Senior Account Executive, Legacy

POSITION SUMMARY:

The Senior Account Executive Legacy is responsible for the senior-level strategic management of direct marketing fundraising programs for a portfolio of nonprofit organization clients. The Senior Account Executive will act as the primary point-of-contact for client accounts and guides day-to-day program and team management to deliver direct marketing fundraising programs. They are a subject matter expert in legacy giving and legacy marketing and serve as a trusted resource for clients client teams and the agency.

DUTIES & RESPONSIBILITIES:

Analytics:

• Develop client annual plans in coordination with the Senior Account Director or Vice President
• Prepare and interpret reports/analysis that evaluate clients 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

Client Service:

• 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 clients 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 agencys 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 companys 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

PHYSICAL DEMANDS:

While performing the duties of this job the employee regularly operates a computer and other office equipment and remains in a stationary position often sitting (or standing if at a standing desk) for prolonged periods; communication is via email chat phone video and/or in-person with others inside and outside the agency in order to exchange information; repetitive motions may include the wrists hands and/or fingers in order to operate computer equipment copy machines and printers.

ESSENTIAL QUALIFICATIONS:

To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION EXPERIENCE & KNOWLEDGE:

• 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
• Required experience & knowledge:
  • 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)
• Additional preferred experience & knowledge:
  • 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

SKILLS & ABILITIES:

• 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 agencys 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

PERSONAL CHARACTERISTICS:

• 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 womens rights LGBTQIA issues electoral politics etc.
• Willingness to travel

TOTAL REWARDS AT MWD:

MWD is an employee-owned Benefit corporation. We seek to champion a rewarding work environment where all employee-owners can thrive in part through the equitable distribution of compensation and benefits including:

• Candidates hired into this role typically start between $85000$94000 depending on experience skills and internal pay equity guidelines with the full range extending beyond this band allowing for annual and long-term growth within the addition to base salary total compensation includes fully paid core benefits profit sharing automatic retirement contributions and employee ownership each explained in greater detail below. We also walk candidates through total rewards during the interview process.
• 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 matchMWD contributes regardless of employees 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)

ABOUT MWD:

Our Agency:

In 1979 our founder Mal Warwick embarked on a mission to work with nonprofit causes progressive candidates and political committees who shared our commitment to social justice and environmental action. Over the past 40 years in partnership with our clients weve worked to combat the climate crisis and sought to protect the natural environment; weve advanced the rights of women the LGBTQ community and other communities who have been marginalized; weve fought racial injustice and discrimination; weve worked to improve healthcare and food security fought the AIDS pandemic advanced animal rights promoted international development elected progressive political leaders to office and the list goes on.

Weve also remained equally committed to changing the way the world does business as a Certified Green Business a California Benefit Corporation and a Certified Employee-Owned Agency.

Our Team:

MWD is a team of passionate do-gooders collectively driven by a mission to help progressive organizations build the base for a better world. We activate our clients ambitious philanthropic visions through innovative fundraising strategies. And we are an agency of change-makers personally committed to environmental action giving back within our communities identifying and disrupting systems of racism and oppression and maintaining a just and equitable workplace for our employee-owners.

Our Working Locations:

This is a full-time position working from one of the states in which we operate including California Georgia Illinois Maryland Massachusetts Minnesota North Carolina New Jersey New York Pennsylvania South Carolina Virginia Washington DC and Washington state.

Our Commitment to Anti-Racism & Anti-Oppression:

Beyond being an equal opportunity employer MWD is committed to being an anti-racist and anti-oppression organization and we have a zero-tolerance policy for racism discrimination harassment retaliation and oppression of any kind. We are dedicated to the fulfillment of this commitment through our Diversity Equity & Inclusion initiatives that connect to every phase of the employee-owner lifecycle starting with recruitment. We encourage candidates of all identities and backgrounds to apply for positions you believe align with your skill set and current and future interests. And we review applications based on agency need position requirements and candidate qualifications without elimination based on race color religion or belief sex sexual orientation gender identity marital or family status national origin veteran status disability or any other protected status.

Read our full statement here.

ABOUT THE HIRING PROCESS:

To Apply: Submit your application resume and writing sample. Let us know why youd like to work at MWD and provide any additional information you want us to know about you and why youre well qualified for the position.

Why do we collect anonymous demographic information when you apply We believe diversity is key in the success of our missioncross-culturally competent teams bring a variety of perspectives and strengthen our services. And we take responsibility for attracting and retaining a diverse pool of talent. But we cant impact what we cannot measure and we encourage you to self-identify when applying. While youll maintain personal anonymity when sharing demographic information the aggregate data collected helps us better understand who were reaching now and where we can improve.

Candidates can expect the following process:

1. First-round screen via Zoom or telephone.
2. Completion of a brief practical giving us an opportunity to see you in action and for you to experience a sampling of the day-to-day work of this role.
3. Second-round panel-style interview via Zoom.
4. Check-in call with H/R team member on salary & benefits and to answer any questions you may have.
5. Third-round interview via Zoom.

While we are not able to respond to general status inquiries if we can offer reasonable accommodations in the application or interview processor if you have feedback on ways we can improve the accessibility of our recruitment processyou are encouraged to contact and let us know how we can be of assistance.