CA STATE POLYTECHNIC UNIV POMONA

CA STATE POLYTECHNIC UNIV POMONA

Cultivation Coordinator, The Pomona Plan

Claremont, USA · Full-time

Sponsorship not specified$27k-$31kDetected 25 days ago
Data VisualizationStatisticsEmail MarketingSalesforceCRMExcelCustomer SupportResearchLeadershipCommunicationMicrosoft OfficeOSHA

About the role

  • Established in 1887, Pomona College is known for small classes, a challenging curriculum, close relationships between students and faculty, and a range of student research and leadership opportunities.
  • Pomona is a member of The Claremont Colleges.
  • This position is also responsible for helping gift officers to plan and follow-up on donor visits and assists staff with projects and assignments.

Responsibilities

  • Provides primary administrative support for the gift officers (the Senior Director, Director and Associate Director) in their cultivation and stewardship activities for life-income donors.
  • Collaborates with the gift officers to plan visits with and other stewardship activities for our life-income donors and prospective donors.
  • For donor visits to campus, negotiate schedules with campus partners to build out meaningful agendas for donors when they visit campus, serve as either the lead or the key resource for all arrangements, troubleshoot problems and provide exceptional customer service for the entirety of their visit.
  • Leads the office to select and procure stewardship gift items like Pomona Plan polo shirts and notebooks. Oversees and maintains the relationship with the stewardship gift vendor and ensures expenses for yearly purchases align with budget
  • Independently develops and pulls lists through the CRM for (i) all standard Pomona Plan print and email marketing, (ii) office statistics and metrics, and (iii) ratings and portfolio management.
  • Also serves as lead liaison to Advancement Services for custom list pulls.
  • Leads the monthly close for cultivation analytics and related reporting metrics, including a report on the leading cultivation indicators.
  • Acts as the lead point of contact with Advancement Services on CRM implementation, customization, enhancement, and maintenance
  • Researches and maintains a database of key industry statistics including comparative commercial annuity rate information and an IRS discount rate projection.
  • Develops and maintains relationships with peers across the division with an eye toward spreading expertise about life-income giving.

Requirements

  • Proven ability to establish and sustain positive working relationships within Advancement and across the College.
  • A working knowledge of best practices for data management in the planned giving field.
  • Education: High School Diploma or GED is required, or equivalent combination of education and experience. College or advanced degree is preferred.
  • REQUIRED KNOWLEDGE AND CRITICAL SKILLS: The Cultivation Coordinator must have, or be able to demonstrate, the knowledge, skills, and abilities necessary to perform the essential functions of the position, with or without reasonable accommodation, including applying related skills not specifically listed below:
  • Demonstrated effectiveness and clarity of verbal and written communication with excellent interpersonal communication in a diverse environment. Must handle all activities with discretion, tact, and a keen eye for detail. Proven ability to establish and sustain positive working relationships within Advancement and across the College.
  • Working knowledge of basic math and statistics to create analysis and reports as needed. A working knowledge of best practices for data management in the planned giving field.
  • Able to operate computers with basic Microsoft Office software (such as Word, Excel, Outlook), associated professional software (such as Raiser's Edge, Salesforce Ascend, Cognos, Tableau, PG Calc PG Manager/Anywhere, prospect research tools, Internet research, menu-driven databases) and social media networking. Demonstrated understanding of the use of technology in assessing and improving departmental systems and processes to achieve annual goals and maintain confidentiality.
  • Able to meet multiple deadlines and work both independently and as a collaborative member of the College in support of the College's strategic vision and the division's annual goals with a high standard of integrity and ethics.
  • REQUIRED HOURS: The regular hours for this full-time position are 8:00 a.m. to 5:00 p.m., Monday - Friday. Holiday, weekend and evening work hours may be required. Travel may be required. Regular hours may vary due to needs of the College or division. Pomona College has a remote work policy that may be implemented at the discretion of the manager and is subject to business needs.
  • HOURLY RATE: The hourly rate for this role is $26.50 to $30.98 per hour with a competitive benefits package. The specific factors that the College will consider when offering a salary to an individual will include, but not be limited to: education, training, relevant prior experience, and performance in prior roles. All staff positions are ineligible for visa or permanent resident card sponsorship. As a California employer, Pomona College requires all employees to be residents of California.
  • ADA/OSHA: This job description defines the essential job duties of this position. The College expects that employees hired for this position can perform the essential functions of this job without imposing risk of substantial harm to the health or safety of themselves or others. It may also include marginal functions, generally defined within Title I of the Americans with Disabilities Act (ADA) and the Occupational Safety and Health Administration (OSHA).

Nice to have

  • College or advanced degree is preferred.
  • 3 years of experience in development at a major academic institution is preferred.
  • 2 years of experience in planned giving preferred.

Skills

  • REQUIRED HOURS: The regular hours for this full-time position are 8:00 a.m. to 5:00 p.m., Monday - Friday.
  • Holiday, weekend and evening work hours may be required.
  • Travel may be required.
  • Regular hours may vary due to needs of the College or division.
  • Pomona College has a remote work policy that may be implemented at the discretion of the manager and is subject to business needs.
  • All staff positions are ineligible for visa or permanent resident card sponsorship.
  • As a California employer, Pomona College requires all employees to be residents of California.
  • ADA/OSHA: This job description defines the essential job duties of this position.

Compensation

  • Is the primary to answer inbound calls from prospective Pomona Plan donors in response to advertising.
  • Screens these calls using a cultivation script and program knowledge to answer initial questions, capture marketing source and ensure the caller is connected with the appropriate gift officer for further cultivation.
  • Uses friendly, open, and engaging language along with substantive knowledge to put prospective donors at ease, welcome their interest and convey the expertise available within the team as a whole.
  • Serves on the Pomona Plan marketing subgroup and acts as liaison to the Advancement Communication team coordinator for marketing strategy, implementation and tracking.
  • Provides primary administrative support for the gift officers (the Senior Director, Director and Associate Director) in their cultivation and stewardship activities for life-income donors.
  • In particular, the position finalizes and mails proposals and other responses to inquiries from donors and prospective donors.

Visa & Work Authorization

  • All staff positions are ineligible for visa or permanent resident card sponsorship.
Apply directly at CA STATE POLYTECHNIC UNIV POMONA →Create a free account for alerts like thisView CA STATE POLYTECHNIC UNIV POMONA immigration profile

This listing is sourced directly from CA STATE POLYTECHNIC UNIV POMONA's careers page and normalized into a canonical job model.