Senior Account Executive, Legacy

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🕒 Maio 26

🏄 California – Remoto

🏄 California – Remote

💵 $85.000 - $94.000 / ano

⏰ Tempo Integral

🟠 Sênior

🧑‍💼 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

• 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 • Coordinate with Offline and Digital teams to develop multi-channel campaigns and wrap-up decks • 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

🎯 Requisitos

• Minimum 9 years of experience in nonprofit fundraising and/or advocacy • 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

🏖️ Benefícios

• 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% • 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, 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 • Access to industry conferences & professional development opportunities • A remote-first work environment with access to offices for local staff