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Penn State Job Catalog
Advancement Services Manager – Senior Manager (PSU2480)
Job Summary and Representative Duties
The Advancement Services Manager oversees the strategic and operational management of activities related to the processing of University gifts and alumni memberships, as well as management of the University’s advancement constituent database; is accountable for the correct and timely entry and financial accuracy of all accounts; oversees the management and integrity of biographical, membership, and donor information; ensures compliance with University policies and guidelines as well as industry and government laws and regulations; ensures exceptional customer service with numerous constituent groups, including donors, members, University departments, and vendors; leads continuous quality and process improvements; mentors, coaches, and leads staff. Â
Oversee the evaluation, development, and implementation of business processes, policies, procedures, and support systems for the donor/member database and all gift and membership processing
Identify business requirements necessary to successfully deposit and record University gifts, commitments, and memberships; work with internal and external teams to ensure current systems and processes support business criteriaÂ
Implement procedures to ensure accuracy and confidentiality of data; ensure compliance is achieved in a manner that enables the fulfillment of donor intent
Establish and implement the appropriate processing methods for the wide variety of requirements and gift types, such as unrestricted/restricted, endowed/non-endowed, annual funds, securities, gifts in kind, future bequests, research contributions, and donor advised funds
Direct, develop, and coordinate the daily accounting of monies for all University gift and alumni member accounts; ensure accurate handling, transferring, and reconciliation of monies
Partner with both internal and external audit to confirm fiduciary responsibility and compliance with University policies and guidelines, and federal laws
Deploy strategic and operational problem solving to resolve daily customer issues and questions; ensure timely, accurate, and compliant resolution of issues
Support the University’s gift recording and stewardship efforts; foster and maintain partnerships with a broad group of internal and external constituents
Leverage strategic and operational thinking for systems upgrade or enhancement projects; administer system wide data or process updates
Serve as a liaison to other University units regarding gift, membership and biographical data, information and procedures, and interpretation of policies surrounding security of data and/or release of such data
Develop and administer necessary training; serve on Division and University wide committees, as applicable
Assist with strategic planning, goal setting, evaluation, and documentation of operations
Manage assigned staff, ensuring successful completion of team responsibilities; hire, coach, mentor, and evaluate staff performance, and make recommendations for professional development opportunities
Level Matrix
- Level:
- – Senior Manager
- Base Description:
- – Manages direct reports where primary duty is the management of a working unit.
- Level Summary:
- – Demonstrates advanced skills in critical functions related to unit's success. Demonstrates advanced knowledge of emerging technologies and processes. Monitors completed work of others to ensure effectiveness and adherence to requirements. Sets clear expectations and holds team accountable. Establishes a shared team/unit vision. Demonstrates ability to evaluate and enhance team/unit practices that promote a strong commitment to inclusionary practices. Coaches others using appropriate strategies. Demonstrates diplomacy. Demonstrates ability to serve as liaison between senior-level management and staff. Resolves complex, controversial, or unprecedented issues and problems.
- Supervisory Responsibilities:
-
– Oversees large team or teams of individual contributors and/or supervisors/managers
– Leads a department or functional area
- Fiscal Responsibilities:
-
– Monitors and tracks large budgets
– Plans, forecasts, and/or develops budgets
– May approve budgets for specific area
– Typically has final signature authority for specific area
- Problem Solving:
-
– Encounters highly varied and complex problems that impacts the team and possibly the unit
– Develops creative and/or novel approaches to resolve problems that are difficult in nature
– Independently resolves complex and/or unprecedented issues and problems
- Independence of Action:
-
– Work results are not clearly defined
– Generally sets own goals and determines how to accomplish results with few or no guidelines to follow
– Monitors completed work of others to ensure soundness of approach, effectiveness of meeting requirements, the feasibility of recommendations and adherences to requirements
– Delegates more advanced tasks to others
- Communication and Collaboration:
-
– Communicates with both internal and external audiences
– Collaborates closely with team members and various areas across the University
– Fosters collaboration between units and engages others' coordinated efforts to reach desired outcomes with broad scope
Salary Structure
- Comp Grade – 13
- Minimum – $86,300.00
- MidPoint – $107,900.00
- Maximum – $129,500.00
Critical Skills
- Accounting
- Auditing
- Coaching
- Customer Service
- Database management
- Forecasting
- Goal setting
- Operations management
- Policy implementation
- Presentation Skills
- Procedure development
- Project Management
- Stewardship
- Vendor management