Assistant Director, Reporting

Advserv; Swarthmore (Delaware County); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading college is seeking an Assistant Director to enhance their CRM and data analytics capabilities. This role involves training, developing reports, and managing data systems to support fundraising efforts. Candidates should hold a Bachelor's degree with experience in CRM technologies and data visualization tools like Tableau or Power BI.

Qualifications

• Deux ans d'expérience en tant que directeur adjoint ou équivalent.
• Maîtrise des outils CRM et des bases de données.
• Capacité à former des collègues sur les systèmes avancés.

Responsibilities

• Gérer les rapports et les requêtes CRM et former le personnel.
• Développer des documents de formation et des outils pour l'engagement du personnel.
• Implémenter des solutions logicielles et assurer le soutien technique.

Skills

CRM experience

Data analysis

Training development

Technical support

SQL

Education

Bachelor's Degree

Tools

Slate CRM

Power BI

Tableau

Microsoft Suite

Google Suite

Job description

The Assistant Director will contribute to producing strategic, value-added technology solutions for end-users to meet organizational challenges. The Assistant Director supports the Advancement staff in technical systems used by the division and creates queries, reports, and data visualization for staff, College leadership, and College volunteers. Additionally, this position develops documentation and training, including written, video, and live sessions, for colleagues in order to make technology and data accessible to the end users. Through this work, the Assistant Director acts as a key partner in the strategic planning and effective operation of fundraising and engagement programs at Swarthmore College.

CRM Reporting and Management

• Create and manage Slate CRM queries, reports, portals, forms, and dashboards that align with Advancement’s strategic direction and positively impacts constituent engagement.
• Facilitate discussions between leadership, fundraisers, and technical resources to define needs and assist in establishing new policies and procedures.
• Proactively build relationships across campus (Communications, Admissions, Lang Center for Civic and Social Responsibility, Chester Children’s Chorus, Center for Innovation & Leadership, Career Services, and more) to support their work with constituent engagement and to acquire and understand available relevant data.
• Contribute to the successful implementation and continued infrastructure development of new technologies, including the Slate CRM and related systems.
• Test, deploy, and validate regular updates, feeds, and/or new functionality delivered by Technolutions.
• Continuously develop custom Slate CRM features (views, tabs, prompts, rules) to meet evolving divisional needs.

Training, Documentation, & ITS Support

• Develop and deliver comprehensive training (written, video, live sessions) on Advancement systems.
• Maintain a user-friendly report library with clear documentation.
• Train colleagues throughout the College in the Slate Advancement CRM and additional tools deployed by Advancement.
• Maintain proficiency in all Advancement Software tools to effectively lead training and provide support.
• Research emerging Slate CRM tools, updates, and automation techniques to optimize functionality and workflows.
• Assist College constituents (alumni, families, students, and friends) in navigating technology made available by the Advancement division, such as the Alumni Portal, Slate Forms, and more.

Data Analytics and Visualization

• Support the Director and Senior Associate Directors in developing and growing a fundraising analytics program, contributing to projects involving predictive modeling, forecasting, data mining, and visually engaging reporting.
• Contribute and update data visualization technology(s) to enhance and extend Advancement’s current reporting and data visualization capacity. Utilizing the Advancement CRM, Slate, and additional industry leading interactive visualization software, such as Tableau or Microsoft Power BI.
• Serve as a technical point of contact for Vendors, including but not limited to: AlumnIQ, CyberSource, GiveCampus, Double the Donation, and Technolutions.
• In collaboration with Advancement colleagues, work to maintain, develop, and implement the various tools provided by vendors.
• Coordinate the exchange of data between Slate and various tools, implement solutions, and ensure appropriate testing of applications.
• Work with Advancement colleagues to determine technical needs, including identifying needed systems, tools, or services, collaborating on RFPs, and assessing resources needed for implementation and maintenance.
• Support Advancement and ITS colleagues in managing and testing Software tools for the division.
  
  

  Required Qualifications

  • Bachelor's Degree with two years of job-related experience or an equivalent combination of education and experience.
  • Demonstrated CRM Experience with strong understanding of the general underlying database structures and rules.
  • Proven experience working with databases and building reports.
  • Exceptional computer skills with experience evaluating and mastering software applications.
  • Highly proficient in Windows operating system, Microsoft Suite, Google Suite
  • Working knowledge/understanding of SQL, HTML, and CSS to create queries, reports, forms, portals, and dashboards in Slate and desire to increase proficiency.
  • On occasion, incumbent may be required to work outside of normal office hours, including nights and weekends, for such tasks as staffing events, or completing tasks required to meet deadlines.

  Preferred Qualifications

  • Five years of experience
  • Advanced degree or certifications
  • Proven experience in SQL, HTML, CSS
  • Experience in Slate CRM developing Queries, Reports, and Portals.
  • Experience in Advancement
  • Experience with Power BI or Tableau building reports and dashboards.