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Relationship Manager

 

POSITION SUMMARY STATEMENT: 

As a member of the Development Division, the Relationship Manager promotes and champions United Way in the community through active account and relationship management while also investing in internal team-building initiatives. The Relationship Manager identifies and supports workplace campaigns and individual giving that leads to deeper engagement with UWCM. The Relationship Manager raises funds by actively prospecting, soliciting, and stewarding corporate and individual donors across Central Maryland’s footprint with special attention to fostering active, attentive, and lasting client relationships.  

 

ESSENTIAL DUTIES AND RESPONSIBILITIES:  

75% Relationship & Account Management 

Personally manages all aspects of fundraising and relationship development for a portfolio of key strategic partner companies and organizations to increase donor engagement and giving at the company and individual levels. Provides strategic, targeted account management and excellent customer service. Responsibilities include engaging executives/CEOs, existing donors, prospects, and community coordinators, and developing and implementing a strategic approach for each account delivered through a defined workplan. Regularly update company, donor, and financial results information in Development database(s). 

Develops and implements strategic plans and tactics for account portfolio to achieve annual financial, participation, retention, donor stewardship, and revenue under management goals to include: 

  • Developing year-round relationships with accounts 

  • Providing outstanding customer service 

  • Tracking and reporting results and adjusting strategy as needed 

  • Deepening relationships with executives, coordinators, ambassadors, and donors 

  • Holding strategic donor stewardship conversations that lead to achievement of donor engagement, retention, and increased funding goals 

  • Increasing dollars to Resources Under Management (RUM) for UWCM 

Achieves annual portfolio goals and provide leadership towards achievement of total annual campaign goal. 

15% Project Management 

Leadership of strategic Development and organization-wide committees, initiatives, and special projects to support UWCM strategic plan, fundraising effectiveness, increased donor engagement, and enhance customer service and sales.   

10% Internal Development 

Works closely with supervisor to establish work plans to achieve annual revenue and donor stewardship objectives. Identifies development needs in line with UWCM goals and policies. The Relationship Manager participates in a cross-functional capacity and shares learned experiences with the Development Team.   

Works closely with supervisor to establish work plans to achieve annual revenue and donor stewardship objectives. Identifies development needs in line with UWCM goals and policies. The Relationship Manager proactively seeks out and promotes cooperative cross-functional opportunities and shares learned experiences to strengthen and improve the Development Team.      

 

QUALIFICATIONS AND REQUIREMENTS 

Education and/or Experience: Bachelor’s Degree and 2 years related experience in customer relationship management, marketing, communications and/or sales, and proficiency using the Microsoft Office Suite is required. Knowledge and application of electronic pledging, tracking, and communications tools is a plus. 

Language & Communications: Must be adept at communicating with all levels of corporate partner staff, from front-line employees to executive management. Ability to develop and present high-quality presentations to a variety of group attendees and group sizes – from one-on-one to large meetings of 100+, in-person and virtually. Very strong verbal and written communication skills are required as is the ability to persuasively present UWCM messaging verbally and in writing, adeptly respond to questions, and act as a positive and professional representative of United Way.   

Mathematical Skills: Proficient at analyzing and calculating sales performance to goals. Ability to assess performance targets and potential opportunities, track, and report progress to goal. 

Reasoning and Self-Management: Adept at handling complex situations and resolving issues in a timely, appropriate manner. Ability to work effectively with different temperaments/work styles and work independently and as a member of a team. Must be able to prioritize one's workload to maximize use of time and meet varied, multiple needs and deadlines. 

Leadership: Ability to assess issues and develop plans and tactics to address those issues. Willingness to step up and support organizational goals and needs outside specific job criteria.  

Other Critical Skills:  Ability to maintain confidentiality and use discretion and sound judgment to manage sensitive donor, internal, and employee information. Must be highly organized with the ability to prioritize and complete multiple tasks simultaneously and in a professional manner. 

 

PHYSICAL DEMANDS:  

Employee is regularly required to talk or hear; sit; use hands to finger, handle, and feel; and reach with hands and arms. Must be able to lift up to 40lbs and make verbal presentations to groups (between 10-200 people). Specific vision abilities required by this job include appropriate vision needed to drive as required for a valid driver’s license.  

TO APPLY:

Interested candidates should submit a cover letter and resume via email to:

United Way of Central Maryland Attention: Human Resources 1800 Washington Boulevard, Suite 340 Baltimore, MD 21230 Email: hrrecruiting@uwcm.org