Note: The job is a remote job and is open to candidates in USA. Mal Warwick Donordigital is a nonprofit agency dedicated to social justice and environmental action. They are seeking a Senior Account Executive for Planned Giving, responsible for managing direct marketing fundraising programs for nonprofit clients and serving as a primary contact for client accounts.
Responsibilities
- Develop client annual plans in coordination with the Senior Account Director or Vice President
- Prepare and interpret reports/analysis that evaluate client’s planned giving marketing programs with recommendations for improvements in alignment with client goals
- Design, implement, and evaluate segmentation strategies, to develop effective segmentation for Planned Giving direct response marketing campaigns
- Ensure agency reporting is in alignment with client campaign strategy
- Understand internal and industry benchmarking and trends
- Develop year-long and multi-year planned giving marketing strategies aligned with client goals
- Prepare and present annual plan to clients
- Provide strategic leadership of client programs
- Oversee implementation of client’s annual plan
- Prepare, finalize and present strategy decks
- Manage a cross-channel team
- Develop concepts and messaging for integrated direct response projects
- Work with copywriters and designers to develop program content in alignment with project and program strategy
- Manage account and production team service delivery to the client, including problem-solving and accountability for errors
- Liaise with client contacts to ensure their satisfaction and enhance client relationships
- Travel to meet with clients as necessary
- For integrated clients, coordinate with Offline and Digital teams to develop multi-channel campaigns and wrap-up decks
- Demonstrate working knowledge of each area of agency’s client services
- Mentor managers, coordinators, or assistants; other team members
- Lead as a trusted subject matter expert for the agency in the area of legacy and planned giving
- Enhance company’s brand by attending events, publishing white papers/blog posts, speaking at workshops and networking with influencers in the industry
- Keep up to date on changes in the legacy industry and practices
- Participate in new business proposals and presentations when requested
Skills
- Minimum years of experience required: 9 years in nonprofit fundraising and/or advocacy, with at least 4 to 6 years in nonprofit planned giving fundraising and marketing
- Direct marketing, especially fundraising and/or advocacy
- Knowledge base of planned giving concepts and marketing techniques
- Experience in strategic and production management of direct marketing projects
- Working knowledge of Microsoft products (Word, Excel, Teams, PowerPoint, Outlook)
- Demonstrated effective use of digital tools to manage internal and external workflow and communication (including email, chat, virtual meetings, and online workflow tool)
- Communication: Facilitates effective and lively discussion, presenting compelling arguments to large and cross-functional teams
- Writing/Editing Skills: Translates a wide variety of information into developed, clear, and structured messaging (e.g., strategies, memos, proposals, instructions, external-facing documents, etc.)
- Attention to Detail: Creates, refines, and enforces high level of standards, promoting team adherence and ensuring consistency
- Leadership & Accountability: Demonstrated management and supervisorial skills, fostering accountability, aligning goals, setting expectations, and encouraging top performance of individuals and/or small teams
- Collaboration: Leads high-performing teams by setting clear expectations, inspiring others, motivating towards shared outcomes, and ensuring alignment of vision and successful results
- Relationship Building: Navigates complex dynamics to cultivate strong internal and external partnerships, deepening engagement with key stakeholders to advance shared goals
- Adaptability & Change Leadership: Comfortably experiments with new approaches to improve results and identify better outcomes
- Agency Products & Services: Proactively identifies opportunities, improvements, and/or innovations and leads the cross-selling/up-selling to relevant stakeholders
- Agency Mission, Vision, & Values: Understands and communicates the agency's vision and direction, clearly articulating organizational goals and values, and ensuring work aligns with the broader mission
- Agency Work Environment: Successfully functions in a high-paced environment, across multiple work priorities, projects, clients, and client issue areas
- Client-Success Focused: Offers sound counsel, and guides team to implement principles, procedures, and best practices in the industry
- Project Management & Effective Work Product: Develops innovative strategies that align with set forth goals and ideas
- Critical Thinking & Strategic Decision-Making: Proactively seeks opportunities to solve problems, improve, and otherwise and make decisions that affect team workflows and success
- Interest in working as a member of a larger team and across multiple projects, clients, and social issues
- Comfort building long-term relationships with both internal and external stakeholders
- An inclination to work among colleagues dedicated to approaching work with a lens of social justice, anti-racism, and anti-oppression
- Interest in progressive issues, including environmental protection and conservation, international aid and development, social justice, anti-racism and anti-oppression, women's rights, LGBTQIA+ issues, electoral politics, etc
- Willingness to travel
- Donor facing experience in Planned giving fundraising experience helpful/preferred
- Multi-client experience and digital marketing experience strongly preferred
- Experience with or curiosity for exploring the ethical use of AI tools and agents
Benefits
- Participation in our Employee Stock Ownership Program (ESOP), which allows every employee-owner to share in the growth and prosperity of the company
- Employer-sponsored and paid core benefits: Health (multiple carrier options), Dental, Life Insurance, Short and Long-Term Disability, Employee Assistance Program (EAP), employer-matching FSA dollars
- 35% employer share of cost for dependent health insurance
- Additional optional benefits with employee share of cost: Vision, Medical & Dependent Care FSA, Commuter benefits, Pet Care Plan
- 401(k) with automatic employer-sponsored contributions equal to 3% (“automatic” means there is no match—MWD contributes regardless of employee’s deferrals, and there is no vesting period)
- Equalized profit sharing
- Paid Time Off, including: 13 company holidays
- Early release every Friday and on days preceding company holidays
- Vacation time – starting at 15 days per year (increases over tenure)
- Sick Leave – 1 day per month
- Personal time – 3 days per year
- Paid Parental Leave – 8 weeks
- Volunteer Leave – 3 days per year
- Philanthropic Fund with corporate match for employee charitable contributions, and other opportunities for staff-directed corporate donations
- Access to industry conferences & professional development opportunities
- A remote-first work environment with access to offices for local staff (Berkeley | DC)
Company Overview