Advserv
Associate Director, Data Integrity and Records Management
Advserv, Hadley, Massachusetts, us, 01035
Associate Director, Data Integrity and Records Management
Salary: $93,449.00 - $108,327.00 Annually Application Deadline: N/A Department Unit / Unit Manager Summary: Mount Holyoke College (MHC), a leading gender-diverse womens college, is committed to educating at the highest level of academic excellence, cultivating a truly multicultural community, and fostering the alliance of liberal arts education with purposeful engagement in the world. Mount Holyoke College is a member of the Five College Consortium, with Amherst, Hampshire, and Smith Colleges and the University of Massachusetts at Amherst. Reporting to the Director of College Relations Data Services, the newly established position of Associate Director, Data Integrity and Records Management is responsible for proactively managing data integrity and quality assurance efforts related to the Colleges alum and development data. This includes biographical and demographic constituent data, gift and pledge records, underlying transactional data, and data derived from engagement and relationship management activities. The Associate Director will also play a pivotal role in the Colleges ongoing CRM conversion project, involving a transition from Colleague Advancement to Salesforce and Kindsight
ascend
with a planned go-live in October 2025, as well as post-go-live data stabilization efforts. Key Areas of Responsibility: Team Management: Oversee two functional areas: data management and gift processing Directly supervise three data services team members: two gift processing professionals and a data specialist Data Integrity: Ensure that biographical and demographic data entry conforms to established data entry standards; draft and promulgate new standards as needed Develop and lead efforts to ensure the accuracy of constituent records utilizing all available data sources, including constituent-supplied information, data append services, faculty/staff updates, etc. Develop specifications for and manage the implementation of data clean-up projects, triggers, validation rules, etc., to ensure accurate data entry Develop framework and infrastructure to proactivelyreview alum and development data, and utilize data audits and recurring reports to identify and resolve data integrity issues Build and execute data exports/imports and appends Maintain familiarity with internal data sources such as the Registrar, Admission, academic departments and programs, and Athletics, as well as knowledge of the ad-hoc data needs of these campus partners Maintain familiarity with external resources, including the U.S. Postal Service and research tools and vendors to inform and validate updates to constituent records Gift Administration: Ensure adherence to internal procedures for accurate and timely entry and acknowledgment of all gifts received Stay informed of industry trends and best practices regarding gift administration, and ensure adherence to industry standards and regulations relating to data security, gift receipts, and acknowledgments Ensure accurate and effective reconciliation of gifts with the Accounting office In partnership with the Director, participate in new fund setup, fund management, and pending gift management Reporting: Develop self-serve data integrity dashboards and reports for members of the data services team (including data management, gift processing, and prospect research and management), to review data integrity issues and incorporate issue resolution into existing workflows Provide accurate, timely, and informed responses to ad hoc data requests Process Development: In partnership with the Director, identify, prioritize, and implement process improvements and process redesigns Qualifications: Outstanding oral and written communication skills Understanding of relational databases and data integrity tools Demonstrated knowledge of gift administration standards and regulations Demonstrated ability to build queries and reports Evidence of initiative, ability to work with minimal direction, and a strong sense of ownership Demonstrated critical, logical, and innovative thinking Extraordinaryattention to detail, organization, and time management Experience working in a team-based, client services environment Demonstrated ability as a leader and supervisor, capable of motivating a team and cultivating a collaborative environment Education and Experience Requirements: Bachelors degree or equivalent work experience in a related field Five years of experience administering alum and donor data, preferably in a higher educational environment, including three years of gift processing experience At least two years of experience working in a Salesforce CRM preferred #J-18808-Ljbffr
Salary: $93,449.00 - $108,327.00 Annually Application Deadline: N/A Department Unit / Unit Manager Summary: Mount Holyoke College (MHC), a leading gender-diverse womens college, is committed to educating at the highest level of academic excellence, cultivating a truly multicultural community, and fostering the alliance of liberal arts education with purposeful engagement in the world. Mount Holyoke College is a member of the Five College Consortium, with Amherst, Hampshire, and Smith Colleges and the University of Massachusetts at Amherst. Reporting to the Director of College Relations Data Services, the newly established position of Associate Director, Data Integrity and Records Management is responsible for proactively managing data integrity and quality assurance efforts related to the Colleges alum and development data. This includes biographical and demographic constituent data, gift and pledge records, underlying transactional data, and data derived from engagement and relationship management activities. The Associate Director will also play a pivotal role in the Colleges ongoing CRM conversion project, involving a transition from Colleague Advancement to Salesforce and Kindsight
ascend
with a planned go-live in October 2025, as well as post-go-live data stabilization efforts. Key Areas of Responsibility: Team Management: Oversee two functional areas: data management and gift processing Directly supervise three data services team members: two gift processing professionals and a data specialist Data Integrity: Ensure that biographical and demographic data entry conforms to established data entry standards; draft and promulgate new standards as needed Develop and lead efforts to ensure the accuracy of constituent records utilizing all available data sources, including constituent-supplied information, data append services, faculty/staff updates, etc. Develop specifications for and manage the implementation of data clean-up projects, triggers, validation rules, etc., to ensure accurate data entry Develop framework and infrastructure to proactivelyreview alum and development data, and utilize data audits and recurring reports to identify and resolve data integrity issues Build and execute data exports/imports and appends Maintain familiarity with internal data sources such as the Registrar, Admission, academic departments and programs, and Athletics, as well as knowledge of the ad-hoc data needs of these campus partners Maintain familiarity with external resources, including the U.S. Postal Service and research tools and vendors to inform and validate updates to constituent records Gift Administration: Ensure adherence to internal procedures for accurate and timely entry and acknowledgment of all gifts received Stay informed of industry trends and best practices regarding gift administration, and ensure adherence to industry standards and regulations relating to data security, gift receipts, and acknowledgments Ensure accurate and effective reconciliation of gifts with the Accounting office In partnership with the Director, participate in new fund setup, fund management, and pending gift management Reporting: Develop self-serve data integrity dashboards and reports for members of the data services team (including data management, gift processing, and prospect research and management), to review data integrity issues and incorporate issue resolution into existing workflows Provide accurate, timely, and informed responses to ad hoc data requests Process Development: In partnership with the Director, identify, prioritize, and implement process improvements and process redesigns Qualifications: Outstanding oral and written communication skills Understanding of relational databases and data integrity tools Demonstrated knowledge of gift administration standards and regulations Demonstrated ability to build queries and reports Evidence of initiative, ability to work with minimal direction, and a strong sense of ownership Demonstrated critical, logical, and innovative thinking Extraordinaryattention to detail, organization, and time management Experience working in a team-based, client services environment Demonstrated ability as a leader and supervisor, capable of motivating a team and cultivating a collaborative environment Education and Experience Requirements: Bachelors degree or equivalent work experience in a related field Five years of experience administering alum and donor data, preferably in a higher educational environment, including three years of gift processing experience At least two years of experience working in a Salesforce CRM preferred #J-18808-Ljbffr