Job Description

Position Title:Account Manager, Donor Relations

Reports To: Vice President of Resource Development
Supervises: N/A

Purpose of Position:

Partners with local corporations, small businesses, and individuals to raise funds for United Way of Lake County (UWLC) programs and initiatives. Analyzes and plans annual employee giving campaigns. Solicits corporate contributions and sponsorships. Serves as the primary contact to corporate/business accounts. Develops and enhances new and existing relationships with internal and external customers and provides value to accounts and individual donors by providing value, creative solutions, and donor engagement opportunities.

Primary Job Responsibilities (% for each):

Workplace Campaign Management (50%)

Build and maintain relationships with Employee Campaign Coordinators (ECC) and other key contacts at workplace campaign accounts.
Maintain relationships with these individuals before, during, and after their campaign.
Conduct UWLC presentations.
Ensure giving platforms are meeting corporate partner/donor needs.
Create campaign and engagement plans.
Assist and direct corporate partners in the execution of employee-giving campaigns and activities.
Analyze reports that track the entire campaign process.
Manage seasonal staff supporting fundraising efforts.

Individual Giving Management (10%)

Cultivate and steward leadership donors.
Build and maintain relationships with individual donors of workplace campaigns.
Connect employees to UWLC resources such as 211 and volunteer opportunities.
Recruit for affinity groups such as Women United and Young Leaders Society.
Work with UWLC Community Impact to recruit individuals for Day of Caring and as speakers.

Women United (WU) Management (20%)

Cultivate and steward leadership donors.
Develop relationships WU members, including initiating specific touchpoints, sending personal thank you notes, personally welcome new members and follow-up with those who have left WU.
Oversee membership experience and social committees.
Solicit corporate and individual sponsorship for events and programming.
Assist with planning and logistics of meetings and events, including meeting agenda and material, identifying location, and arranging food, beverages, etc.
Coordinate WU philanthropic events with volunteer support.
Participate in and co-lead WU community volunteer experiences, including the early learning club.
Work with the Executive Assistant on WU member renewals and intakes.
Work to ensure an exceptional member experience.
Record donor communications and updates thoroughly and in a timely fashion.

Reporting and Data Management (10%)

Update and verify individual/organizational donor data.
Record donor communications and updates thoroughly and in a timely fashion.
Participates in Andar Health Check (Andar Data Integrity Plan).
Process campaign reports for employee payroll, cash, check, credit card, and special event pledges.
Operate as a member of the Resource Development team.
Follow procedures as they relate to reporting and data management in order to maintain data integrity.

Community Engagement (5%)

Maintain a visible profile in the community by developing relationships with organizations that will further promote and enhance UWLC.
Participate in external (chambers of commerce, non-profit events, etc.) and internal (Women United, Young Leaders, etc.) groups and events.
Establish and maintain relationships with other United Ways.

211 Program (5%)

Promote the 211 information and referral helpline at community and corporate events.
Assist with the acquisition and solicitation of funding for ongoing 211 operations.

These job responsibilities are to be the main emphasis of this position. As with every position at United Way of Lake County, it is not possible to define jobs precisely. Should the need exist, every person in the organization will assist in any way necessary to ensure an efficient and cooperative environment.

Knowledge and Experience:

Bachelor’s degree and/or equivalent experience in fundraising, sales, marketing, and/or public relations/customer services.
Non-profit resource development experience desired.
Focused sales/marketing experience with an emphasis on customer relationship building; significant applied consulting sales skills; demonstrated success with effective listening skills.
Self-starter, motivated individual who can deliver on goals independently and as a part of the team.
Proven ability to manage multiple projects at the same time while working well with a variety of different personalities and work styles.
Proficient in creating presentations and effective in communicating one-on-one and publicly.
Effective oral and written communication skills with an ability to relate with a diverse group of individuals or organizations in an effective manner.
High-energy individual who takes initiative with a positive outlook andtakes the initiative can manage ambiguity and change.
Creative and energetic individual who functions well within a fast-paced team environment and works collaboratively across all departments.
Demonstrated ability to manage a territory, persuade others and close sales opportunities (make the ask).
Working knowledge of Word, Excel, PowerPoint, and Outlook applications.
Must be available to meet with donors and prospects according to their schedule, often in the early morning, evenings and on limited occasions the weekend.

Physical Requirements:

While performing the duties of this job, the employee is occasionally required to sit, stand, walk, drive/operate a car, lift and carry bags and boxes of approximately 10 pounds; talk or hear, read, use hands to finger, handle or feel objects, reach with hands and arms; climb stairs, stoop, kneel, or crouch, type, operate a computer, calculator, copy machine and postage meter.

Must be able to provide own transportation to attend meetings at various locations throughout Lake County. In accordance, must provide proof of a valid driver’s license and current automobile insurance.

Job Type: Full-time

Pay: $47,000.00 - $51,000.00 per year

Schedule: