Position Summary The Senior Associate Director of Gift Operations is a leadership role in the Advancement Operations area of Advancement Services in University Advancement (UA) at Washington University in St. Louis (WashU). The incumbent is responsible for providing direction and guidance to the Gift Operations team, and all charitable gifts and donors to WashU. Leads and develops a team of FTEs that includes the Gift Operations Analyst, Gift Operations Specialists and Gift Operations…
Coordinators. This position reports to the Executive Director of Advancement Services.
Job Description
Primary Duties & Responsibilities:
GIFT
OPERATIONS
- Organize, prioritize, assign, and audit workflow in Gift Operations.
- Engage in all Gift Operations
functions including the accurate and timely processing of gifts and commitments in the University Advancement CRM, ARCH; ensure transactions
are processed in accordance with documented donor intent and in compliance with relevant IRS, CASE, university, and departmental
guidelines. - Manage daily gift entry audits and approval of gift batches for bank deposits and reporting to WashU Gift, Endowment &
Investment (GEI) Accounting - Manage the complex function of processing gift and commitment voids and adjustments in
CRM. - Partner with the Gift Operations Analyst as the escalation point to address UA and university partner questions and
concerns. - Monitor UA staff requests and inquiries received via Salesforce Cases in CRM, assign ownership to team members and ensure
successful and timely completion. - Review, analyze and process legal documents and gift agreements to ensure university processing
and audit standards are met while maintaining donor integrity, confidentiality, and security. - Key contact with WashU partners and UA
staff on Gifts-in-Kind process, documentation, and value determination to ensure adherence to IRS guidelines.
QUALITY
& PROCESS IMPROVEMENT
- Develop and maintain quality controls and lead continuous improvement efforts related to
donation processing in the CRM to ensure adherence with donor intent, university and department policies and industry best practices;
address inconsistencies and errors with staff to improve outcomes. - Develop, monitor, and maintain key metrics dashboards to evaluate
team effectiveness across the department. - Lead continuous improvement efforts plus leverage best practices and staff talents to
increase efficiencies; identify opportunities and develop improved operational processes to gain greater efficiency. - Maintain
appropriate separation of duties per the university's Guide to Internal Controls. - Ensure team members use Cases to report and track
ARCH database concerns, issues, and suggestions. - Participate in ARCH discussions and planning sessions to address functionality
issues and future phases while being an advocate for Gift Operations/Advancement Operations/Advancement Services. - Assess Gift
Operations policies and procedures; update as needed.
FINANCIAL MANAGEMENT & COMPLIANCE
- Collaborate with Gift Operations Analyst and Gift, Endowment & Investment Accounting (GEI) on compliance, controls and implementation of
procedures related to processing gifts, gift reporting, daily balancing, and reconciliation. - Partner with WashU Treasury on banking
relationships, credit card merchant processors, and PCI compliance. - Ensure departmental processes are documented, updated at regular
intervals, and are being adhered to.
STAKEHOLDER & TEAM MANAGEMENT
- Execute priorities
established in conjunction with Advancement Services and University Advancement leadership. - Implement established policies and
procedures. - Build strong relationships and collaborate with WashU and UA stakeholders to understand business needs, provide
insightful leadership, and ensure teams align with UA goals and objectives. - Advocate for Gift Operations.
- Partner with ARCH
Third Party Systems to create and build relationships with external vendors and serve as a key contact to donation form developers, payment
processors, lockbox services, data providers, etc. - Direct day-to-day operations and create an environment of
accountability. - Recruit, onboard, supervise and mentor full-time department staff.
- Identify and monitor progress toward
clear individual and team goals while providing clear direction and encouraging individual thinking and innovation.
Perform
other duties as assigned.
Required Qualifications
- Education: Bachelor's degree
- Work Experience: Relevant
Experience (5 Years)
More About This Job Preferred Qualifications
- Strong data management experience, knowledge of
CASE and IRS guidelines on processing gifts and commitments, and experience managing gift processing functions with outstanding attention to
detail and accuracy. - Demonstrated experience with nonprofit CRM platforms and fundraising technologies.
- Leadership and team
management experience in a higher-education or nonprofit environment, especially in a gift operations capacity. - Experience with
Affinaquest. - Experience automating manual systems in a CRM.
- Experience with data migration efforts and data quality
efforts. - Skills: Accounting Principles, Collaboration, Communication, Confidentiality, Critical Thinking, Customer Relationship
Management (CRM), Data Analysis, Data Interpretations, Data Management, Detail-Oriented, Fundraising Software, Interact with All Levels of
Management, Leadership, Meeting Deadlines, Mentorship, Microsoft Office, Nonprofit Organizations, People Management, Prioritization, Process
Improvements, Project Management, Records Management, Salesforce (Software), Sound Judgment, Working Independently
This
position is located in St. Louis, MO and the targeted hiring range for this position is $65,900 - $88,000.
Questions For frequently
asked questions about the application process, please refer to our External Applicant FAQ.
Accommodation If you are unable to use our
online application system and would like an accommodation, please email CandidateQuestions@wustl.edu or call the dedicated accommodation inquiry number at
314-935-1149 and leave a voicemail with the nature of your request.
All qualified individuals must be able to perform the essential
functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to
perform the essential functions of their job, absent undue hardship.
Pre-Employment Screening All external candidates receiving an
offer for employment will be required to submit to pre-employment screening for this position. The screenings will include criminal
background check and, as applicable for the position, other background checks, drug screen, an employment and education or
licensure/certification verification, physical examination, certain vaccinations and/or governmental registry checks. All offers are
contingent upon successful completion of required screening.
Benefits Statement For policies, detailed benefits, and eligibility,
please visit: https://hr.wustl.edu/benefits/
EEO Statement Washington
University in St. Louis is committed to the principles and practices of equal employment opportunity. It is the University's policy to
provide equal opportunity and access to persons in all job titles without regard to race, ethnicity, color, national origin, citizenship
(where prohibited by federal law), age, religion, sex, sexual orientation, gender identity or expression, disability, protected veteran
status, or genetic information.
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