Resource Development Specialist

United Way of America•San Bernardino, CA

71d

About The Position

Position Summary: The Resource Development (RD) Assistant will primarily provide a leadership role in the management of the donor stewardship journey in order to achieve individual, department and company goals. Additionally, the RD Assistant will provide support to the Director of Resource Development in all areas related to implementing and supporting the fundraising initiatives and goals for United Way. United Way professionals should exhibit core competencies: mission-focused, relationship-oriented, collaborator, results-driven, and brand-steward. Duties and Responsibilities: Drives Revenue & Impact Resident expert on customer relationship management system communications platform. Run reports as requested on behalf of the Director of Resource Development which will enhance knowledge of donor base for effective communications. Manage and maintain global accounts where engagement is requested (but presentations are not permissible) to encourage business support and achieve United Way goals. Utilize CRM to review accounts and to process pledge transactions with a high level accuracy and speed. Identify and write up adjustments to donor accounts as needed. Maintain an organized filing system of donor pledge cards and payment documentation. Strategic Relationship Building Responsible for carrying out all phases of the communication plan with donors for enhanced stewardship. Through timely communications is able to connect donors' and prospects' areas of interest directly to United Way's work and inspire commitment and support for United Way. Utilizing our CRM/communications platform, practice effective stewardship by thanking donors, informing them about the impact of their gifts, and keeping them apprised of progress on Community Impact work. Work effectively with other departments to achieve United Way goals and communicate to various stakeholders. Effective & Engaging Communicator Excellent written and oral communication skills to effectively present the United Way message to businesses, employees, and the community. Provide excellent customer service and problem resolution to both internal and external constituents. Embracing & Managing Change Effectively work with the Director of Resource Development, UW Board members, and Campaign Cabinet to implement new and creative strategies for workplace campaigns to support United Way goals. Work with UW, the Resource Development Team and Community Impact Team to engage donors as volunteers through effective communications as part of the stewardship journey. Entrepreneurial & Innovative Collaborate with the local community to meet organizational goals through special events (including but not limited to race parking) and affinity groups (including but not limited to Power of the Purse events.) This job description reflects the general duties assigned to the Resource Development Assistant, however, other duties may be assigned based upon needs that may arise within the organization and fall within the scope of the Resource Development Department.

Requirements

High School Diploma or equivalent required.
1 - 3 years of experience in database management, preferably in a non-profit organization.
Excellent computer and data entry skills.
Proficient with Microsoft Office products including Word, Excel, PowerPoint
Team player with the ability to work with AUW senior management to achieve organizational goals.
Detail oriented with strong organizational and project management skills.
Strong verbal and written communication skills, including public speaking and presentation skills.
High degree of professional integrity to deal ethically with confidential information.
Ability to work under minimal supervision.
Possess a valid driver's license and have use of insured motor vehicle.

Nice To Haves

Associate degree in business, accounting or database management an advantage.

Responsibilities

Resident expert on customer relationship management system communications platform.
Run reports as requested on behalf of the Director of Resource Development which will enhance knowledge of donor base for effective communications.
Manage and maintain global accounts where engagement is requested (but presentations are not permissible) to encourage business support and achieve United Way goals.
Utilize CRM to review accounts and to process pledge transactions with a high level accuracy and speed.
Identify and write up adjustments to donor accounts as needed.
Maintain an organized filing system of donor pledge cards and payment documentation.
Responsible for carrying out all phases of the communication plan with donors for enhanced stewardship.
Through timely communications is able to connect donors' and prospects' areas of interest directly to United Way's work and inspire commitment and support for United Way.
Utilizing our CRM/communications platform, practice effective stewardship by thanking donors, informing them about the impact of their gifts, and keeping them apprised of progress on Community Impact work.
Work effectively with other departments to achieve United Way goals and communicate to various stakeholders.
Excellent written and oral communication skills to effectively present the United Way message to businesses, employees, and the community.
Provide excellent customer service and problem resolution to both internal and external constituents.
Effectively work with the Director of Resource Development, UW Board members, and Campaign Cabinet to implement new and creative strategies for workplace campaigns to support United Way goals.
Work with UW, the Resource Development Team and Community Impact Team to engage donors as volunteers through effective communications as part of the stewardship journey.
Collaborate with the local community to meet organizational goals through special events (including but not limited to race parking) and affinity groups (including but not limited to Power of the Purse events.)