CAMPAIGN ASSOCIATE

Job Title: Campaign Associate
Department: Resource Development
Reports to: Senior Development Officer
Status: (Temporary/Seasonal) Non-Exempt

General Description: Campaign Associate supports the planning, organizing, implementation, and successful completion of all campaigns within an assigned group of accounts.

Duties and Responsibilities

• Account Management
• Meets with Employee Campaign Managers (ECMs) and campaign committees to plan, organize, and schedule employee campaigns, maintaining continuous contact to provide support for leadership, providing guidance and direction.
• Validates account information for each campaign/prospect and collects payments and pledges during and after campaigns.
• Makes calls as required for initial contact of individuals/groups/organizations for campaign solicitation.
• Emphasizes the use of model best practice employee campaign fundraising techniques and suggests improvements and strategies to meet fundraising goals.
• Facilitates delivery of campaign materials and arranges for speakers, videos, agency tours, etc. to demonstrate United Way’s mission and work.
• Attends campaigns and presents UWBC’s message and mission at employee group meetings.
• Ensures campaigns stay on track and ECMs report results according to the prescribed timetable.
• Updates prospect and account contact information in the database for the Development team.

Administrative Tasks

• Writes all appropriate correspondence.
• Completes the required campaign tracking documents and evaluation forms. 
• Verifies, updates, and maintains account information for each assigned account in Andar (CRM platform). 
• Researches businesses, prospects, and lapsed accounts as needed by the Development team. 
• Documents all conversations, contacts, and/or activities in individual and corporate accounts. 
• Makes phone calls as needed to confirm/update data including campaign dates, thank donors, invite donors to upcoming events, etc. 
• Organizes and manages campaign supply inventory (brochures, posters, etc.).

Experience and Requirements

• Associate’s degree, or four years related experience and/or training; or equivalent combination of education and experience in progressively more responsible job-related positions, preferably in fundraising and sales. Sales, customer service or account management experience is preferred, but not required.
• Success is measured in part by the attainment of a dollar goal.
• The individual must be able to work a flexible schedule, have basic business knowledge, and be able to professionally represent oneself as well as represent United Way of Broward County in a positive manner. Must be a team player, organized, detail-oriented, and able to follow through on multiple projects simultaneously.
• Must be willing to attend internal and external events outside of the work schedule.
• Will be required to drive to various accounts in Broward County; must have reliable transportation.
• Skills in verbal communication required, including clear presentation of information and ability to influence others. 
• Must be able to communicate with individuals at all levels of an organization. Must be able to use basic computer programs, such as Word and Excel.

Core Competency Requirements

• Excels at customer service – Serves (treats) all customers (internal and external) with utmost respect and responsiveness in order to deepen relationships and advance UWBC’s mission.
• Drives for results – Has a passion for innovation and risk-taking, meets and exceeds qualitative and quantitative goals in a thoughtful and time-driven manner. 
• Commits to the organization – Has the responsibility for aligning one’s own behavior, leadership and commitment with the needs, priorities, goals and culture of UWBC. 
• Embraces diversity and inclusion – Creates an atmosphere that respects and embraces engagement of all people, ideas and backgrounds and aligns with United Way’s values. 
• Seizes learning – Able and willing to learn new skills and knowledge and accept new challenges to further United Way’s mission. 
• Manages multiple projects and tasks – Effectively manages time and resources to respond to emerging needs while continuing to deliver on organizational goals, objectives and timelines, and seeks help when needed in juggling priorities. 
• Personifies teamwork – Demonstrates good collaboration and communication to be effective in any team setting.

Environment & Physical Demands: The environment is climate-controlled (i.e., heated and air-conditioned). Lighting is adequate through overhead lighting as well as windows and blinds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical demands include sitting and/or standing for extended periods of time, bending, lifting approximately 25 pounds, and regular use of the telephone, copier, fax, and computer. Demands also involve protracted concentration.

Acknowledgment:
I understand that the above information has been designed to indicate the general nature and level of work required and does not list all of the duties of the position and that I may be asked by my supervisor and/or management staff to perform other duties. I understand that The United Way of Broward County has the right to revise this position description at any time. I also understand that this position description is not a contract for employment and that The United Way of Broward County or I may terminate my employment at any time for any reason.