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Hourly Range
34.77
Overview Reporting to the Deputy Director, the Stewardship Reporting Specialist supports business processes that enable the team to meet and exceed reporting goals while maintaining the highest standards of donor satisfaction. This role serves as a content resource for reporting systems by providing strategic advice on project planning and implementation of technology. The Specialist regularly works in the database with special efforts made to strengthen data integrity practices across all reporting portfolios and contributes to tracking systems that enhance efficiency. As a valued member of a team, this role supports colleagues with editing and writing throughout the year and is committed to producing high quality stewardship work to support, contribute to, and strengthen a vibrant community of students, alumni, faculty, and fellow professionals. The Stewardship Reporting Specialist performs the following essential duties: Initiates and completes projects independently. Works in a variety of computer applications including Airtable, PowerBI, and Qwilr. Successfully engages with the university’s AI platforms to enhance productivity as it relates to data analysis. Collaborates with colleagues to identify new technologies and performs work within new platforms. Demonstrates excellent organizational skills to balance multiple priorities and manage time effectively. Serves as a stewardship systems expert to support technology goals and troubleshoots issues with team members. In collaboration with the Deputy Director, the Stewardship Reporting Specialist liaises with other units and vendors to maintain/enhance software platforms, including our AI models. Coordinates activities for the team to share knowledge about best practices. Maintains accurate donor records within Hopper, the university’s alumni/donor database, ensuring data integrity and accessibility for the stewardship team. Builds queries and generates reports on donor engagement levels and stewardship activities to help inform strategic decision-making. Analyzes data and collaborates on dashboards to identify opportunities for targeted stewardship efforts and donor segmentation that support Marketing and Communications efforts. Works with ODV and YAA colleagues to achieve strategic goals and demonstrates the ability to adapt to changing circumstances in a complex environment. Collaborates effectively and delivers a level of excellence that supports donors and colleagues. With great accuracy and attention to detail, executes stewardship reports and presentations. Models best practices to key partners, including frontline staff, to ensure the delivery of timely reports to donors that demonstrate the impact of giving at Yale. Supports additional digital communication outreach as required which can include Emma and content management updates as needed. Please note, the Essential Duties listed below are generic in nature. Applicants will find the detailed responsibilities listed in this Position Focus to be most relevant to the position. Required Skills and Abilities 1. Strong communication skills with special emphasis on writing. Strong interpersonal skills. 2. Demonstrated organizational abilities with strong attention to detail. Ability to multi-task, to adhere to priorities but to be flexible when needed and meet deadlines in a fast-paced and time-constrained environment. Ability to work independently and as part of a team. 3. Commitment to an inclusive workplace. Ability to demonstrate and promote a positive, “can do” attitude via helpfulness, teamwork, and support for others. 4. Intermediate knowledge of MS Office (Word, Excel, and PowerPoint). Demonstrated familiarity with data entry and database searching. Willingness and ability to learn new technologies. 5. Demonstrated professionalism, maturity, and the ability to maintain strict confidentiality. Preferred Education, Experience and Skills Experience navigating a complex and matrixed organization. Experience with alumni/donor management systems or other CRM databases, or the ability to quickly master new technologies with training.
Principal Responsibilities
* Creates, drafts, formats, proofreads, and edits personalized annual stewardship reports in a variety of formats. 2. Conducts accurate and thorough background researches on donors, reports recipients, and students featured in the annual reports. Gains a full understanding of the University’s relationship with the donors of the endowed funds and of the purposes of their funds. 3. Contacts students, professors and internal gift, stewardship and other University staff to gather information necessary for drafting reports. Organizes and maintains such information. 4. Selects the most appropriate information relative to a particular fund and donors/reports recipients; customizes and personalizes each report according to the circumstances and the donors/recipients’ relationship to the University. 5. Works directly with gift officers and other development staff in resolving fund and reporting issues and special handling requirements. 6. Maintains accurate and complete information in relevant stewardship reporting databases and tracking reports. 7. Proactively suggests process and procedure improvements and ideas for enhanced stewardship. 8. May perform other duties as assigned. Required Education and Experience Eight years of related experience, six of them in the same job family at the next lower level and a high school level education; or six years of related experience and an Associate's Degree; or two years of related work experience and a Bachelor's Degree; or an equivalent combination of experience and education.
Background Check Requirements
All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing and credit checks based on the position description and job requirements. All offers are contingent upon the successful completion of the background check. For additional information on the background check requirements and process visit "Learn about background checks" under the Applicant Support Resources section of Careers on the It's Your Yale website.
Health Requirements
Certain positions have associated health requirements based on specific job responsibilities. These may include vaccinations, tests, or examinations, as required by law, regulation, or university policy.
Posting Disclaimer
The hiring rate of a role is determined in accordance with the provisions outlined in the respective collective bargaining agreement.
The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should not be construed as a declaration of specific duties and responsibilities of the position. Employees will be assigned specific job-related duties through their hiring department.
The University is committed to basing judgments concerning the admission, education, and employment of individuals upon their qualifications and abilities and seeks to attract to its faculty, staff, and student body qualified persons from a broad range of backgrounds and perspectives. In accordance with this policy and as delineated by federal and Connecticut law, Yale does not discriminate in admissions, educational programs, or employment against any individual on account of that individual’s sex, sexual orientation, gender identity or expression, race, color, national or ethnic origin, religion, age, disability, status as a special disabled veteran, veteran of the Vietnam era or other covered veteran.
Inquiries concerning Yale's Policy Against Discrimination and Harassment may be referred to the Office of Institutional Equity and Accessibility (OIEA).
Note
Yale University is a tobacco-free campus.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Research, Analyst, and Information Technology
* Industries
Higher Education
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