Senior Account Executive, Legacy

Mal Warwick Donordigital•Berkeley, CA

7d•$85,000 - $94,000•Remote

About The Position

The Senior Account Executive, Legacy is responsible for the senior-level strategic management of direct marketing fundraising programs for a portfolio of nonprofit organization clients. The Senior Account Executive will act as the primary point-of-contact for client accounts and guides day-to-day program and team management to deliver direct marketing fundraising programs. They are a subject matter expert in legacy giving and legacy marketing and serve as a trusted resource for clients, client teams and the agency.

Requirements

Minimum years of experience required: 9 years in nonprofit fundraising and/or advocacy, with at least 4 to 6 years in nonprofit planned giving fundraising and marketing
Direct marketing, especially fundraising and/or advocacy
Knowledge base of planned giving concepts and marketing techniques
Experience in strategic and production management of direct marketing projects
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, virtual meetings, and online workflow tool)
Communication. Facilitates effective and lively discussion, presenting compelling arguments to large and cross-functional teams
Writing/Editing Skills. Translates a wide variety of information into developed, clear, and structured messaging (e.g., strategies, memos, proposals, instructions, external-facing documents, etc.)
Attention to Detail. Creates, refines, and enforces high level of standards, promoting team adherence and ensuring consistency
Leadership & Accountability. Demonstrated management and supervisorial skills, fostering accountability, aligning goals, setting expectations, and encouraging top performance of individuals and/or small teams
Collaboration. Leads high-performing teams by setting clear expectations, inspiring others, motivating towards shared outcomes, and ensuring alignment of vision and successful results
Relationship Building. Navigates complex dynamics to cultivate strong internal and external partnerships, deepening engagement with key stakeholders to advance shared goals
Adaptability & Change Leadership. Comfortably experiments with new approaches to improve results and identify better outcomes
Agency Products & Services. Proactively identifies opportunities, improvements, and/or innovations and leads the cross-selling/up-selling to relevant stakeholders
Agency Mission, Vision, & Values. Understands and communicates the agency's vision and direction, clearly articulating organizational goals and values, and ensuring work aligns with the broader mission
Agency Work Environment. Successfully functions in a high-paced environment, across multiple work priorities, projects, clients, and client issue areas
Client-Success Focused. Offers sound counsel, and guides team to implement principles, procedures, and best practices in the industry
Project Management & Effective Work Product. Develops innovative strategies that align with set forth goals and ideas
Critical Thinking & Strategic Decision-Making. Proactively seeks opportunities to solve problems, improve, and otherwise and make decisions that affect team workflows and success
Interest in working as a member of a larger team and across multiple projects, clients, and social issues
Comfort building long-term relationships with both internal and external stakeholders
An inclination to work among colleagues dedicated to approaching work with a lens of social justice, anti-racism, and anti-oppression
Interest in progressive issues, including environmental protection and conservation, international aid and development, social justice, anti-racism and anti-oppression, women’s rights, LGBTQIA+ issues, electoral politics, etc.
Willingness to travel

Nice To Haves

Donor facing experience in Planned giving fundraising experience helpful/preferred
Multi-client experience and digital marketing experience strongly preferred
Experience with or curiosity for exploring the ethical use of AI tools and agents

Responsibilities

Develop client annual plans in coordination with the Senior Account Director or Vice President
Prepare and interpret reports/analysis that evaluate client’s planned giving marketing programs with recommendations for improvements in alignment with client goals
Design, implement, and evaluate segmentation strategies, to develop effective segmentation for Planned Giving direct response marketing campaigns.
Ensure agency reporting is in alignment with client campaign strategy
Understand internal and industry benchmarking and trends
Develop year-long and multi-year planned giving marketing strategies aligned with client goals
Prepare and present annual plan to clients
Provide strategic leadership of client programs
Oversee implementation of client’s annual plan
Prepare, finalize and present strategy decks
Manage a cross-channel team
Develop concepts and messaging for integrated direct response projects
Work with copywriters and designers to develop program content in alignment with project and program strategy
Manage account and production team service delivery to the client, including problem-solving and accountability for errors
Liaise with client contacts to ensure their satisfaction and enhance client relationships
Travel to meet with clients as necessary
For integrated clients, coordinate with Offline and Digital teams to develop multi-channel campaigns and wrap-up decks
Demonstrate working knowledge of each area of agency’s client services
Mentor managers, coordinators, or assistants; other team members
Lead as a trusted subject matter expert for the agency in the area of legacy and planned giving
Enhance company’s brand by attending events, publishing white papers/blog posts, speaking at workshops and networking with influencers in the industry
Keep up to date on changes in the legacy industry and practices
Participate in new business proposals and presentations when requested