Senior Account Manager

Job Title: Senior Account Manager - Resource Development (Union) Status: Full-Time

Department: Resource Development Grade: 27
Date Prepared: July 2026 FLSA Status: Exempt
SUMMARY

• Fuel sustainable top-line revenue through increased donor acquisition and retention
• Develop strategies and tactics to increase workplace and corporate giving in portfolio of accounts. This includes researching, planning, organizing, soliciting gifts, managing workplace campaigns, and other
• aspects of partnerships. Cultivate and maintain positive relationships with company decision-makers, ambassadors, assigned cabinet members and fundraising volunteers.
• Work with a team of temporary employees (Campaign Coordinators) during the campaign season.
• Manage Ambassador Program.
• This position reports to the Director, Resource Development.

ESSENTIAL JOB FUNCTIONS and EXPECTED PERFORMANCE STANDARDS/OUTCOMES include the following. Other duties may be assigned but are not limited to:
MANAGE CORPORATE ENGAGEMENT PORTFOLIO
Direct responsibility for portfolio of accounts in Corporate Engagement Division.

• Develop timelines, key strategies and action plans for portfolio of accounts.
• Set campaign goals to increase campaign revenue and integrate plans necessary to achieve them.
• Prepare notes for and attend meetings with United Way leadership and/or Campaign Co-Chairs with executive level staff at companies in portfolio.
• Respond to company contacts in a timely manner. Provide an excellent experience for company contacts, donors
• and all other stakeholders during campaign and throughout the year.
• Manage collection of account information and input data to ensure accuracy of Customer Relationship Management (CRM). Keep CRM up-to-date at all times.
• Research and develop plans for leadership and major gifts prospects within portfolio of accounts.
• Cultivate relationships with company decision-makers and other individuals having an influence on company corporate gifts, sponsorships, volunteerism, and employee giving.
• Spend significant time interfacing with donors and potential donors.
• Set informed projections throughout campaign to ensure portfolio of accounts is on track.
• Assist and participate in trainings, meetings and recognition events for internal and external stakeholders. This could include temporary staff, workplace giving ambassadors, volunteers and cabinet members.
• Prepare and deliver presentations about United Way. Presentations will vary in topic, length and audience size.
• Support Volunteer Engagement team with volunteer event planning, preparation, execution, and cultivation plans for future giving.
• Prepare documentation and promote sponsorship opportunities for accounts to partner with United Way. Prepare and share annual sponsorship recaps with accounts.
• Work with a team of temporary employees. Establish expectations, monitor performance to goals, and provide timely coaching and feedback.
• Identify concerns and opportunities and direct appropriate actions in a timely manner.
• Provide on-going information and support for volunteers and Campaign Coordinators assigned to accounts.
• Gather data and observations at end of campaign period to determine future initiatives, identify challenges and solutions, and share best practices.
• Serve as liaison to United Way Worldwide and other Local United Ways for organizations headquartered in our market with locations elsewhere.
• Remain current with knowledge of internal processes and encourage process improvement when possible.
• Perform other tasks and duties specific to assigned portfolio of accounts.

MANAGE CAMPAIGN CABINET AND FUNDRAISING VOLUNTEERS

• Cultivate positive relationships with assigned cabinet members and fundraising volunteers.
• Develop and review prospect lists with volunteers and make assignments based on information gathered.
• Prepare notes for fundraising volunteers assigned to accounts in portfolio.
• Provide prompt and regular communication with cabinet members and assigned volunteers.
• Provide staff support for Ambassador Division Cabinet Members.

DEVELOP PROSPECTS AND SECURE NEW GIFTS

• Prepare and maintain prospect lists.
• Analyze data, campaign results and trends as a basis for developing strategies for growth.
• Develop effective strategies to secure new corporate gifts, workplace campaigns, sponsorships, and other new revenue, by identifying companies with the strongest relationships.
• Bring in at least five new accounts/streams of revenue annually. This can include new corporate gifts, new employee campaigns, new sponsorships, and/or new Leadership and Tocqueville donors.
• Secure new gifts to support United Way's Key Initiatives.

AMBASSADOR PROGRAM LEAD
Manage the Ambassador Program to included but not limited to:

• Ambassador Resources: Work with Marketing and Communications to revise content, materials, monthly newsletters, and the Campaign Planning page to ensure most relevant information is communicated.
• Ambassador Recognition Program: Coordinate and execute an annual event recognizing our top Ambassadors. Review reports for accuracy and consult with account managers to ensure all appropriate Ambassadors are included. Recruit Campaign Co-chair, Ambassador Division Cabinet Member, or other key leader to welcome guests and staff members to serve as event volunteers.
• Major Campaign Best Practices: Bring together major accounts to share best practices and learn from United Way staff current trends and available resources.
• Ambassador Training Program: Develop, schedule and conduct six training sessions geographically convenient to Greater Milwaukee and Waukesha area Ambassadors, including virtual options when applicable. Utilize feedback from annual Ambassador Survey to enhance and refresh training program content to meet the needs of new and veteran Ambassadors. Recruit Community Impact and Volunteer Engagement staff, agency speakers and Ambassadors to present or serve on discussion panels. Ensure timely delivery of training invitations, reminders and attendee surveys.
• Annual Ambassador Survey: Update content of year-end "Ambassador Experience" survey, distribute to all active Ambassadors and conduct analysis of results.
• Ambassador Division of Campaign Cabinet: Engage cabinet members in execution of Ambassador Training Program, including their participation in the training program, serving as guest panelists and leading table discussions, and as United Way advocates at the annual Recognition Program.
• Other tasks that relate to the overall experience of United Way Ambassadors.

SUPERVISORY RESPONSIBILITIES
This position has no supervisory responsibilities or direct reports..
EDUCATION & EXPERIENCE REQUIREMENTS

• Undergraduate degree related to marketing, sales, business or philanthropy from four-year college or university and 4-6 years fundraising or related experience.
• Requires experience in nonprofit fundraising and basic understanding of United Way's model.
• Proficient with computer applications such as Microsoft Office, Word, Excel, PowerPoint, and Teams, and the ability to learn new programs independently.
• Strong analytical abilities to manage and utilize large data files required.
• Attention to detail is essential.
• Ability to communicate and interact well on all levels.
• Demonstrated quality public speaking skills and experience highly desired.
• Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.
• Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
• Good understanding of group dynamics and good group facilitation skills.
• Ability to prioritize and balance competing demands.
• Ability to work in a complex environment using technical and interpersonal skills.

CORE COMPETENCIES

• Mission-Focused. The top priority for all United Way professionals is to create real social change that leads to better lives and healthier communities. This drives their performance and professional motivations.
• Relationship-Oriented. United Way professionals understand that people come before process and is astute in cultivating and managing relationships toward a common goal.
• Collaborator. United Way professionals understand the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.
• Results-Driven. United Way professionals are dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact.
• Brand Steward. United Way professionals are stewards of the brand and understand their role in growing and protecting the reputation and results of the greater network.

PHYSICAL DEMANDS
The physical demands at UWGMWC are representative of what is needed to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear, and use hands and fingers to operate a computer and telephone keyboard, reach, stoop and occasionally kneel.
• Specific vision abilities required by this job include close vision requirements due to computer work.
• Light to moderate lifting is required (such as loading paper into a paper tray).
• Ability to uphold to the stress of traveling (in designated positions).
• Regular, predictable attendance is required; including additional overtime as business demands dictate.

WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate noise (business office with computers, phone, printers and light traffic).
• Ability to work in a confined area.
• Ability to sit at a computer terminal for an extended period of time.

AMERICANS WITH DISABILITIES
It is the policy of UWGMWC to comply with all relevant and applicable provisions of the Americans With Disabilities Act (ADA), as amended. UWGMWC will not discriminate against any qualified applicant with respect to any terms, privileges or conditions of employment based upon an individual's physical or mental disability. UWGMWC will also make reasonable accommodation whenever and wherever possible for all employees or applicants with disabilities provided that the individual is otherwise qualified to safely perform the duties and assignments required by the job, and provided that any accommodation does not require significant difficulty or expense. UWGMWC's policy of non-discrimination applies to all personnel and employment practices including, but not limited to, job application procedures, hiring, advancement, termination, compensation, job training and other terms, conditions and privileges of employment.

EQUAL OPPORTUNITY EMPLOYER
It is the policy of UWGMWC to provide equal employment opportunity to all individuals regardless of their race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, veteran status or military service, or other non-merit factor or other legally protected characteristic. This applies to all recruiting, hiring, placement, training, promotion, compensation, transfers and other employment-related programs and personnel actions.

BELONGING & INCLUSION STATEMENT: Belonging & Inclusion is a core value at United Way of Greater Milwaukee & Waukesha County. We strive every day to enhance the culture of belonging and are passionate about building and sustaining an inclusive and equitable working environment. We believe this allows us to attract, retain the best possible colleagues to use their full gifts to serve our community. We are looking for other great colleagues who are excited about this important work.

This job description indicates the general nature and work level performed by employees within this position. It is not designed to be a comprehensive inventory of all duties and qualifications required. The duties and/or requirements of this position may be modified, added, or deleted at any time. Other duties may be assigned.