National Donor Direct Marketing Coordinator (Acquisitions & Regular Giving) Permanent, Full time

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1 National Donor Direct Marketing (Acquisitions & Regular Giving) Permanent, Full time Title: National Donor Direct Marketing Reports to: Individual Donor Development Team: National Fundraising Team Position type: Full-time, ongoing Company: National Hours per week: 37.5 Grade: 7 Location: Sydney Office Effective date: February 2016 ORGANISATIONAL CONTEXT The Heart Foundation is an independent charity whose purpose is to reduce premature death and suffering from heart, stroke and blood vessel disease. As a federation of nine companies (a national company and eight state/territory divisions) we work together to achieve a national strategic plan, For All Hearts Strategy under the auspice of a Federation Agreement and guided by shared organisational values: Visionary; Dynamic & Collaborative; Integrity; and Passionate. The National Company is comprised of the Chief Executive Officer s office and four business units: Corporate Services, Revenue and Brand, Advocacy, and Health Outcomes. The Revenue and Brand unit is responsible for strategic fundraising and marketing and includes five integrated teams including two teams structured around existing market segments (the consumer markets [National Campaigns & Community Fundraising, Direct Donor Development] and the corporate and professional markets [Corporate Development]) and two cross functional teams (Brand, Communications and Digital Services; Evaluation, Insights and Data Management) that work across all market segments. This position sits within the Direct Donor Development team. Position Purpose: Develop and deliver annual recruitment and retention plans to maintain and grow the Heart Foundation s donor numbers and fundraising income through new and existing direct marketing channels. Page 1 of 6

2 Key Accountabilities Accountabilities Major Activities Outcomes Program Planning and Implementation Contribute to the development of the five year fundraising strategy Develop and deliver annual implementation plans for direct mail, telemarketing and other channels Develop and manage (including quarterly reporting) annual operating budgets Campaign Management Manage a range of direct marketing campaigns Develop high quality briefs and coordinate campaigns with agencies Ensure that all channels are compliant with current privacy legislation Oversee data flow and processing with agencies Coordinate the approvals process across the Heart Foundation Manage list purchasing and generation Track each campaign against key performance indicators New channel development Identify and investigate new direct marketing channels for monthly and oneoff individual giving Evaluation and reporting Analyse and evaluate each direct marketing campaign to help set appropriate long term direct marketing donor and income targets. to support the achievement of the five year fundraising strategy and long term direct marketing objectives. to ensure that income and expenditure targets are met. to ensure that high quality outputs are delivered on time and budget to ensure that agencies meet their service agreements. to minimise the risk of breaches and complaints from donors. to ensure that it is efficient, accurate and reliable. to ensure that workflows run smoothly and on time. to achieve maximum return on investment. to enable a change in plans including budget reforecasting if required. to determine whether they will be appropriate and effective for the Heart Foundation to obtain insights and inform future planning. Page 2 of 6

3 CHALLENGES: Finding ways to acquire and retain donors to increase revenue streams. Increasing competition in external market Delivering programs and maintaining strategic direction within the bounds of a federated structure/matrix management. The Heart Foundation relies on public donations which can result in some budget limitations Operate within complex Privacy legislation KEY COMMUNICATIONS: Internally: Regular engagement and feedback with Divisional fundraising teams around the country Keep Health, Marketing and Communications, Finance, Human Resources and other relevant staff informed of key activities Liaise with Health, Research and Marketing and Communications teams on an ongoing basis to obtain and approve content going to the donors Attend weekly donor team meetings Quarterly meetings with national fundraising team Externally: Regular meetings with suppliers both in Sydney and interstate; data agencies; and creative agencies Provide training sessions in supplier call centres DECISION MAKING: Independently Appropriate content for all campaigns in consultation with all relevant stakeholders Data lists and data flow (including processing guidelines) between Heart Foundation and agencies Data analysis and reporting With input Develop, implement and evaluate annual operational plans Set annual program KPIs and budgets Recommends Changes to operational plan and strategy Concepts and proposals for the National Donor Direct Marketing and National Fundraising s approval Guidance The position is guided by Best practice fundraising guidelines and privacy legislation Heart Foundation strategies, plans and budgets KNOWLEDGE, SKILLS & EXPERIENCE Tertiary qualification or equivalent experience in a Sales, Marketing or Fundraising discipline Proven experience of working with acquisition and retention channels is an advantage Demonstrated experience working with data including targeting, segmentation, testing and data analysis skills Demonstrated track record of financial development in a complex environment Sound knowledge of and experience with databases (Raisers Edge an advantage) Clear written and verbal communication with proven presentation skills, including the ability to adapt complex messages to diverse audiences Demonstrated experience handling competing priorities whilst meeting deadlines and KPIs Proven campaign management experience Proven budget management skills Intermediate Microsoft Office skills (particularly Excel and Access) Page 3 of 6

4 Direct Reports (position titles): Indirect Reports: Budget Management: None None Income: $2m Expenditure: $2.6m Essential Competencies: Planning: Accurately scopes out length and difficult of tasks and projects; sets objectives and goals; breaks down work into the process steps; evaluates results Organisational Agility: Knowledgeable about how organisations work; knows how to get things done both through formal channels and the informal network; understands the cultures of organisations. Conflict Management: Steps up to conflicts, seeing them as opportunities; reads situations quickly; good at focussed listening; can hammer out tough agreements and settle disputes equitably; can find common ground and get cooperation with minimum noise Process Management: Good at figuring out the processes necessary to get tings done; knows how to organise people, activities and resources; understands how to separate and combine tasks into efficient work flow; knows what to measure and how to measure it; gets more out of fewer resources Problem Solving: Uses rigorous logic and methods to solve difficult problems with effective solutions; can see hidden problems, looks beyond obvious and doesn t stop at the first answers. Integrity and Trust: Is widely trusted; is seen as a direct, truthful individual; can present the unvarnished truth in an appropriate and helpful manner; keeps confidences; admits mistakes; doesn t misrepresent him/herself for personal gain Interpersonal Savvy: Relates well to all kinds of people, up, down, and sideways, inside and outside the organisation; builds appropriate rapport; builds constructive and effective relationships; uses diplomacy and tact; can diffuse even high-tension situations comfortably Time Management: Uses his/her time effectively and efficiently; values time; concentrates his/her efforts on the more important priorities; gets more done in less time than others; can attend to a broader range of activities Page 4 of 6

5 REVENUE AND BRAND ORGANISATIONAL CHART General, Revenue & Brand Executive Assistant National Campaigns & Community Fundraising Head of Corporate Development Individual Donor Development Brand & Communications Fundraising Operations & Data Analytics Marketing & Communications Advisor, Fundraising Donor Direct Marketing Donor Direct Marketing Donor Direct Marketing Page 5 of 6

6 Approval: Incumbent Name Signed: Dated: Name: Signed: Dated: Page 6 of 6

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