Campaign Executive

Development

• Understand and effectively communicate the value of United Way of Santa Barbara County in one-to-one and one-to-many communications including oral, written, and electronic sales presentations.
• Steward a portfolio of 20+ accounts/relationships.
• Use presentation and interpersonal skills to build relationships with employees and top level executives.
• Utilize fundraising and sales skills to raise new and increased gifts.
• Cultivate ongoing relationships with key donors, volunteers, and partners.
• Develop new revenue generating partnerships to achieve fundraising goals.
• Track critical success factors in account management and report findings.
• Continuously seek to learn, review, and improve customer service and fundraising techniques.
• Participate in individual and development team goals to improve donor relations, maximize fundraising efforts, improve materials, and increase the percent of pledge going to United Way.
• Collaborate with Community Impact to provide information and manage volunteer opportunities for accounts.
• Attend and cultivate prospects and donors at United Way functions and events.
• Input, track, and produce reports from United Way’s donor database (ANDAR).

Administrative

• Answer incoming phone calls and direct to appropriate staff.
• Greet donor, volunteers, customers, and friends of United Way as they visit the office.
• Data mine and produce reports on scheduled frequency from the United Way database (Andar). This includes performing data mining operations to generate mailing lists, financial comparison reports, and marketing evaluations.
• Provide software database support with accurate and timely input of relevant information regarding United Way donors and events.
• Update individual and organizational records in the database for all campaign types.
• Organize, maintain, and routinely update file systems, both hard copy and electronic.
• Conduct research using various resources and compile required reports.
• Manage outgoing mail and bulk mailing projects (fundraising, thank you letter, etc.) both hard copy and electronic.
• Assist in the planning and implementation of special events, receptions, award presentations, and CI Programs.
• Assist in preparing and updating Committee reports, program tracking reports, program packets, etc. which may be required weekly, monthly, quarterly and yearly.
• Other special projects as assigned