United Way of Greater Charlotte is committed to having a workforce that reflects our entire community.
United Way opposes racism and oppression in all its forms and believes the nonprofit work environment is
enhanced when diverse groups of people with ideas come together to achieve common goals. United Way
understands that diverse representation and perspectives are vital to our success.
The Resource Development Specialist is accountable for leading relationships, ensuring stewardship of
organizational resources, and supporting the United Way of Greater Charlotte mission to end poverty
and advance equitable outcomes. As a member of the Resource Development team, and reporting to the
Director of Data Strategy and Reporting, the Resource Development Specialist position plays a critical
role in all United Way's fundraising work through data generation, analysis for assigned projects and
supporting Resource Development Staff as outlined below. This individual is a highly organized strategic
thinker, technology proficient with excellent writing skills and impeccable attention to detail.
Accountability and Responsibilities
- Organizes and analyzes data for projects as assigned by the Director of Data Strategy and Reporting
- Implements, tracks and supports Resource Development Team to ensure all online pledge form campaigns are accurately executed and submitted for processing in a timely manner, including submission of OLPF credit card donor information to Finance
- Assists Director of Data Strategy and Reporting with ePledge and OLPF duplicate account tracking and cleanup
- Supports Resource Development Team with all aspects of ePledge workplace campaigns
- Collaborates with Resource Development Leadership & Marketing Team to oversee and execute automated workplace campaigns
- Downloads daily revenue information from banking/payment websites and prepares for delivery to Finance Team
- Manages the Resource Development invoice process to include producing, tracking, reconciling and collections
- Actively represents Resource Development Team in keeping Andar data clean and participates in Andar Power Users Group meetings and projects
- Develops, maintains and manages local United Way, third party processor and other data needed to capture and record pledge activity from Workplace Campaigns outside of United Way of Greater Charlotte
- Provides support to Regional Development Directors and Vice President of Resource Development
- Backup for ensuring that individual participant data for large scope, public facing engagement efforts are captured and accurately recorded in Andar Database System
- Converts all paper pledge form campaigns into established spreadsheet format before submission for processing
- Tracks all returned Direct Mail and/or returned thank you cards; update Andar Database as needed with updated contact information and re-send of relevant snail mail items
o Responsible for learning and mastering the Andar Plans module as needed
- Proactively learns and grows professionally through various avenues, but not limited to: online courses, in-person classes, seminars, conferences, books, etc.
- Prepares materials for and executes automated workplace campaigns
- Serves as a proactive and contributing member to the United Way of Greater Charlotte team, performing duties and providing support outside of the functions listed above.
Equity & Inclusion
- Constantly learning & actively participating in programs, trainings, and discussions regarding racial inequities, exclusions, oppressions.
- Appreciation of and willingness to work with and advocate for people from diverse racial, ethnic, and socioeconomic backgrounds.
- Consistently seeks to learn and understand the specific experiences of historically marginalized racial groups in the U.S., particularly Black, Indigenous, and Latinx groups.
Education/Experience Requirements
- Basic finance/budgeting skills
- Ability to work independently and under pressure and meet deadlines without sacrificing quality
- Highly collaborative
- Excellent writing skills
Workplace values
- Take action and go! Be bold and not afraid of a little competition or thinking outside the box even when opportunities seem unimaginable. Create a new path one-step at a time, you got this!
- Openly collaborate in the pursuit of truth and doing what is right. Welcome tough conversations, don't make assumptions, and rely on others, together we are stronger!
- Sometimes things just need a shake-up. Whether internally or out in the community, we aren't afraid to be disruptive. Understanding that we may leave a few feathers ruffled along the way, if it is the right thing to do and benefits our community, we will take the chance!
- Inaction is the enemy of innovation. We are a perpetual work in progress, striving to be better, constantly learning and taking risk to be the best we can be. Learning from our mistakes and paving the way for continual betterment.
- Teamwork makes the dream work. Bottom line, we need each other. Working together makes us all better individually and makes us awesome as a group. Understanding what others strengths and weaknesses may be and using that knowledge to guide, support, and model our work makes for a successful and high performing team.
- Recognizing and appreciating our differences only make us better. We all share in the responsibility to create a positive culture and to safeguard equity, inclusion, dignity, and respect for all. Each member of our team will be a role model for others.
No calls, emails, or visits please
The above statements are intended to describe the general nature and level of work being performed by people assigned this job classification. They are not to be constructed as an all-inclusive list of all duties, skills, and responsibilities of people so assigned. United Way of Greater Charlotte will engage in an interactive process with employees requesting medical or religious accommodations.
The Agency's policy is to provide equal opportunity in all terms, conditions, and privileges of employment for all qualified applicants and employees without regard to race, color, creed, religion, national origin, sex, age, marital status, disability or veteran status.
