WorkMoney

Community Manager

• Staff the WorkMoney booth/space at community events, introducing residents to WorkMoney and the MoneyFinder and secure membership opt-ins
• Deliver a consistent WorkMoney brand experience by modeling inclusive, culturally aware outreach in every interaction with community members
• Identify and propose opportunities for WorkMoney to connect to the community in authentic and culturally relevant ways
• Identify high-potential members who can develop into organizational ambassadors in their community and participate in WorkMoney events
• Capture the economically related topics animating Western PA residents that have potential for issue-based campaigns
• Engage members in 1:1 channels online and offline to bring their voices to bear on a range of issues related to economic well-being
• Report quantitative and qualitative metrics, ensuring timely and accurate data entry and reporting
• Assist with the execution of events as directed
• Attend weekly scheduled calls, meetings, and trainings

Community Engagement Associate

Data Analyst

• Provide audience lists and segments: Collaborate with stakeholders to identify key data insights and ensure data quality through rigorous QA processes.
• Support ad hoc data requests: provide timely ticket response to data requested by departments for internal and external use.
• Create new and maintain existing analytics dashboards to track key metrics: work closely with teams to understand and monitor metrics, insights, and trends according to the programmatic goals and strategies.
• Establish cross-departmentmental relationships grounded in trust: work closely with stakeholders to provide data services and insights with a robust understanding of their needs.
• Act as a data resource across departments: help others to use tools, interpret results, and think about data with support from the Director of Analytics, developing content and encouraging colleagues to apply a data-driven approach to decision making.
• Align programmatic needs and data infrastructure: serve as an advocate and feedback loop for departments to improve data integrity, tracking, and maintenance.
• Collaborate with colleagues to improve data processes: codify data processes for managing and executing data requests to increase efficiency.

Account Manager

• Lead the overall strategy, vision, and execution for WorkMoney Inc.’s trusted partner portfolio, ensuring alignment with organizational goals and member impact objectives
• Design and implement a multi-year portfolio strategy focused on growth, diversification, and long-term value creation for members
• Represent the partnerships function, providing insight, forecasting, and strategic recommendations to senior leadership
• Serve as a thought leader on trends, innovations, and partnership models that improve Americans’ financial health and make life more affordable
• Collaborate with internal stakeholders (e.g., Marketing, Product, Finance, Legal) to align partnership strategy with member experience, research findings, brand goals, and financial sustainability
• Develop and maintain strong executive-level relationships with key strategic and prospective partners, serving as the senior liaison for negotiations and strategic growth opportunities
• Lead complex negotiations and contract structuring, ensuring agreements maximize value for WorkMoney, Inc. members and mitigate organizational risk
• Oversee compliance and due diligence processes for partner selection, ensuring all partners meet WorkMoney Inc.’s values, standards, and requirements
• Develop and maintain a consistent framework for partner evaluation, including ROI, member engagement, and alignment with mission outcomes
• Lead partner evaluation, onboarding, and performance management processes to ensure alignment with member impact and organizational goals
• Establish and monitor KPIs for the partner ecosystem, analyze success metrics, objectives and key results and apply insights to drive continuous optimization and strategic growth
• Collaborate cross-functionally to assess partnership impact, incorporating findings into portfolio strategy and continuous improvement across the entire user journey
• Serve as the bridge between Partnerships and Technology, ensuring member-facing experiences are optimized for conversion, engagement, and satisfaction
• Collaborate cross-functionally to design integrated campaigns that highlight partnership value to members
• Lead development or improvement of internal tools, templates, and systems that streamline partner management and reporting processes
• Manage the Partnerships budget, including forecasting, performance-to-plan tracking, and reporting on ROI and cost efficiency
• Oversee and develop direct reports, fostering a culture of high performance, accountability, and continuous learning
• Establish clear goals, KPIs, and performance expectations for team members, conduct regular performance reviews, and provide actionable feedback
• Identify and nurture talent within the Digital Innovation team, providing coaching, mentorship, and career development opportunities to support employee growth and retention

Senior Director, Partnerships

Customer Support

• The Executive Support Specialist will be a key member of the CEO’s support team, acting as primary point of contact, gatekeeper, and liaison to internal stakeholders across the organization and key external partners.
• Manages complex calendars, travel logistics, communications, research, and briefing materials with professionalism, discretion.
• Provides confidential personal support to the CEO and administrative assistance to the broader executive team as needed.
• Requires access to confidential data and maintaining privacy.
• A typical day might include administrative support for the CEO: drafting correspondence, managing email flow, triage urgent requests; coordinating travel and preparation of travel packets; preparing and reconciling expense reports; developing briefing materials; conducting research; drafting/editing correspondence; creating slide decks; board materials coordination.
• Personal assistant support for CEO: manage personal scheduling; on-the-ground support; coordinate personal travel and events.
• Executive team support: track critical dates; assist with project management; coordinate events and retreats.