Intacct (accounting software).Key Duties and Responsibilities<ul><li>Collaborate with Insperity (our PEO) to process bi-monthly salaried and hourly payroll&nbsp;</li><li>Update payroll changes including onboarding/off-boarding employees in Insperity</li><li>Be the point person for all payroll related questions for the organization</li><li>Maintain personnel files</li><li>Prepare monthly journal entries as needed/appropriate, bank reconciliations, reporting and account analysis as part of month-end close</li><li>Prepare monthly leads for various asset and liabilities account</li><li>Create custom reports for team on a as needed basis in Custom Report Writer (Intacct)&nbsp;</li><li>Serve as Accounts Payable backup processor as needed</li><li>Assist in pulling PBC items during financial and single audits</li><li>Respond to ad hoc organizational requests and/or special projects</li></ul>Core CompetenciesAll 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&nbsp;- 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&nbsp;- Maintains confidentiality; listens to others without interrupting; remains neutral and unbiased; remains open to others' ideas and tries new things.Oral Communication&nbsp;- Speaks clearly; listens and obtains clarification; responds well to questions; participates in meetings.Written Communication&nbsp;- Writes clearly and informatively; edits work for spelling and grammar; able to read and interpret written information.Language Skills&nbsp;- 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.Attention to Detail – Demonstrates thoroughness and accuracy in completing tasks, reviewing financial data, and managing documentation. Ensures work is completed with minimal errors and adheres to quality standards.Job Requirements /Technical Knowledge<ul><li>Bachelor’s degree in Accounting preferred&nbsp;</li><li>2-3 years of experience in an Accounting and/or Finance department with a comprehensive understanding of general ledger principles, strong familiarity with the month-end and year-end close process&nbsp;</li><li>Knowledge of Generally Accepted Accounting Principles (GAAP) and Financial Accounting Standards (FAS)</li><li>Experience in payroll processing is a plus&nbsp;</li><li>Sage Intacct Certified is preferred</li><li>Experience with Sage Intacct software specifically Interactive Report Writer preferred</li><li>Proficient in Excel, Windows Operating system, and Microsoft Office software</li><li>Experience with budgeting and fiscal management</li></ul>Compensation<ul><li>Commensurate with experience, education, and market – $68,700 – $72,500 per year; competitive benefits.</li></ul>Physical Demands&nbsp;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.&nbsp; The person in this position needs to occasionally move about inside the office to access file cabinets, records, and office machinery.&nbsp; 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.&nbsp; 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 Cover Letter and Resume To:&nbsp;<a href="mailto:recruiting@unitedwayoc.org" target="_blank">recruiting@unitedwayoc.org</a>Orange County United Way18012 Mitchell South, Irvine, CA 92614<a href="http://www.unitedwayoc.org" target="_blank">www.unitedwayoc.org</a>&nbsp;

3 Orange County United Way Jobs