Assistant Director of Advancement Services
Description
As a valued member of the Advancement team the Assistant Director of Advancement Services will be responsible for assisting the Office of University Advancement Operations team in reporting, maintaining donor data, and CRM training.
The applicant will be responsible for the creation and assisting in the creation of reports, implementing policies to guide data entry, and ensuring that the database effectively captures constituent and donor information. Assistance in the management of database and donor records, matching gifts, processing and accounting of all gifts, and prospect research will also be required. Will also be the CRM specialist and will train users and document processes."
Responsibilities
- Performs data analysis by cleaning, transforming, and modeling data to extract useful information for decision-making and strategic planning; segments the database for more effective fundraising solicitations.
- Builds, reviews, and executes regular and ad hoc reports, both gift and biographical, and responds to ad hoc requests for lists and information.
- Analyzes business needs to develop and edit queries and reports written with SQL
- Oversees the monthly distribution of gift reports and quarterly distribution pledge reminders, ensuring they are distributed timely and accurately. Maintaining a catalog of available reports in the Advancement database and ensuring fulfillment of internal and external data requests
- Assists in the management of donor database – process gifts, pledges, matching gifts, gifts-in-kind, payroll deductions, pledge write-offs, and reversing entries. Database updates, including online alumni updates, and survey responses.
- Serves as the Advancement conversion project leader by becoming an expert in Affinaquest and working with each program area within Advancement to document and translate business processes to the new CRM.
- Provides support (in person and virtually) to users and small groups to encourage basic and expanded usage of the system.
Job Specific Qualifications
- The successful candidate will have strong experience working with complex relational databases; experience managing data acquisition and data organization; and proficient with SQL.
- Excellent problem-solving skills and the ability to independently manage projects.
- Experience in Affinaquest a Salesforce environment preferred.
- Experience in the operations of the Advancement Office desired.
- Basic knowledge of IRS regulations, CASE standards, and FASB regulations is required.
ADDITIONAL INFORMATION:
- This is a full-time, exempt-level position. The College is committed to providing competitive market pay for its employees.
- The College also offers a competitive benefits package for full-time staff, including a 10% College contribution to the 403(b) Retirement Plan (1-year wait waiver available).
- This position may be eligible for a hybrid work arrangement - upon hire, candidates will need to live within commuting distance.
- Condensed summer 4-day workweek.
- Tuition & Education benefits.
- Wellness programs & ongoing Training and Development opportunities.
- Generous paid time off.
The College is an Equal Employment Opportunity Employer and complies with all Federal and Massachusetts laws concerning Equal Opportunity and Affirmative Action in the workplace.
The College also provides reasonable accommodations to qualified individuals with disabilities during the hiring process in compliance with law. Please contact Merrilee Grenier, Senior Associate Director of Employee Relations and Legal Compliance, for questions or to request an accommodation via email at [email protected], or by calling 508-793-3957.
The College also provides reasonable accommodations to qualified individuals with disabilities during the hiring process in compliance with law. Please contact Merrilee Grenier, Senior Associate Director of Employee Relations and Legal Compliance, for questions or to request an accommodation via email at [email protected], or by calling 508-793-3957.
To review our Employee Benefit Options, please go to: https://www.holycross.edu/human-resources/benefits
APPLICATION INSTRUCTIONS:
Please attach a cover letter addressing the position requirements along with your resume.
In your cover letter please address how your work might support the College's commitment to inclusive excellence (https://aspire.holycross.edu/inclusive-excellence). Please provide examples of how you have integrated diversity, equity, inclusion, and belonging into your past work. For more information, please visit http://holycross.edu/diversity.
Review of applications will begin as received and continue until the position has been filled.