Account Executive

Account Executive

United Way of Buffalo & Erie County is seeking an Account Executive. This position is responsible for developing, managing and expanding donor engagement and increased participation with UWBEC along with presiding over a portfolio of approximately 75-100 Campaign Accounts with value at $1.0-$1.3 million in revenue and 25 individuals to cultivate for their donor journey through giving communities, major gifts and planned giving. Prospecting high potential and new business accounts opportunities, utilize customer relationship management skills to target sales opportunities and proactively provide assistance to current and potential customers that will meet or exceed customer expectations. This position reports to the Senior Account Executive.

Responsibilities:

• Personally initiate and cultivate relationships that will enhance the connection and lifetime loyalty to United Way.
• Ability to achieve goals related to customer phone calls and face-to-face meetings in a fast-paced, self-directed entrepreneurial environment.
• Develop and maintain a business plan for performance tracking for each campaign account, individual and prospect group.
• Actively use Salesforce data system by capturing, entering and maintaining critical donor information and meeting notes.
• Work closely with platform directors and all areas of the organization to effectively sell products that align with companies/Individuals interests and priorities.
• Identify future funding streams and sell appropriate products which include grants, sponsorships, scanning programs, any non-traditional revenue streams beyond traditional campaigns.
• Develop and expand customer relationships; refer them to other specialized products as required.
• Manage Volunteers to help assist with account calls and customer referrals and development.
• Enhance the United Way of Buffalo & Erie County image by delivering exceptional customer service.
• Represent the United Way at community functions and activities to network and help promote and develop additional business through the development and expansion of referral sources.
• Support UWBEC's diversity, equity, and inclusion work within the organization and in the community.
• Visibly demonstrates UW values of service, integrity, collaboration, accountability, equity & agility
• Participate in meetings as required and training programs to enhance product knowledge and cross-selling skills.
  Attend organizational, departmental and committee meetings and training as directed.
• Engage in job-related travel to designated meetings, conferences, and events.
• Maintain established departmental policies, procedures and objectives.
• Perform general office duties such as typing, filing, data entry, opening mail, etc.
• Perform other duties as requested.

Education, Skills, Knowledge, Experience:

• Bachelor’s degree in related field with 1-5 years development experience or equivalent, and fundraising experience in events, major gifts or volunteer capacities.
• Strong customer relationship skills.
• Excellent verbal and written communication skills with an ability to relate effectively with a diverse group of individuals and organizations, including public speaking skills.
• Demonstrated experience cultivating, soliciting and securing gifts
• PC proficiency- knowledge and expertise using customer relationship management systems a plus.
• Proven ability to create and execute successful business plans that have engaged and deepened relationships with donors/clients.
• Demonstrated ability to work in a cross functional team environment.
• Ability to manage ambiguity and change.
• Sound judgment, discretion and commitment to maintaining donor confidentiality.
• Travel is primarily within the eight counties of Western New York. Some domestic travel may be required for job training and professional development.

United Way of Buffalo & Erie County has a commitment to equal opportunity employment by affirming the value of diversity and by promoting an environment free from discrimination.