This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Associate Donor Advisor will work with Donor Advisors, Senior Donor Advisors, Executive Donor Advisors, Relationship Development leadership and assigned regions or chapters to secure philanthropic support and build the pipeline of major gift donors: - Build (identify & qualify) and manage (cultivate, solicit & steward) a personal portfolio of major donors and prospects in assigned regions (donors with the ability to give $10K-$100K) - Assume responsibility for an annual revenue and activity goals and ensure targets are met and exceeded each year - Develop and implement strategies to engage leads and expand major gift portfolio in assigned regions - Significantly contribute to the team’s growth of major donor qualification, engagement and revenue - Engage with chapter field leadership and staff to build strong collaborative relationships and develop comprehensive donor strategies that enhance the donor experience - Monitor, evaluate, and report on progress and outcomes against goals - Work collaboratively, strategically, and effectively with departmental colleagues and peers across the Association - Adhere to team processes – such as maintaining strong data management and record keeping - Embrace and live out professionalism and fundraising best practices Qualifications - Bachelor’s degree required - 3 years minimum required of demonstrated success in individual gift fundraising - Experience in working with high net worth volunteer leaders and donors - Exceptional verbal and written communication skills and the ability to write and edit with accuracy and speed - Strong problem solving and negotiating skills - Highly creative/innovative with abilities to persuade and motivate others - Strong analytical skills to drive strategic development of the region - Able to overcome barriers and challenges with a positive, can-do attitude - Superior interpersonal skills, including ability to listen, observe and interact well with diverse individuals and groups - Results oriented with ability to focus on and meet deadlines and goals - Exceptional organizational skills and the ability to prioritize multiple tasks - Team player with ability to work collaboratively with Association colleagues, leadership locally and nationally - High integrity and professionalism, respecting the confidential nature of donor information and the Alzheimer’s Association’s business practices - Ability and willingness to travel up to 20% as needed, including overnight travel Requirements - Position Location: Remote or Hybrid in Dallas, TX area - Full time - Position Grade: 508 - Salary range: $79,000-$85,000 - This position is eligible for a bonus based on both individual and organizational performance, up to 4% - Reports To: Sr Director, Major Gifts Benefits - Comprehensive benefits package, including medical, dental, vision, flex accounts, short and long-term disability, life insurance, long term care insurance, tuition reimbursement - Generous Paid Time Off, 12 annual holidays and Paid Family Leave - Annual Cultural & Heritage Day and Volunteer Day of their choosing - Eligible for gold standard 401(k) retirement plan - Full time employees (37.5 hours/week) will enjoy an annual School Visitation Day and an Elder Care Facility Day of their choosing

• Convert stream of inbound leads into new clients • Find new sales opportunities through web/phone hunting, former clients, existing client referrals via outbound cold calls and emails • Maintaining and expanding database of prospects on CRM • Understanding customer needs and requirements • Assigning qualified opportunities to the appropriate senior sales executives for further development and closure • Closing sales

• Convert stream of inbound leads into new clients • Find new sales opportunities through web/phone hunting, former clients, existing client referrals via outbound cold calls and emails • Maintaining and expanding database of prospects on CRM • Understanding customer needs and requirements • Assigning qualified opportunities to the appropriate senior sales executives for further development and closure • Closing sales

• Design and format professional proposals and presentations, highlighting key points of differentiation through impactful content and slide design. • Manage the full lifecycle of RFP, request for information (RFI), and request for quote (RFQ) responses, including timeline creation, task assignment and compliance checks. • Draft, edit and organize proposal sections that are persuasive, accurate , and aligned with client requirements. • Collaborate with sales teams to create tailored pitch materials and collateral for meetings with both prospective and current clients meetings. • Coordinate market-facing product demonstrations, events and outreach initiatives to support sales objectives. • Develop and maintain a centralized content library of approved templates, case studies, and past responses. • Design internal presentations for quarterly business reviews, board meetings and training sessions. • Develop content for marketing materials such as brochures, presentations and websites. • Track proposal performance metrics (win/loss rates) and recommend process improvements. • Assist with the development of finalist and capabilities presentations for the MVP or Account Manager as needed. • Updates and maintains Lumicera’s Intranet site, SharePoint, as needed. • Serve as a Sales Support expert by communicating important updates related to Sales Support processes. • Provide support to Sr. Manager, Marketing- Lumicera related to onboarding and training new staff , including updating materials. • Act as point of escalation and resolution for other team members, and properly engaging Sr. Manager, Marketing Lumicera as needed. • May require travel as needed to support a conference and/or reseller relationship. • Other duties as assigned.