Corporate Relations Officer

Corporate Account Management (40% - estimate)

• Direct responsibility for building strong, mutually beneficial relationships with key corporate partners and individual donors within an assigned account portfolio
• Accountable for completing face-to-face meetings with corporate leaders, donors, and prospects throughout assigned accounts in order to expand United Way’s influence within each organization
• Build relationships across functions/levels within companies including but not limited to executives, midlevel management, foundation, Human Resources, Marketing, and Communications
• Expected to spend a minimum of 50% of time out of office meeting with corporate partners and individual donors
• In partnership with Individual Donor Relations Officer, develop relationship with individual donors and a plan to steward and cultivate those relationships
• Serve as the year-round point of contact and strategic consultant for assigned portfolio of accounts and relationships
• Serve as the year-round point of contact regarding all UWWC communications
• Provide the "ideal experience" for the active community investors by promptly handling inquiries, valuing donor gifts regardless of their size, and regularly communicating about UWWC investments and the community impact those investments are making
• Provide ongoing and timely donor recognition and appreciation
• Plan events for workplace campaigns and any other United Way event as needed
• Manage and update a relationship database of current and potential donors
• Coordinate materials needed for workplace campaigns
• Assist with campaign related web and social media content
• Participate in community activities which contribute to the acquisition and retention of individual donors

Annual Account Planning (30% - estimate)

• In conjunction with the Vice President - Resource Development & Marketing, the Corporate Relations Officer will create annual account plans and action steps needed to engage accounts on a year-round basis with United Way and to secure additional financial support for United Way.
• Working with staff and volunteers, the Corporate Relations Officer will drive the execution of their plan and manage the action steps and results from these efforts.
• The Corporate Relations Officer will track and report revenue generation, retention, visits, and key business activity throughout the year, provide regular activity status, update projections to target, and conduct the appropriate account analysis to build and refine business goals.
• Gain market intelligence and develop corresponding strategies that lead to increased market and company penetration and improved forecasting accuracy

Cross Functional Account Team Leadership (15% - estimate)

• Work effectively with other functions at United Way to be able to provide appropriate support and value to partners. Leverage relationships to create additional opportunities with other organizations and individuals
• Foster creative thinking and facilitate future partnerships within the corporate accounts

Volunteer and External Relationship Management (15% - estimate)

• Develop, motivate, and manage a key group of volunteers to assist in the accomplishment of work
• Train and manage volunteers to support annual campaigns
• Develop a deeper connection within the community around traditional fundraising activities such as workplace campaigns and individual leadership giving
• In collaboration with the Vice President - Resource Development & Marketing and other United Way team members, create an Employee Campaign Coordinator community to inspire a group of Campaign Coordinators to greater generosity of time, influence, and money. Connect Campaign Coordinators to the valuable role they play in creating Community Impact through successful workplace campaigns, year-round communication, increased volunteerism, and advocacy
• Connect volunteers to the Community Impact work to increase financial support of United Way through workforce campaigns, individual contributors, and new business opportunities

Goals and Objectives

• Achieve annual revenue goals for account portfolio including specific metrics to be included in annual performance objectives
• Develop and execute a comprehensive plan to successfully deploy your time and United Way resources/volunteer time against revenue objectives
• Maintain accurate and detailed donor and account records in Andar relationship database in order to analyze the effectiveness of the plan against delivering objectives
• Organize relationship management and donor responsibilities efficiently and effectively