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Job ID: 125929

Donor Relations and Reporting Associate (4722C), Haas School of Business - 27304
University of California, Berkeley

Date Posted Jul. 19, 2019
Title Donor Relations and Reporting Associate (4722C), Haas School of Business - 27304
University University of California, Berkeley
Berkeley, CA, United States
Department N/A
Application Deadline Open until filled
Position Start Date Available immediately
  • Professional Staff
  • Institutional Advancement

Donor Relations and Reporting Associate (4722C), Haas School of Business - 27304

About Berkeley
The University of California, Berkeley, is one of the world's most iconic teaching and research institutions. Since 1868, Berkeley has fueled a perpetual renaissance, generating unparalleled intellectual, economic and social value in California, the United States and the world. Berkeley's culture of openness, freedom and acceptanceacademic and artistic, political and culturalmake it a very special place for students, faculty and staff.

Berkeley is committed to hiring and developing staff who want to work in a high performing culture that supports the outstanding work of our faculty and students. In deciding whether to apply for a staff position at Berkeley, candidates are strongly encouraged to consider the alignment of the Berkeley Workplace Culture with their potential for success at

Application Review Date
The First Review Date for this job is: July 31, 2019

Departmental Overview
UC Berkeley's Haas School of Business offers a unique opportunity to champion new ideas, collaborate across boundaries, and continually learn in a workplace committed to increasing diversity and creating a welcoming environment for all.

Our distinctive culture is captured within our four Defining Leadership Principles: Question the Status Quo, Confidence Without Attitude, Students Always, and Beyond Yourself. These principles distinguish Berkeley Haas as a unique environment, conducive to teamwork, collaboration, and career growth.

For more information about the Haas School of Business visit:

Donor Relations and Stewardship:
  • Implement systematic and integrated donor relations initiatives, including stewardship acknowledgements on behalf of the unit.
  • Produce custom acknowledgements under the direction of the Associate Director of Donor Stewardship, and oversee process for obtaining live signature.
  • Maintain and digitize gift records.
  • Support Donor Appreciation Week.
  • Assist gift officers and Associate Director of Donor Stewardship in individualized donor stewardship activities.
  • Assist Associate Director of Student Philanthropy in first time donor stewardship.
  • Track and report Haas Gala sponsorships on behalf of gift officers, including frequent follow-up with donors and other key stakeholders.
  • Modify and update Give to Berkeley pages, customize e-mail receipts, and download gift data.

Data Research, Processing, and Reporting:
  • Process, record, and maintain data for constituents affiliated with the Haas School of Business.
  • Update email groups and manage email subscription requests.
  • Research biographic information and update constituent profiles.
  • Collect and record alumni engagement activities in campus-wide alumni database, including affiliations, committees, events, interests, etc.
  • Prepare donor briefings for gift and engagement officers, research and compile donor biographies, and update biographic data.
  • Run, compile, and modify reports in support of signature events.
  • Interface with University Development & Alumni Relations' Advancement Information Management team to prepare data for auto-load processes.

Online Customer Support:
  • Act as the first point of contact for prospects and donors by fielding inquiries from the general inbox and phone line. Address daily inquiries received through the account and support customer service request related to the Annual Report.
  • Develop specialized knowledge to respond to most common gift inquiries.

Administrative Support:
  • Provide administrative support on donor cultivation, recognition events, and special projects.
  • Assist, as needed, managing student workers and other duties as assigned.

Career Development:
  • Works on special projects as assigned.
  • Attends classes which will enhance expertise in job areas.
  • Participates in committee and project work to further the Haas and University communities.

Required Qualifications
  • Demonstrated success in learning complex data entry practices and procedures.
  • Demonstrated ability to multi-task and prioritize effectively in a fast-paced, service-oriented environment.
  • Keen attention to detail and accuracy.
  • Demonstrated interpersonal skills, using tact, patience and courtesy, to communicate effectively with diverse staff.
  • Demonstrated command of time- , customer- and project-management skills, including meeting deadlines and responding quickly to inquiries and/or requests.
  • Demonstrated ability to work independently and as a member of a team with minimal supervision.
  • Demonstrated ability to effectively work with and take direction from multiple colleagues, and collaborate with colleagues.
  • Demonstrated experience engaging with diverse constituents.
  • Proficient with data entry practices and procedures, including using software such as Google Suite and Microsoft Office Suite.
  • Demonstrated ability to use internet search tools to conduct research.
  • Availability to work over-time and some weekends with advance notice.

Preferred Qualifications
  • Experience working in advancement, including development, data services, alumni relations or stewardship.
  • Experience generating reports based on simple query criteria.
  • Demonstrated ability to analyze data
  • Demonstrated success with financial record-keeping techniques.
  • Working knowledge of ellucian's Advance Web, or the Cal Advancement Data System (CADS).
  • Working knowledge of relational database systems.

  • BS/BA, preferred.

Salary & Benefits
This position is a non-exempt, bi-weekly paid position. Hourly pay for this role is commensurate with experience within the Union negotiated range of $24.17 - $29.02 / Steps 1.0 - 9.0.

For information on the comprehensive benefits package offered by the University visit:

How to Apply
Please submit your cover letter and resume as a single attachment when applying.

Other Information
This position is governed by the terms and conditions in the agreement for the Clerical & Allied Services Unit (CX) between the University of California and Teamsters Local 2010. The current bargaining agreement manual can be found at:

Conviction History Background
This is a designated position requiring fingerprinting and a background check due to the nature of the job responsibilities. Berkeley does hire people with conviction histories and reviews information received in the context of the job responsibilities. The University reserves the right to make employment contingent upon successful completion of the background check.

Equal Employment Opportunity
The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. For more information about your rights as an applicant see:
For the complete University of California nondiscrimination and affirmative action policy see:

To apply, visit

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Contact Information

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