Assistant Director of the Willamette Annual Fund, Telefund

Job description

Assistant Director of the Willamette Annual Fund, Telefund

Posting Number: R0001162
Location: Salem Campus

Attention Current Willamette University Employees: In order to apply for posted positions, please close this window and log into your Workday account and apply through the Career worklet.

Instructions for Applicants:

Please read the following carefully before beginning the online application process.

To be considered for employment at Willamette University, please complete our online employment application. Your application and all required attachments -- listed at the bottom of the page -- must be submitted for each individual job post that you are interested in applying for. If there is an application deadline, please ensure that your application is submitted by the deadline. Once you submit your application you will not be able to edit your application.

Position Summary:

Reporting to the Director of the Willamette Annual Fund, the Assistant Director of the Willamette Annual Fund, Telefund is primarily responsible for planning, directing, and implementing a successful paid student phoning program to acquire and retain donors and raise unrestricted support from alumni, parents, and students. The Willamette Annual Fund focuses on unrestricted support for the College of Liberal Arts, the College of Law and the Atkinson Graduate School of Management.

The position must have superb management skills to successfully lead student managers and callers to grow dollars raised and alumni participation rates.

The position also works closely with Advancement Services and Donor Relations to leverage partnerships and integrate telefund activity into fundraising efforts and ensure technology is used efficiently.

The successful candidate will be a proven fundraiser with demonstrated ability in fundraising and management, marketing, communications, and leadership of students focused on fundraising.


Program Management and Oversight (40%)

  • Create, implement, and evaluate a comprehensive segmentation calling plan to increase donors and dollars in support of the Willamette Annual Fund program as part of the strategy to meet campaign goals and strengthen alumni participation. Ensure that direct mail, e-solicitation, and paid phoning efforts are coordinated in such a way as to maximize alumni participation. The plan will include audience segmentation, timing, messages, and goals.

  • Establish segment-specific goals for each calling segment and regularly check actual results against these goals, as well as historic results, to ensure that the program is on target and all fiscal-year goals will be met.

  • Analyze calling data and respond appropriately and creatively to develop, implement, and evaluate specific strategies to increase Willamette Annual Fund program donor retention, upgrades, and acquisition for an increased alumni participation rate.

  • Manage the flow of data between the telefund database and Raiser's Edge. Work collaboratively with staff in Advancement Services and IT to ensure that this data flow is accurate, timely, and efficient.

  • Develop, produce, and present meaningful reports that track calling statistics, progress toward fiscal-year goals, and historic comparisons of results.

  • Monitor progress toward the annual and multiyear goals. Provide a rigorous, systematic review and analysis of all calling activities to find ways to do things more effectively and efficiently. Develop appropriate elements and formats for regular, routine reporting on the Willamette Annual Fund program performance for a broad array of internal and external constituencies. Provide effective reporting and analysis to volunteers, supervisor, and colleagues for use in management decision making.

  • Collect advice, insights, and ideas from colleagues in the industry.

  • Develop and manage the telefund student salary and program budget based on programmatic goals and objectives as reviewed and approved annually.

  • Respond appropriately to queries and requests for information generated by student calling. Connect stakeholders with resources across campus according to their needs and requests.

  • Manages pledge and pledge reminder processes.

  • Create and offer presentations about the student telefund program.

Supervising Student and Professional Staff (30%)

  • Provide leadership, mentoring, and support to a staff of 25-30 student employees.

  • Hire and delegate responsibility to a team of 4-6 student managers who in turn oversee the day-to-day operations of the calling room, including: supervising shifts of up to 12 callers at a time; recruiting, interviewing, and training 10-12 new callers at the start of each semester; supervising a staff of 4-6 student coaches who provide on-site training for the callers; conducting performance dialogues with each of the 25-30 student employees at the end of each semester; and designing and implementing effective motivation programs and events for the student staff

Technology Management (20%)

  • Work directly with outside vendors as well as internal staff (database administrators, server administrators, and desktop support staff) to ensure that the University is using up-to-date technology to maximize program efficiency.

  • Manage an inventory of headsets, amps, and dialers. Work collaboratively with outside vendors and internal staff to coordinate hardware/software maintenance, upgrades, and purchases.

  • Troubleshoot complex technical problems that involve many component pieces (multiple pieces of hardware working in conjunction with multiple software applications) and consultation with multiple departments, units, and outside vendors.

  • Oversee the development, production, and maintenance of web-based tools to help streamline telefund processes

Personal Solicitations (10%)

  • Personally solicit annual giving prospects by phone as requested. Document information in the database to assure proper recording and tracking of results


  • Bachelor's degree required.

  • Two to three years in development; thorough knowledge and detailed understanding of annual fundraising programs, particularly telefund, is strongly preferred.

  • Flexible schedule and an ability to work nights and weekends.

  • A high degree of energy and enthusiasm, sound judgment, a positive attitude, an ability to effectively motivate employees, and an ability to work with diverse groups of people.

  • Demonstrated technical skills, including the ability to adapt and quickly learn new technical concepts and skills, communicate technical concepts and ideas, and analyze data and respond strategically.

  • Excellent interpersonal skills, outstanding personal initiative. Strong organizational skills; ability to plan ahead, think strategically, and manage multiple projects and deadlines; ability to remain calm and level-headed under pressure. Flexibility and willingness to adapt in a fast-paced work environment.

  • Experience in personally soliciting gifts.

  • Knowledge of modern data management practices and techniques including data-based computerized information systems, data modeling, and models of analysis that lead to effective decision making on behalf of the program. Strong Excel skills including formulas, pivot tables, and vlookups are required; familiarity with Raiser's Edge and NetCommunity preferred. Familiarity with Ruffalo Noel Levitz Campus Call (telefund software) is preferred.


  • 1-2 years of telephone fundraising, telefundraising or university development experience (preferably in higher education)


Work evenings and weekends during telefund calling sessions in the fall and spring.


Typical office work in performed in typical office setting.

You will need to upload the following two documents as part of your application materials in the "My Experience" section:

  • Cover letter addressing the required/desired qualifications and presenting any other applicant characteristics which deserve emphasis
  • Current Resume

Incomplete applications will not be considered.

Apply online at

Believing that diversity contributes to academic excellence and to rich and rewarding communities, WU is committed to recruiting and retaining a diverse faculty, staff and student body. We seek candidates, particularly those from historically under-represented groups, whose work furthers diversity and who bring to campus varied experiences, perspectives and backgrounds.





Diversity Profile: University



View more

Learn more on Inside Higher Ed's College Page for University

Arrow pointing right
Job No:
Posted: 5/17/2018
Application Due: 7/17/2018
Work Type: