Advisor

• Build, qualify, cultivate, solicit, and steward a personal portfolio of approximately 100–125 major donors and prospects
• Develop individualized donor strategies to deepen engagement and increase philanthropic investment
• Assume responsibility for annual revenue and activity goals
• Build and execute comprehensive fundraising strategies for six- and seven-figure solicitations
• Partner with chapter field leadership and staff to develop integrated donor strategies
• Maintain accurate and timely CRM records
• Represent the Alzheimer’s Association at donor meetings and events

Donor Advisor, Major Gifts

• Serve as a strategic post-go-live partner to clients
• Provide ongoing system support, optimization, and advisory services
• Ensure timelines are met to achieve key deliverables and client expectations
• Configure and maintain UKG WFM modules
• Troubleshoot system issues and drive resolution through proper triage and escalation
• Analyze system performance, data integrity, and process flows
• Conduct regular client touchpoints to identify gaps, risks, and opportunities
• Lead consultative discussions on workforce processes
• Translate business requirements into system configurations and solutions
• Support testing activities including validation of configuration changes
• Utilize reporting and analytics to provide insights and recommendations
• Build and maintain strong client relationships
• Develop client-facing materials
• Stay updated on UKG releases and product enhancements
• Contribute to internal knowledge sharing, process improvements, and team development
• Participate in client sessions such as business reviews and learning sessions

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Donor Advisor, Major Gifts

SmartCare Advisor – UKG Pro, WFM