Portfolio Lead, Workplace Fundraising

5 months ago

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

As part of our energetic and talented Customer Care team, you will make a difference by working with our corporate and public sector accounts by developing and executing fundraising strategies, managing fundraising campaign activities, tracking, and reporting progress, and building and maintaining relationships with campaign volunteers. Thereby maximizing our fundraising campaign revenue development - part of the engine to drive our organization to support our community. This position reports to the Portfolio Manager, Workplace Fundraising.

**About the role**:

- 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 on-going 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.
- Onboards and provides training to campaign volunteers one-on-one including Employee Campaign Chairs (ECCs) and other key/lead committee members.
- Communicates campaign activity and financial progress with ECCs and key committee and Workplace relationship managers throughout the Campaign.
- Supports the development of, tracks, analyzes, and reports on short and long-term account and portfolio financial goals in key areas including corporate gifts/matches, employee donations, special event fundraising, sponsorships, and grants.
- Supports social media acknowledgement for accounts by taking photos and collaborating with marketing and communications within workplace accounts to write and post content.
- Assists with setting deliverables for SCR performance goals and creates an environment that promotes goal achievement. Provides sponsoring Organizations with appropriate communication aligned with the value proposition of the SCR program.
- Lead team projects and work including planning resources and assigning and monitoring activity. Provides input and direction to team, assigns responsibilities, assists with removing barriers to completing work, and monitors and reports on progress.
- Leads team including meeting with direct reports to discuss progress, provide feedback, and set priorities, performance management and guiding growth and development.

**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 experience will be considered.

A valid driver’s license and vehicle are required as some travel will be involved within Edmonton and surrounding area.

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

You see yourself in our Values. We value and operate with a commitment to:

- Creating solutions._

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