WD & Associates, Inc.

Account Executive

• The Senior Account Executive is responsible for the senior-level strategic management of direct marketing fundraising programs for a portfolio of nonprofit organization clients.
• Act as the primary point-of-contact for client accounts and guides day-to-day program and team management to deliver direct marketing fundraising programs.
• Develop client annual plans in coordination with the Vice President
• Prepare and interpret reports/analysis that evaluate client direct marketing fundraising programs with recommendations for improvements in alignment with client goals
• Select donor segments for renewal and appeal mailings
• Ensure agency reporting is in alignment with client bookkeeping/reporting
• Understand and present internal and industry benchmarking reports to clients
• Develop year-long and multi-year program strategies aligned with client goals
• Oversee implementation of client’s annual plan
• Provide guidance on production management and creative process for projects
• Prepare, finalize and present strategy decks
• Manage a high-functioning team
• Draft copy and/or work with copywriters and designers to develop program content in alignment with project and program strategy
• Liaise with client contacts to ensure their satisfaction and enhance client relationships
• Travel to meet with clients as necessary

Senior Account Executive, Direct Mail

Account Manager

• Perform administrative tasks as needed (i.e., meeting printouts, prepping art files for strategies, presentations, etc.)
• Assist with researching/fact checking client copy using client website or browser
• Archive/maintain client files like budgets, schedules, copy, art, meeting notes, etc.
• Track vendor invoices and draft reconciliations
• Manage/distribute/post final data and art files to clients
• Assist with Tableau data-entry of project projections and expenses
• Upload project keycodes into Tableau
• Ensure project names are accurate and align with project codes in Tableau
• Learn list processing set-up – become familiar with List Processing tool
• Review and approve data samples against client data for accuracy
• Assist Account Lead in developing client project budgets
• Assist in tracking annual program expenses
• Assist account teams with set-up of PowerPoint presentations
• Provide proofreading and copy-editing support for client copy
• Proofread memos, strategy documents, and presentations
• Create package specs for production vendors and graphic designers
• Verify costs against client budgets and approve project invoices with Accounting team
• Update production schedule and assist in tracking deliverables with support from Account Manager/Executive

Account Coordinator, Direct Mail

• Provide strategic oversight for direct marketing fundraising programs for a portfolio of nonprofit organization clients
• Serve as a client relationship manager and work within a team to deliver direct marketing fundraising programs
• Draft client annual plans with Account Lead support
• Ensure client’s Tableau reporting is accurate and up to date
• Interpret and present program and project results
• Oversee client’s annual expenses
• Oversee production management and creative process for projects
• Prepare and present strategy decks with oversight from Account Lead
• Oversee execution of year-long direct marketing schedules
• Direct and guide copywriters and designers to ensure creative alignment with overall project and program strategy
• Manage account and production team service delivery to the client, ensuring satisfaction
• Serve as liaison with client contacts, identifying opportunities to expand client work/scope