Annual Giving Operations Manager

Position Title: Annual Giving Operations Manager Position Type: Regular Hiring Range: $37.31 - $44.79, commensurate with

experience:

Pay Frequency: Hourly OVERVIEW Santa Clara University is a comprehensive Jesuit, Catholic university located in California's Silicon Valley, offering its 8,800 students rigorous undergraduate curricula in arts and sciences, business, and engineering, plus master's, Ph.D., and law degrees. Ranked among the top 15 percent of universities nationwide by U.S.

News and World Report, Santa Clara University is California's oldest operating institution of higher

education:

The University is focused on creating an academic community that educates citizens and leaders who will build a more just, humane, and sustainable world. University Relations builds Santa Clara University’s excellence and character by strengthening relations with alumni, parents, and friends of the University, raising public awareness, and increasing private philanthropy.

The development division has been recognized with the CASE

Education:

al Fundraising Award, an honor given each year to superior fundraising programs at

education:

al institutions across the country. A. PRIMARY PURPOSE OF POSITION The Annual Giving Team within University Relations seeks an outstanding candidate for the position of Annual Giving Operations Manager This position reports to the Executive Director of Annual Giving and ensures that the Reunion Giving, Direct Appeals, Digital Engagement and Student Digital Engagement teams and the Executive Director receive the highest level of operational and strategic support, enabling them to maintain an outward focus on building relationships and securing gifts.

The diversity of the workload requires leadership, flexibility, efficiency, attention to detail, and the ability to prioritize tasks and meet deadlines for a wide variety of assignments. This position also requires tact, diplomacy, and confidentiality in dealing with members of the University community and the University's donors.

B. ESSENTIAL DUTIES AND:

RESPONSIBILITIES:

1. Annual Giving Operations, Administrative & Strategic Support Provide advanced and diversified management of the day-to-day operations of the Annual Giving team, ensuring efficiency and effectiveness, and optimizing the use of available resources. Staff meetings and professional development meetings, assist with planning content, oversee the logistics, secure speakers, materials preparation and follow-up.

• Ensure accuracy of development reporting, gift tracking, and metric reports in coordination with Class Giving Officers, Digital Engagement Officers, and Director of Annual Giving Strategies.
• Prepare, submit and reconcile expenses for all Annual Giving team members in WorkDay, according to University policies and procedures.

Proactively assist with on-boarding of new employees for the Annual Giving team Lead team building and employee recognition activities for the team members. Complex calendar management including scheduling and logistics of meetings and events; Independently prioritize calendar activity requests and effectively coordinate with a range of individuals; and provide relevant information and materials in advance of meetings.

Using the University’s Blackbaud CRM database (CLARA) and other tools, produce and analyze prospect data.

• Provide analysis for the Annual Giving team and prepare special reports for ED as needed.
• Conduct or request prospect information; assemble and analyze data to prepare reports, customized donor briefings, proposals and other materials in advance of donor visits for use by the Annual Giving team and partners, as needed.
• Schedule and coordinate travel arrangements, including developing itineraries and assembling travel packets for Annual Giving team members.

Capture and record activities and prospect information in the CLARA donor database, including contact reports and other communications, setting up and monitoring reminders in CLARA. Organization of shared print and digital resources on server, Google Drive, etc. Lead internal communications to assess and announce available team resources

Submit vendor contracts and invoices for review and approval in coordination with General Counsel and Finance Office.

• Ensure timely payment of invoices.
• Maintain and update key documents as appropriate and share with the Annual Giving team.
• Evaluate the effectiveness of Annual Giving team operations and recommend changes for enhancement.

May provide occasional UR front desk support.

• Performs related work as needed or assigned by the Executive Director, Annual Giving 2.
• Support for Executive Director, Annual Giving Work closely with the ED to manage and coordinate administrative functions including events, meetings, calendars, and travel.

As part of the budgeting process, submit and reconcile expenses for the ED in Concur, according to University policies and procedures. Generate and share with the ED the monthly budget figures for the Annual Giving department using Workday.

• Prepare budget projections for a new fiscal year, track spending throughout the year, and analyze the projections and actual expenses.

Submit financial transaction adjustment requests (FTARs) as necessary Manage job candidate searches and hiring flow including administration of candidates in Workday software, leading communications with candidates and search committees, and ensuring overall timeliness of the process.

• Provide the ED with prospect meeting logistic support and set-up.
• Schedule and coordinate travel arrangements, including developing itineraries and assembling travel packets for the ED Assist in the drafting and editing of correspondence, briefings, and reports Capture and record activities and prospect information in the CLARA donor database, including contact reports and other communications, setting up and monitoring reminders in CLARA for the ED.

Upload gift agreements for e-signatures. Once completed, update the donor's file and mail the signed copy to the donor.

• Create and maintain appropriate filing systems to ensure organization and quick retrieval.
• Support ED with high quality documents that may include minutes, agendas, excel reports, and power points.

Produce monthly departmental reports including past due pledges, progress to goals, unlinked gifts and others as requested by the ED. Interact responsively, intelligently, and cordially with constituents and campus.

• Handle confidential and sensitive information.
• Assist the ED with special strategic projects and participate in assigned special projects as required.

C.

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The items below are representative of the knowledge,

skills:

, abilities,

education:

, and

experience:

required or preferred. This position requires the ability to effectively establish and maintain a healthy, fair and inclusive work environment by promoting diversity, exercising teamwork, and collaboration with diverse groups, donors, volunteer groups, and coworkers. Knowledge Direct knowledge of financial, hiring, and other operational practices.

Knowledge of higher

education:

and development preferred. Understanding and appreciation of the mission of Santa Clara University and the vision and values of a Jesuit Catholic

education:

al institution.

Skills:

Proactive and well-organized individual who can demonstrate accountability, initiative, creativity, and focus in a rapidly changing environment. Exceptional verbal, writing, and research

skills:

, preferably demonstrated in an academic setting. Expert planning, coordination, and organizational ability, including managing numerous projects simultaneously. Proficiency in using fundraising database (or similar). Excellent computer

skills:

; proficiency in using advanced functions of word processing, Excel spreadsheets, PowerPoint, Google products (i.e., Google docs, Gmail, etc.) database, and web resources. Willingness to learn new software if needed. Positive attitude and flexibility. Abilities Strong interpersonal

skills:

and the ability to collaborate, build alliances, and achieve results within a population that may possess competing interests, opinions, and /or expectations. Ability to motivate, build long-term relationships with and gain the respect of internal and external colleagues and donors.

• Demonstrated sound judgment in situations requiring independent decision-making and in handling confidential and sensitive material.
• Demonstrated ability to manage time and workload to multitask and achieve goals in a deadline driven environment while maintaining a strong attention to detail.
• Demonstrate a genuine appetite to contribute to a collaborative and professional team environment with a positive attitude, sense of humor and flexibility.

Education:

and/or

Experience:

Bachelor’s degree required Minimum five years professional

experience:

working for a non-profit organization, higher

education:

institution or related field preferred. D. PHYSICAL DEMANDS The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job In accordance with the Americans with Disabilities Act, as amended, the California Fair Employment & Housing Act, and all other applicable laws, SCU provides reasonable accommodations for qualified persons with disabilities.

A qualified individual is a person who meets skill,

experience:

,

education:

, or other

requirements:

of the position, and who can perform the essential functions of the position with or without reasonable accommodation. Considerable time is spent at a desk using a computer and phone. Required to travel to other buildings on the campus. E. WORK ENVIRONMENT The work environment characteristics described below are representative of those an employee encounters while performing the essential functions of this job

Typical office environment. Mostly indoor office environment with windows. Offices with equipment noise. Offices with frequent interruptions. Ability to work remotely or in a hybrid model and ability to work with a team who may also be working in a hybrid or remote model. Telecommute Santa Clara University is registered to do business in the following states: California, Nevada, Oregon, Washington, Arizona, and Illinois.

Employees approved to telecommute are required to perform their work within one of these states. EEO Statement Equal

Opportunity:

/Notice of Nondiscrimination Santa Clara University is an equal

opportunity:

employer. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, ethnicity, national origin, citizenship, ancestry, religion, age, sex, sexual orientation, gender, gender expression, gender identity, marital status, parental status, veteran or military status, physical or mental disability, medical conditions, pregnancy or related conditions, reproductive health decision making, or any other characteristic protected by federal, state, or local laws.

For a complete copy of Santa Clara University’s equal

opportunity:

and nondiscrimination policies, please visit the Office of Equal

Opportunity:

and Title IX website at https://www.scu.edu/title-ix/. Clery Notice of Availability Santa Clara University annually collects information

about:

campus crimes and other reportable incidents in accordance with the federal Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act. To view the Santa Clara University report, please visit the Campus Safety Services website. To request a paper copy please call Campus Safety at (408) 554-4441.

The report includes the type of crime, venue, and number of occurrences. Americans with Disabilities Act Consistent with its obligations under the law, Santa Clara University will provide reasonable accommodations to applicants and employees with disabilities. Applicants who wish to request a reasonable accommodation for any part of the application or hiring process should contact the Department of Human Resources ADA Team at hraccommodations@scu.edu or by phone at (408)554-5750.

Santa Clara University is a comprehensive Jesuit, Catholic university located in California’s Silicon Valley, offering its 8,800 students rigorous undergraduate curricula in arts and sciences, business, and engineering, plus master’s, Ph.D., and law degrees. Santa Clara University does not sponsor work visas for staff positions.

If hired, as a condition of employment with the University, individuals must provide verification of their identity and eligibility to work in the United States. Santa Clara University offers a comprehensive

benefits:

package for benefit eligible employees with programs and resources designed to promote and sustain personal health care, well-being, and the financial objectives of our employees and families. Visit our

benefits:

page for more information.