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United to Learn (U2L) is a Dallas-based education nonprofit with a stated mission of changing lives by transforming the relationship between schools and community. United to Learn is focused on accelerating student achievement across 103 Dallas ISD elementary schools, and growing purposeful leaders through partnerships with businesses, high schools, colleges, faith-based organizations, and engaged individuals and groups. Together we work to create a united, thriving community.

United to Learn's Advancement Manager plays a pivotal role in furthering the mission of U2L by facilitating seamless interactions with funders, partners, and volunteers through clear and accurate communication, comprehensive reporting, and prompt stewardship. By effectively utilizing U2L's customer relationship management (CRM) database, the Advancement Manager will develop a deep understanding of U2L's investor base, identify new fundraising opportunities, and contribute to revenue generation through strategic donor outreach, data-driven insights, and impactful communications with key stakeholders. In addition, the Advancement Manager will be responsible for driving revenue through targeted annual fundraising campaigns.

Essential Competencies

Functional Excellence

Serve as lead manager and steward of U2L's customer relationship management (CRM) database, maintaining record of constituent interactions, pledges, and payments, while conducting analytics and other related reporting Manage and drive revenue through targeted annual fundraising campaigns, including the End-of-Year Appeal, Learning Launch, and North Texas Giving Day Conduct prospect research and market analysis to identify new investment opportunities across foundation, corporate, and individual donor sectors. Assist with administrative tasks and other team duties as requested Demonstrate willingness to learn, improve and advance own functional excellence

Sector Knowledge

Strong commitment to public education, student achievement, and the mission, vision, and values of U2L Knowledge of the Dallas public education sector and Dallas ISD goals, priorities, assessments, and personnel structure and U2L schools

Project Management

Track, organize, and analyze key metrics as defined collaboratively by the Advancement Team Ability to nimbly adjust priorities and manage multiple tasks while working collaboratively with internal and external stakeholders 1 Build, maintain and generate reports from U2L's CRM database, Salesforce Process gifts and reconcile revenue, including recording all in-kind and monetary donations, maintaining timely entry of all pledges, grant letters, soft credits, and relationships Create online forms for events and campaigns for display on the United to Learn website Oversee the development, production, and distribution of fundraising campaign materials Support planning and execution of organization-wide events for funders and affinity groups Define and manage project plans, while asking clarifying questions Coordinate with the Operations team on monthly revenue reconciliations

Communications

Excellent written and oral communication Deliver well-organized, persuasive presentations and reports Use discretion with communication of sensitive information

Relationship Management

Establish and maintain trusting relationships with defined key stakeholders Demonstrate effective interpersonal skills and build belonging internally and externally Develop new and deepen existing relationships to further U2L mission and vision

People Development

Exemplify tone and culture of U2L, exhibiting professional, welcoming demeanor with all colleagues and volunteers Treat all with respect and provide timely and constructive feedback when needed

Technical Excellence

Advanced working knowledge of CRM databases, particularly Salesforce for nonprofits Ability to conduct comprehensive research on potential investors, using relevant sources Ability to conduct data analysis and storytelling with data collected through surveys, Google Forms and other methods Advanced knowledge in Google Suite and Microsoft Office Ideal

Candidate Qualifications

Hold a bachelor's degree and minimum of two years relevant experience Advanced experience in CRM databases; familiarity with Salesforce a plus General fundraising experience Mandatory valid driver's license and insurance, current background check and vaccine status required in compliance with Dallas ISD schools, and ability to lift up to 20 lbs Ability and willingness to lead and attend programming events as needed; including mornings, evenings, and/ or weekends

As a full-time employee, the Advancement Manager will receive:

Competitive Salary plus insurance benefits including dental and vision plans Participation in employer contributed retirement plan through a SIMPLE IRA Fund Generous holiday schedule including 6 Federal holidays plus an additional 20 holidays in accordance with Dallas ISD's administrative calendar during the academic school year, which reflects extended Thanksgiving, Winter holiday and Spring Break paid time off Plus, 10 days of paid time off as requested throughout the year and 7 sick days on an annual basis

The Account Manager is responsible for interacting with customers on an executive level and acting as an extension of the client; understanding and communicating agreed upon expectations to field offices and increasing the market share of business by providing service that meets and exceeds customer expectations, stewardship reporting, commitment to customer goals, and introducing/selling/implementing additional services.

This is a remote position, but candidate must live in Dallas/Fort Worth area.

Essential Functions & Responsibilities:

• Provide consultative customer services for one or more new or established accounts
• Introduce new services independently or with assistance as needed
• Handle local or regional accounts
• Manage accounts with revenue in one region and a minimum revenue amount of $1m per account with a combined revenue for all accounts of over $3m.
• Revenue growth with existing accounts
• Accounts Receivable - Responsible for all aspects of collections in conjunction with the respective operations management
• Client Stewardship - Responsible for conducting regular stewardship meetings and overseeing the integrity and delivery of client specific reports and information; must perform in a consultative role identifying trends and providing CorVel solutions to market and business challenges
• Client Retention - Maintain continuous communication with customers to ensure that all service expectations are identified and maintained; communicate and engage senior management in account status, challenges and goals; every national account and large account will have an RVP (Regional Vice President) as a senior operations representative assigned to the account
• Proactively raise concerns or potential issues to appropriate members of the management and executive team to remedy immediate concerns before they become issues; maintain an open items matrix to document all issues and resolution
• Facilitate and coordinate internal customer set-up and external implementation
• Coordinate and attend customer meetings; ensure CorVel participants are engaged
• Discuss, understand, and meet agreed upon standards as mutually determined by CorVel and customer
• Develop/maintain account service instructions/communicate to service staff and post on the Intranet
• Manage contract renewals/price increases; coordinate with the AE and/or management team as appropriate
• Present information to assigned customers in an organized and persuasive fashion for contract renewals, service issue discussions, or additional product sales
• Regular attendance on the Monthly Account Manager Call
• Provide monthly account updates and document all new service opportunities in
• Additional duties as assigned

Knowledge & Skills:

• Reliable professional with the ability to achieve balance between customer orientation and a results-driven approach
• Knowledge of CorVel's services and completion of all CorVel Product Training Modules
• Business acumen, coupled with enthusiasm and decorum
• Excellent communication/presentation skills and ability to build relationships
• Strong interpersonal skills and commitment to customer service
• Able to work collaboratively and independently
• Highly developed organizational abilities as well as analytical and time management skills
• Must be proficient in Microsoft Office applications and CRM software (Salesforce)

Education & Experience:

• Bachelor's degree, national certification or equivalent in business or sales and marketing
• Demonstrated experience in account management
• Training within the insurance industry, managed care or related field preferred

Pay Range: $68,696 $114,313

CorVel uses a market based approach to pay and our salary ranges may vary depending on your location. Pay rates are established taking into account the following factors: federal, state, and local minimum wage requirements, the geographic location differential, job-related skills, experience, qualifications, internal employee equity, and market conditions. Our ranges may be modified at any time.

For leveled roles (I, II, III, Senior, Lead, etc.) new hires may be slotted into a different level, either up or down, based on assessment during interview process taking into consideration experience, qualifications, and overall fit for the role. The level may impact the salary range and these adjustments would be clarified during the offer process.

A comprehensive benefits package is available for full-time regular employees and includes Medical (HDHP) w/Pharmacy, Dental, Vision, Long Term Disability, Health Savings Account, Flexible Spending Account Options, Life Insurance, Accident Insurance, Critical Illness Insurance, Pre-paid Legal Insurance, Parking and Transit FSA accounts, 401K, ROTH 401K, and paid time off.

CorVel is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable.

Job Description Job Description We are dedicated to enhancing not only the lives of our valued clients but also the personal and professional growth of our people.

We've grown 32% since last year, creating a need to expand our sales team into several key local markets, and we're on the lookout for an individual with a competitive background who is hungry for career advancement, performance-based compensation, and an environment surrounded by a team of like-minded and high-achieving peers.

This sales role requires a high level of autonomy and independence, but you will be trained and receive ongoing support and advanced training from a high-performing veteran sales team.

The ideal person for this role is someone who is highly confident, is not afraid of the daily grind, can focus on their goals, and excels at working through adverse situations with determination and enthusiasm.

Position Description: As an outside sales professional you will cover a dedicated assigned territory.

After receiving comprehensive classroom and field training with one or more of our accomplished sales trainers, you will make sales calls to small- and medium-sized businesses across various industries in your territory.

You will schedule and attend in-person meetings with business owners and key decision-makers, introducing them to industry-leading supplemental insurance solutions tailored to fit their employee's needs.

You will often work with your clients' employees on an individual basis as well as conduct presentations for employee groups ranging from 5 to 100+.

Core Responsibilities:
* Utilize our customized Salesforce CRM to curate leads and generate clients while expanding your professional network within your territory and neighboring communities
* Respond to client inquiries via phone, email, or text as needed
* Schedule meetings with potential and existing clients to understand their insurance needs
* Attend scheduled calls and meetings with your sales manager and team
* Personally visit new businesses, develop relationships with local business owners, follow up on referral leads, and reservice existing clients
* Build and nurture your own client portfolio
* Collaborate with your sales team manager to set monthly and quarterly sales targets for yourself
* Plan and adhere to your weekly schedule and working hours; submit your schedule to your sales team manager each week
* Record daily work stats and sales activity updates at the end of each work day The Ideal Candidate For This Role Possesses:
* Personality: You are outgoing and personable, you build trust easily with people, and you are someone who is invigorated and not intimidated by befriending strangers and conversing with new acquaintances.
* Confidence: Your confidence assures clients that their time spent with you is worthwhile and that the products you're offering add value.

Addressing objections and pushback should come naturally.
* Coachable: You embrace feedback whether positive or critical and apply it where it's needed to improve your results.

The ability to adapt and think outside the box is crucial for this role.
* Mental Toughness: You will face daily challenges in this sales role, so resilience is a required strength.

You must be someone who is able to overcome adversity situations and not allow them derail your entire work day or week.
* Work Ethic: You expect personal and professional growth from yourself more than anyone else expects it of you.

You don't quit until the goal is met or you have given your absolute best effort toward meeting it.

QUALIFICATIONS & DESIRED SOFT SKILLS:
* Strong interpersonal skills with the ability to build genuine connections quickly.
* A strong passion for assisting others, resilience in challenging situations, and a track record of exceeding expectations in sales, athletics, or leadership roles.
* Clearly-defined personal goals, a positive attitude, and optimistic outlook.
* Quick-thinking with exceptional situational awareness and critical thinking skills.
* Hunger for learning and growth, strong time management abilities, and the capability to work independently.
* Individuals with a background in competitive sports, coaching, athletics, or competitive leagues are among our top performers ADDITIONAL QUALIFICATIONS:
* Pass a high-level pre-employment background check
* Active Drivers License and reliable transportation
* Active Health & Life Insurance Producer license in your resident state (or willing to obtain
- study course provided and state licensing fees reimbursement available)
* Bachelor's degree or minimum of 4 years post-high school work experience (candidates within 6 months of degree completion or less than 4 years of professional work experience with relevant sales or athletic background will be considered) COMPENSATION & BENEFITS:
* Comprehensive classroom and field training program
* Weekly draw pay option plus commissions (no caps and short sales cycle-3 business days) as well as monthly cash sales bonuses, quarterly stock share bonuses, incentive trips, and vested renewal commissions
* Health, dental and vision benefits offered after 60-days of employment
* Performance-based promotions
* Control of your schedule based on results achieved rather than time worked
* Continuing professional development classes, advanced sales trainings, and leadership development classes
* Culture of camaraderie, friendly competition, and success mindset Apply now to be part of a team that embraces challenges and rewards effort! #ZR