AST DIR, Gifts & Records

Summary

UF Advancement Classification*

This position serves as an integral member of the leadership team for Gifts & Records ensuring all gifts are processed and receipts are mailed in a timely manner while providing expertise in documentation, communication, data integrity, and program management.

Examples of Work

Job functions are specific duties that would be included in the essential functions of the job description.  These functions are not all-inclusive nor do they cover the full extent of the duties performed.

• Document operational policies and procedures, systems, and principles in the areas of gift processing and record management, partnering with Advancement departments to assess and record how these processes impact Advancement.
• Assist in the compilation and management of gift and non-gift batches that are created by the Deposit Specialist to ensure all tasks are covered to meet all monthly, annual and project deadlines.
• Serve as the primary trainer, curriculum and content developer, and training coordinator for the Constituent Relationship Management database (CRM) and associated tools, applications, processes and procedures and product enhancements.
• Review current Gifts and Records team processes and work to define processes, establish business rules, and identify areas for short-term efficiency improvements and partner with data teams to implement improvements.
• Communicate all operating policies and/or issues at department or other Advancement meetings.
• Demonstrate initiative to generate data improvements and foster positive outcomes.
• Responsible for keeping staff updated on data usage and updates.
• Responsible for managing employees including, but not limited to recruitment and hiring; training; certifying time and attendance; performance management including performance appraisals, goal setting and performance action plans.
• Serve as subject-matter expert in multiple functions of Gifts and Records, with an emphasis on documentation, communication, data integrity, and program management.
• Serve as a key resource to Gifts & Records to work strategically to develop information solutions for business needs.
• Research industry trends, including conducting peer reviews, reviewing new technologies, attending meetings and making strategic recommendations to the organization for improved processes, data capture, and/or efficiencies.
• Ensure compliance with industry standards for gift recording, reporting and handling of confidential data.

Education and Experience

Bachelor’s degree in an appropriate area of specialization; or an equivalent combination of education and experience.

Licensure and Certification

N/A

Supervision

This position does have supervisory responsibility.

*Reserved Classification – Use of this classification outside of UF Advancement requires prior approval by Classification and Compensation

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