Senior Account Executive, Planned Giving

POSITION SUMMARY
The Senior Account Executive, Legacy 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.

DUTIES & RESPONSIBILITIES
Analytics

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

Client Service

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

For integrated clients, coordinate with Offline and Digital teams to develop multi-channel campaigns and wrap-up decks

Demonstrate working knowledge of each area of agency’s client services

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 in the industry

Keep up to date on changes in the legacy industry and practices

Participate 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.

ESSENTIAL QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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 marketing

Required experience & knowledge:

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 (including email, chat, virtual meetings, and online workflow tool)

Additional preferred experience & knowledge:

Donor facing experience in Planned giving fundraising experience helpful/preferred

Multi-client experience and digital marketing experience strongly preferred

Experience 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 teams

Writing/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 consistency

Leadership & Accountability. Demonstrated management and supervisorial skills, fostering accountability, aligning goals, setting expectations, and encouraging top performance of individuals and/or small teams

Collaboration. Leads high-performing teams by setting clear expectations, inspiring others, motivating towards shared outcomes, and ensuring alignment of vision and successful results

Relationship Building. Navigates complex dynamics to cultivate strong internal and external partnerships, deepening engagement with key stakeholders to advance shared goals

Adaptability & Change Leadership. Comfortably experiments with new approaches to improve results and identify better outcomes

Agency Products & Services. Proactively identifies opportunities, improvements, and/or innovations and leads the cross-selling/up-selling to relevant stakeholders

Agency 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 mission

Agency Work Environment. Successfully functions in a high-paced environment, across multiple work priorities, projects, clients, and client issue areas

Client-Success Focused. Offers sound counsel, and guides team to implement principles, procedures, and best practices in the industry

Project Management & Effective Work Product. Develops innovative strategies that align with set forth goals and ideas

Critical 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 issues

Comfort building long-term relationships with both internal and external stakeholders

An 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 AT MWD

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 company

Employer-sponsored and paid core benefits: 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

Additional optional benefits with employee share of cost: Vision, Medical & Dependent Care FSA, Commuter benefits, Pet Care Plan

401(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 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 (increases over 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, and other opportunities for staff-directed corporate donations

Access to industry conferences & professional development opportunities

A remote-first work environment with access to offices for local staff (Berkeley | DC)

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.

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