Account Executive

This is a fully remote position, open to applicants in California, +11 more states.

📋 Description

• The Account Executive, Legacy is responsible for providing strategic guidance for direct marketing fundraising initiatives across a portfolio of nonprofit organization clients.

• Act as a client relationship manager, collaborating with a team to implement direct marketing fundraising programs.

• Possess experience in legacy giving and legacy marketing.

• For small to mid-sized clients, create annual plans with support from the Account Lead.

• Prepare expense estimates for annual plans with assistance from the Account Lead.

• Analyze and present results of programs and projects.

• Supervise the annual expenditures of clients.

• Offer strategic direction for client marketing fundraising projects, understanding their significance in enhancing the overall client program strategy.

• Manage the production process and creative development for projects.

• Draft and aid in the presentation of strategy decks with support from the Account Lead.

• Oversee the execution of year-long direct marketing timelines.

• Direct and support copywriters and designers to ensure that the creative output aligns with the overarching project and program strategy.

• Manage account and production team service delivery to the client, including resolving issues and ensuring accountability for any errors.

• For integrated clients, coordinate with both offline and digital teams to develop multi-channel campaigns and wrap-up presentations.

• Serve as the primary contact for clients, guaranteeing satisfaction with day-to-day services.

⛳️ Requirements

• Minimum of 7 years of experience in nonprofit fundraising and/or advocacy, including at least 2 to 4 years focused on nonprofit planned giving fundraising and marketing.

• Ability to manage multiple projects concurrently.

• Proficient in Microsoft products (Word, Excel, Teams, PowerPoint, Outlook).

• Demonstrated effective utilization of digital tools for managing internal and external workflows and communications (including email, chat, Zoom, and online workflow tools).

• Knowledge of production processes.

• Additional preferred experience includes multi-channel exposure, especially in digital marketing.

• Experience interacting with donors in planned giving fundraising is beneficial/preferred.

• Familiarity or interest in exploring the ethical implications of AI tools and agents.

🏝️ Benefits

• Participation in our Employee Stock Ownership Program (ESOP), enabling every employee-owner to participate in the company's growth and success.

• Health insurance (various carrier options available).

• Dental coverage.

• Life insurance.

• Short-term and long-term disability insurance.

• Employee Assistance Program (EAP).

• Employer-matching FSA contributions.

• 35% employer contribution towards dependent health insurance costs.

• Vision coverage.

• Medical & Dependent Care FSA.

• Commuter benefits.

• Pet Care Plan.

• 401(k) plan with automatic employer-sponsored contributions equal to 3% (this is automatic, meaning there is no matching requirement; MWD contributes regardless of employee deferrals and there is no vesting period).

• Equalized profit sharing.

• Paid Time Off, including: 13 company holidays.

• Early release every Friday and on days prior to company holidays.

• Vacation time starting at 15 days per year (increasing 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 matching for employee charitable contributions, alongside other opportunities for staff-directed corporate donations.

• Access to industry conferences and professional development opportunities.

• A remote-first work environment, with office access for local staff (Berkeley | DC).