Job Title                               Corporate Engagement Associate

Reporting To:                        Vice President, Annual Campaign

Department:                          Donor & Volunteer Engagement  

FLSA:                                     Exempt

Strategic Imperative:             Provide a rewarding and inspiring experience to every donor and volunteer with every interaction.

Core Values:                          Passion:                       Dive in – Create enthusiasm and inspire others.

                                               Authentic:                   Be Real – Keep it honest and set the example.

                                              Collaboration:           Live United – Work together and mobilize for change.

                                               Empowerment:        Own it – Be courageous and make it happen.

 

OVERALL PURPOSE OF THIS ROLE:

Corporate Engagement Associate (CEA) leads workplace employee and corporate investments at Heart of Florida United Way (HFUW) through year-round management of the transactional and/or small workplace giving account portfolio. The CEA is responsible for maintaining and building current corporate partnerships to ensure ongoing donor revenue, corporate gifts and sponsorships. Responsible for daily partner engagement, preparing projections, developing account plans, updating forecasts and recording donor activity. Ensure timely recording and recognition of donor gifts. Continuously identify trends and opportunities to maximize revenue and increase donor loyalty.

 

While each position is measured on individual outputs, collaboration and coordination are critical elements of Donor and Volunteer Engagement where success is realized by the achievement of overall organizational impact goals resulting from resources raised by the department.

KEY ACCOUNTABILITIES:

·         Develop and review annual and multi-year account plan with Vice President of Annual Campaign.

·         Set measurable goals related to relationship management and corporate revenue forecasts that align with companies’ needs and corporate social responsibility goals.

·         Provide corporate partners with support to engage their employees year-round in giving campaigns, calls to action, sponsorships, and volunteer opportunities.

·         Maintain appropriate and consistent communication and interaction with new and existing corporate partners- providing a rewarding and inspiring experience and relationship cultivation.

·         Respond to donor/partner questions and requests; resolve issues in a timely manner.

·         Collect and record campaign data, evaluate results and proactively propose recommendations and improvements that lead to increase revenue to HFUW.

·         Maintain detailed records and reports, to develop projections, and update forecasts.

·         Update account dashboard and prepare weekly revenue forecast reports; and other committee level reports as requested.

·         Thoughtfully influence corporate partners to deepen their engagement and increase their level of support and revenue to HFUW.

·         Organize and execute special projects that support the greater corporate engagement team and organizational goals.

·         Seek out new and innovative ways to develop resources within existing partnerships, including but not limited to corporate gifts and sponsorships.

·         Articulate HFUW’s mission and vision to diverse company and community audiences through group presentations and individual conversations.

·         Identify new corporate partners that are inspired by social change and/or connect with HFUW’s mission and vision.

·         Continuously navigate the development process and donor cultivation cycle effectively. 

·         Build meaningful, ongoing relationships with individual donors, volunteers, and advocates.

·         Remain knowledgeable about HFUW’s services and products, as well as issues impacting the community we serve.

·         Participate in special events throughout the year.

·         Other duties and responsibilities as assigned.

 

ATTRIBUTES & BEHAVIORS:

·         Mission Focused: Create real social change that leads to better lives and healthier communities.

·         Relationship-Oriented: Cultivate and manage relationships toward a common goal.

·         Collaborator: Understand the roles and contributions of all sectors of the community and can mobilize resources through meaningful engagement.

·         Results-Driven: Dedicated to shared and measurable goals for the common good; creating resourcing, scaling, and leveraging strategies and innovations for broad investment and impact.

·         Brand-Steward: Steward of the brand and understands the role in growing and protecting the reputation and results of HFUW and the greater network.

 

PHYSICAL DEMANDS:

Physical demands include sitting or standing for extended periods of time, bending, occasional lifting of items weighing up to approximately 25 pounds, regularly moving throughout the building between floors, traveling to outside meetings, regular use of standard office equipment such as the telephone, copier, fax and computer.  Demands also involve protracted concentration.  Reliable transportation and a valid driver’s license is required.  Job involves frequent interactions with internal and external customers, and routinely intense public contact.

 

EDUCATION AND EXPERIENCE:

·         Bachelor degree in sales management, communications, business management, or equivalent experience related field required.

·         Experience with donor and/or sales customer relationship management databases a plus.

·         Proficient with computers and utilizing Word, Excel, PowerPoint and Outlook software.

·         Strong detail orientation, analytical, organizational, and time management skills a must.

 

 

EMPLOYER’S RIGHTS:

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification; is not intended to be an all-inclusive list of duties.  You may be required to perform other duties as assigned by your supervisor or management.  You will be evaluated in part based on your performance of the tasks listed in this job description.  Employees moving into this position work on a ninety (90) day introductory basis after assuming these responsibilities.

The employer has the right to revise this job description at any time.  The job description is not a contract for employment and either you or the employer may terminate at any time for any reason.