United Way Metropolitan Dallas (UWMD) is a mission-driven, social change organization leading the charge to improve access to education, income, and health in North Texas.  The position of Senior Account Executive has a critical role in strengthening workplace engagement and volunteer advocacy in support UWMD Aspire United 2030 goals in Education, Income and Health. 

The Senior Account Executive is responsible for the oversight and management of Workplace Campaigns, leading the Corporate Account Executive (CEA) team, expanding our community outreach, management of accounts and setting individual and team goals.  The Senior Account Executive is responsible for stewardship of relationships and performs a range of duties which include but are not limited to planning, coordinating, and managing workplace campaign activities.  This position is often the point of contact with companies and workplace donors requiring a high level of professionalism to project a positive image.

This position reports to the Senior Vice President, Corporate and Foundation Engagement within the Resource Development department.

COMPETENCIES:

• Mission-Alignment:  Create real social change that leads to improving lives in our community.
• Relationship-Oriented:  Works well 1:1 and in teams across internal and external relationships.  Has strong interpersonal skills and ability to develop, grow, and sustain productive relationships in a fast-paced environment.
• Effective Communicator: Strong communications, written and verbal.  Ability to engage with key constituents and donors. Effectively captures, processes and records relevant information in the course of performing and directing work.  Adept at preparing reports, briefing materials, and/or informational packets for executive meetings.
• Results-Driven:  Accountable for individual and team goals; ensures all deadlines for self and executives are met and contributes to overall Resource Development results.
• Innovative:  Focuses on process improvements in delivery of work for self and Corporate Account Executive team.
• Stewardship:  Represents the UWMD Executives and organization through actions, behaviors, and decisions meeting the highest ethical standards.

REQUIRED SKILLS/ABILITIES: 

• Ability to establish a professional and positive leadership role with corporate partners, volunteers, CAE team, and organization staff.
• Ability to lead, develop and motivate account team.
• Strong interpersonal and collaboration skills and adept at building relationship across departments
• Strong network skills
• Strong financial acumen
• An ability to understand and analyze sales performance metrics
• Able to work in a fast-paced environment and apply good judgement in managing competing priorities manage competing priorities.
• Trusted to handle confidential and sensitive issues across the business. Exercise sound judgment and discretion in handling confidential information
• Ability to align with and support the mission, vision, and values of United Way of Metropolitan Dallas
• Experience with Customer Relationship Management platform
• Skilled in the Microsoft Office suite of products

KEY RESPONSIBILITIES include but are not limited to:

• Establish and monitor account goals.
• Oversee work of teams assigned to each of your accounts.
• Identify and meet with prospective partners in establishing workplace engagements. Identify corporate social responsibility and workplace goals that align with UWMD Education, Income & Health pillars for campaign engagements.
• Act as the liaison between clients and account executives.
• Draft and deliver proposals or pitches to potential clients.
• Preparation of meeting materials reports, executive presentations
• Manage existing accounts to identify opportunities for account growth.
• Ensure accurate and timely account management reporting across the team.
• Executive outreach in supporting UWMD external relationships and building new relationships.
• Timely approvals and submission of executive expenses - expense reports, credit card reconciliation, mileage, and toll reimbursements.

EDUCATION: 

Bachelor's degree or 5+ years relevant experience in Resource Development, Business, or a relevant field

Desired:   

• BSc degree in Business Administration, Sales or relevant field
• Experience 2-3 years in B2B sales

EXPERIENCE:  

• Team leadership and team development
• Experience in account management.
• Experience in Resource Development, business, or sales
• Experience in and B2B sales
• Solid experience with CRM software and MS Office (particularly MS Excel)