Coordinator, Gift Opps a

Company: Harvard University
Location: Boston
Posted on: February 25, 2021

Job Description:

Coordinator, Gift Opportunities and Moves Management Harvard Business School 53335BR Job Summary The Coordinator is responsible for administrative activities that support frontline fundraising activities including prospect management, fundraising results and the designation of major gifts. They report to the Sr. Associate Director of Development Administration and support--three development staff members: the Senior Director of Strategic Projects, the Sr. Associate Director of Moves Management and Gift Opportunities and the Assistant Director of Moves Management. This position helps drive project management and coordination for the team with significant decision-making responsibilities.-- Job-Specific Responsibilities This individual works independently with limited supervision in a fast-paced work environment with multiple conflicting priorities. They are a process-oriented, strategic thinker who anticipates and proactively resolves problems, excels at multi-tasking, is a team player, is flexible and adaptable, and has strong project management and data management skills. They deliver excellent customer service, and works collaboratively with other support staff and colleagues. In addition to providing day-to-day administrative support, this individual owns substantive projects benefiting the organization.

Responsibilities include:
Development Activities: Prospect Management and Gift Opportunities Coordination of monthly development fundraising reporting dissemination and archiving on key strategic metrics for managers and staff. Assists with data integrity auditing to ensure accurate fundraising reporting. Management of Workfront proposal request system. Reviews all submissions for accuracy and adherence to HBS business practices, addressing any questions prior to data entry. Serves as the liaison with ERIT coordinating large data requests and tracking progress to completion. Support for Gift Opportunity pipeline management that includes pulling and compiling information to support pipeline reviews and tracking and requesting of any necessary data updates. Maintains proposal notes for verbal commitments, planned gifts and undesignated commitments and the pending funds list to keep gifts with required next steps front of mind for development officers. Supports portfolio management activities including compiling the agenda and materials for the monthly Prospect Strategy Sessions (PSS) and maintains records of decisions and rationale in Advance and files and tracks outstanding items needing attention. Provides training and serves as a resource to DAC peers on HBS business practices for all prospect management activities. Management of gift agreement and terms requests in Workfront. Drafts gift documentation for managers review. Tracks the terms review process with Alumni & Donor Services (ADS) and maintaining information in Workfront and provides managers with regular updates on outstanding items. Partners with donor relations and gifts management teams on all new restricted fund requests, updates or gift transfers. Ensure accuracy of gift information and communicates necessary background to facilitate a seamless transition of the donor from solicitation to stewardship. Responsible for maintaining organizing and updating the team's internal shared files and fundraiser share-sites that provide tools and resources for frontline officers. Administrative Support Maintains and manages the calendar for Senior Director, Strategic Projects and schedules all team and team-led meetings. If needed, will take meeting notes and communicate the information as needed. Coordinates travel, meeting and event preparation for managers as needed. This includes compiling research, providing event support, preparing materials for alumni, working on expense reports, sending follow up material to alumni and entering contact reports, next steps and strategy notes. Drafts monthly and ad hoc team communication emails and tracks metrics. Other administrative/professional responsibilities as needed. Basic Qualifications College degree strongly preferred, or an equivalent of education plus relevant business experience. Five or more years of related experience. Education beyond high school may count toward experience. Additional Qualifications and Skills Proven communication and interpersonal skills (written and verbal) with experience providing complex administrative support. Must be highly organized and detail-oriented. Must possess the ability to establish and promote good working relationships with colleagues (both peers and more senior), alumni, and donors. Must be flexible and have strong project management skills to effectively handle multiple priorities in a fast-paced environment from different supervisors with competing deadlines. Must be able to take initiative and work independently to make decisions, meet deadlines, and also be a strong team player. The ability to handle highly confidential material with tact and discretion is required. Must have a working knowledge of Microsoft Excel, strong familiarity with all Microsoft applications, and facility with learning new software / databases. Excellent customer service skills required for frequent interaction with donors, high-level volunteers, and colleagues. Anticipates and resolves problems to effectively fulfill these responsibilities. Familiarity with Advance Web or other Customer Relationship Management programs/reporting tools and a working knowledge of complex excel functions a plus. The ability to work during reunion weekend (2x/year) and during some designated University holidays is required.

Other Preferred Qualifications
The ideal candidate will act as a leader amongst the greater Development Administration Team and set a positive example for other support staff across the team. While experience managing others is not a requirement for the role, an inclination towards peer mentorship and an impulse to improve processes and foster teamwork is strongly preferred. Experience in a development shop is also a plus. Additional Information This position is approved for a 2-year term (with the possibility of renewal/extension) which begins on the person's first day of employment. This 2-year term limit does not apply to current Harvard employees.

During the current period of COVID-19 related restrictions, this position may start as a remote position with the transition to onsite at HBS campus in Boston, MA when the office reopens.

While we--continue to monitor the evolving COVID-19 guidelines and restrictions,--we appreciate your understanding and flexibility with our interview process. Please note that we will be conducting interviews virtually (phone and or Zoom) for selected candidates until further notice.

A cover letter is required to be considered for this opportunity.

Harvard Business School will not offer visa sponsorship for this opportunity.

Culture of Inclusion: The work and well-being of HBS is profoundly strengthened by the diversity of our network and our differences in background, culture, national origin, religion, sexual orientation, and life experiences. Explore more about HBS work culture at https://www.hbs.edu/employment/ Job Function Alumni Affairs and Development, General Administration We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, gender identity, sexual orientation, pregnancy and pregnancy-related conditions, or any other characteristic protected by law.

Keywords: Harvard University, Boston , Coordinator, Gift Opps a, Other , Boston, Massachusetts