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Current Openings

Corporate Engagement Manager

UWBA is an equal opportunity employer committed to a diverse workforce. UWBA is committed to building and maintaining a diverse staff and an inclusive workplace that values equity. We welcome applications from immigrants, BIPOC, LGBTQ applicants, and people with lived experience in poverty.

 

Department: Development
Reports to: Corporate Engagement Manager
Classification: Union Professional
Closing Date: Open until filled

Overview:

The United Way Bay Area (UWBA) is leading a network of corporations, government agencies, nonprofits, and individuals to create lasting change for Bay Area residents and families. With a history that spans over 90 years and programs that tackle the issue of local poverty from every angle, UWBA is uniquely positioned to mobilize and motivate all sectors of the community toward the vision of ending the cycle of poverty.

As UWBA responds to cultural shifts in the workplace, fundraising, and digital communications, it is guided by core values of innovation and results-driven creativity. Through a variety of existing and emerging initiatives, UWBA seeks to both strengthen and re-imagine its work at all levels in order provide more and better opportunities for struggling Bay Area residents.

For more information about UWBA, please visit http://uwba.org.

The Opportunity: 

With one in four families in the Bay Area struggling to make ends meet, the face of poverty might be closer than you think. It could be your co-worker, your neighbor, or your friend. Want to help us do something about it? UWBA seeks a talented and motivated fundraiser to join our outstanding team and support our mission: to be the catalyst that enables people to strengthen their communities by investing in one another. Do you have a history of building donor relationships? Are you passionate about community issues? Do you thrive in a fast-paced and highly visible role?

UWBA partners with hundreds of companies and thousands of individual supporters to address the community’s most pressing needs and drive sustainable results.  It is the goal of our dynamic Development team to increase our number of new donors and deepen the relationships with our current donors.

The Corporate Engagement Manager will cultivate new business, manage and grow a portfolio of accounts, with a focus on corporate and employee engagement. This position will also steward and cultivate leadership level individual donors and prospects from within assigned accounts, and will identify new opportunities to raise funds year-round within and beyond those accounts.

The Corporate Engagement Manager will have the ability to work with a broad range of people, have strong fundraising skills, strong communication skills and the ability to interact with high level donors on an individual and group basis. This position will work closely with the Sr. Director of Corporate Engagement to develop and refine strategies for maximizing results and will collaborate with other team members within Development and across departments including the Finance, Marketing, and Community Impact Teams.

 

This is a professional exempt position reporting to the Senior Director of Corporate Engagement. It is a full time, regular, 37.5 hour per week position. This
position is for the United Way Bay Area San Francisco Office.

 

What you’ll do: 

Corporate Engagement:

  • Identify, cultivate, solicit and steward new corporate prospects driving revenue through the acquisition of new partnerships, renewals, and upgrades with existing companies assigned increasing unrestricted and UWBA program revenue.
  • Ensure corporate grants, Salesforce Philanthropy Cloud, cause marketing and employee giving/volunteer opportunities are explored, presented, and secured. Promote and demo the Salesforce Philanthropy Cloud platform to new business; provide support to existing Salesforce Philanthropy Cloud accounts and work internally across teams on year-round engagement.
  • Utilizing the Donor Prospecting and Sales Process, lead Development team efforts to increase the number of new corporate partnerships secured and revenue generated for UWBA.
  • Work closely with the Development, Marketing, Volunteer and Community Impact Teams, and/or Affinity Group Teams to provide targeted opportunities for individuals and corporate employee groups to engage directly with UWBA programs and our mission.
  • Develop and execute a corporate engagement and revenue raising strategy for new business and existing accounts that increase engagement and deepen relationships with individuals and leverage volunteerism to bring new supporters to our organization and to improve our relevancy with current supporters. This includes providing direct support to corporate accounts, i.e., speaking engagements, event facilitation, volunteer projects etc. for each account.
  • Cultivate ongoing relationships with corporate account representatives, serve as a resource to strengthen their corporate social responsibility (CSR) strategies, talent acquisition and talent retention plans, and enhance their knowledge and support of UWBA.
  • Manage on-going relationships with key leadership and donors in each of the assigned accounts.
  • Accurately forecast, monitor and prepare progress reports on all accounts and individual donor portfolios. Maintain thorough communication logs in Salesforce.
  • Manage volunteers, board members and organization stakeholders who will assist with the identification, cultivation and solicitation of prospects.

Who you are: 

  • 2 years+ experience direct fundraising.
  • Excellent oral and written communication skills, including public speaking, and solid relationship management skills at all levels in organization.
  • Ability to multi-task and manage simultaneous tasks and customer relationships.
  • Strong donor focus and understanding of how to effectively manage ongoing donor relationships.
  • Self-motivated, goal oriented, ability to get job done.
  • Team player who excels at working collaboratively – both listening and actively contributing – as well as independently.
  • Strong computer skills including above average competency on Word, Excel and PowerPoint. Comfort and knowledge of Internet, experience with Salesforce desirable.
  • Project management experience desirable.
  • Other non-profit/philanthropic experience/demonstrated interest desirable.
  • A California driver’s license and a satisfactory driving record are conditions of initial and continued employment.
  • Support an inclusive environment and value the individual traits, skills and talents of all staff, volunteers, donors, and constituents.

Salary: $52,000.00 – 57,000.00 Salary Exempt

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential
functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.

UWBA does not discriminate on the basis of race, color, gender (including actual or perceived gender, and gender identity), sexual orientation, age, marital status, medical condition, religious affiliation, veteran status, national origin, citizenship status, mental or physical disability, or any other characteristic protected by applicable state, federal or local law. Applicants must be able to work legally in the United States. UWBA will consider qualified applicants with criminal histories in the manner consistent with the requirements of the San Francisco Fair Chance Ordinance. If you need a reasonable accommodation in order to apply for a job, please let us know. If the reason you need an accommodation is not obvious, we may ask for documentation confirming your functional limitations.

TO APPLY: Login at www.uwba.org/careers and submit your resume along with cover letter. 

APPLY NOW

 

To foster an open and impartial application review process that minimizes the potential for bias, please remove any reference to academic institutions from which you obtained any degree, if applicable, for example, simply list “Bachelor of Arts in Sociology”.  Not having a degree will not preclude you from being considered; applicable work experience is equally considered.

Diversity, Equity & Inclusion Consultant

UWBA is an equal opportunity employer committed to a diverse workforce. UWBA is committed to building and maintaining a diverse staff and an inclusive workplace that values equity. We welcome applications from immigrants, BIPOC, LGBTQ applicants, and people with lived experience in poverty.
Diversity, Equity, and Inclusion Consultant: Request for Proposals

I.  Timeline & Application Submission
Please submit all required documents by November 20, 2020.
For questions, please contact Madison Priest at mpriest@uwba.org (DO NOT FORWARD APPLICATION TO THIS EMAIL ADDRESS).

Activity                                                                         Date
RFP Released                                                              October 28, 2020
Final Date to submit proposal                                       November 20, 2020
Application review, interviews, reference calls              November -December 2020
Applicant notified of final selection                               December 2020
Start date for scope of work                                         January 3,2021

II.   Background

United Way Bay Area’s mission is to be the catalyst that enables people to strengthen their communities by investing in one another. Founded in 1922, UWBA has historically served as a funder of hundreds of nonprofits through its workplace campaigns. In the last decade, it has transformed into an incubator of innovative programs that improve financial stability and access to basic needs for low-income individuals and families. Our goal is to fight poverty in the Bay Area.

Racism and poverty are inextricably linked. Black, Indigenous, and people of color (BIPOC) experience poverty at disproportionate rates not only because they face implicit racial bias every day, but because they have been explicitly and systemically barred from economic opportunity. Practices like mass incarceration, de facto school segregation, and redlining (along with its supposedly “race-neutral” descendants) have inhibited the ability of BIPOC to achieve financial stability and to build generational wealth. Our Black and Latinx neighbors also suffer disproportionately from state-sanctioned violence, not to mention the acute health and economic impacts of COVID-19.

Given this context, UWBA is working to take a more intentional, anti-racist approach to our work, beginning with assessing and improving our own internal practices and operations. UWBA seeks a consultant or firm with expertise in diversity, equity, and inclusion (DEI) to provide support in assessment, strategy, and training. Activities include assessing current hiring, promotion, and retention practices, providing anti-bias, anti-racist (ABAR) training to leadership and staff, and developing a recruitment plan for the board. Additional details may be found in the scope of work. The end goal is the development of a multi-year strategic plan with a proactive and intentional equity focus to combat structural racism and other forms of oppression within our organization and in our programmatic activities.

III.  Project Overview
The initial project term is six months to one year. Consultant(s) will report to the Chair of UWBA’s DEI Council.

IV. SCOPE OF WORK
Assessment & Analysis: 
• Assess UWBA’s DEI Council’s structure, goals, objectives, and activities and make recommendations for improvement
• Assess UWBA’s recruiting, hiring, and promotion practices and make recommendations for improvement
• Assess UWBA’s current policies
• Assess UWBA’s current programmatic work and make recommendations for improvement
• Conduct stakeholder interviews as necessary to gather additional information

Strategy & Planning:
• Advise on the development of the DEI component of UWBA’s strategic plan, including accountability mechanisms
• Support UWBA in moving forward with actions discovered in UWBA’s DEI and climate surveys
• Develop a board and an advisory board recruitment plan and establish an ad-hoc subcommittee of the advisory board to assist with recruitment and accountability
• Develop a job description for a future leadership-level position focused on DEI

Training:  
• Create a training plan for UWBA Board, Advisory Board, leadership, and staff
• Conduct trainings for UWBA staff and Board on topics such as (but not limited to) unconscious biases in recruitment, promotions, discipline and hiring; DEI basics; how to be an inclusive leader; supervision; how to call people in/out; and navigating difficult conversations

V.  Desired Qualifications 
• Experience working with nonprofit or government agencies
• Demonstrated hands-on experience guiding non-profit and or government agencies through the planning, implementation and successful completion of organization-wide DEI learning and transformation
• Minimum of three (3) years of experience in developing and executing organization-wide DEI planning and implementation efforts
• Demonstrated experience in working with all levels of management, including Board of Directors
• Preference for individuals or firms based in the Bay Area

VI.  Required Documents
• Resume
• Proposed workplan of no more than 3 pages, including:
• Your/ your firm’s general approach to DEI work (feel free to include an example of past work with nonprofit or government agencies)
• A description of how you would adjust your approach to serve UWBA’s needs, and how you would adjust your approach to meet the needs of different audiences within the organization
• A rough timeline for DEI activities
• Proposed budget
• List of three client references

APPLY NOW

Virtual Customer Success Associate 

UWBA is an equal opportunity employer committed to a diverse workforce. UWBA is committed to building and maintaining a diverse staff and an inclusive workplace that values equity. We welcome applications from immigrants, BIPOC, LGBTQ applicants, and people with lived experience in poverty.

Virtual Customer Success Associate 

Department: CIT/EKS
Reports to: Colleen Smallfield
Classification: Temporary
Closing Date: Open until filled

Overview: 
The United Way Bay Area (UWBA) is leading a network of corporations, government agencies, nonprofits, and individuals to create lasting change for Bay Area residents and families.  With a history that spans over 90 years and programs that tackle the issue of local poverty from every angle, UWBA is uniquely positioned to mobilize and motivate all sectors of the community toward the vision of ending the cycle of poverty.  

As UWBA responds to cultural shifts in the workplace, fundraising, and digital communications, it is guided by core values of innovation and results-driven creativity. Through a variety of existing and emerging initiatives, UWBA seeks to both strengthen and reimagine its work at all levels in order to provide more and better opportunities for struggling Bay Area residents. 

 For more information about UWBA, please visit http://uwba.org.

The Opportunity:
 
United Way Bay Area’s Earn It Keep It Save It program is looking for Virtual Client Success Associate to manage our customer support using a new free online tax filing system “GetYourRefund”. This position will route clients to the appropriate tax preparers, troubleshoot, provide immediate and direct assistance to unblock barriers and help each of our taxpayers succeed. This role is part-time and can be based in the San Francisco Bay Area but is currently remote. Some night and weekend hours will be required. This is a temporary position for the period of “December 15, 2020 – May 15, 2021.

What you’ll do:
  
• Assist new clients in the digital intake process to ensure they are ready for tax preparation
• Review incoming taxpayer cases to organize information, determine what additional information is needed
• Manage the incoming queue of taxpayers to ensure they are guided through the intake process and connected with a volunteer
• Route taxpayers to the correct tax site as needed
• Responds to tax-related chat questions
• Commits to security trainings and security practices provided by Code for America and United Way Bay Area
• Communicates with all participating VITA sites as needed
• Communicate with all participating volunteers as needed

Who you are: 
• Experience managing customer relations or support
• Experience with online client management systems (such as Zendesk)
• Strong written and verbal communication skills
• Ability to organize and prioritize multiple tasks
• Proactive in finding solutions to client issues
• Able to work in a fast-paced environment
• Able to work independently and on teams
• Strong interpersonal skills, including developing relationships with people from diverse backgrounds
• Ability to work flexible hours to communicate with taxpayers
• Certified at Advanced Tax Preparer level (training provided)
• Previous or current experience as a Volunteer Income Tax Assistance (VITA) volunteer
• Bilingual fluency in Spanish a strong plus
• Ability to communicate with clients in a dignified and respectful manner

Salary: $25/hour 15-20 hours per week

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. 

UWBA does not discriminate on the basis of race, color, gender (including actual or perceived gender, and gender identity), sexual orientation, age, marital status, medical condition, religious affiliation, veteran status, national origin, citizenship status, mental or physical disability, or any other characteristic protected by applicable state, federal or local law. Applicants must be able to work legally in the United States. UWBA will consider qualified applicants with criminal histories in the manner consistent with the requirements of the San Francisco Fair Chance Ordinance. If you need a reasonable accommodation in order to apply for a job, please let us know. If the reason you need an accommodation is not obvious, we may ask for documentation confirming your functional limitations.

TO APPLY: Login at www.uwba.org/careers and submit your resume along with cover letter.
To foster an open and impartial application review process that minimizes the potential for bias, please remove any reference to academic institutions from which you obtained any degree, if applicable, for example, simply list “Bachelor of Arts in Sociology”.   Not having a degree will not preclude you from being considered; applicable work experience is equally considered.

 

APPLY NOW

VP Finance and Operations

UWBA is an equal opportunity employer committed to a diverse workforce. UWBA is committed to building and maintaining a diverse staff and an inclusive workplace that values equity. We welcome applications from immigrants, BIPOC, LGBTQ applicants, and people with lived experience in poverty.

Title: Vice President of Finance and Operations (VPFO)
Department: Infrastructure (Finance, Gift Processing, Human Resources, IT, Facilities)
Reports to: Chief Executive Officer
Classification: Exempt Management
Closing Date: Open until filled

Overview:
The United Way Bay Area (UWBA) is leading a network of corporations, government agencies, nonprofits, and individuals to create lasting change for Bay Area residents and families. With a history that spans over 90 years and programs that tackle the issue of local poverty from every angle, UWBA is uniquely positioned to mobilize and motivate all sectors of the community toward the vision of ending the cycle of poverty.

As UWBA responds to cultural shifts in the workplace, fundraising, and digital communications, it is guided by core values of innovation and results-driven creativity. Through a variety of existing and emerging initiatives, UWBA seeks to both strengthen and re-imagine its work at all levels in order provide more and better opportunities for struggling Bay Area residents.

For more information about UWBA, please visit http://uwba.org.

The Opportunity
In partnership with the Leadership Team of United Way Bay Area (UWBA) and the Finance and People Strategies team at United Way Worldwide, The Vice President of Finance and Operations (VPFO) leads the Infrastructure department (finance, human resources, IT and facilities functions) of United Way Bay Area (UWBA). This is a great opportunity for a finance leader with operational and human resources experience and a proven track record of creative problem–solving and change management to join an evolving, mission-driven organization. This position will serve as the primary lead in the organization for transforming our business practices on our journey to become a modern United Way.

We are seeking an experienced Vice President of Finance & Operations (VPFO) to serve as a trusted advisor to the CEO and leadership team to both manage and oversee the current operations of our Infrastructure team while also leading a change management process to help implement our future operations.

What you’ll do:

Principal duties and responsibilities include but are not limited to working with and overseeing both internal staff and outsourced vendors:

Finance & Gift Processing – Manage relationship and performance of outsourced finance and accounting provider, currently United Way Worldwide, to ensure the accounting, budgeting, reporting, treasury and auditing functions in accordance with Generally Accepted Accounting Principles (GAAP); economic strategic planning, analysis and objectives; insurance; and institutional obligations and contracts. Lead organizational budgeting process and goal setting. Work with United Way network partners on process improvements to current and future finance and accounting shared services. Oversee internal staff to ensure that funder reporting requirements are met and approve financial reports for grants.

Human Resources – As senior leadership, VPFO will directly manage the Sr. Director, Human Resources in ensuring the development and execution of successful human resources strategies, policies, and talent management and human capital practices that support UWBA’s mission and vision and that ensures commitment to internal equity, inclusion and diversity. The VPFO will also oversee successful labor relations. Work with United Way Worldwide People Strategies department on network-wide initiatives to create efficient HR practices.

IT & Facilities – VPFO will Provide oversight management and direction to the Director, IT & Facilities Manager. You will help, in developing and managing third party vendors that provide IT support. Develop, establish and oversee implementation of long-range and short-term plans and policies especially in light of current and future COVID-19 hybrid work environments. Assist with negotiating leases , vendor agreements and contracts for our office facilities in San Francisco and San Jose.

Organizational Leadership – VPFO will be a key member of the Leadership Team. In addition to leading cross-functional teams to achieve organizational goals or address novel issues, you will also help lead the organization through business operations change management. You will attend Board and Advisory Board meetings and committee meetings. You will also play an important role between our local United Way and the United Way Worldwide network on business operations system improvements. Performs other duties as required or assigned by CEO

Who you are:

  • Strong analytical skills, especially in financial and accounting matters
  • Possess diplomacy, integrity and sound judgment
  • Uses discretion in maintaining confidentiality of sensitive materials
  • Possess sophisticated problem-solving skills and a positive approach to problem resolution
  • Demonstrate collaborative management style skills working successfully with a team of employees to establish goals and meet deadlines
  • Demonstrate skills in respectful, sensitive communication and interaction with people at various levels within the organization who are diverse in culture, language and ability
  • Demonstrate excellent interpersonal, written and verbal communication skills
  • Ability to read, analyze and interpret technical journals, financial reports, and legal documents/li>
  • Demonstrate ability to motivate and lead a team

 

EXPERIENCE

  • 10 or more years of accounting and finance experience with at least 7 years supervisory experience. At least 3 years’ experience managing office operations, human resources, IT and facilities functions is preferred
  • Experience leading organizations through change management and transforming business and organizational practices
  • Experience managing Human Resources and Human Capital and Talent Management initiatives, including managing in a collective bargaining environment
  • Deep knowledge of unique financial accounting and reporting requirements of non-profit health and human organizations, including appropriate internal control systems
  • General understanding of accounting software, fundraising software, and payroll software; Proficient at Microsoft Office applications including Microsoft Word, Excel, Outlook, and other critical systems preferred; Working knowledge of Salesforce

 

Salary: $130,000 – $145,000 Salary Exempt

TO APPLY: Login at www.uwba.org/careers and submit your resume along with cover letter.

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.

UWBA does not discriminate on the basis of race, color, gender (including actual or perceived gender, and gender identity), sexual orientation, age, marital status, medical condition, religious affiliation, veteran status, national origin, citizenship status, mental or physical disability, or any other characteristic protected by applicable state, federal or local law. Applicants must be able to work legally in the United States. UWBA will consider qualified applicants with criminal histories in the manner consistent with the requirements of the San Francisco Fair Chance Ordinance. If you need a reasonable accommodation in order to apply for a job, please let us know. If the reason you need an accommodation is not obvious, we may ask for documentation confirming your functional limitations.

To foster an open and impartial application review process that minimizes the potential for bias, please remove any reference to academic institutions from which you obtained any degree, if applicable, for example, simply list “Bachelor of Arts in Sociology”. Not having a degree will not preclude you from being considered; applicable work experience is equally considered.

APPLY NOW

William White

Director of Policy and Government Affairs

“Since poverty is such a multi-faceted issue, working here gives me the chance to work on a wide range of issues including access to health care, affordable housing, wages, tax policy, and many more.”

Gezche Graves

Program Manager for Earn It! Keep It! Save It!

“The best part about working for United Way is getting to engage with hundreds of volunteers and partners that are equally passionate about expanding our work in the community.”

Dan Aldrich

Development Officer

“I decided to work with a nonprofit because I didn’t want to say I spent my life selling widgets.”


We put the fun in fundamentally changing lives.

From diversity celebrations to our annual Souptacular cookoff to surprise goodies delivered by our own UWBA superhero Snackman, we create a welcoming and warm work environment where colleagues become friends, and all employees can thrive—from our newest hires to our most seasoned veterans.