<p>Essential Duties</p> <ol> <li>Creates, drafts, formats, proofreads, and edits personalized annual stewardship reports in a variety of formats. 2. Conducts accurate and thorough background researches on donors, reports recipients, and students featured in the annual reports. Gains a full understanding of the University's relationship with the donors of the endowed funds and of the purposes of their funds. 3. Contacts students, professors and internal gift, stewardship and other University staff to gather information necessary for drafting reports. Organizes and maintains such information. 4. Selects the most appropriate information relative to a particular fund and donors/reports recipients; customizes and personalizes each report according to the circumstances and the donors/recipients' relationship to the University. 5. Works directly with gift officers and other development staff in resolving fund and reporting issues and special handling requirements. 6. Maintains accurate and complete information in relevant stewardship reporting databases and tracking reports. 7. Proactively suggests process and procedure improvements and ideas for enhanced stewardship. 8. May perform other duties as assigned. </li></ol> <p>Required Education and Experience</p> <p>Eight years of related experience, six of them in the same job family at the next lower level and a high school level education; or six years of related experience and an Associate's Degree; or two years of related work experience and a Bachelor's Degree; or an equivalent combination of experience and education.</p> <p>Background Check Requirements</p> <p>All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing and credit checks based on the position description and job requirements. All offers are contingent upon the successful completion of the background check. For additional information on the background check requirements and process visit "Learn about background checks" under the Applicant Support Resources section of Careers on the It's Your Yale website.</p> <p>Position Focus:</p> <p>Reporting to the Deputy Director, the Stewardship Reporting Specialist supports business processes that enable the team to meet and exceed reporting goals while maintaining the highest standards of donor satisfaction. This role serves as a content resource for reporting systems by providing strategic advice on project planning and implementation of technology. The Specialist regularly works in the database with special efforts made to strengthen data integrity practices across all reporting portfolios and contributes to tracking systems that enhance efficiency. As a valued member of a team, this role supports colleagues with editing and writing throughout the year and is committed to producing high quality stewardship work to support, contribute to, and strengthen a vibrant community of students, alumni, faculty, and fellow professionals. The Stewardship Reporting Specialist performs the following essential duties: Initiates and completes projects independently. Works in a variety of computer applications including Airtable, PowerBI, and Qwilr. Successfully engages with the university's AI platforms to enhance productivity as it relates to data analysis. Collaborates with colleagues to identify new technologies and performs work within new platforms. Demonstrates excellent organizational skills to balance multiple priorities and manage time effectively. Serves as a stewardship systems expert to support technology goals and troubleshoots issues with team members. In collaboration with the Deputy Director, the Stewardship Reporting Specialist liaises with other units and vendors to maintain/enhance software platforms, including our AI models. Coordinates activities for the team to share knowledge about best practices. Maintains accurate donor records within Hopper, the university's alumni/donor database, ensuring data integrity and accessibility for the stewardship team. Builds queries and generates reports on donor engagement levels and stewardship activities to help inform strategic decision-making. Analyzes data and collaborates on dashboards to identify opportunities for targeted stewardship efforts and donor segmentation that support Marketing and Communications efforts. Works with ODV and YAA colleagues to achieve strategic goals and demonstrates the ability to adapt to changing circumstances in a complex environment. Collaborates effectively and delivers a level of excellence that supports donors and colleagues. With great accuracy and attention to detail, executes stewardship reports and presentations. Models best practices to key partners, including frontline staff, to ensure the delivery of timely reports to donors that demonstrate the impact of giving at Yale. Supports additional digital communication outreach as required which can include Emma and content management updates as needed. Please note, the Essential Duties listed below are generic in nature. Applicants will find the detailed responsibilities listed in this Position Focus to be most relevant to the position.</p> <p>Preferred Education, Experience and Skills:</p> <p>Experience navigating a complex and matrixed organization. Experience with alumni/donor management systems or other CRM databases, or the ability to quickly master new technologies with training.</p> <p>Posting Disclaimer</p> <p>The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should not be construed as a declaration of specific duties and responsibilities of the particular position. Employees will be assigned specific job-related duties through their hiring departments.</p>