Senior Account Executive, Legacy

WD & Associates, Inc.

Senior Account Executive managing strategic fundraising for nonprofit organizations. Focused on planned giving and legacy marketing with responsibility for client engagement and team leadership.

Posted 5/26/2026full-timeRemote • California • 🇺🇸 United StatesSenior💰 $85,000 - $94,000 per yearWebsite

ATS Keywords

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Hard Skills

nonprofit fundraisingplanned giving fundraisingdirect marketingstrategic managementproduction managementsegmentation strategiesmarketing techniquesreport analysiscampaign strategyprogram content development

Soft Skills

strategic leadershipclient relationship managementproblem-solvingmentoringcommunicationteam managementpresentation skillscollaborationaccountabilityclient satisfaction

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft TeamsMicrosoft PowerPointMicrosoft Outlookdigital tools for workflow managementcross-channel marketing toolsreporting toolsproject management softwarecommunication platforms

Industry Keywords

planned givingnonprofit marketingadvocacybenchmarkingmulti-channel campaignsdirect response marketinglegacy givingclient annual plansfundraising strategiesintegrated marketing

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Minimum 9 years of experience in nonprofit fundraising and/or advocacy
At least 4 to 6 years in nonprofit planned giving fundraising and marketing
Direct marketing, especially fundraising and/or advocacy
Knowledge base of planned giving concepts and marketing techniques
Experience in strategic and production management of direct marketing projects
Working knowledge of Microsoft products (Word, Excel, Teams, PowerPoint, Outlook)
Demonstrated effective use of digital tools to manage internal and external workflow and communication

Benefits

Comp & perks

Health (multiple carrier options), Dental, Life Insurance, Short and Long-Term Disability, Employee Assistance Program (EAP), employer-matching FSA dollars
35% employer share of cost for dependent health insurance
Vision, Medical & Dependent Care FSA, Commuter benefits, Pet Care Plan
401(k) with automatic employer-sponsored contributions equal to 3%
Profit sharing
Paid Time Off, including: 13 company holidays, Early release every Friday and on days preceding company holidays, Vacation time – starting at 15 days per year, Sick Leave – 1 day per month, Personal time – 3 days per year, Paid Parental Leave – 8 weeks, Volunteer Leave – 3 days per year
Philanthropic Fund with corporate match for employee charitable contributions
Access to industry conferences & professional development opportunities
A remote-first work environment with access to offices for local staff