Senior Account Executive, Legacy

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🕒 il y a 16 jours

🏄 California – Distant

🏄 California – Remote

💵 $85 000 - $94 000 / an

⏰ Temps Plein

🟠 Senior

🧑‍💼 Ingénieur d'affaires

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WD & Associates, Inc.

Site WebLinkedInTous les Emplois

11 - 50 employés

💸 Finance

⚕️ Assurance santé

👥 RH Tech

Finance • Healthcare Insurance • HR Tech

WD & Associates, Inc. est une agence d'assurance complète fondée en 1992 par William Delmage, dont le siège est à East Providence, Rhode Island. L'entreprise offre une vaste gamme de services, notamment des prestations pour les employés, des assurances de biens et de responsabilité civile, des assurances vie individuelle et invalidité, des services de planification de la retraite, et une assistance en ressources humaines. Elle se spécialise dans la fourniture de solutions d'assurance réelles adaptées aux besoins et aux budgets des entreprises et des particuliers. La société est reconnue pour ses services de conciergerie personnalisés et son alignement stratégique pour aider les employeurs à devenir le choix préféré tout en respectant les réglementations fédérales et étatiques. Avec une forte présence dans le Rhode Island et le New Jersey, elle figure parmi les principales sociétés de conseil en soins de santé de la Nouvelle-Angleterre.

Description

• 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

🎯 Exigences

• 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

🏖️ Avantages

• 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