Portfolio Lead, Workplace Fundraising

United Way of the Alberta Capital Region•Edmonton, AB

6d•Hybrid

About The Position

As part of the 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.

Requirements

Highly organized and proactive professional.
Strong administrative expertise—managing correspondence, coordinating meetings, maintaining accurate records, and building effective relationships with both internal and external stakeholders.
Excellent communication skills, attention to detail, and ability to prioritize.
Proficiency in Microsoft Office tools, including Teams and SharePoint.
Strong critical thinking and problem-solving abilities.
Adaptable, customer-focused, and confident in leading others while fostering meaningful relationships built on trust and collaboration.
Post-secondary degree in Business, Social Sciences, Humanities or related field.
A minimum of two (2) years to four (4) years of related experience.
Equivalent combinations of education and experience will be considered.
A valid driver’s license and vehicle are required.
Availability to work on some occasional evenings and weekends is required.
Shares purpose to ensure no one in our community is left behind.
Is a difference maker in our community.
Wants to connect to a bigger purpose.
Aligns with and integrates core values throughout all organizational and business practices.
Consistently acts with personal, professional, and behavioural integrity.

Nice To Haves

Experience or interest in areas such as facilitation, public speaking, account management, fundraising, corporate social responsibility, or volunteer management is a valuable asset.

Responsibilities

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.
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 to SCR team, assigns responsibilities, assists with removing barriers to completing work, and monitors and reports on progress.
Leads assigned SCR team including meeting with direct SCR reports to discuss priorities and progress, and to provide feedback and guide growth and development.