Portfolio Lead, Workplace Fundraising

1 week ago

Edmonton, Alberta, Canada United Way Of The Alberta Capital Region Full time

About the role:


In this exciting role, you will support the development and execution of workplace campaign plans by ensuring plan alignment with account organizational objectives; and executing and monitoring progress of plans, acting as a key point of contact for workplace account stakeholders.

You will also oversee and support campaign activities by coordinating or executing material drop off; conducting 'Thank You' and retention calls; picking up campaign contributions; and attending campaign events as required.

Additionally, this role will supervise Sponsored Campaign Representatives including providing support and direction; meeting regularly to discuss progress and develop campaign strategies that will mitigate risk and leverage opportunities.


  • The Day to Day_
  • Supports the development and execution of workplace account plans by ensuring plan alignment with Account organizational objectives; and executing and monitoring progress of plans on an ongoing basis.
  • Acts as key point of contact and builds and maintains relationships with workplace account stakeholders including campaign committee volunteers, individual donors, and employees.
  • Uses fundraising metrics to develop new strategies, informs event planning, sets goals, develops projections, troubleshoots campaign issues, and adjusts existing campaign strategies as required.
  • Manages and supports campaign activities by coordinating or executing material drop off; conducting 'Thank You' and retention calls; picking up campaign contributions (pledge forms, cash, cheques); attending campaign events as required; and providing information, responding to inquiries, or redirecting inquiries as required.
  • Leads Centrally Coordinated Campaigns (CCC) by coordinating national calls with other UW chapters/Centraides to communicate national campaign objectives, plans, and progress and to develop an understanding of local needs and resources; tracking and reporting financial results; updating account databases; and ensuring account understanding of the CCC model and processes.
  • Oversees the completion of campaign closeout activities including debriefing constituent evaluations, collecting final donations, reporting, and celebrating campaign success, and recognizing and thanking key campaign volunteers through award nominations, written correspondence, certificates, and impact reports.

About you:

It's important to us that you understand the importance of relationships and how it impacts all of our work.

You are a skilled relationship builder with a track record of contributing to high performance teams to achieve success together.

You have solid knowledge of account management and fundraising with experience developing and implementing fundraising strategies.

You enjoy problem solving and are comfortable gathering, analyzing and interpreting and utilizing all kinds of information in decision making.

You are known for demonstrating accountability and striving for operational excellence.


You have a knowledge of MS Office (we use cloud-based Office 365) and databases (we use a database called Andar) and are comfortable in a digitally focused environment.

Your background includes a post-secondary degree or diploma in Business, Social Sciences, Humanities or related field plus a minimum of two (2) years to four (4) years of related experience.

Equivalent combinations of education and lived experience will be considered.


You align with and can integrate our core values throughout all organizational and business practices and you consistently act with personal, professional integrity.

You see yourself in our Values.

We value and operate with a commitment to:

  • Creating solutions.
  • Continuous learning.
  • Being courageous in our work.
  • Capturing our customers' hearts and minds.
  • Being insights driven and utilizing real data.

Why work with us?
We are people who love what we do and are passionate about our work. We offer rewarding work, a positive workplace culture, and a total rewards package. Our work environment is hybrid - with time spent both collaborating in the office as well as remotely.


United Way looks at the big picture in order to deliver a coordinated network of services and programs to address a range of needs for children and families who are struggling.

By bringing together partners and strategies, we work to ensure that no one in our community is left behind.


At United Way of the Alberta Capital Region, we value the contributions our employees make in supporting and advancing our purpose and values and have a workplace culture where actions are aligned and focused on achieving our envisioned future.

We believe that a balanced Total Rewards Program helps foster a culture and workplace experience where our colleagues will flourish to the benefit of those served through our United Way.

Fundamental to this is our commitment to pay equity and a living wage. As part of our Total Rewards Program, this position is also e

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