[Remote] Senior Account Executive, Legacy

Note: The job is a remote job and is open to candidates in USA. Mal Warwick Donordigital is an agency dedicated to supporting nonprofit organizations with innovative fundraising strategies. The Senior Account Executive, Legacy will manage direct marketing fundraising programs for a portfolio of clients, serving as the primary contact and leading strategic initiatives to enhance client relationships and campaign effectiveness.ResponsibilitiesDevelop client annual plans in coordination with the Senior Account Director or Vice PresidentPrepare and interpret reports/analysis that evaluate client’s planned giving marketing programs with recommendations for improvements in alignment with client goalsDesign, implement, and evaluate segmentation strategies, to develop effective segmentation for Planned Giving direct response marketing campaignsEnsure agency reporting is in alignment with client campaign strategyUnderstand internal and industry benchmarking and trendsDevelop year-long and multi-year planned giving marketing strategies aligned with client goalsPrepare and present annual plan to clientsProvide strategic leadership of client programsOversee implementation of client’s annual planPrepare, finalize and present strategy decksManage a cross-channel teamDevelop concepts and messaging for integrated direct response projectsWork with copywriters and designers to develop program content in alignment with project and program strategyManage account and production team service delivery to the client, including problem-solving and accountability for errorsLiaise with client contacts to ensure their satisfaction and enhance client relationshipsTravel to meet with clients as necessaryFor integrated clients, coordinate with Offline and Digital teams to develop multi-channel campaigns and wrap-up decksDemonstrate working knowledge of each area of agency’s client servicesMentor managers, coordinators, or assistants; other team membersLead as a trusted subject matter expert for the agency in the area of legacy and planned givingEnhance company’s brand by attending events, publishing white papers/blog posts, speaking at workshops and networking with influencers in the industryKeep up to date on changes in the legacy industry and practicesParticipate in new business proposals and presentations when requestedSkillsMinimum years of experience required: 9 years in nonprofit fundraising and/or advocacy, with at least 4 to 6 years in nonprofit planned giving fundraising and marketingDirect marketing, especially fundraising and/or advocacyKnowledge base of planned giving concepts and marketing techniquesExperience in strategic and production management of direct marketing projectsWorking 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, virtual meetings, and online workflow tool)Communication: Facilitates effective and lively discussion, presenting compelling arguments to large and cross-functional teamsWriting/Editing Skills: Translates a wide variety of information into developed, clear, and structured messaging (e.g., strategies, memos, proposals, instructions, external-facing documents, etc.)Attention to Detail: Creates, refines, and enforces high level of standards, promoting team adherence and ensuring consistencyLeadership & Accountability: Demonstrated management and supervisorial skills, fostering accountability, aligning goals, setting expectations, and encouraging top performance of individuals and/or small teamsCollaboration: Leads high-performing teams by setting clear expectations, inspiring others, motivating towards shared outcomes, and ensuring alignment of vision and successful resultsRelationship Building: Navigates complex dynamics to cultivate strong internal and external partnerships, deepening engagement with key stakeholders to advance shared goalsAdaptability & Change Leadership: Comfortably experiments with new approaches to improve results and identify better outcomesAgency Products & Services: Proactively identifies opportunities, improvements, and/or innovations and leads the cross-selling/up-selling to relevant stakeholdersAgency Mission, Vision, & Values: Understands and communicates the agency's vision and direction, clearly articulating organizational goals and values, and ensuring work aligns with the broader missionAgency Work Environment: Successfully functions in a high-paced environment, across multiple work priorities, projects, clients, and client issue areasClient-Success Focused: Offers sound counsel, and guides team to implement principles, procedures, and best practices in the industryProject Management & Effective Work Product: Develops innovative strategies that align with set forth goals and ideasCritical Thinking & Strategic Decision-Making: Proactively seeks opportunities to solve problems, improve, and otherwise and make decisions that affect team workflows and successInterest in working as a member of a larger team and across multiple projects, clients, and social issuesComfort building long-term relationships with both internal and external stakeholdersAn inclination to work among colleagues dedicated to approaching work with a lens of social justice, anti-racism, and anti-oppressionInterest in progressive issues, including environmental protection and conservation, international aid and development, social justice, anti-racism and anti-oppression, women's rights, LGBTQIA+ issues, electoral politics, etcWillingness to travelDonor facing experience in Planned giving fundraising experience helpful/preferredMulti-client experience and digital marketing experience strongly preferredExperience with or curiosity for exploring the ethical use of AI tools and agentsBenefitsParticipation in our Employee Stock Ownership Program (ESOP), which allows every employee-owner to share in the growth and prosperity of the companyEmployer-sponsored and paid core benefits: Health (multiple carrier options), Dental, Life Insurance, Short and Long-Term Disability, Employee Assistance Program (EAP), employer-matching FSA dollars35% employer share of cost for dependent health insuranceAdditional optional benefits with employee share of cost: Vision, Medical & Dependent Care FSA, Commuter benefits, Pet Care Plan401(k) with automatic employer-sponsored contributions equal to 3% (“automatic” means there is no match—MWD contributes regardless of employee’s deferrals, and there is no vesting period)Equalized profit sharingPaid Time Off, including: 13 company holidaysEarly release every Friday and on days preceding company holidaysVacation time – starting at 15 days per year (increases over tenure)Sick Leave – 1 day per monthPersonal time – 3 days per yearPaid Parental Leave – 8 weeksVolunteer Leave – 3 days per yearPhilanthropic Fund with corporate match for employee charitable contributions, and other opportunities for staff-directed corporate donationsAccess to industry conferences & professional development opportunitiesA remote-first work environment with access to offices for local staff (Berkeley | DC)Company OverviewOur team of expert consultants develops innovative direct marketing-driven donor development programs for exceptional nonprofit causes like yours. It was founded in 1979, and is headquartered in Washington, District of Columbia, USA, with a workforce of 51-200 employees. Its website is http://malwarwick.com/.