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ePledge Liaison - United Way of the Lower Mainland

Sep 26, 2020
Burnaby, British Columbia

The E-Pledge Liaison is responsible for assisting with the set up and administration of workplace campaigns using an online fundraising tool, bridging the gap between fundraising and the pledge processing departments. This includes the on-going management of the account relationship to ensure the timely receipt, consistency and accuracy of the setup information and employee data file. This position is the point of contact and a source of knowledge and onsite training for the workplace clients and the cross-departmental team working to support their campaign needs.



  • Liaises with assigned staff to ensure the timely receipt of E-Pledge account setup information and employee data files
  • Identifies and follows-up with the assigned staff to advise on accounts whose data is overdue
  • Reviews the setup information and data files to ensure accuracy and consistency, including but not limited to identifying duplicate account data, ensuring location data is provided (if required), complete sort data and complete setup data, particularly around any customization of pledge types and content requirements
  • Works with the UW Representative and the workplace to ensure that missing or inaccurate information is corrected, before forwarding to UW E-Pledge DS staff
  • Advises UW E-Pledge DS staff on any changes to campaign dates
  • Schedules the training sessions in conjunction with UW E-Pledge DS staff to coordinate duties/tasks to ensure setup is completed prior to training taking place
  • Trains E-Pledge Administrators on use of the online pledging tool in a one-on-one or small group setting.
  • Provides the first line of troubleshooting for the UW Representative team



  • Two years post-secondary in Business Administration, Accounting, Information Technology or an equivalent discipline
  • One year project management experience
  • Experience in training others or in Information Technology is an asset.  Intermediate level proficiency with the Microsoft Excel required
  • Intermediate level proficiency with HTML Editors and CRM databases preferred



  • Valid Class 5 license and access to a vehicle during working hours is required.



For success at UWLM and in this role, certain demonstrable characteristics will be required:

  • A commitment to building healthy, caring and inclusive communities, internally and externally
  • Curiosity and Courage
  • A Can-Do attitude and willingness to creatively problem solve
  • Drive to succeed as an individual and as a team member
  • Ability to navigate ambiguity and comfortably operate in it
  • Models and fosters behaviour that establishes an empowered, determined, and united culture


Interested candidates are invited to apply by submitting a cover letter and resume to job competition C-2020-26

This job is from CharityVillage