Account Executive

Job not on LinkedIn

🕒 May 26

🏄 California, Illinois, +10 more states – Remote

🏄 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

💵 $75k - $83k / year

⏰ Full Time

🟠 Senior

🔴 Lead

🧑‍💼 Account Executive

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WD & Associates, Inc.

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

⚕️ Healthcare Insurance

👥 HR Tech

Finance • Healthcare Insurance • HR Tech

WD & Associates, Inc. is a comprehensive insurance agency established in 1992 by William Delmage with headquarters in East Providence, Rhode Island. The company offers a broad range of services including employee benefits, property and casualty insurance, individual life and disability insurance, retirement planning services, and HR assistance. They specialize in providing real insurance solutions tailored to the needs and budgets of both businesses and individuals. The firm is noted for its personalized concierge services and strategic alignment to help employers become an employer of choice while maintaining compliance with federal and state guidelines. With a strong presence in Rhode Island and New Jersey, it is one of New England's premier health care consulting firms.

📋 Description

• 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.

🎯 Requirements

• 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

🏖️ Benefits

• 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)