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Location: &nbsp;Tampa or Lakewood Ranch, FL (Hybrid Work Environment)Why United Way Suncoast?Do you want to be part of a non-profit organization that makes a difference in your community? Do you want to be part of a passionate team focused on improving the lives of others? Now is your opportunity! United Way Suncoast is seeking a Grants Specialist. &nbsp;The Grants Specialist supports the grant development strategy as a key component of aligning impact growth with sustainable revenue generation.&nbsp;We're not asking you to apply for a job. We're asking you to embrace a movement that gives people the freedom to rise. In return, you'll be embraced by colleagues that will appreciate every contribution you make.Our team members enjoy a work environment built on transparency and trust. There are many growth opportunities including the ability to learn about and contribute to efforts across the organization. We offer a competitive total rewards package including shortened benefit eligibility periods, several weeks of PTO, and no cost medical and dental options to name a few!Objectives: &nbsp;<ul><li>Collaborates cross functionally to write compelling grant applications, ensuring alignment with financial and operational processes for restricted contributions.</li><li>Collaborates to gather data for and draft funding proposals and report outcomes for individual gifts.&nbsp;</li><li>Supports grant reporting and communication back to funding stakeholders once funding is secured. Communicates progress of funded programs to develop evaluation component of applications and a timeline for reporting progress.&nbsp;</li><li>Contributes to accurate and timely record keeping via customer relationship management (CRM) software and other tools.</li><li>Maintains understanding of grants and contributions with accounting standards, internal policies and procedures, and donor rules and regulations.</li><li>Develops and refines processes to improve efficiency and achievement of goals and objectives.</li><li>Consistently demonstrates Our Suncoast Code and Values including applicable elements of leading self, team, and organization.</li></ul>Qualifications &amp; Skills for Success: &nbsp;<ul><li>Typically requires four (4) or more years of relevant experience.&nbsp;</li><li>Bachelor’s degree in a related field; equivalent training or experience may be accepted in lieu.&nbsp;</li><li>Ability to work some evening and weekend hours.</li><li>Bilingual or multilingual (English/Spanish/Creole) a plus.</li></ul>

Neighborhood Resource Center

United Way Suncoast

Centennial

Grants Specialist

Position SummaryThe Chief Philanthropy Officer is a key member of Brown County United Way’s (BCUW) executive management team. This position is responsible for the development and implementation of all aspects of BCUW’s philanthropic and resource development strategies and programs. The position is responsible for working with resource development staff, working closely with BCUW volunteers to build and maintain relationships with major community stakeholders, donors, and the broader community.&nbsp;Qualities and QualificationsThe ideal team member is nonpartisan and works with leaders, regardless of political affiliation, at the federal, state, and local levels to strengthen communities and expand opportunities for all individuals in Brown County; has the ability to work both autonomously and collaboratively; is highly organized, flexible and can effectively multitask; has excellent oral and written communication skills: has previous experience with donor cultivation and donor stewardship. &nbsp;Collaborates with and provides supervision of and direction to the Brown County United Way Campaign Strategist.&nbsp; Bachelor’s degree preferred and/or equivalent experience in fundraising or sales.Key Responsibilities<ul><li>Participate as a member of the BCUW executive management team to provide a united, visible and strong leadership presence across the organization to help instill new thinking, focus and prioritize efforts, and operationalize the organization’s strategic plan.</li><li>Assist the President/CEO and executive management team in promoting the long-range plans and goals of the organization to the community.</li><li>Lead and grow a multi-million-dollar annual giving campaign.&nbsp;</li><li>Manage and lead all resource development lines of business including corporate relations, major and planned gifts, affinity group programs, new business, donor relations, and endowments.</li><li>Provide goal setting, visioning, leadership, and strategic direction for the resource development team.</li><li>Work with the resource development team and the BCUW annual campaign chair to create and execute the campaign timeline, volunteer prospect list, and marketing needs assessment.</li><li>Work with the resource development team, campaign chairs, and campaign cabinet to support the annual giving campaign.</li><li>Cultivate relationships with Brown County area corporate leaders and senior management of all priority and prospective accounts.</li><li>Collaborate with the executive management team and other appropriate BCUW team members in writing and securing grants for the campaign and BCUW-led initiatives.</li><li>Develop and manage new business and alternative funding streams.</li><li>Represent BCUW at state/regional United Way meetings and workshops. Present to groups as needed.</li><li>Coordinate continuous resource development staff education and training programs based on identified needs.</li><li>Work with the finance team to ensure that the BCUW database includes accurate information regarding all relevant campaign functions.</li><li>Collaborate with the Marketing Committee of the BCUW Board of Directors to:</li><li>Prepare all campaign materials.</li><li>Develop segmented donor marketing materials.</li><li>Work on long- and short-range plans for the purpose of meeting the organization’s marketing and communication goals.</li><li>Implement community-wide and donor recognition events.</li><li>Manage the resource development and marketing budgets.</li><li>Assist with the supervision of ad-hoc personnel. Provide backup staff support to the overall organization as needed.</li><li>Other duties as assigned by the President/CEO.</li></ul>Requirements<ul><li>Bachelor’s degree and supervisory experience preferred; ability to train and motivate staff and volunteers; demonstrated skills in building and maintaining effective relationships. Ability to work well independently and within a team environment, strong interpersonal skills. Ability to work in a fast-paced environment and juggle multiple priorities; ability to react and adjust quickly to changing conditions. Ability to complete complex and time-sensitive work. Excellent oral and written communication skills; proficient in Microsoft Office products (Access, Excel, Word, PowerPoint, and Outlook).&nbsp;</li><li>3+ years’ experience in Major Gift Development, or comparable fund-raising experience required.</li><li>Experience in health and human services development is preferred.</li></ul><h2>Relationships</h2>Reports to the President/CEO. Works with all BCUW staff and has high-level relationships with various community stakeholders, BCUW Board of Directors, agencies, organizations, government and volunteers.

Chief Philanthropy Officer

<h3>Title</h3>Resource Development Manager<h3>Department</h3>Resource Development<h3>Reports To</h3>Vice President of Resource Development<h3>Summary</h3>The Resource Development Manager is responsible for managing all aspects of corporate and employee engagement partnerships and campaigns. The position will establish, grow, and strengthen relationships with employers and internal influencers to maximize corporate and employee community involvement to meet and exceed revenue goals. Support United Way's commitment to excellent customer service by facilitating communication and relationship-building with community partners and key stakeholders (local organizations, businesses, and individuals). Positions United Way as the primary philanthropic conduit between companies, the communities in which they reside and operate, and individuals through the development of year-round engagement experiences.<h3>Employee Expectations</h3>The UWCE is synonymous with charitable service and strives to positively impact the issues people care most about in our community.&nbsp;All UWCE employees are critical to our work and expected to present the best image of our organization as they represent the United Way in our community. All employees are expected to accept their responsibilities, adhere to acceptable principles in matters of personal conduct and exhibit a high degree of personal integrity at all times.<h3>Position Requirements &amp; Qualifications</h3><ul><li>Three (3) years demonstrated history of sales and/or community outreach success with at least one (1) year in nonprofit fundraising.</li><li>Bachelor’s Degree strongly preferred; comparable experience considered.</li><li>Experience working with executive level volunteers preferred.</li><li>CRM database experience preferred and specifically Salesforce experience preferred.</li><li>Microsoft Office suite proficiency required, Microsoft365 (Teams, SharePoint) preferred.</li><li>Possess a valid driver’s license and have use of an insured motor vehicle.</li><li>Available to work a schedule that may extend over 40 hours per week and sometimes includes early morning and evening activities.</li></ul><h3>Essential Job Responsibilities</h3><h4>Fundraising &amp; Data Management</h4><ul><li>Manage and maintain close, positive relationships with the key accounts in the assigned portfolio throughout the year, including planning and oversight of the accounts’ annual United Way campaign – focusing on building and maintaining effective relationships.</li><li>Oversee employee giving campaigns and creates meaningful growth through best practice strategies to grow participation and increase gifts. Develop strategies to identify, cultivate, and steward current and potential donors and workplace campaigns&nbsp;</li><li>Work with the VP of Resource Development on donor cultivation of individuals within the workplace who have potential to give major gifts.</li><li>Define reporting needs and work with internal team on content, formatting, timeline, and delivery.</li><li>Utilize reports and data to inform decisions and strategy.</li><li>Maintain accurate record keeping and account data management for areas of responsibility; utilize available data to drive decisions and evaluate success.</li><li>Manage all work on assigned accounts until all donations are audited based on projections and goals.</li></ul><h4>Donor Stewardship and Business Development</h4><ul><li>In partnership with corporate partners, create a donor engagement strategy targeted at returning, new, lapsing, and lapsed donors.&nbsp;</li><li>Inform current and potential partners about investment impact and organizational progress towards community goals.</li><li>Meet annual goals for personal contact with donors and prospects, with a strong emphasis on face-to-face meetings, but also includes phone, e-mail, and other unique donor engagement opportunities.</li><li>Through relationship building and research, collaborate with the team on foundation and corporate giving grants.</li><li>Represent United Way of the Coastal Empire in the community.</li></ul><h4>Volunteer Management</h4><ul><li>Identify, recruit, train and manage campaign volunteers in areas of responsibility.</li><li>Direct volunteer teams in establishing an aggressive goal through the goal setting process and develop strategies to meet those goals.</li><li>Monitor all activity in assigned areas to assure adherence to timelines and reporting by tracking progress toward goals.</li><li>Manage team of volunteers and ambassadors in meeting and completing deadlines on all campaign-related related items.</li></ul><h4>Fundraising Strategies &amp; Implementation</h4><ul><li>Contribute in departmental planning and executing of fundraising strategies for broadening donor base and increased giving among current donors.</li><li>Provide staff support where needed, leadership to assigned volunteers and committees, and assist with special functions as necessary throughout the year.</li><li>Volunteer and actively participate in United Way projects, special events, and cross-functional teams or workgroups that support the entire organization.</li></ul>Other duties as assigned to advance the goals of Resource Development and the mission of United Way of the Coastal Empire.<h3>Traits &amp; Distinguishing Characteristics</h3><ul><li>Maintains exceptionally high standards of integrity and confidentiality.</li><li>Exceptional verbal and written communication to diverse audiences.</li><li>Communicates in a compelling, persuasive, and concise way with internal and external stakeholders.</li><li>Strong problem solving and time management skills.</li><li>Excellent technical ability; experience analyzing data to inform strategy with attention to detail and the ability to multi-task.</li><li>Takes ownership of work and demonstrates willingness to accept responsibility for decisions and actions.</li><li>Seeks and receives feedback graciously and with a dedication to continuous improvement.</li><li>Demonstrates commitment to quality in every task performed.</li></ul><h3>United Way Core Competencies for All Staff</h3><ul><li>Mission-Focused: Catalyze others’ commitment to mission to create real social change that leads to better lives and healthier communities. This drives their performance and professional motivations.</li><li>Relationship-Oriented: Understands that people come before process and is astute in cultivating and managing relationships toward a common goal.</li><li>Collaborator:&nbsp;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: Dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact.</li><li>Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.</li></ul><h3>Physical Demands</h3><ul><li>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.</li><li>Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</li><li>Much of the work of this position is completed while sitting at a desk, using a computer and phone. Requires talking, hearing and visual acuity sufficient to perform these major functions.</li><li>Occasionally must travel to special events and meetings, often transporting supplies and materials in personal vehicle requiring bending, lifting and carrying 25 pounds.</li><li>Occasionally includes reaching above shoulder heights, below the waist or Lifting up to 25 pounds for office equipment, supplies and materials.</li></ul><h3>Status</h3>Exempt (Salaried)Salary Range: $51,000 - $54,000Salary commensurate with experience

United Way of the Coastal Empire

Resource Development Manager

ORGANIZATIONAL OVERVIEWUnited Way of Greater Atlanta (UWGA) is in the midst of transformational change and is embarking on new and different ways to raise and earn revenue so that it can accelerate and scale its mission to drive sustainable and equitable improvements in the well-being of children, families, and individuals in greater Atlanta. The mission remains the same: To bring together people and resources to drive sustainable and equitable improvements in the well-being of half a million lives across Greater Atlanta. The value proposition is to Unite Greater Atlanta to create, amplify and accelerate solutions that promote child well-being by addressing our communities’ most complex social challenges.These solutions and the backbone behind them are all in service of the organization’s bold growth ambition: Triple unrestricted revenue by 2029 to be the best-in-class investor in child well-being in Greater Atlanta, ultimately eliminating the barriers of one’s zip code as a hindrance to future success. This transformation will unleash the next generation of UWGA, putting UWGA on a growth pathway that will significantly amplify its impact by increasing its investment in solutions that can make a lasting difference for Child Well-Being in Greater Atlanta.DEPARTMENT OVERVIEWThe Major Gifts team plays a vital role in fostering meaningful philanthropic connections across our community. At United Way of Greater Atlanta, we are committed to sharing validated, data-driven insights that demonstrate the effectiveness and impact of our mission to improve child well-being. As ambassadors of this mission, our Major Gifts team leads with purpose—building trusted relationships with donors, aligning their passions with our work, and offering compelling reasons to invest in lasting change. While we are proud to be leaders in major and transformational giving, we recognize that successful fundraising is a shared responsibility. Every member of our organization contributes to creating the conditions that inspire generosity and ensure accountability to our donors. We are servant leaders who hold ourselves—and one another—to the highest standards, driven by a personal commitment to excellence and a deep dedication to the children and families we serve.JOB SUMMARYThe Principal Gifts Officer (PGO) is a key member of the United Way of Greater Atlanta’s Office of Development. The PGO is a senior leader in major, transformational and planned giving for the Office of Development and entire organization. This position will adhere to internal policies and best practices related to Major Gift and Multi-Year giving portfolio management and fundraising. This requires a senior level fundraising professional who will collaborate with the President's Cabinet, the Board of Directors, multiple Development Teams and other UWGA staff.&nbsp;The PGO brings deep expertise in donor engagement, stewardship, and strategic relationship-building to advance the organization’s philanthropic goals.<ul><li>Strategy and Implementation:&nbsp;Provide direction, planning, and implementation of strategies to drive proposal and gift growth for high-net-worth individuals, family foundations, planned giving donors, new markets and donors.&nbsp;</li><li>Portfolio Management:&nbsp;Build and manage a portfolio of 50-80 high net worth donors, family foundations, and other organizational prospects. Responsibilities include identifying, qualifying, cultivating, soliciting, and stewarding donor prospects in a dynamic, fast-paced fundraising environment.&nbsp;</li><li>Collaboration:&nbsp;Work closely with colleagues across departments, volunteers, boards, community leaders, and others. Must be collaborative, professional, innovative, responsible, and maintain a strong work ethic and attention to detail.&nbsp;</li><li>Expertise:&nbsp;Be well-versed in individual and family foundation stewardship, planned giving strategy and deliverables, fundraising strategy, and the art and science of individual fundraising. Write and produce high level donor solicitation proposals.&nbsp; Significant experience in collaborating with others to close gifts and managing individual portfolios is essential.&nbsp;</li><li>Engagement and Reporting:&nbsp;Implement and guide strategies for the retention, growth, and engagement of individual and family foundation donors, as well as new constituents. Report on at least 8 substantive visits per month.&nbsp;</li></ul>Essential Duties and ResponsibilitiesThe PGO will be responsible for the following goals, duties, and responsibilities:&nbsp;<ul><li>Develop and execute the Individual donor identification, cultivation, and proposal development, at a net growth rate in revenue raised and membership consistent with both annual and multi-year strategic planning.&nbsp;&nbsp;</li><li>Develop and execute the family foundation identification, cultivation and proposal development, at a net growth rate in revenue raised and membership consistent with both annual and multi-year strategic planning.&nbsp;&nbsp;</li><li>Develop strategic plan for planned giving growth and awareness among existing donors and new donors.</li><li>Develop a strategy, plan, and stewardship of all donors, new donors and additional organization outreach.&nbsp;&nbsp;</li><li>Responsible for ensuring the successful execution of the strategic plan by working with the President, SVP of Revenue, VP of Major Gifts and multiyear giving, and appropriate team members and volunteers.&nbsp;&nbsp;&nbsp;</li><li>Direct and execute all events and activities that support constituency recruitment, stewardship and engagement.&nbsp;&nbsp;</li><li>Establish and manage a quality control system for family foundation, major donor, and planned giving marketing materials and communications, stewardship events etc.&nbsp;&nbsp;</li><li>Work with the Major Gift Team to develop individual strategic cultivation plans for individual donors and key family foundation donors and prospects.&nbsp;&nbsp;</li><li>Ensure all Donor constituency data is currently entered into the system and appropriate to goals and outcomes.&nbsp;</li><li>Secure 80 approved face-to-face visits per year, no fewer than 8 per month.&nbsp;&nbsp;</li><li>Qualifying 15 new individual donors or family foundation portfolio level prospects.&nbsp;&nbsp;&nbsp;</li><li>Submitting a minimum of 25 major gift solicitations per year at the level required by this position.&nbsp;</li><li>Securing annual dollar goal as set by Development leadership.&nbsp;&nbsp;</li><li>Making all contacts necessary via phone, email, other, to achieve the above-mentioned results.&nbsp;&nbsp;</li><li>Documenting all data necessary to track said goals through the timely submission of activity within the UWGA CRM, as required by internal policies.&nbsp;</li><li>Develop, implement, and manage a productive, fluid portfolio of 50-80 prospects through best practices.&nbsp;&nbsp;&nbsp;</li><li>Exceed all yearly revenue and metric-driven goals.&nbsp;</li><li>Promote collaboration, recognizing our shared goals, and regularly collaborate with colleagues within the Office of Development and other departments as needed.&nbsp;&nbsp;&nbsp;</li><li>Ensure the proper stewardship of individuals.&nbsp;</li><li>Increase awareness and knowledge among prospects, donors and other key stakeholders about the Child Well-Being Movement.&nbsp;</li><li>Develop a solid and detailed working knowledge of United Way’s funding priorities and products&nbsp;</li><li>Other duties as assigned by the Vice President of Development</li></ul><h2>Qualifications &amp; Competencies</h2>Qualifications &amp; Competencies<ul><li>Undergraduate degree required.</li><li>Extensive experience with high-net-worth individual donors, family foundations, foundation program development.</li><li>Ten plus years of progressive individual fundraising experience and planned giving experience, including the demonstrated ability to identify, cultivate, and close major gifts.</li><li>Advanced interpersonal, oral, and written communication skills.</li><li>Organization skills for a fast-paced work environment.</li><li>Microsoft Office knowledge including Excel, PowerPoint, Word, etc.</li><li>Experience with CRM/database management.</li></ul>Competencies&nbsp;A successful individual in this role will have:<ul><li>Ability to manage multiple projects, meet external needs while preserving internal relationships and meeting strict deadlines and requirements.</li><li>Entrepreneurial and highly energetic.&nbsp; Must be a self-starter and able to work effectively independent of direct supervision.&nbsp;&nbsp;</li><li>Highly Advanced fundraising skills and experience in working with executive and C Suite individuals, proposal development and writing ability and knowledge about planned giving, blended giving and gift agreements.</li><li>Exceptional skills managing individual donor portfolios and developing prospects from identification through solicitation while moving them towards increased giving.</li><li>Ability to think strategically and implement strategic policies and practices.</li><li>Ability to work collaboratively to achieve common goals, fostering cooperation, transparency, and communication.</li><li>The ability to motivate others through communication, modeling appropriate behavior, optimism and high achievement.</li><li>Openness to new ideas and their implementation.&nbsp; Ability to react and adapt to changing situations appropriately.</li><li>Ability to maintain a high level of confidentiality and organization.</li><li>Working knowledge of Microsoft Dynamic CRM, Raiser’s Edge, or similar CRM software.</li><li>Highly attentive to detail and exceptional grammar required.</li><li>Dedicated to shared and measurable goals and metrics.</li></ul>Preferred Qualifications<ul><li>Advanced Degree.</li><li>AFP CFRE certification.</li><li>Experience implementing and managing major gifts and planned giving programs and experience with programmatic and capital campaigns.</li><li>Demonstrated fundraising innovation, especially as it relates to portfolio management.</li><li>Successful solicitation of major gifts from individuals.</li></ul>IDEAL CANDIDATEA successful individual in this role will be:<ul><li>Optimistic and excited about the mission of United Way of Greater Atlanta.</li><li>Willing to work on a team and be a team player and to understand that all major gift team members ‘sweep the porch’.</li><li>Self-starter and strong attention to donor details and relationships.</li><li>Resilient and energetic, willing and able to pivot quickly.</li><li>Servant leader and committed to success of full team.</li></ul>

United Way of Greater Atlanta

Principal Gifts Officer

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;

Orange County United Way

Staff Accountant

If you thrive at the intersection of data systems and people, this role may be for you.&nbsp; United Way of Asheville and Buncombe County (UWABC) is seeking a collaborative, tech-savvy professional to lead our organization-wide CRM transition and drive internal data strategy with an eye toward long-term stewardship of organizational technology tools.&nbsp; As part of the Finance and Operations team, this role is instrumental in implementing our new Salesforce-based CRM system, managing complex data types, and ensuring long-term data integrity in partnership with departments across the organization.&nbsp; The ideal candidate brings hands-on experience with CRM implementation, and excels at training staff, designing user-friendly workflows, and analyzing data to support strategic decision-making.&nbsp; Just as essential as your technical expertise are your communication and relationship-building skills - you’ll work closely with cross-functional teams at all levels, many of whom have varying levels of comfort with technology.&nbsp;&nbsp;Responsible for overall CRM implementation, data quality, including the development of data standards and other strategies that optimize efficiency and enable proactive strategic decision-making across all departments. Works with an assigned point of contact in each team regarding team needs, data integrity, reporting needs, and training.&nbsp; Partners closely with the Director of Data and Evaluation, a position located in our Community Impact department.Over time, this position is expected to evolve into a key resource for organization-wide technology management and adoption. While initial focus is on CRM success, the role will gradually expand to include other platforms used in daily operations (e.g. Asana, Airtable) and later, support for fiscal technology planning and coordination.KEY RESPONSIBILITIESDatabase Implementation&nbsp;<ul><li>Gain expertise in this instance of the Salesforce system through vendor training and analyze UWABC data needs from prior assessments.</li><li>Lead CRM database implementation, including planning, execution, data migration, and technical deployment, in partnership with the CRM vendor.</li><li>Modify and maintain the project plan, incorporating timelines, resource allocation, risk management, and change management/stakeholder communication.</li><li>Engage end-users for continual requirements gathering/revisions to design custom workflows ensuring effective and collaborative utilization of CRM.</li><li>Design and implement data migration strategies, resolving data conflicts, establishing naming conventions and ensuring data integrity.</li><li>Conduct system testing, resolve data conflicts/technical issues, and ensure user training completion.</li><li>Establish a ticketing system for ongoing CRM support.</li></ul>Database Administration<ul><li>Develop and deliver ongoing CRM training (e.g. monthly cadence) and support for end-users, ensuring minimal disruption to organization operations.</li><li>Establish and enforce data quality standards, including data cleansing and validation.</li><li>Generate reports and dashboards to track KPIs and provide CRM usage insights.</li><li>Maintain database security, integrity, and backup/recovery procedures.</li><li>Manage/help implement API integrations with other organizational systems.</li><li>Perform routine database maintenance and optimize system performance.</li><li>Manage vendor relationships and evaluate CRM enhancements.</li><li>Document CRM processes, procedures, and configurations.</li><li>Assess and adapt Salesforce database specifications for future organizational needs.</li><li>Maintain current knowledge of database management trends and best practices.</li><li>Collaborate with departments to refine system functionality and improve user experience.</li><li>Establish and enforce data governance standards, including data removal strategies.</li><li>Ensure donor data integrity standards are met in collaboration with relevant staff.</li><li>Develop CRM communication templates with Marketing Communications and other teams.</li><li>Analyze data for stakeholder segmentation and targeted outreach.</li><li>Generate and distribute mailing lists and custom reports.</li><li>Lead the Internal Data/Tech work group to ensure data integrity policy and&nbsp;processes are developed and followed according to agreed upon timelines and in accordance with current law (e.g. cleaning up bounced emails).</li><li>Provide back-up support regarding IT operations as needed such as the IT work request form, asset management, troubleshooting (once CRM is implemented, this role would lead these tasks)</li><li>Perform other assigned duties.</li></ul>Future Platform Leadership &amp; Tech Alignment<ul><li>In the second phase of this role (after CRM implementation), support and train staff on other organization-wide tools such as Asana, Airtable, and internal collaboration platforms.</li><li>Partner with team leads to streamline workflows and improve organizational tech adoption beyond CRM.</li><li>Contribute to planning and implementation of fiscal tech tools, including hardware/software procurement and tech budgeting, in collaboration with the Finance and Operations team.</li></ul>This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are associated with the position. Duties, responsibilities, and activities may change or new ones may be assigned at any time with or without notice.Minimum Requirements<ul><li>Bachelor’s degree and 4 years of professional experience related to software implementation and database management or an equivalent combination of education and experience&nbsp;</li><li>Strong ability to translate technical concepts into clear, accessible language and engage non-technical staff in understanding, adopting, and using technology or data systems</li><li>Detail-oriented, with strong organizational, analytical, and planning skills</li><li>Ability to communicate (oral and written) with coworkers, vendors, and service providers in a clear, service-oriented and professional manner</li><li>Advanced skills with Salesforce or other database platforms</li><li>Commitment to&nbsp;<a href="https://www.unitedwayabc.org/vision-mission" target="_blank">UWABC's guiding principles</a> and ability to model those principles</li></ul>Technical Skills, Abilities and other Requirements<ul><li>Advanced understanding of IT systems, applications and integration&nbsp;</li><li>Thorough understanding of file structures and design, information retrieval techniques, file access methods, and database controls and standards.</li><li>Advanced knowledge of Salesforce and other software, including Google Suite, and strong ability to learn and use a variety of other platforms (e.g., Airtable, PowerBi, Asana)</li><li>Ability to manage multiple priorities, maneuver complex work environments, and engage in planning</li><li>Experience handling sensitive &amp; confidential information</li><li>Ability to collaborate in a cross-functional environment</li><li>Experience in negotiating, monitoring and renewing vendor contracts</li><li>Ensure compliance with contractually obligated technology requirements</li><li>Holds self and other team members accountable for achieving results</li><li>Prior project management experience</li><li>Prior software implementation experience</li><li>Prior experience training stakeholders to use technology</li></ul>Nice to Have<ul><li>Previous experience working within a United Way</li><li>Previous experience working within a nonprofit organization</li></ul>Work EnvironmentThe physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals who are differently abled to perform the essential functions.While performing the duties of this position, the employee is regularly required to:<ul><li>Sit, stand, walk, reach with hands and arms, talk and hear</li><li>Prolonged periods of sitting at a desk and using a computer</li><li>Use finger and hand motion</li><li>Specific vision abilities required by this job include close vision, distance vision, depth perception, and the ability to adjust focus</li><li>Moderate level of stress caused by tight deadlines</li><li>Moderate levels of mental and/or visual fatigue and/or eyestrain may result from looking at a computer screen for extended periods of time&nbsp;</li><li>Moderate office noise level</li></ul>This position is exempt from overtime regulations. Hybrid work environment: a mix of office and remote.&nbsp; As part of our hybrid work policy, new employees are required to work from the UWABC office a minimum of 3 days per week for the first 90 days, and then the schedule can be modified based on conversations with the supervisor.Reports To:&nbsp; Vice President of Finance and OperationsSupervises:&nbsp; 0Hours: 40/weekHiring Range and Benefits:&nbsp;$60,000 - $65,000&nbsp;annually plus full benefits, including paid vacation, sick and personal leave; employer contributions to 401(k), contributions to health, dental and vision insurance benefits, life and disability insurance, and coaching and support.

UWABC Office

United Way of Asheville and Buncombe County

CRM Success Manager

If you are a systems-minded professional passionate about supporting communities through a collaborative long-term recovery, then United Way of Asheville and Buncombe County is where you need to be. The Buncombe County Long-Term Recovery Group (BCLTRG) Disaster Case Management Lead works with contracted Disaster Case Management (DCM) agencies, the Case Management Committee and Chair, to lead the development, implementation, and continuous improvement of the BCLTRG Case Management Program, ensuring survivors receive the support they need while helping DCM agencies succeed.&nbsp;As the BCLTRG Disaster Case Management Lead, you’ll play a critical role in guiding and strengthening a collaborative, survivor-centered disaster recovery program - turning a strategic vision into operational reality. Rather than directly supervising case managers, you’ll work closely with multiple community agencies, helping them build capacity, align efforts, and deliver high-quality services to impacted households. You’ll oversee program implementation, coordinate training, support data-informed decisions, and champion continuous improvement — all while ensuring that survivors’ needs and voices remain at the center of recovery efforts. This is an exciting opportunity to bring your leadership, coordination, and problem-solving skills to a meaningful, community-driven initiative.KEY RESPONSIBILITIES&nbsp;Program Development &amp; Implementation<ul><li>Oversee the design, implementation, and optimization of the BCLTRG DCM program, ensuring alignment with goals, guidelines, and best practices.</li><li>Collaborate with local, state, and national partners (including NC VOAD, FEMA, NC DCM, and others) to align program approaches and stay informed on evolving disaster recovery strategies.</li><li>Work with the BCLTRG Program Manager to manage electronic data systems and ensure timely access to accurate data.</li><li>Ensure access to accurate data to inform decision-making about growth and optimization of the DCM program.</li><li>Regularly review and analyze DCM program data and identify priority continuous quality improvement efforts of the DCM program.</li><li>Prepare regular reports for the Case Management Committee, BCLTRG Steering Committee, and other stakeholders.</li><li>Collaborate with the Case Management Committee Chair to plan meetings, set agendas, and share updates.</li><li>Coordinate communication relevant to the DCM program with other BCLTRG Committees in order to promote overall LTRG program alignment.</li><li>Represent BCLTRG on relevant regional and statewide calls or working groups.</li><li>Develop and maintain policies, procedures, and workflows to ensure effective DCM delivery.</li><li>Develop strategic relationships with key partners in order to promote effective coordination across disaster response efforts.</li></ul>&nbsp;Workforce Training &amp; Support<ul><li>Participate in ongoing training and professional development related to DCM.</li><li>Onboard new DCM agencies to the BCLTRG program.</li><li>Plan and facilitate DCM team meetings.</li><li>Develop, implement, and manage ongoing workforce training programs, ensuring best practices and trauma-informed care approaches.</li><li>Support the Case Management Committee Chair in facilitating DCM agency meetings, creating space for resource-sharing, challenges, and collaborative problem-solving.</li><li>Create job aids and tools to strengthen team capacity and ensure efficient, survivor-centered service delivery.</li><li>Track and elevate DCM workforce feedback related to program needs, challenges, and resource gaps.</li><li>Champion emotional and spiritual well-being of the DCM workforce, recognizing the intensity of disaster recovery work.</li><li>Participate in BCLTRG and United Way events and experiences as scheduled or requested.</li></ul>This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are associated with the position. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice.Minimum Requirements<ul><li>Bachelor’s Degree in health and human services, disaster management or related fields and 2 years of experience in program operations or 5 years of equivalent experience&nbsp;</li><li>Minimum of 2 years experience in operationalizing programs, case management, disaster recovery, or long-term relief work</li><li>Commitment to the&nbsp;<a href="https://www.unitedwayabc.org/vision-mission" target="_blank">mission and guiding principles</a> of UWABC and ability to model those principles</li></ul>Technical Skills, Abilities and other Requirements<ul><li>Technical proficiency with computers, Google Workspace (Gmail, Docs, Drive, Sheets) and strong ability to learn and use a variety of other platforms (e.g.,Asana)</li><li>Strong leadership, management, and organizational skills</li><li>Previous experience operationalizing a concept or framework</li><li>Ability to manage multiple projects, prioritize tasks, and meet deadlines</li><li>Experience with meeting facilitation and presentation, collaborative leadership, and effective communication (both written and verbal).</li><li>Understanding and sensitivity to diverse cultural backgrounds and needs</li><li>Commitment to trauma-informed care principles and applying them in real-world practice</li><li>Ability to define problems, collect data, establish fact and draw valid conclusions&nbsp;</li><li>Familiarity with using data to drive program improvement</li><li>Ability to communicate (oral and written), in English</li><li>Valid North Carolina Driver’s License with a driving record that meets insurance requirements</li></ul>Nice to Have<ul><li>Familiarity with disaster recovery programs, resources, and policies</li><li>Ability to communicate (oral and written) in Spanish</li><li>Prior experience working within a United Way or similar collaborative framework</li></ul>Work EnvironmentThe physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals who are differently abled to perform the essential functions.While performing the duties of this position, the employee is regularly required to:&nbsp;&nbsp;<ul><li>Sit, stand, walk, reach with hands and arms, talk and hear</li><li>Use finger and hand motion.</li><li>Specific vision abilities required by this job include close vision, distance vision, depth perception and ability to adjust focus.</li><li>Moderate level of stress caused from tight deadlines.</li><li>Moderate level of mental and/or visual fatigue and/or eyestrain may result from looking at a computer screen for extended periods of time.</li><li>Occasional work in the community at meetings.</li><li>Occasional work outside of normal business hours.</li><li>Occasional travel is required.</li><li>Moderate office noise level.</li></ul>This position is exempt from overtime regulations. Hybrid work environment: a mix of office, remote, and community settings (e.g., visiting DCM agencies, attending local events, visiting other county LTRG DCM teams, and potentially attending relevant conferences and/or regional or statewide gatherings). As part of our hybrid work policy, new employees are required to work from the UWABC office a minimum of 3 days per week for the first 90 days, and then the schedule can be modified based on conversations with the supervisor.Reports To:&nbsp; Helene Recovery Initiatives DirectorSupervises:&nbsp; 1Hours: 40/week&nbsp;Hiring Range and Benefits:&nbsp;$53,000 to $58,000 annually plus full benefits, including paid vacation, sick and personal leave; employer contributions to 401(k), contributions to health, dental and vision insurance benefits and self-care fund, life and disability insurance, and coaching and support.&nbsp; This position is a grant-funded position through December 2026 with the hope to extend past this date based on available funding. The goal for the BCLTRG is for it to become an independent non-profit organization. This position would, in the future, transition to direct employment with the BCLTRG.

BCLTRG Disaster Case Management Lead (grant-funded)

SEND COVER LETTER &amp; RESUME TO <a href="mailto:resume@uwsjc.org" target="_blank">resume@uwsjc.org</a> ONLY 
SUBMISSION DEADLINE IS: JUNE 22, 2025 

Job Title: President and CEO 

 
Business Unit: Operations 
Home Department: Administration 
Worker Category: Full Time 
FLSA Code: Exempt 
EEOC Job Classification: Executive/Senior Level Officials and Managers 
Pay Grade: 8 
Granted Funded Date: NA 

Summary: The President/CEO is responsible for United Way of St. Joseph County’s 
(UWSJC) mission and has the authority, within the framework of the UWSJC’s plans, 
policies, and Bylaws, to take necessary action to perform the job responsibilities. The 
CEO will manage the entire operation of UWSJC within the guidelines of the annual 
budget as adopted by the Board of Directors with emphasis on maintaining a balanced 
operation. The President has special responsibility for guarding against waste of 
resources provided by contributors and plays a key role in resource generation for the 
organization. 

 
Duties and Responsibilities: 

Strategic 

 • Provide vision and strategic insight to the Board for fulfilling the mission of the 
organization, utilizing input from multiple sources, including external and internal 
constituents. 

 • Ensure that the Board has access to all information needed to carry out its 
governance responsibilities. 

 • Develop an annual business plan to report on progress in achieving goals. 
 • Identify new opportunities to build partnerships with a broad and diverse group 

of external constituents and leverage resources in an effort to maximize impact. 
 • Partner with external organizations to encourage the exchange of information 

and the building of collaborations. 
 • Participate in external meetings, councils, forums, etc. to ensure UWSJC has 

the most current and relevant information to use in decision-making. 

Leadership 

 • Foster a working culture that reflects respect, transparency, and trust. 
 • Lead by example in creating a workplace that provides employees with the 

safety to be their authentic selves. 

<a href="mailto:resume@uwsjc.org" target="_blank">mailto:resume@uwsjc.org</a>

 • Develop a workplace culture that values iterative processes, continuous 
improvement and giving/receiving timely feedback. 

 • Advance the mission and image of the organization by serving as the chief 
representative to all internal and external stakeholders, including the Board, 
staff, local nonprofits, donors, the media, government, and the general public. 

 • Oversee the ongoing development and operation of neighborhood centers to 
maximize traction and leverage for UWSJC and its community partners to 
achieve high-level impact results. 

 • Represent the interests of all health and human service nonprofits through 
advocacy efforts designed to educate corporate and government representatives 
on community needs. 

 • Leverage impact by supporting and encouraging partnerships and collaborations 
between local non-profits. 

 • Ability to speak in a way that moves large and small groups to action. 
 • Champion innovative approaches towards solving community issues. 

 Development 

 • Work with staff to plan and implement strategic initiatives to achieve community 
impact and reach fundraising goals. 

 • Directly solicit a portfolio of corporate and leadership level givers and prospects 
with an emphasis on investments in Community Impact. 

 • Cultivate relationships with members of the Board and obtain individual 
contributions. 

 • Identify and develop new partnerships and potential revenue generation 
opportunities. 

Governance 

 • Provide direct staff support to the Board Governance and Nominating committee 
and report regularly to the Board on the activities of the organization and 
progress toward meeting annual plan goals and strategic objectives. 

 • Ensure Board members are kept informed of matters and developments that 
warrant their attention and best practices on organizational management and 
leadership. 

 • Identify issues and policies that require the action of the Board. 
 • Develop board meetings that allow the members to fulfill their operational 

responsibilities, but also to provide the opportunity for strategic discussion on 
organizational imperatives. 

Administrative and Management 

 • Establish a culture which ensures that the organization attracts and retains the 
talent necessary to successfully carry out its programs and mission. 


 • Manage staff assuring that adequate training, support, and resources are in 
place to achieve goals with a focus on a coaching culture. 

 • Ensure that the organization operates within the financial parameters set by the 
Board, and that available resources are distributed appropriately. 

 • Provide the fiscal oversight for the organization’s investments, budgets, and 
financial reporting. 

 • Ensures that UWSJC meets legal obligations and complies with membership 
requirements of United Way Worldwide. 

 
Neighborhood Center Initiative (NCI) Leadership 

 • Convene and lead collective impact work around the Neighborhood Centers 
owned by UWSJC. 

 • Proactively manage capital investment in and expenses of the Neighborhood 
Center Initiative (NCI) to ensure construction budgets and timelines are met. 

 • Develop a detailed project plan to monitor and track progress and meet 
deadlines related to the construction process. 

 • Communicate with UWSJC leadership and key Neighborhood Center partners to 
keep the project aligned with goals and priorities of the NCI. 

 • Ensure operational efficiency which includes reviewing budgets and financial 
projections and adjusting as needed at each unique Neighborhood Center 
location. 

 • Develop and implement strategies, procedures and business plans needed to 
enhance continued growth of the NCI. 

Knowledge, Skills, and Abilities: 

 • Strong knowledge of the local community and area. 
 • Strong relationship building and donor cultivation experience with proven 

results in resource generation. 
 • Analytical, problem solving, budget and decision-making skills. 
 • Ability to understand multiple issues and determine how they interconnect. 
 • Experience in public policy and/or advocacy. 
 • Demonstrated leadership and management skills, including the ability to 

attract, motivate and develop leadership volunteers and staff along with 
visionary and strategic thinking capabilities. 

 • Broad knowledge and understanding of human service issues and extensive 
management experience at the executive senior level. 

 • Evidence of success in building strong coalitions and working effectively 
within a culturally diverse region. 

 • An understanding of individual community interest and regional issues and 
experience dealing with the concerns of multiple constituents. 

 • Proven skills as an effective communicator with strong interpersonal skills and 
unquestionable integrity, with skill to build consensus. 


 • Passion to make a positive difference in the lives of people and strength to be 
a decisive, compassionate, and humble leader who is willing to take strategic 
risks when appropriate. 

 • Strong work ethic and drive for results. 
 • Master’s Degree and/or 10+ years of experience preferred. 


 Core Values: 

 • Demonstrate integrity by being accountable for actions, keeping commitments, and 
speaking respectfully and truthfully with others. 

 • Demonstrate interpersonal skills in dealing with others. 
 • Demonstrate valuing the diversity of others’ opinions and experiences. 
 • Demonstrate an enthusiasm for professional development through acquiring new 

skills and knowledge to enhance role. 
 • Demonstrate a commitment to individual and team-based assignments. 
 • Demonstrate quality assurance by producing accurate and thorough work. 
 • Demonstrate sound reasoning and good common sense. 
 • Demonstrate the ability to meet and exceed customer expectations. 
 • Demonstrate active participation in departmental, team, and full-staff meetings. 

 
Essential Functions 

This job description is intended to convey the essential functions of this position, and it is not 
intended to be an exhaustive list of skills, duties, responsibilities or working conditions 
associated with the position.

Indiana United Ways

United Way of St. Joseph County President & CEO Position

The United Way of Central New York is seeking a CEO/President to lead the organization.&nbsp;Reporting to the Board of Directors, the ideal candidate possesses the following core competencies:Visionary: Has a clear vision for the organization, can confront the complex realities of the environment and simultaneously maintain faith in a better future, providing purpose, direction, and motivation.Organizational&nbsp;Leadership:&nbsp;Demonstrates&nbsp;strategic&nbsp;leadership&nbsp;balanced&nbsp;with&nbsp;authenticity,&nbsp;respect for others, and trust building within the organization, with the Board, and stakeholders. Proactively drives the organization to a higher level of performance, efficiency, and growth through inspiring action and commitment for best results.Influence&nbsp;in&nbsp;the&nbsp;Marketplace:&nbsp;Has&nbsp;a&nbsp;growth&nbsp;mindset,&nbsp;builds&nbsp;and&nbsp;cultivates a&nbsp;network&nbsp;of&nbsp;relationships, is influential and leverages United Way’s unique position. Increases visibility, reputation, and generates&nbsp;interest and&nbsp;passion&nbsp;for&nbsp;investing&nbsp;in&nbsp;community.&nbsp;Successfully&nbsp;navigates the complex dynamics of local, regional, and national environments.Grow&nbsp;Business&nbsp;and&nbsp;Revenue:&nbsp;Has&nbsp;a&nbsp;high level&nbsp;of&nbsp;business&nbsp;acumen&nbsp;and&nbsp;broad&nbsp;management skillset,&nbsp;is&nbsp;effective&nbsp;at&nbsp;generating and&nbsp;growing&nbsp;financial&nbsp;support&nbsp;for&nbsp;the&nbsp;organization. Can&nbsp;raise&nbsp;funds by effectively engaging and linking a variety of donors (individuals, corporations, major giving, and other segments) and volunteers to inform and contribute to advancing&nbsp; our various programs and mission.The CEO/President will:Establish and maintain significant relationships with people at all levels within the community, including corporate chief executive officers, labor representatives, health and human-service agency personnel, government representatives, other United Way organizations (both local and national) and representatives of all other United Way constituencies.Ensure ongoing local programmatic excellence, rigorous program evaluation, and consistent quality of finance and administration, fundraising, communications, and systems; recommend timelines and resources needed to achieve strategic goals.Expand local revenue generating and fundraising activities to support existing program operations and regional expansion.Maintain a positive presence in the community to promote United Way services and enhance fund raising activities.&nbsp; Actively participate in a variety of local and national committees, conferences, roundtables, agency functions and annual meetings.Establish organizational plans, policies, and procedures for the effective operation of the United Way.&nbsp; Ensure the employment and retention of competent and effective United Way staff and provide for their continued professional development, in compliance with Equal Employment Opportunity and Affirmative Action requirements.Respect and follow the standards and safeguards that protect the organization’s integrity (e.g., professional standards&nbsp;for&nbsp;financial&nbsp;reporting,&nbsp;integrity&nbsp;of&nbsp;data,&nbsp;security&nbsp;of&nbsp;information&nbsp;systems,&nbsp;use&nbsp;of emails, organizational property, etc.).Effectively communicate goals and impact, setting and maintaining&nbsp;high&nbsp;performance&nbsp;standards&nbsp;for&nbsp;self&nbsp;and&nbsp;others&nbsp;that&nbsp;support&nbsp;the&nbsp;organization’s strategic plan.Participate in the development and implementation of the long-range strategic plan for the United Way of Central New York. Monitor progress and recommend changes.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Manage and direct the activities of a large multi-disciplined staff who perform the following activities:&nbsp;&nbsp;<ul><li>Plan, organize, implement, and evaluate a comprehensive United Way fund raising program within the framework of a volunteer campaign structure and in accordance with the principles of United Way fund raising.</li><li>Manage financial resources, including developing operating budgets, and collecting, disbursing and accounting for all funds, property, and official records.</li><li>Develop effective and efficient support systems for the organization. </li><li>Plan and direct a comprehensive communications and marketing program to enhance public understanding of community needs and services supported by UWCNY.</li></ul>Ensure the continuity of top-level volunteer direction for the UWCNY through a program of cultivation, recruitment, training, and motivation of community leadership to serve as United Way volunteers.Lead, coach, develop, and retain a high-performance senior management team.The successful candidate will maintain a respectful, positive workenvironment and will possess communication skills and cross-cultural abilities to be effective with diverse groups. United Way is committed to promoting an inclusive environment&nbsp;and especially welcomes applications from individuals who represent the diverse populations that we serve.REQUIREMENTS:<ul><li>Bachelor’s degree required, master’s degree in human services field or equivalent experience.</li><li>10+ years of progressive leadership experience required</li><li>Proven history of successful fundraising including the ability to&nbsp;identify, cultivate, solicit, and steward a portfolio of individual, corporate, and foundation donors</li><li>Strong organizational abilities, including collaboration, planning, delegation, program development, and task facilitation</li><li>Ability to build effective coalitions to advance program and revenue goals and proactively solicit others’ viewpoints before making key decisions</li><li>Excellent written and oral communication skills, with the ability to articulate the organization's mission and impact persuasively. Strong public presence and media engagement skills</li><li>Strong interpersonal and relationship-building skills with the ability to interact effectively with diverse individuals</li></ul>PHYSICAL REQUIREMENTS NECESSARY ON A REGULAR BASIS:Speech and hearing sufficient for constant, effective in-person and telephone communication.Vision sufficient for use of a computer monitor, reading various documents and maintenance of a New York State Drivers’ License.&nbsp; Must be able to drive in own vehicle and navigate within various community locations.Manual dexterity or ability sufficient for frequent use of a computer keyboard and other office equipment and for performing routine office functions, which may include the ability to stuff large quantities of envelopes or collate documents.Range of motion sufficient for unassisted movement within the UWCNY office and at various public and private locations outside the UWCNY offices.&nbsp;Ability to sit or stand at a desk for extended periods of time.COMPENSATION:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; $145,000 - $160,000 plus comprehensive benefits and Paid Time OffThe OrganizationUnited Way of Central New York is an innovative and collaborative nonprofit organization that drives solutions to the most pressing human service community needs in the region. Through our advocacy and relevant leadership, we provide options for impactful giving, and we fund programs and initiatives that help create a thriving community. Our engaged staff, board, volunteers, donors, and partnerships distinguish us as a trusted champion for positive change. We are guided by our values of compassion, empowerment, collaboration, leadership, and inclusion.Our mission is to improve lives in the region by mobilizing the caring power of the community. We believe in the promise and importance of creative thinking, strategic leadership, and strong collaborations to help bring about change. Our intention is to help make measurable progress in improving the lives of others.Individuals interested in the President &amp; CEO position should email a cover letter and resume to&nbsp;<a href="mailto:CEOsearch@unitedway-cny.org" target="_blank">CEOsearch@unitedway-cny.org</a>This job description is not an exclusive statement of the responsibilities of the position. Other appropriate duties may be required.United Way is an equal opportunity employer. Diverse applicants are encouraged to apply.

President and CEO

UNITED WAY OF SOUTH HAMPTON ROADS 


Title: NRHA Navigator 

Department: Community Impact – Financial Stability 

Report To: NRHA Lead Navigator 

Date Created: February 2025 

Why Work for United Way: 

Do you want to leave work every day knowing that you made an impact? At United Way of South 
Hampton Roads (UWSHR), you’ll work in a fun and supportive environment where every day is a 

new opportunity to make a difference. If you talk to our employees, the single trait we all have in 

common is passion. We work hard because we love what we do, and we know how much our 

community needs us. You’ll learn from some of the best in the business and be constantly 
challenged in an ever-changing industry. Plus, we offer excellent benefits and opportunities for 

advancement. If you want to be great while doing good, join the United Way team. 

Objectives &amp; Expectations: 

United Way improves lives by mobilizing the caring power of communities to advance the common 

good to help all residents thrive and live the best version of themselves. We all benefit when a 
child succeeds in school, when someone finds a job that sustains a family, or when more people 

get quality, affordable healthcare. As our community recovers from one of the deadliest pandemics 

in our country’s history, the United Way will play a pivotal role in helping residents from under-
resourced communities and the ALICE population (Asset Limited, Income Constrained, Employed) 

move towards self-sufficiency. 

 
Candidate must be customer focused, data-driven, organized, and results oriented. This position is 

based in Norfolk, and the Intake Specialist must be able to work on a flexible schedule that may 

include evenings and/or weekends to meet program needs. Must have your own vehicle, 
acceptable driving record and ability to travel independently to locations across South Hampton 

Roads. 

 
Commitment to equity, diversity &amp; inclusion 

We take the broadest possible view of diversity. 

We value the visible and invisible qualities that make you who you are. 

We welcome that every person brings a unique perspective and experience to advance our mission and 

progress our fight for the health, education, and financial stability of every person in every community. 
We believe that each United Way community member, donor, volunteer, advocate, and employee must 

have equal access to solving community problems. 

We strive to include diversity, equity, and inclusion practices at the center of our daily work. 

We commit to using these practices for our business and our communities. 

 
Cultural Competence: The Intake Specialist adapts a lens of cultural competency that conveys 

empathy, support, and an understanding of the people they work with both internally and externally, 
 


 
engage with, and the people they serve. This competence helps to build trust and effective 
engagement, build stronger relationships, expand our organization’s reach, and more effectively and 

respectfully engage with people regardless of background. 

 
Core Competencies are characteristics that all employees are expected to exhibit as a member of the 

UWSHR team. For complete details that include attributes and behaviors please see the United Way 

Core Competencies Checklist in the shared Human Resources Network Folder. These include: 

ï· Mission Focused: The top priority is creating real social change that leads to better 
lives and healthier communities. 

ï· Relationship Oriented: Understands that people come before process 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: Understands his/her role in growing and protecting the reputation and results 
of the organization, and thus, the greater network. 

Key Accountabilities 

ï· Travel to meet with clients at their home, community partner offices, satellite offices, etc.; if 
necessary, to ensure at-risk client’s access to services 

ï· Maintain detailed case records, complete required program documentation, and input timely case 
data into Apricot database 

ï· Collaborate with Lead Navigators and NRHA team to provide support to 
participants/families on their journey towards health, wellness, and self-

sufficiency 

ï· Schedule and complete an in-depth intake assessment with all new referrals 

ï· Support Outreach and Engagement in the evenings and weekends as needed 

 
 Essential Duties and Responsibilities: 

ï· Build trusting relationships with participants and their families while providing general support and 
encouragement. 

ï· Provide ongoing follow-up, basic motivational interviewing, and goal setting with participant/families. 

ï· Follow up with participants via phone calls, home visits and visits to other settings where participants 
can be found. 

ï· Help participants set personal health related goals and attend appointments. 

ï· Provide referrals for services to community agencies as appropriate. 

ï· Help participants connect with transportation resources and provide appointment 

reminders in special circumstances. Transport participants based on UWSHR 

transportation policy. 

 
Community Collaboration: 

ï· Effectively communicate UWSHR’s mission and vision. 

ï· Work closely with NRHA staff and internal team to build trusting relationships with residents. 

ï· Develop and maintain trusted relationships with community service providers to support participants with 
comprehensive and coordinated plans to achieve success. 


ï· Knowledgeable about community resources appropriate to needs of participants/families. 
 
Data &amp; Reporting 

ï· Record participant care management information in the database and other software no later than 24 
hours after participant contact. 

ï· Maintain and manage caseload of at least 25 participants. 
 

Program &amp; Implementation 

ï· Maintain confidentiality and always remain current with HIPAA compliance. 

ï· Utilize all tools and resources available to manage caseload, including but not limited to Unite Us and 
211. 

ï· Be available based on the needs of participants with the ability to be flexible with scheduling, 
including traditional and non-traditional work hours; evening and weekends may be required to meet 
the needs of participants and families. 
 

Other Duties as Assigned 
 
Key Skills Requirements: 

 • Experience in human services programs 

 • Successful completion of a Community Health Worker formal training program during your 90 days 
as an employee of UWSHR. 

 • Successful completion of Community Health Worker Certification, or ability to complete within 1 year 
of hire. 

 • Knowledge of best practices in human services and of systems addressing the 
needs of Housing Choice Voucher Program participants and the ALICE population 

 • Ability to maintain respect for the confidentiality of information divulged by or on 
behalf of participants 

 • A consummate team player with an innovative, enthusiastic, and flexible approach 

 • Ability to build credible relationships with community members and partners 

 • Proven ability to collaborate and work in a team environment as well as work 
independently and make sound decisions 

 • Able to multi-task, meet deadlines, keep schedules, manage relationships, and perform in 
a high-paced environment 

 • Commitment to assisting families to achieve self-sufficiency 

 • Excellent written and oral communication skills 

 • Experience with MS Outlook, Word, and Excel, PowerPoint 

 • Strong detail orientation and self-organized 

Work Demands &amp; Environment: 

 • Ability to stoop, lift, finger – for example, pick, pinch, or type and grasp 

 • Ability to clearly and concisely express and exchange detailed information and ideas to 
others accurately via spoken word 

 • Exerting up to 20 of force occasionally and/or a negligible amount of force frequently to 
lift, carry, push, pull or otherwise move objects 

 • Ability to inspect and analyze figures, accounting items, written materials, newsprint, 
computer terminal characters, transcription, and other similar objects at distances 
generally close to the eyes. 


 • The worker is subject to a variety of environmental conditions that may occur in an office, a 
private home, or elsewhere in the community including temperature variations, unpleasant 
odors, and potential allergens 

 • Although inside work is the rule, it is required that the individual be able to travel and 
may be exposed to a variety of weather conditions 

 • Driver’s License required with current valid auto insurance, and acceptable driving record 

 
Interested? Please send your cover letter and resume to <a href="mailto:humanresources@unitedwayshr.org" target="_blank">humanresources@unitedwayshr.org</a>. We will continue 
accepting applications until the position is filled. 
 
United Way of South Hampton Roads is an Equal Opportunity Employer. In order to provide equal employment and 
advancement opportunities to all individuals, employment decisions at UWSHR will be based on merit, 
qualifications, and abilities. UWSHR does not discriminate in employment opportunities or practices on the basis of 
race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity, veteran status or 
genetics. Please Note: Requirements, skills, and abilities described above are representative of those that must be 
met by an employee to successfully perform the essential functions of this position with or without reasonable 
accommodation. In no instance, however, should the duties, responsibilities, and requirements be interpreted as all-
inclusive. 
 


<ul>	<li>UNITED WAY OF SOUTH HAMPTON ROADS</li>
	<li>Why Work for United Way:</li>
	<li>Objectives &amp; Expectations:</li>
	<li>Commitment to equity, diversity &amp; inclusion</li>
	<li>Key Accountabilities</li>
	<li>Key Skills Requirements:</li>
	<li>Work Demands &amp; Environment:</li>
</ul>

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