Senior Associate Director of Advancement Informations Systems

The Senior Associate Director of Advancement Information Systems leads advancement’s
database operations, including data maintenance, and gift entry and workflow processes.
Reporting to the Executive Director of Research, Prospect Management, Advancement
Information Services & Database Management, the Associate Director ensures the accuracy,
integrity, and usability of constituent and giving data and drives continuous improvement across
systems, processes, documentation, and reporting tools that support fundraising, prospect
management, and institutional decision-making.

The Associate Director supervises three Gift Recording and Data Integrity Specialists and is
accountable for workflow management, data quality, and team development, including
recruiting, onboarding, training, coaching, and retention. This role exercises judgment in
prioritizing work, resolving complex issues, and implementing solutions, and serves as a key
liaison with Information Technology and Accounting Services to support system reliability,
compliance, reconciliation, and strong customer service. The role is expected to identify issues
proactively and implement solutions, consulting the Executive Director on strategic priorities
and high-impact decisions.

As the College advances its conversion to Slate CRM, the Associate Director proactively identifies
and flags data and operational gaps to support successful implementation and continuity of
service.

Responsibilities

Advancement Information Systems & Operational Leadership

• Lead the daily operations of the Advancement Information Systems (AIS) team.
• Establish and manage workflows, protocols, service standards, and internal controls for
  data, reporting, and gift processing functions that reflect best practices.
• Serve as the primary escalation point for complex AIS issues; assess root causes and
  implement solutions in coordination with key stakeholders.
• Evaluate AIS practices and partnerships and recommend improvements to strengthen
  efficiency, accuracy, and service quality.
• Support system readiness and continuity as Trinity advances its conversion to Slate CRM,
  proactively identifying and flagging operational and data-related gaps.

Team Supervision, Workflow Management & Staff Development

• Supervise three Gift Recording and Data Integrity Specialists, ensuring clear performance
  expectations, consistent accuracy, and high customer service standards.
• Manage workload distribution and workflow oversight to ensure timely completion of
  gift processing and data integrity tasks.
• Recruit, hire, onboard, train, and retain staff; provide coaching, performance feedback,
  and professional development support.
• Foster a collaborative, accountable team culture aligned with accuracy, responsiveness,
  and continuous improvement.

Data Stewardship, Governance & Documentation

• Own and enforce data integrity standards, policies, and procedures for constituent and
  giving records in Slate.
• Develop and implement audits and quality checks to maintain data completeness,
  consistency, and reliability, minimizing institutional risk.
• Resolve complex constituent and gift record issues and provide standards-based
  guidance to advancement colleagues.
• Maintain and update policies, procedures, and training materials to ensure consistent
  application across the division.

Reporting, Analytics & Information Delivery

• In collaboration with the director of database management, develop, maintain, and
  troubleshoot scheduled reports, dashboards, and recurring data outputs supporting
  fundraising, prospect management, reconciliation, and leadership decision-making.
• Identify trends, reporting gaps, and data concerns; propose and implement
  improvements to enhance decision support and operational effectiveness.

Gift Entry, Reconciliation & Cross-Department Partnership

• Lead gift entry and gift processing workflows to ensure accurate, timely, and compliant
  recording of all contributions, including gifts, pledges, payments, matching gifts,
  adjustments, and complex transactions.
• Ensure appropriate crediting and documentation of donor intent; maintain compliance
  with gift acceptance policies, audit requirements, and reporting standards.
• Partner with Accounting Services to support reconciliation, resolve discrepancies, and
  ensure alignment between Advancement and Finance records.
• Serve as the operational liaison with Information Technology and Accounting Services
  regarding system functionality, integrations, access, and data flow concerns.

Perform other related duties as assigned and based on departmental need.

Qualifications

• Bachelor's Degree
• 5-8 years of experience
• Experience leading gift entry/gift processing, including reconciliation with finance, and applying strong data integrity and quality control standards.

Trinity is a highly selective, independent, nonsectarian liberal arts institution located in the capital city of Hartford, Connecticut. The college maintains a rigorous academic profile complemented by a vibrant co-curricular program. With more than 2,100 full-time undergraduate students, representing forty-three states and ninety-one countries, we consider our location in a culturally and socioeconomically diverse capital city to be among Trinity’s most distinctive assets; and we cultivate strong connections with our surrounding neighbors and with institutions and organizations throughout Hartford and the region. As a preeminent liberal arts college in an urban setting, Trinity College prepares students to be bold, independent thinkers who lead transformative lives.