Senior Account Executive, Legacy

This is a fully remote position, open to applicants in California.

📋 Description

• Collaborate with the Senior Account Director or Vice President to develop annual plans for clients.

• Analyze and prepare reports that assess client planned giving marketing programs, providing recommendations aligned with client objectives.

• Design, implement, and evaluate segmentation strategies to create effective segmentation for Planned Giving direct response marketing initiatives.

• Ensure that agency reporting aligns with the strategy of client campaigns.

• Stay informed about internal and industry benchmarks and trends.

• Create long-term and multi-year planned giving marketing strategies that are in sync with client goals.

• Prepare and deliver annual plans to clients.

• Provide strategic leadership for client programs.

• Oversee the execution of the client's annual plan.

• Prepare, finalize, and present strategic decks.

• Manage a cross-channel team effectively.

• Develop concepts and messaging for integrated direct response initiatives.

• Collaborate with copywriters and designers to create program content that aligns with project and program strategies.

• Oversee account and production team service delivery to clients, ensuring problem-solving and accountability for any errors.

• Maintain communication with client contacts to ensure satisfaction and foster strong client relationships.

• Travel as needed to meet with clients.

• Coordinate with Offline and Digital teams to develop multi-channel campaigns and comprehensive wrap-up decks.

• Mentor managers, coordinators, and assistants or other team members.

• Act as a trusted subject matter expert in the area of legacy and planned giving for the agency.

• Enhance the company’s brand by participating in events, publishing white papers or blog posts, speaking at workshops, and networking with influencers.

⛳️ Requirements

• At least 9 years of experience in nonprofit fundraising and/or advocacy.

• A minimum of 4 to 6 years in nonprofit planned giving fundraising and marketing.

• Experience in direct marketing, particularly in fundraising and/or advocacy.

• Solid knowledge of planned giving concepts and marketing techniques.

• Proven experience in strategic and production management of direct marketing projects.

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

• Demonstrated effective use of digital tools for managing internal and external workflows and communications.

🏝️ Benefits

• Health insurance options (multiple carriers), Dental, Life Insurance, Short and Long-Term Disability, Employee Assistance Program (EAP), and employer-matching FSA contributions.

• Employer covers 35% of the cost for dependent health insurance.

• Vision, Medical & Dependent Care FSA, Commuter benefits, and Pet Care Plan.

• 401(k) with automatic employer-sponsored contributions of 3%.

• Profit sharing opportunities.

• Paid Time Off, which includes: 13 company holidays, early release every Friday and on days before company holidays, starting with 15 vacation days per year, 1 day of sick leave per month, 3 personal days per year, 8 weeks of Paid Parental Leave, and 3 days of Volunteer Leave per year.

• Philanthropic Fund with corporate matching for employee charitable contributions.

• Access to industry conferences and professional development opportunities.

• A remote-first work environment with office access for local staff.