Assistant Director of Advancement Services

College Of The Holy Cross - Worcester, MA

Full-time - Mid Level

Worcester, MA

Educational Services

About the position

The Assistant Director of Advancement Services plays a crucial role in supporting the Office of University Advancement Operations by managing donor data, reporting, and CRM training. This position focuses on ensuring the integrity of the database, implementing data entry policies, and facilitating effective fundraising through data analysis and reporting.

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.
• Maintains a catalog of available reports in the Advancement database and ensures fulfillment of internal and external data requests.
• Assists in the management of donor database - processes gifts, pledges, matching gifts, gifts-in-kind, payroll deductions, pledge write-offs, and reversing entries.
• Updates the database, 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.

Requirements

• Strong experience working with complex relational databases.
• Experience managing data acquisition and data organization.
• Proficient with SQL.
• Excellent problem-solving skills and the ability to independently manage projects.
• Experience in Affinaquest or 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.

Nice-to-haves

• Experience in Affinaquest or Salesforce environment preferred.
• Experience in the operations of the Advancement Office desired.