Senior Gift and Support Services Analyst , Gift Services

Overview

Senior Gift and Support Services Analyst (4628U), Gift Services - 81426 at University of California, Berkeley.

Join to apply for the Senior Gift and Support Services Analyst role at UC Berkeley. This position supports Gift Services’ purpose as the office of gift, pledge and payment records and receipts for the campus by applying a wide range of expertise on advancement, campus, IRS, and cash handling policies and protocol to thousands of gifts on an annual basis. The role involves transactional work, process improvement, and donor compliance collaboration and education.

Senior Gift Analysts coordinate one to three support, cash or non-cash functions of moderate to high complexity, and mentor staff who support these functions.

• Gift Processing, Research and Analysis - Cash (checks, EFT, credit cards, etc.) and Non-cash (securities, pledges, gifts-in-kind, etc.) transactions: manages online giving & gift support; may focus on or assist other cash or non-cash tasks or functions.
• Act as first escalation contact for issues within each function purview.
• In collaboration with Gift Services leadership and gift support staff, defines and monitors a support model that delivers excellent donor and campus partner service.
• Mentor staff; connect donors with appropriate service contacts and understand stakeholder status.
• Monitor help desk processes and resources, including the help desk email and phone lines.
• Field standard inquiries from donors and colleagues, including processing payments by phone, triaging requests to subject matter experts, fulfilling requests for tax documents, providing payment instructions, reissuing receipts, and confirming gifts for matching purposes.
• Apply knowledge of constituent database (CADS), cash deposit tools and systems, campus deposit system (CDS), online gift charging platform (Cybersource), and data entry/retention tools (e.g., Excel, Smartsheet) to reconcile, review, process, and approve standardized financial data and transactions from intake to receipt.
• Collaborate with campus colleagues to collect and substantiate donor giving intent per campus, UDAR, Gift Services and advancement industry policies and best practices.
• Escalate complex policy or practice decisions to supervisors; participate in gathering gift documentation for external audits as needed.
• Assist with physical collection, opening, triaging of mail; scanning, storing and queuing gift documents for review and entry; preparation of printed tax receipts for mailing.

• Ensure process efficiency within all functions under purview.
• Collaborate with Gift Services, UDAR, and campus colleagues to identify, define, analyze and resolve processing issues.
• Contribute to improvement projects as tester, innovator or engaged participant to address obstacles to efficient gift processing and analysis workflows.
• Use campus, UDAR and Gift Services strategic plans as guides in collaborative efforts and team goals.
• Engage in Gift Services’ annual strategic and operational planning, including skill and knowledge refresher training.
• Mentor and/or train staff in functional workflows, processes and tools; participate in knowledge management by creating resources or reference guides and keeping them up-to-date.
• Monitor personal effectiveness and seek assistance when needed.

• Engage with colleagues per Berkeley's principles of community and Gift Services values.
• Participate in UDAR and campus Inclusion initiatives; mentor staff in equitable hiring, onboarding and training practices.
• Coordinate staff connection opportunities in collaboration with leadership.

• Seek opportunities for development of skills, training, and networking.
• Engage in goal-setting within the coaching and evaluation framework; use industry, campus and team resources to expand knowledge.
• Recommend staff for professional development projects or tasks.

• Excellent interpersonal skills, including effective verbal and written communication, mentoring, active listening, and sound judgment.
• Strong analytical, research, problem-solving, and critical thinking…