Account Executive, Legacy

Position Summary The Account Executive, Legacy provides strategic oversight for direct marketing fundraising programs for a portfolio of several nonprofit organization clients. The Account Executive also serves as a client relationship manager and works within a team to deliver direct marketing fundraising programs. They have experience in legacy giving and legacy marketing.

Job Type Full‑time

Duties & Responsibilities 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.
Provide strategic oversight for a portion of client fundraising projects for large clients, 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.
Coordinate with offline and digital to draft multi‑channel campaigns and wrap‑up decks for integrated clients.
Gain familiarity with clients’ missions, programs and institutional voice and work with Account Lead to identify topics, issues, and projects for fundraising appeals.
Serve as liaison with client contacts, ensuring day‑to‑day service satisfaction.
Identify opportunities to expand client work/scope with support of Account Lead.
Mentor managers, coordinators, or assistants; other team members.
Assist with new business proposals and presentations as requested.

Essential Qualifications Education, Experience & Knowledge Minimum 7 years in nonprofit fundraising and/or advocacy with at least 2–4 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.
Multi‑channel experience, particularly in digital marketing (preferred).
Donor‑facing experience in Planned giving fundraising (helpful/preferred).
Experience with or curiosity for exploring the ethical use of AI tools and agents.

Skills & Abilities Communication – presents with a confident communication style, tailoring messaging to influence outcomes and support desired goals with various stakeholders and audiences.
Writing/Editing Skills – regularly drafts initial content that is presentable to internal and external stakeholders, while also effectively incorporating constructive feedback from others to consistently improve quality of writing.
Attention to Detail – produces and upholds the high standards of work in team deliverables, offering feedback to improve clarity and precision.
Leadership & Accountability – provides consistent and supportive guidance and leadership to colleagues, offering constructive feedback, modeling leadership behaviors, and helping others.
Collaboration – fosters collaboration, builds trust, and provides reliable insight and guidance to both internal and external stakeholders.
Relationship Building – deepens and strengthens relationships through consistent responsiveness and engagement.
Adaptability & Change Leadership – considers the broader context in decision‑making, understanding both internal and external factors, along with the long‑term view.
Agency Products & Services – effectively communicates the value and purpose of offerings to both internal and external audiences.
Agency Mission, Vision, & Values – reinforces messaging and agency goals and priorities within sphere of influence, implementing relevant actions.
Agency Work Environment – successfully functions in a high‑paced environment, across multiple work priorities, projects, clients, and client issue areas.
Client‑Success Focused – implements successful strategies and objectives, considering problems and offering solutions.
Project Management & Effective Work Product – applies strong analytical and problem‑solving skills to make sound decisions.
Critical Thinking & Strategic Decision‑Making – regularly evaluates goals and alignment with the broader objectives, seeking ways to improve efficiency and outcomes.

Personal Characteristics Interest in working as a member of a larger team and across multiple projects, clients, and social issues.
Comfort building long‑term relationships with both internal and external stakeholders.
Inclination to work among colleagues dedicated to approaching work with a lens of social justice, anti‑racism, and anti‑oppression.
Interest 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 Typical starting base salary $75,000–$83,000, depending on experience, skills, and internal pay equity guidelines, with full range extending beyond this band allowing annual and long‑term growth within the role.
Full‑time benefits include paid core benefits, profit sharing, automatic retirement contributions, and employee ownership.
Participation in Employee Stock Ownership Program (ESOP).
Health, 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.
Optional benefits: Vision, Medical & Dependent Care FSA, Commuter benefits, Pet Care Plan (employee share of cost).
401(k) with automatic employer‑sponsored contributions equal to 3%.
Equalized profit sharing.
Paid Time Off: 13 company holidays, early release every Friday and on days preceding company holidays, vacation time starting at 15 days per year (increases with 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.
Access to industry conferences & professional development opportunities.
Remote‑first work environment with access to offices for local staff (Berkeley | DC).

Commitment to Equality, Diversity, Equity & Inclusion MWD is an equal‑opportunity employer. We are committed to being an anti‑racist and anti‑oppression organization and have a zero‑tolerance policy for racism, discrimination, harassment, retaliation, and oppression of any kind. All hiring decisions are made based on agency need, position requirements, and candidate qualifications without consideration of race, color, religion or belief, sex, sexual orientation, gender identity, marital or family status, national origin, veteran status, disability, or any other protected status.

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