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Account Executive
WD & Associates, Inc.Account Executive providing strategic oversight for direct marketing fundraising in nonprofit organizations. Managing client relationships and delivering effective legacy giving marketing strategies.
Posted 5/26/2026full-timeRemote • California, Illinois, Maryland, Massachusetts, Minnesota, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Virginia, Washington • 🇺🇸 United StatesSeniorLead💰 $75,000 - $83,000 per yearWebsite
About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- Minimum years of experience required: 7 years in nonprofit fundraising and/or advocacy with at least 2 to 4 years in nonprofit planned giving fundraising and marketing
- Proficiency working on multiple projects simultaneously
- Working knowledge of Microsoft products (Word, Excel, Teams, PowerPoint, Outlook)
- Demonstrated effective use of digital tools to manage internal and external workflow and communication (including email, chat, zoom, and online workflow tool)
- Production knowledge
- Additional preferred experience & knowledge: Multi-channel experience, particularly in digital marketing preferred
- Donor-facing experience in Planned giving fundraising experience helpful/preferred
- Experience with or curiosity for exploring the ethical use of AI tools and agents
Benefits
Comp & perks- Participation in our Employee Stock Ownership Program (ESOP), which allows every employee-owner to share in the growth and prosperity of the company
- 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% (“automatic” means there is no match—MWD contributes regardless of employee’s deferrals, and there is no vesting period)
- Equalized 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 (increases over tenure)
- 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, and other opportunities for staff-directed corporate donations
- Access to industry conferences & professional development opportunities
- A remote-first work environment with access to offices for local staff (Berkeley | DC)
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
nonprofit fundraisinglegacy givinglegacy marketingmulti-channel campaignsproduction managementdigital marketingproject managementstrategic oversightcopywritingclient relationship management
Soft Skills
problem-solvingaccountabilitycommunicationteam collaborationclient service satisfactionpresentation skillsorganizational skillsstrategic thinkinginterpersonal skillsleadership