Account Manager, Corporate Engagement

Job Title:

Account Manager, Corporate Engagement (Union)

Department:
Resource Development - Corporate Engagement | Grade: 26

Date Prepared: 05/18/2026 | FLSA Status:
Exempt

• Fuel sustainable top-line revenue through increased donor acquisition and retention.
• Drive financial growth by identifying new and existing prospects, researching to ensure data is accurate, and determining a plan to cultivate a relationship and secure new gifts.
• Develop strategies and tactics to increase workplace and corporate giving in portfolio of accounts. This includes researching, planning, organizing, soliciting gifts, managing workplace campaigns, and other aspects of partnerships.

Develop and maintain positive relationships with company decision-makers and ambassadors.

Work with temporary employees (Campaign Coordinators) during the campaign season.

This position reports to Manager, Corporate Engagement.

• Research and identify prospective donors, corporate partners, and institutional foundations that align with the organization's mission.
• Using historical information in CRM and publicly available information, determine strength of prospects and establish plan for cultivating those with highest potential.
• Develop and implement a data validation process to ensure information accuracy.
• Ensure data integrity in CRM by updating contacts and contact information, merging duplicate accounts, and tagging prospects for appropriate next steps.
• Analyze data, campaign results and trends as a basis for developing strategies for growth.
• Ensure new companies are thoroughly researched, added to CRM and solicited. This may include outreach to other local United Ways to learn about giving history in other communities.
• Research new business and community leaders in town. Work alongside other Resource Development staff to develop cultivation plans.
• Generate untapped revenue from new/existing accounts through research and implementation.

• Develop timelines, key strategies and action plans for portfolio of accounts.
• Set campaign goals to increase campaign revenue and integrate plans necessary to achieve them.
• Prepare notes for and attend meetings with United Way leadership and/or Campaign Co‑Chairs with executive level staff at companies in portfolio.
• Respond to company contacts in a timely manner. Provide excellent experience for company contacts, donors and all other stakeholders during campaign and throughout the year.
• Manage collection of account information and input data to ensure accuracy of Customer Relationship Management (CRM). Always keep CRM up to date.
• Prepare and maintain prospect lists for portfolio of accounts.
• Research and develop plans for leadership and major gifts prospects within portfolio of accounts.
• Cultivate relationships with company decision-makers and other individuals having an influence on company corporate gifts, sponsor ships, volunteerism, and employee giving.
• Set informed projections throughout campaign to ensure portfolio of accounts is on track.
• Assist and participate in training, meetings and recognition events for internal and external stakeholders. This could include temporary staff, workplace giving ambassadors, volunteers and cabinet members.
• Prepare and deliver presentations about United Way. Presentations will vary in length and audience size.
• Support Volunteer Engagement team with volunteer event planning, preparation, and execution and cultivation plans for future giving.
• Prepare documentation and promote sponsorship opportunities for accounts to partner with United Way.
• Gather data and observations at end of campaign period to determine future initiatives, identify challenges and solutions, and share best practices.
• Remain current with knowledge of internal processes and encourage process improvement when possible.
• Perform other tasks and duties specific to assigned portfolio of accounts.

• Cultivate positive relationships with assigned cabinet members and fundraising volunteers.
• Develop and review prospect lists with volunteers and make assignments based on information gathered.
• Prepare notes for fundraising volunteers assigned to accounts in portfolio.
• Provide prompt and regular communication with cabinet members and assigned volunteers.

• This position has no supervisory responsibilities or direct reports.

• Undergraduate degree related to marketing, sales, business or philanthropy from four-year college or university and 4-6 years fundraising or related experience, or successful completion of at least one season as a Campaign Coordinator.
• Requires experience in nonprofit fundraising and basic understanding of United Way's model.
• Proficient with computer applications such as Microsoft Office, Word, Excel, PowerPoint, and Teams, and the ability to learn new programs independently.
• Strong analytical…