WD & Associates, Inc.

Account Executive

• 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

Senior Account Executive, Legacy

• 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.

Account Manager

• 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

Senior Account Executive, Legacy

Account Executive

Account Manager, Digital