Senior Account Executive, Planned Giving

Job Type Full-time Description POSITION SUMMARY: The Senior Account Executive, Planned Giving is responsible for the senior-level strategic management of direct marketing fundraising programs for a portfolio of nonprofit organization clients. The Senior Account Executive will act as the primary point-of-contact for client accounts and guides day-to-day program and team management to deliver direct marketing fundraising programs. They are a subject matter expert in legacy giving and legacy marketing and serve as a trusted resource for clients, client teams and the agency. Analytics DUTIES & RESPONSIBILITIES: Develop client annual plans in coordination with the Senior Account Director or Vice PresidentPrepare and interpret reports/analysis that evaluate client’s planned giving marketing programs with recommendations for improvements in alignment with client goalsDesign, 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 strategyUnderstand internal and industry benchmarking and trends Client Service Develop year-long and multi-year planned giving marketing strategies aligned with client goalsPrepare and present annual plan to clientsProvide strategic leadership of client programsOversee implementation of client’s annual planPrepare, finalize and present strategy decksManage a cross-channel teamDevelop concepts and messaging for integrated direct response projectsWork with copywriters and designers to develop program content in alignment with project and program strategyManage account and production team service delivery to the client, including problem-solving and accountability for errorsLiaise with client contacts to ensure their satisfaction and enhance client relationshipsTravel to meet with clients as necessaryFor integrated clients, coordinate with Offline and Digital teams to develop multi-channel campaigns and wrap-up decksDemonstrate working knowledge of each area of agency’s client servicesMentor managers, coordinators, or assistants; other team membersLead as a trusted subject matter expert for the agency in the area of legacy and planned givingEnhance company’s brand by attending events, publishing white papers/blog posts, speaking at workshops and networking with influencers in the industryKeep up to date on changes in the legacy industry and practicesParticipate in new business proposals and presentations when requested Physical Demands While performing the duties of this job, the employee regularly operates a computer and other office equipment and remains in a stationary position, often sitting (or standing if at a standing desk) for prolonged periods; communication is via email, chat, phone, video, and/or in-person with others inside and outside the agency in order to exchange information; repetitive motions may include the wrists, hands, and/or fingers in order to operate computer equipment, copy machines, and printers. Requirements ESSENTIAL QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education, Experience & Knowledge Minimum years of experience required: 9 years in nonprofit fundraising and/or advocacy, with at least 4 to 6 years in nonprofit planned giving fundraising and marketingRequired experience & knowledge:Direct marketing, especially fundraising and/or advocacyKnowledge base of planned giving concepts and marketing techniquesExperience in strategic and production management of direct marketing projectsWorking 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, virtual meetings, and online workflow tool)Additional preferred experience & knowledge:Donor facing experience in Planned giving fundraising experience helpful/preferredMulti-client experience and digital marketing experience strongly preferredExperience with or curiosity for exploring the ethical use of AI tools and agents Skills & Abilities Communication. Facilitates effective and lively discussion, presenting compelling arguments to large and cross-functional teamsWriting/Editing Skills. Translates a wide variety of information into developed, clear, and structured messaging (e.g., strategies, memos, proposals, instructions, external-facing documents, etc.)Attention to Detail. Creates, refines, and enforces high level of standards, promoting team adherence and ensuring consistencyLeadership & Accountability. Demonstrated management and supervisorial skills, fostering accountability, aligning goals, setting expectations, and encouraging top performance of individuals and/or small teamsCollaboration. Leads high-performing teams by setting clear expectations, inspiring others, motivating towards shared outcomes, and ensuring alignment of vision and successful resultsRelationship Building. Navigates complex dynamics to cultivate strong internal and external partnerships, deepening engagement with key stakeholders to advance shared goalsAdaptability & Change Leadership. Comfortably experiments with new approaches to improve results and identify better outcomesAgency Products & Services. Proactively identifies opportunities, improvements, and/or innovations and leads the cross-selling/up-selling to relevant stakeholdersAgency Mission, Vision, & Values. Understands and communicates the agency's vision and direction, clearly articulating organizational goals and values, and ensuring work aligns with the broader missionAgency Work Environment. Successfully functions in a high-paced environment, across multiple work priorities, projects, clients, and client issue areasClient-Success Focused. Offers sound counsel, and guides team to implement principles, procedures, and best practices in the industryProject Management & Effective Work Product. Develops innovative strategies that align with set forth goals and ideasCritical Thinking & Strategic Decision-Making. Proactively seeks opportunities to solve problems, improve, and otherwise and make decisions that affect team workflows and success Personal Characteristics Interest in working as a member of a larger team and across multiple projects, clients, and social issuesComfort building long-term relationships with both internal and external stakeholdersAn inclination to work among colleagues dedicated to approaching work with a lens of social justice, anti-racism, and anti-oppressionInterest in progressive issues, including environmental protection and conservation, international aid and development, social justice, anti-racism and anti-oppression, women’s rights, LGBTQIA+ issues, electoral politics, etc.Willingness to travel Total Rewards At Mwd MWD is an employee-owned Benefit corporation. We seek to champion a rewarding work environment where all employee-owners can thrive, in part, through the equitable distribution of compensation and benefits, including: Candidates hired into this role typically start between $85,000–$94,000, depending on experience, skills, and internal pay equity guidelines, with the full range extending beyond this band allowing for annual and long-term growth within the role. In addition to base salary, total compensation includes fully paid core benefits, profit sharing, automatic retirement contributions, and employee ownership, each explained in greater detail below. We also walk candidates through total rewards during the interview process.Participation in our Employee Stock Ownership Program (ESOP), which allows every employee-owner to share in the growth and prosperity of the companyEmployer-sponsored and paid core benefits: Health (multiple carrier options), Dental, Life Insurance, Short and Long-Term Disability, Employee Assistance Program (EAP), employer-matching FSA dollars35% employer share of cost for dependent health insuranceAdditional optional benefits with employee share of cost: Vision, Medical & Dependent Care FSA, Commuter benefits, Pet Care Plan401(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 sharingPaid Time Off, including:13 company holidaysEarly release every Friday and on days preceding company holidaysVacation time – starting at 15 days per year (increases over tenure)Sick Leave – 1 day per monthPersonal time – 3 days per yearPaid Parental Leave – 8 weeksVolunteer Leave – 3 days per yearPhilanthropic Fund with corporate match for employee charitable contributions, and other opportunities for staff-directed corporate donationsAccess to industry conferences & professional development opportunitiesA remote-first work environment with access to offices for local staff (Berkeley | DC) About Mwd Our Agency: In 1979, our founder, Mal Warwick, embarked on a mission to work with nonprofit causes, progressive candidates, and political committees who shared our commitment to social justice and environmental action. Over the past 40+ years, in partnership with our clients, we’ve worked to combat the climate crisis and sought to protect the natural environment; we’ve advanced the rights of women, the LGBTQ+ community and other communities who have been marginalized; we’ve fought racial injustice and discrimination; we’ve worked to improve healthcare and food security, fought the AIDS pandemic, advanced animal rights, promoted international development, elected progressive political leaders to office, and the list goes on. We've also remained equally committed to changing the way the world does business as a Certified Green Business, a California Benefit Corporation, and a Certified Employee-Owned Agency. Our Team MWD is a team of passionate do-gooders, collectively driven by a mission to help progressive organizations build the base for a better world. We activate our clients’ ambitious philanthropic visions through innovative fundraising strategies. And we are an agency of change-makers personally committed to environmental action, giving back within our communities, identifying and disrupting systems of racism and oppression, and maintaining a just and equitable workplace for our employee-owners. Our Working Locations: This is a full-time position working from one of the states in which we operate, including California, Georgia, Illinois, Maryland, Massachusetts, Minnesota, North Carolina, New Jersey, New York, Pennsylvania, South Carolina, Virginia, Washington DC, and Washington state. Our Commitment To Anti-Racism & Anti-Oppression Beyond being an equal opportunity employer, MWD is committed to being an anti-racist and anti-oppression organization and we have a zero-tolerance policy for racism, discrimination, harassment, retaliation, and oppression of any kind. We are dedicated to the fulfillment of this commitment through our Diversity, Equity, & Inclusion initiatives that connect to every phase of the employee-owner lifecycle, starting with recruitment. We encourage candidates of all identities and backgrounds to apply for positions you believe align with your skill set and current and future interests. And we review applications based on agency need, position requirements, and candidate qualifications without elimination based on race, color, religion or belief, sex, sexual orientation, gender identity, marital or family status, national origin, veteran status, disability, or any other protected status. Read our full statement here. About The Hiring Process To Apply: Submit your application, resume, and writing sample. Let us know why you’d like to work at MWD and provide any additional information you want us to know about you and why you’re well qualified for the position. Why do we collect anonymous demographic information when you apply? We believe diversity is key in the success of our mission—cross-culturally competent teams bring a variety of perspectives and strengthen our services. And we take responsibility for attracting and retaining a diverse pool of talent. But we can’t impact what we cannot measure, and we encourage you to self-identify when applying. While you’ll maintain personal anonymity when sharing demographic information, the aggregate data collected helps us better understand who we’re reaching now, and where we can improve. Candidates Can Expect The Following Process First-round screen via Zoom or telephone.Completion of a brief practical, giving us an opportunity to see you in action and for you to experience a sampling of the day-to-day work of this role.Second-round panel-style interview via Zoom.Check-in call with H/R team member on salary & benefits, and to answer any questions you may have.Third-round interview via Zoom. While we are not able to respond to general status inquiries, if we can offer reasonable accommodations in the application or interview process—or if you have feedback on ways we can improve the accessibility of our recruitment process—you are encouraged to contact careers@mwdagency.com and let us know how we can be of assistance. Salary Description $85,000-$94,000 w/ full range extending beyond