Responsibilities

• For small-mid clients, draft client annual plans with Account Lead support
• Draft expenses for annual plans with Account Lead support
• Interpret and present program and project results
• Oversee client’s annual expenses
• For small-mid clients, provide strategic oversight of client marketing fundraising projects, understanding their role in advancing overall client program strategy
• For large clients, provide strategic oversight for a portion of client fundraising projects, understanding their role in advancing overall client program strategy
• Oversee production management and creative process for projects
• Draft and assist in presenting strategy decks with support from Account Lead
• Oversee execution of year-long direct marketing schedules
• Direct and guide copywriters and designers to ensure creative for each project is aligned with overall project and program strategy

Requirements

• Minimum years of experience required: 7 years in nonprofit fundraising and/or advocacy with at least 2 to 4 years in nonprofit planned giving fundraising and marketing
• Proficiency working on multiple projects simultaneously
• 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, zoom, and online workflow tool)
• Production knowledge
• Multi-channel experience, particularly in digital marketing preferred
• Donor-facing experience in Planned giving fundraising experience helpful/preferred
• Experience with or curiosity for exploring the ethical use of AI tools and agents

Benefits

• 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%
• 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
• Sick Leave – 1 day per month
• Personal time – 3 days per year
• Paid Parental Leave – 8 weeks