Account Executive

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🕒 Maio 26

🏄 California, Illinois, +10 estados a mais – Remoto

🏄 California – Remote 🌽 Illinois – Remote 🏖️ New Jersey – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🦀 Maryland – Remote 🍂 Massachusetts – Remote ❄️ Minnesota – Remote 🔔 Pennsylvania – Remote 🌴 South Carolina – Remote ⚔️ Virginia – Remote ☕ Washington – Remote

💵 $75.000 - $83.000 / ano

⏰ Tempo Integral

🟠 Sênior

🔴 Especialista

🧑‍💼 Executivo de Contas

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WD & Associates, Inc.

SiteLinkedInTodas as Vagas

11 - 50 funcionários

💸 Finanças

⚕️ Seguro de Saúde

👥 RH Tech

Finance • Healthcare Insurance • HR Tech

A WD & Associates, Inc. é uma agência de seguros completa, estabelecida em 1992 por William Delmage com sede em East Providence, Rhode Island. A empresa oferece uma ampla gama de serviços, incluindo benefícios para funcionários, seguros de bens e acidentes, seguros de vida individual e invalidez, serviços de planejamento de aposentadoria e assistência de RH. Eles se especializam em fornecer soluções de seguro reais, personalizadas para as necessidades e orçamentos de empresas e indivíduos. A empresa é conhecida por seus serviços personalizados de concierge e alinhamento estratégico para ajudar os empregadores a se tornarem empresas desejadas, mantendo a conformidade com as diretrizes federais e estaduais. Com uma forte presença em Rhode Island e Nova Jersey, é uma das principais consultorias de saúde da Nova Inglaterra.

Descrição

• The Account Executive, Legacy provides strategic oversight for direct marketing fundraising programs for a portfolio of several nonprofit organization clients. • Serve as a client relationship manager and work within a team to deliver direct marketing fundraising programs. • Have experience in legacy giving and legacy marketing. • For small-mid clients, draft client annual plans with Account Lead support. • Draft expenses for annual plans with Account Lead support. • Interpret and present program and project results. • Oversee client’s annual expenses. • Provide strategic oversight of client marketing fundraising projects, understanding their role in advancing overall client program strategy. • Oversee production management and creative process for projects. • Draft and assist in presenting strategy decks with support from Account Lead. • Oversee execution of year-long direct marketing schedules. • Direct and guide copywriters and designers to ensure creative for each project is aligned with overall project and program strategy. • Manage account and production team service delivery to the client, including problem-solving and accountability for errors. • For integrated clients, coordinate with offline and digital to draft multi-channel campaigns and wrap-up decks. • Serve as liaison with client contacts, ensuring day-to-day service satisfaction.

🎯 Requisitos

• Minimum years of experience required: 7 years in nonprofit fundraising and/or advocacy with at least 2 to 4 years in nonprofit planned giving fundraising and marketing • Proficiency working on multiple projects simultaneously • 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, zoom, and online workflow tool) • Production knowledge • Additional preferred experience & knowledge: Multi-channel experience, particularly in digital marketing preferred • Donor-facing experience in Planned giving fundraising experience helpful/preferred • Experience with or curiosity for exploring the ethical use of AI tools and agents

🏖️ Benefícios

• Participation in our Employee Stock Ownership Program (ESOP), which allows every employee-owner to share in the growth and prosperity of the company • Health (multiple carrier options) • Dental • Life Insurance • Short and Long-Term Disability • Employee Assistance Program (EAP) • employer-matching FSA dollars • 35% employer share of cost for dependent health insurance • Vision • Medical & Dependent Care FSA • Commuter benefits • Pet Care Plan • 401(k) with automatic employer-sponsored contributions equal to 3% (“automatic” means there is no match—MWD contributes regardless of employee’s deferrals, and there is no vesting period) • Equalized profit sharing • Paid Time Off, including: 13 company holidays • Early release every Friday and on days preceding company holidays • Vacation time – starting at 15 days per year (increases over tenure) • Sick Leave – 1 day per month • Personal time – 3 days per year • Paid Parental Leave – 8 weeks • Volunteer Leave – 3 days per year • Philanthropic Fund with corporate match for employee charitable contributions, and other opportunities for staff-directed corporate donations • Access to industry conferences & professional development opportunities • A remote-first work environment with access to offices for local staff (Berkeley | DC)