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.

Full‑time

• 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.

• 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.

• 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 –…