Program Assistant IV: Development Services
University of San Francisco
The Program Assistant IV in Development Services reports to the Associate Director. This position updates complicated biographical information in the Alumni Donor database: Banner Advancement and Salesforce Advancement Connect. This position assists the Data Specialist in managing data integrity in Banner and Salesforce. This position has contact with donors and alumni via phone, mail and email. The incumbent works under minimal supervision, exercising independent judgment to identify and resolve issues.
Responsible for the acknowledgment process for gifts given in honor or in memory of a constituent
Assists the Data Specialist with the Matching Gift Program, including updating INB, maintaining documentation, verifying and completing forms and acknowledging matched donations
Manual review of parent data to avoid record duplication in Banner and Salesforce
Contacting donors to resolve gift issues, as needed. These issues could include declined credit cards, returned checks, missing checks, unclear pledge commitments, etc.
Answers phone calls and fields donor questions
With the help of other staff or students, open and log incoming gifts.
Responsible for review, follow up and completion of Chatter to Case update requests in Salesforce
Responsible for high level data maintenance requiring security clearance including name changes that need research and verification.
Maintenance of deceased alumni records requiring research and verification before coding.
Responsible for review and research to discover new emails and phones when last known data is deleted and input of that data into database
Responsible for daily data updates and special coding requests from multiple sources.
Assists the Data Specialist with maintaining Board membership coding in Salesforce
Review and action on Alumni Update Cases in Salesforce including person match
Assist in resolution of duplicate records in Banner Advancement and Salesforce Advancement Connect, including research and identification.
Responsible for responding to alumni daily USFconnect requests coding and email follow up.
Assists the Associate Director with review and resolution of monthly data check issues.
Provide backup in reconciling and receipt acknowledgment.
Other duties as assigned.
Training or experience equivalent to five years of increasingly responsible work experience or related education.
Meticulous attention to accurate and detailed data entry
Ability to work with minimum supervision
Assumes full responsibility for producing a high-quality level of work at all times, especially during the departments high volume peak periods
Post-high school education preferred
Ability to initiate action and discussion with peers inside and outside the university to bring about required changes
Must be customer service and team oriented
Experience working with computer database systems, word processing and spreadsheet software
Additional Knowledge, Skills, and Abilities:
For information on how to apply, please visit the following link: www.usfjobs.com
The University of San Francisco is an equal opportunity institution of higher education. As a matter of policy, the University does not discriminate in employment, educational services and academic programs on the basis of an individuals race, color, religion, religious creed, ancestry, national origin, age (except minors), sex, gender identity, sexual orientation, marital status, medical condition (cancer-related and genetic-related) and disability, and the other bases prohibited by law. The University reasonably accommodates qualified individuals with disabilities under the law.