Advancement Systems Technical Trainer

As a community, the University of Rochester is defined by a deep commitment to Meliora - Ever Better. Embedded in that ideal are the values we share: equity, leadership, integrity, openness, respect, and accountability. Together, we will set the highest standards for how we treat each other to ensure our community is welcoming to all and is a place where all can thrive.

Job Location (Full Address):

220 Hutchison Rd, Rochester, New York, United States of America, 14620

Opening:

Worker Subtype:

Regular

Time Type:

Full time

Scheduled Weekly Hours:

40

Department:

100006 Ofc Sr Vice Pres Advancement

Work Shift:

Range:

UR URG 107 H

Compensation Range:

$23.06 - $32.29

The referenced pay range represents the minimum and maximum compensation for this job. Individual annual salaries/hourly rates will be set within the job's compensation range, and will be determined by considering factors including, but not limited to, market data, education, experience, qualifications, expertise of the individual, and internal equity considerations.

Responsibilities:

GENERAL PURPOSE:

Plans, monitors, manages, and supports internal projects from initiation through completion related to the education program for the physicians, residents, fellows, and faculty/attending who facilitate the education and training of our residents and fellows. Coordinates project planning, resourcing, staffing, supply and subcontract management, progress reporting, troubleshooting, and people management. Ensures project results meet requirements regarding technical quality, reliability, schedule, and cost. Monitors performance and recommends schedule changes, cost adjustments, or resource additions.

Schedule 8 AM-4:30 PM; OCC WKNDS/HOLS Responsibilities GENERAL PURPOSE: As a member of the Advancement Talent Management team, the Advancement Systems Technical Trainer will provide constituent management systems education training to University of Rochester (UR) Advancement division, as well as staff from other University units as needed. This position will also be a key member of Advancement┐s internal constituent database support team, and will provide backup to the Assistant Director, Advancement Learning & Development. RESPONSIBILITIES: Advancement Systems Training Delivers comprehensive, best-in-class Advancement systems training to support employee onboarding and continued education. Lead engaging, hands-on systems training sessions (in-person or virtual) for new employees, current employees looking to upskill, and/or other University staff requiring access to the OASIS and EverTrue (and future Salesforce) databases. Advises on and ensures all systems access paperwork is properly completed and routed to the appropriate staff for account access. Collaborate and Coordinate with Advancement Services Together with supervisor, is responsible for regularly meeting with members from Advancement Services to stay abreast of system upgrades, changes, and training requirements. Incorporates any upgrades/changes into training materials as appropriate. Serves as a member of the OASIS Support team and responds to staff questions as appropriate Maintaining Training Documentation Continue to update OASIS documentation until Salesforce system is fully implemented. Together with the Assistant Director, will lead the development and execution of all technical training elements for the Salesforce CRM implementation. Write, edit, and update systems documentation, including but not limited to: end-user materials, policies and procedures, report guides, and job aids. This may involve researching the topic, finding instances in current documentation and online resources where changes need to be made, taking screen shots, updating and republishing documentation and collaborating with colleagues. Communicate changes and distribute documentation updates to Advancement, as appropriate. Stays up to date on, and contributes changes to, OASIS/Salesforce help files and P&P documentation. New Hire Onboarding & Scheduling Provide backup to the Onboarding & Learning Specialist, Advancement as needed, to include: scheduling new hire onboarding training, as needed adding new hires to CASE and Academic Impressions memberships, as needed administering Gallup Strengths codes to new hires, and scheduling 1:1 review with Sr. Administrator of Advancement Strategic Talent Management as needed Stakeholder in Advancement CRM Replacement Project Key stakeholder and subject matter expert in designing the technical training component of the OASIS/Salesforce CRM replacement. Serve as a member of the Advancement Change Management team to implement Advancement┐s new CRM/fundraising database. Work with Attain Partners and Advanceme