Program Coordinator, Data Insights

Data Insights Project & Portfolio Management

• Using project management tool (Asana), manage Data Insights project queue through request intake, requirements gathering, scope definition, tracking tool management, status updates communication, and project debriefs and documentation.
• Schedules, creates agendas for, and leads project launch meetings as needed.
• Communicates project scope and individual team member responsibilities to all stakeholders and captures items in Asana.
• Takes detailed and clear notes during project meetings and disseminates information and assigned action items to the appropriate partners.
• Attends cross-campus project meetings, often alongside Managing Director and other campus representatives, to ensure updates are captured, questions triaged and answered, and action items executed.
• Facilitates intake, triage and prioritization of project requests from Data Insights form submissions and team inbox.
• Safeguards projects and tasks are regularly updated and team members feel empowered to use the tool.
• Ensures projects and tasks are regularly updated and team members feel empowered to use the tool.
• Coordinates review from all parties involved, attends weekly meetings and supports follow-up action items.
• Develops and maintains project management standards, templates, reports and documentation.

Technology roadmap and enhancement projects

• Attends cross-campus project meetings, often alongside Managing Director and other campus representatives, to ensure updates are captured, questions triaged and answered, and action items executed.
• Participates in monthly Service Cloud ticket reviews with Managing Director and System Advancement Service Delivery team, to ensure campus colleagues’ requests are being properly communicated, prioritized and addressed.

Portfolio development process

• Facilitates internal aspects of weekly referral and assignment process.
• Safeguards steps in process are executed and assignments are confirmed, documented and communicated in a timely fashion.

System Advancement ticket reviews

• Participates in monthly Service Cloud ticket reviews with Managing Director and System Advancement Service Delivery team, to ensure campus colleagues’ requests are being properly communicated, prioritized and addressed.

Change Management & Data Enablement

• Supports change management by coordinating rollout and communications plans for new analytics, reporting and CRM initiatives (including user guides and how-to-videos), in partnership with Data Insights colleagues.
• Gathers stakeholder feedback and identifies opportunities for continuous improvement.
• Works with Managing Director to develop ongoing and episodic trainings for Advancement staff on use the of CRM and reporting tools.
• Aids in data validation efforts on data insights reports and analysis.
• Serves as an office Advancement Intelligence (AI) data expert, point-person and liaison for data use and compliance.

Administrative/Other Duties

• Performs own clerical and administrative tasks.
• Affords assistance to Data Insights staff with data entry – including on referrals, contact reports, gift modifications, records merges, etc. in Salesforce and project updates in Asana - as needed.
• Utilizes data from Asana, Salesforce and reporting tools to generate requested reports, spreadsheets and correspondence on a routine basis.
• Supports regular data hygiene audits and helps address data quality issues and inconsistencies.
• Captures and triages new requests for projects, trainings or support in the team inbox in Outlook, along with Development Assistant.
• Coordinates agendas for team meetings and monthly training sessions, in partnership with Managing Director and Executive Strategist.