WD & Associates, Inc.

• The Account Executive, Legacy provides strategic oversight for direct marketing fundraising programs for a portfolio of several nonprofit organization clients. • Serve as a client relationship manager and work within a team to deliver direct marketing fundraising programs. • Have experience in legacy giving and legacy marketing. • For small-mid clients, draft client annual plans with Account Lead support. • Draft expenses for annual plans with Account Lead support. • Interpret and present program and project results. • Oversee client’s annual expenses. • Provide strategic oversight of client marketing fundraising projects, understanding their role in advancing overall client program strategy. • Oversee production management and creative process for projects. • Draft and assist in presenting strategy decks with support from Account Lead. • Oversee execution of year-long direct marketing schedules. • Direct and guide copywriters and designers to ensure creative for each project is aligned with overall project and program strategy. • Manage account and production team service delivery to the client, including problem-solving and accountability for errors. • For integrated clients, coordinate with offline and digital to draft multi-channel campaigns and wrap-up decks. • Serve as liaison with client contacts, ensuring day-to-day service satisfaction.

• Develop client annual plans in coordination with the Senior Account Director or Vice President • Prepare and interpret reports/analysis that evaluate client’s planned giving marketing programs with recommendations for improvements in alignment with client goals • Design, implement, and evaluate segmentation strategies, to develop effective segmentation for Planned Giving direct response marketing campaigns. • Ensure agency reporting is in alignment with client campaign strategy • Understand internal and industry benchmarking and trends • Develop year-long and multi-year planned giving marketing strategies aligned with client goals • Prepare and present annual plan to clients • Provide strategic leadership of client programs • Oversee implementation of client’s annual plan • Prepare, finalize and present strategy decks • Manage a cross-channel team • Develop concepts and messaging for integrated direct response projects • Work with copywriters and designers to develop program content in alignment with project and program strategy • Manage account and production team service delivery to the client, including problem-solving and accountability for errors • Liaise with client contacts to ensure their satisfaction and enhance client relationships • Travel to meet with clients as necessary • Coordinate with Offline and Digital teams to develop multi-channel campaigns and wrap-up decks • Mentor managers, coordinators, or assistants; other team members • Lead as a trusted subject matter expert for the agency in the area of legacy and planned giving • Enhance company’s brand by attending events, publishing white papers/blog posts, speaking at workshops and networking with influencers

• Serve as a project manager for all client work, developing timelines, ensuring all deliverables meet deadlines, and managing deliverables from both internal and external stakeholders • Ensure project milestones are completed, meeting all accuracy and quality standards • Assist with creative services, including drafting initial email/web copy, and distilling instructions for designers to turn into web graphics • Work with account team to oversee message/landing page setup and quality assurance in the client’s CRM platform • Maintain ownership over client’s data segmentation as well as imports and exports of segmented lists • Prepare email, web, and campaign advertising performance reports weekly • Create, review, and maintain all project fundamentals including agendas, meeting notes and follow-ups, and production schedules for both client and internal team • Help prepare presentations and reports before in-person client meetings as needed, with guidance from the account lead • Maintain and organize all client documents and files on a shared drive for the team’s reference

• Support the Ads team in managing, optimizing, testing, and tracking all aspects of online advertising for nonprofit clients • Build creative, compelling campaigns to implement across multiple digital platforms • Develop and optimize search marketing campaigns across multiple search engines • Manage and optimize Google Ad and Grant accounts • Work with third-party vendors to drive increased growth and performance for search engine marketing campaigns • Provide recommendations and execute strategies for new programs, campaign settings, audience targeting, and creative ad formats to maximize program performance and client goals • Strategize and execute creative testing strategies to identify the most effective ads and techniques to various audiences • Produce reporting and analyze results • Maintain ongoing reports for client programs • A/B test and continually measure performance

• Provides strategic oversight for direct marketing fundraising programs for a portfolio of several nonprofit organization clients • Serves as a client relationship manager • Works within a team to deliver direct marketing fundraising programs • Drafts client annual plans with Account Lead support • Interprets and presents program and project results • Works with list brokers/modeling vendors to develop lists • Oversees client’s annual expenses • Prepares and presents strategy decks • Oversees execution of year-long direct marketing schedules • Manages day-to-day service delivery and client satisfaction • Identifies opportunities to expand client work/scope • Mentors and trains team members • Assists with new business proposals and presentations as requested

• The Account Manager works within Client Services teams to support the Account Leads and execute direct mail fundraising programs on behalf of our clients. • The Account Manager works as a liaison between clients, vendors, and internal teams. • Account Managers ensure the timely and successful delivery of a wide variety of project management and client-facing duties. • Draft year-long fundraising schedules • Guide production management and design process for projects • Create and manage approval of project budgets • Create draft project strategies • Draft project list orders • Create package specs • Manage production vendors • Manage all project schedules and deliverables • Proof memos, strategy briefs, copy and art for clients

• Lead day-to-day management and implementation of client digital direct marketing fundraising programs • Create and review strategies and annual plans with clients • Develop online fundraising/advocacy/promotion plans with specific benchmarks and deliverables, including email newsletters and solicitations, fundraising appeals, social media, advocacy and advertising campaigns, website promotion and more • Develop and nurture relationships with client, including frequent communication of progress via phone, email, written progress reports and on-site meetings • Coordinate creative services, including writing/editing online fundraising copy, promotional copy and email newsletters and solicitations, and supervising production of design work • Develop up-sell/cross-sell strategies • Understand and present internal and industry benchmarking reports to clients • Work with staff to manage various aspects of client work • Demonstrate working knowledge of each area of agency’s resources • Develop agency’s public presence by attending events, publishing white papers, speaking at workshops and getting to know leadership vendors and industry organizations • Keep up to date on online fundraising and advocacy technology, nonprofit development, and commercial technology and techniques that can be applied to nonprofit development • Participate in new business proposals and presentations • Use and manage team within workflow tool to manage projects and communicate with the team