Account Manager, Corporate Engagement

United Way of Greater Milwaukee & Waukesha County

Job Title: Account Manager (Union) Status: Full-Time

Department: Resource Development - Corporate Engagement Grade: 26

Date Prepared: 09/24/2026 FLSA Status: Exempt

SUMMARY

This position is responsible for developing and managing strategic relationships with corporate partners, growing campaign revenue, securing new gifts, and engaging corporate leaders, donors, volunteers, and other key stakeholders in support of United Way's mission.

This role manages a portfolio of corporate accounts and plays a key role in developing fundraising strategies, identifying new revenue opportunities, strengthening corporate partnerships, and delivering an exceptional experience for donors and community partners. The ideal candidate is self-motivated, adaptable, and a quick learner who brings a professional presence, develops innovative ideas, and can successfully turn strategies into action. They are comfortable managing multiple priorities, and thrive in a dynamic, changing environment. The successful candidate will be a relationship builder at all levels and strategic thinker who is energized by achieving results and creating meaningful partnerships

ESSENTIAL JOB FUNCTIONS and EXPECTED PERFORMANCE STANDARDS/OUTCOMES include the following. Other duties may be assigned but are not limited to:

CORPORATE ENGAGEMENT AND ACCOUNT MANAGEMENT

• Develop and execute strategic plans, timelines, and action plans for an assigned portfolio of corporate accounts.

• Establish campaign goals and implement strategies to grow revenue through corporate giving, employee campaigns, sponsorships, and volunteer engagement.

• Build and maintain strong relationships with corporate decision makers, executives, donors, and other individuals who influence corporate giving and community engagement.

• Cultivate relationships with company contacts and provide a responsive, high-quality experience throughout the campaign and year-round.

• Prepare for and participate in meetings with United Way leadership, Campaign Co-Chairs, and executive-level corporate leaders.

• Research and develop strategies for leadership and major gift prospects within assigned accounts.

• Develop and deliver engaging presentations about United Way to audiences of varying sizes and levels of seniority.

• Develop and promote corporate sponsorship opportunities and prepare annual sponsorship recaps for corporate partners.

• Provide ongoing information, guidance, and support to volunteers and Campaign Coordinators assigned to accounts.

• Maintain accurate and timely account information in the Customer Relationship Management (CRM) system.

• Monitor campaign performance, establish informed revenue projections, and take timely action to address challenges and capitalize on opportunities.

• Gather and analyze campaign data and observations to identify trends, challenges, solutions, future opportunities, and best practices.

• Stay current on organizational processes and identify opportunities to improve systems, processes, and the overall partner experience.

PROSPECT DEVELOPMENT AND REVENUE GROWTH

• Research, prepare, and maintain prospect lists to identify opportunities for new and increased revenue.

• Analyze account data, campaign results, and market trends to develop strategies for revenue growth.

• Identify companies with strong vendor and business relationships as prospects for new corporate partnerships and gifts.

• Develop and execute strategies to secure new corporate gifts, employee campaigns, sponsorships, and Leadership and Tocqueville-level donors within your assigned accounts.

• Identify opportunities to increase revenue from small and medium-sized businesses within the assigned portfolio.

• Identify emerging opportunities and challenges and take appropriate action in a timely manner.

VOLUNTEER AND CAMPAIGN CABINET ENGAGEMENT

• Cultivate positive, productive relationships with assigned Campaign Cabinet members and fundraising volunteers.

• Develop and review prospect lists with volunteers and make assignments based on available information and fundraising opportunities.

• Maintain prompt, consistent, and proactive communication with Campaign Cabinet members and fundraising volunteers.

• Assist with and participate in training, meetings, recognition events, and other engagement activities for volunteers, workplace giving ambassadors, Campaign Cabinet members, temporary staff, and other internal and external stakeholders.

SUPERVISORY RESPONSIBILITIES

• This position has no supervisory responsibilities or direct reports.

EDUCATION and/or EXPERIENCE

• Undergraduate degree related to marketing, sales, business or planning from four-year college or university and 2-4 years fundraising or related experience.

• Understanding of marketing, sales or fundraising and customer service roles.

• Understanding of non-profits, human services and philanthropy.

CORE COMPETENCIES

• Mission-Focused. The top priority for all United Way professionals is to create real social change that leads to better lives and healthier communities. This drives their performance and professional motivation.

• Relationship-Oriented. United Way professionals understand that people come before process and are astute in cultivating and managing relationships toward a common goal.

• Collaborator. United Way professionals understand the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.

• Results-Driven. United Way professionals are dedicated to shared and measurable goals for the common good, creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact.

• Brand Steward. United Way professionals are stewards of the brand and understand their role in growing and protecting the reputation and results of the greater network.

LANGUAGE SKILLS

• Ability to read, analyze, and interpret financial reports and legal documents.

• Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.

• Ability to write speeches and articles for publication that conform to prescribed style and format.

• Ability to effectively present information to top management, public groups, and/or boards of directors.

MATHEMATICAL SKILLS

Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

OTHER SKILLS AND ABILITIES

• Ability to apply word processing and database management software concepts to practical situations. Proficient with computer applications such as Microsoft Office, Word, Excel, Power Point.

• Good understanding of group dynamics and good group facilitation skills.

• Experience in working with diverse populations.

• Ability to prioritize and balance competing demands.

• Ability to work in a complex environment using technical and interpersonal skills.

REASONING ABILITY

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate noise (business office with computers, phone, printers and light traffic).

• Ability to work in a confined area.

• Ability to sit at a computer terminal for an extended period of time.

AMERICANS WITH DISABILITIES

It is the policy of UWGMWC to comply with all relevant and applicable provisions of the Americans With Disabilities Act (ADA), as amended. UWGMWC will not discriminate against any qualified applicant with respect to any terms, privileges or conditions of employment based upon an individual's physical or mental disability. UWGMWC will also make reasonable accommodation whenever and wherever possible for all employees or applicants with disabilities provided that the individual is otherwise qualified to safely perform the duties and assignments required by the job, and provided that any accommodation does not require significant difficulty or expense. UWGMWC's policy of non-discrimination applies to all personnel and employment practices including, but not limited to, job application procedures, hiring, advancement, termination, compensation, job training and other terms, conditions and privileges of employment.

EQUAL OPPORTUNITY EMPLOYER

It is the policy of UWGMWC to provide equal employment opportunity to all individuals regardless of their race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, veteran status or military service, or other non-merit factor or other legally protected characteristic. This applies to all recruiting, hiring, placement, training, promotion, compensation, transfers and other employment-related programs and personnel actions.

BELONGING & INCLUSION STATEMENT:
Belonging & Inclusion is a core value at United Way of Greater Milwaukee & Waukesha County. We strive every day to enhance the culture of belonging and are passionate about building and sustaining an inclusive and equitable working environment. We believe this allows us to attract, retain the best possible colleagues to use their full gifts to serve our community. We are looking for other great colleagues who are excited about this important work.

PHYSICAL DEMANDS

While performing the duties of this job, the employee is regularly required to talk and hear. The employee frequently is required to sit. The employee is occasionally required to stand; walk; and use hands to finger, handle, or feel. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

This job description indicates the general nature and work level performed by employees within this position. It is not designed to be a comprehensive inventory of all duties and qualifications required. The duties and/or requirements of this position may be modified, added, or deleted at any time. Other duties may be assigned.