Senior Associate, Membership

POSITION SUMMARY: (Hybrid, 3 days in office - Alexandria, VA)

The Senior Associate will provide support to the Network Performance team. This position requires both customer service skills and technical capabilities. Responsibilities include providing and managing daily operations including but not limited to Salesforce administration, managing membership process, communications, compliance reviews and special projects. This role supports membership functions to meet operational and compliance needs.  

The individual will be responsible for maintaining the accuracy and integrity of all information within the membership databases and data files.  They will provide technical assistance for Salesforce, webinars and projects using DocuSign and Smartsheet.  The position supports licensing of United Way’s database of zip codes and associated United Ways (GiftLink), for use by corporate partners.  

The Senior Associate will be required to conduct research to resolve operational questions and problems as they arise. The individual will develop, plan, and implement solutions to improve processes and workflow.  

The Senior Associate works collaboratively/cooperatively with others to achieve goals. The individual will contribute to and promote a positive work environment/atmosphere; manage the day-to-day operational aspects of projects and scope; and provide detailed organizational communication as requested.

Key Responsibilities/Essential Duties of Position:

• Salesforce: Maintain the accuracy and integrity of member United Way (US only) information in Salesforce, including mass uploads of data and data cleaning; provide technical step-by-step guides for processes; train colleagues and provide troubleshooting support for Salesforce outputs and processes.
• Annual Membership Certification Process:  Support the annual membership certification process.  Responsible for managing use of third-party platform (currently DocuSign for Salesforce) to collect all certification forms.  Requires extensive knowledge of current and future capabilities of the third-party vendor. Create, format, test and monitor templates using Salesforce and third-party platform; collaborate with UWW IT to facilitate system connections. Provide technical support to the network including written technical guidance for various systems and processes and responding to specific questions from Local United Way staff and board members.  
• Review Membership Certifications for compliance – specifically noting audits, 990s and financial reporting. Support local United Ways’ understanding of and compliance with the membership requirements.  This includes creating webinar content, guidance promoted via UWO and Workplace by Facebook, promoting best practices and responding to phone, email and Ask United Way questions. 
• Maintain the accuracy of the master GiftLink data file and make authorized changes to the database.  Manage license agreements for use of GiftLink data, including distribution of GiftLink database monthly to approved 3rd party processors.
• Upload GiftLink files on a quarterly basis to United Way Online. Distribute GiftLink files to approved third party processors monthly.   
• Manage UWW staff requests for member mailing lists using Salesforce reports and/or Access queries to generate the desired report. Support project management, including use and creation of Smartsheet templates, forms, and sheets.
• Support the integration of Thriving United Way as a component of Membership Requirements and correlate training, written guidance, best practices, and support to align with membership compliance.
• Field phone calls, email, and other communications from the public and United Ways when Directors are unavailable or away from the office; refer members of the public to their local United Way and/or 211 for assistance.
• Other duties as assigned.

JOB REQUIREMENTS 

Minimum requirements include: 

• Minimum three years’ experience in a similar role. 
• Excellent oral and written communication skills, expert customer service skills, ability to set priorities, organize time efficiently and work independently in a fast-paced environment. 
• Proficiency in Microsoft Office Suite and Salesforce.
• Excellent customer service skills.

This job description describes the general nature and level of work performed by employees assigned to this position. It should not be construed as an exhaustive list of all required duties, responsibilities, and skills. Reasonable accommodations may be made to enable disabled individuals to perform the essential functions of the job. You should be able to work on-site in the Alexandria, VA location; relocation assistance is not offered.

SALARY STATEMENT:

The budgeted lifespan salary range for this position is currently $ 60,000 to $70,000 per year. Salaries are determined by several factors including applicant’s knowledge, skills, experience, position, equity, and market.

COMPETENCIES

An individual must be able to demonstrate the following competencies at a satisfactory level and be able to work onsite in Alexandria, VA:

Accountability/Results Orientation - Is accountable for the work results and performance to budget of an assigned department, as well as the effective and efficient utilization of UWW resources (human, financial, and capital.) Articulates and communicates work goals and objectives, as well as expected work results. Establishes work quality standards for assigned teams in order to help ensure the attainment of departmental goals and objectives. Accepts responsibility for the outcomes achieved. Protects the United Way brand, promoting its relevance and statue to the extent possible. Behaves ethically and honestly in all activities done on behalf of UWW and the movement. Demonstrates a commitment to UWW’s values, including diversity and inclusiveness.

Decision-Making/Risk-Taking - Weighs the pros and cons of available options and makes departmental decisions. Seeks input from team leaders on the potential impact of decisions on their ability to effectively achieve desired outcomes/results. Identifies and communicates departmental/organizational tactics, challenges and opportunities. Encourages risk-taking.

Teamwork Collaboration - Builds a cohesive and diverse department. Supports and motivates others to contribute to the department. Determines the composition of teams required to accomplish departmental goals and objectives. Provides direction and clarity around goal priorities to empower work departments to be effective in collaborating to meet established departmental goals and objectives. Initiates and directs group change initiatives and serves as a change agent.

Relationship Management - Embodies and promotes UWW's values and guiding principles. Promotes a "win-win" philosophy in dealing with others. Serves as a role model in dealing with others to accomplish organization goals and objectives. Works effectively with United Way staff, volunteers and other stakeholders to achieve strategic direction. Able to manage and sustain key relationships to benefit the United Way movement and/or UWW. Formulates and communicates in an ethical and politically sensitive manner.

Communications - Expresses ideas and concepts in a clear and concise manner. Is persuasive and influences others. Actively listens to others to understand their perspectives. Seeks input and feedback on individual, team and departmental performance and environment. Supports openness.

This role requires a blend of technical expertise, analytical prowess, and effective communication skills to derive actionable insights from complex datasets. The successful candidate will contribute significantly to strategic decision-making processes by harnessing the power of data lake technologies and predictive analytics tools.

If you are passionate about turning data into actionable insights and contributing to organizational success, we encourage you to apply.

ABOUT UNITED WAY WORLDWIDE

United Way Worldwide seeks diverse, qualified professionals who want to make a difference in the world. If you are passionate about your work and desire to help others achieve enhanced education, income, and health, United Way Worldwide is the place for you.

United Way Worldwide is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, creed, disability, veteran status, marital status, age, sex (including pregnancy), sexual orientation, gender identity, gender expression, national origin or ancestry, genetic information, and other legally protected characteristics, in accordance with applicable laws. The EEO is the Law poster is available here: http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf. If you need a reasonable accommodation because of a disability for any part of the employment process, please call (703) 836-7100 and provide the nature of your request and your contact information.

We are a charter member of Employers of National Service and encourage AmeriCorps, Peace Corps, and other national service alumni to apply.

United Way Worldwide is located in Old Town Alexandria, VA. We offer competitive salary and excellent benefits including: health, dental, life, short-term and long-term disability, employee assistance program, 403(b) plan, tuition assistance, paid time off, family sick leave, medical appointment leave, parental/adoption leave, dress for your day, free parking, onsite gym, monthly volunteering opportunities, and more.

UNITED WAY WORLDWIDE’S DIVERSITY, EQUITY & INCLUSION STATEMENT OF PRINCIPLE

We take the broadest possible view of diversity.

We value the visible and invisible qualities that make you who you are.

We welcome that every person brings a unique perspective and experience to advance our mission and progress our fight for the health, education, and financial stability of every person in every community.

We believe that each United Way community member, donor, volunteer, advocate, and employee must have equal access to solving community problems.

We strive to include diversity, equity, and inclusion practices at the center of our daily work.

We commit to using these practices for our business and our communities.

Join us in embracing diversity, equity and inclusion for every person in every community.

LIVE UNITED