Portfolio Lead, Workplace Fundraising
Job Summary
As part of our energetic and talented Customer Care team this position is responsible for leading revenue generation with 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. The incumbent also supervises Sponsored Campaign Representatives (SCRs) through the campaign term and completes other tasks as required. This position reports to the Senior Director Workplace Fundraising.
About the role:
Workplace Fundraising
- Supports the development and execution of workplace campaign plans by ensuring UWACR 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 and supports workplace campaign goal setting.
- Manages campaign projections troubleshoots campaign issues and adjusts existing campaign strategies as required.
- Manages and supports campaign activities by coordinating or executing material drop off; coordinating 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 completing 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.
- Supports the onboarding and training of campaign volunteers including Employee Campaign Chairs (ECCs) and other key/lead committee members.
- Communicates campaign activity and financial progress with ECCs and key committee and workplace representatives 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 and special event fundraising.
- Supports social media acknowledgement for accounts by taking photos and collaborating with UWACR and account marketing and communications teams to write and post content.
SCR Support
- Assists with setting deliverables for SCR performance goals and creates an environment that promotes goal achievement. Working with colleagues provides sponsoring organizations with appropriate communication aligned with the value proposition of the SCR program.
- Leads team projects and work involving SCRs including planning resources and assigning and monitoring activity. Provides direction toâSCR team assigns responsibilities assists with removing barriers to completing work and monitors and reports on progress.â
- Leads assigned SCRâteamâincluding meeting with direct SCR reports to discuss priorities and progress and to provide feedback and guide growth and development.
About you:
You are a highly organized and proactive professional who thrives in a dynamic team-oriented this role youll bring strong administrative expertisemanaging correspondence coordinating meetings maintaining accurate records and building effective relationships with both internal and external stakeholders. Your excellent communication skills attention to detail and ability to prioritize will keep operations running smoothly. Experience or interest in areas such as facilitation public speaking account management fundraising corporate social responsibility or volunteer management is a valuable asset.
Proficiency in Microsoft Office tools including Teams and SharePoint combined with strong critical thinking and problem-solving abilities will set you up for success. Youre adaptable customer-focused and confident in leading others while fostering meaningful relationships built on trust and collaboration wed love to hear from you.
Your background includes a post-secondary degree 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 drivers license and vehicle are required as some travel will be involved within Edmonton and surrounding area. Availability to work on some occasional evenings and weekends is required.
The successful candidate for this position will be someone who shares our purpose to ensure no one in our community is left behindis adifferencemakerin our community andwants toconnect to a bigger purpose.
You align with and integrateourcore valuesthroughout all organizational and businesspracticesandyou consistently actwith personal professional and behavioural integrity.
You see yourself in our 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.
- Applying a lens of equity and inclusion to all that we do.
Why work with us
We are people who love what we doâandâare passionate about our work. We offer rewarding work a positive workplace culture and a totalârewardsâpackage. Our work environment is a hybrid - with time spent both collaborating in the office as well as remotely.ââ
United Way looks at the big pictureâin order toâdeliver 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 ourâpurpose andâvalues andâhaveâa workplace culture where actions are aligned and focused on achieving ourâenvisionedâfuture.âWe believeâthatâa balanced Total Rewards Programâhelps fosterâa culture and workplace experience where our colleagues will flourish to the benefit of those served through our United Way.â
Fundamental to this isâourâcommitment to pay equity and a living wage.âAs part of our Total Rewards Program this position is also eligible for:
- 4 Day Work Week Program (January August)
- Flexible hours (Hybrid work environment)
- Birthday off
- Professional Coaching
- LinkedIn Learning
- Extended Health & Dental
- Health Spending Account & Wellness Spending Account
- Employee & Family Assistance Program
- People Connect (virtual psychological support)
- RRSP matching
- 12 days of Personal Illness and Family Responsibility Leaveâ
- 4 weeks vacation
- The starting salary range for this role is $58172 - $65443
*(Starting salary based on experience and budgetary considerations)
All Benefits are subject to applicable eligibility requirements.
United Way of the Alberta Capital Region is committed to creating an inclusive workplace that reflects our diverse community that we serve. We encourage candidates from diverse backgrounds and those who may need accommodation to apply to join our team. By incorporating a variety of experiences and perspectives we create opportunities for innovative solutions and maximize the impact of our work.
To learn more about United Wayâof theâAlberta Capital Region please visitâ
About Company
United Way brings together caring people and organizations to build strong and vibrant communities in the Edmonton region.