Manager of Direct Appeal

Posted on 10/13/2017

Santa Clara University

Santa Clara, CA

Position Purpose:

The Manager of Direct Appeal is a member of the Direct Appeal Services unit, which oversees the planning, implementation, and management of mass solicitations of Santa Clara University’s alumni, parents and friends. Direct Appeal Services has responsibility for the content of annual giving communications, as well as list fulfillment, managing all requests for mailed and emailed solicitations from across campus and within the Development office.

Direct Appeal Services is a driving force in the efforts to increase SCU’s alumni participation and annual giving rates. The role of the Manager of Direct Appeal is to assist in providing guidance, data analysis and production management to fundraisers, as well as overall project management for the department throughout the fiscal year. This position reports to the Director of Direct Appeal Services and works in close coordination with other University Relations staff and External Relations directors throughout the University. This position also serves as the point person for the Development pages of the University’s website.

The Manager of Direct Appeal is a vital contributor to the successful implementation of all mass appeal efforts and takes responsibility for coordinating frequent reporting on results of our fundraising appeals to the Executive Director of Annual Giving. He/she must be proactive in working with clients and vendors, anticipating problems that may arise and quickly and independently resolve unforeseen problems along the way. Project management may involve start-to-finish execution of given projects or coordination and oversight of a defined aspect of a project, depending on fundraising needs.

Essential Duties and Responsibilities:

  • Work with Director of Direct Appeal Services, development colleagues and others across campus to assist in the execution of a yearly strategic solicitation calendar, including production and distribution tasks for each project. Assist with updates to the production schedule, master calendar for Direct Appeal, and ensure samples of all solicitations are documented in a timely fashion. Coordinate with the Alumni Relations for scheduling solicitation and other Development-related emails on the master Alumni Email online calendar.
  • Assist in the intake of direct mail requests from campus partners and help determine direct mail segmentation. Submit complex database requests to the database system administrator and follow appropriate procedures to produce mail and email lists. Manage data query projects with database team to ensure accuracy of lists.
  • Generate and maintain the Development Office’s website and coordinate with web staff from the Office of Marketing and Communications, as well as Development office content contributors. Web updates include content acquisition, making updates using the University’s content management tool, and ensuring online giving forms are up-to-date.
  • Oversee some components of digital fundraising channels (Day of Giving, Crowdfunding, etc.) Stay up-to-date with ways to integrate social media (Facebook, Twitter, etc.) in all of our fundraising communications.
  • Manage the CLARA (SCU’s CRM database) data requests for campus partners.
  • Create electronic data files of mailing lists for annual giving and campus partners’ communications.
  • Review direct mail copy for style, accuracy, grammar, spelling and punctuation, and prepare for publication.
  • Coordinate mailings with print vendors, mail houses, campus mail services and postal authorities.
  • Proof detailed data for personalization and verification for personalized mailings, as needed.
  • Assist the Director of Direct Appeal in developing and implementing electronic mail and other online communications.
  • Work with Reunion Giving team to coordinate the direct mail and email solicitations for 11 reunion classes.
  • Assist in the execution of special campaigns with web, online giving and mailing production support.
  • Track and report results, and provide analysis of appeal strategy.
  • Identify process improvement and implement solutions.
  • Coordinate competitive price comparisons for service. Work within budget specifications.
  • Manage the Direct Appeal budget for specific projects (Schools/centers, etc)
  • Perform other responsibilities, as needed, to support the Development Department and University initiatives, including support of all Santa Clara Fund and University Relations events.

Provides Work Direction:



To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

Physical Demands:

  • Considerable time is spent at a desk using a computer terminal.
  • May be required to travel to other buildings on the campus.
  • May be required to occasionally travel to outside customers, vendors or suppliers.
  • May be required to attend conference and training sessions within Bay Area or in- or out-of-state locations.
  • May be required to work flexible hours (occasional evenings and weekends).

Work Environment:

  • Typical office environment
  • Mostly indoor office environment
  • Offices with equipment noise
  • Offices with frequent interruptions


  • Demonstrated experience in project management.
  • Experience providing exemplary customer service to internal and external clients.
  • Understanding and appreciation of the vision and values of a Jesuit Catholic educational mission.


  • Proficiency and experience in Microsoft Office products, spreadsheets, Google products (i.e. Google docs, Gmail, etc.), CRM /BBIS database, HTML email template build, and an ability and willingness to learn new software if needed.
  • Proficiency in Adobe Illustrator, Photoshop, Flash and T-4 or other web development programs.
  • Excellent oral and written communication skills are required. Editing, proofreading, basic copy writing skills are needed.
  • Demonstrated interpersonal skills and the ability to collaborate, build alliances, and achieve results.
  • Must be detail-oriented, analytical, and have outstanding organizational skills.


  • Ability to adapt quickly and a willingness to learn new systems and tools.
  • Ability to motivate, build long-term relationships with and gain the respect of internal and external colleagues.
  • Ability to manage time and work load to multitask and achieve goals in a deadline driven environment while maintaining a strong attention to detail.
  • Show initiative when resolving issues, with consideration given to improving existing procedures, best practices, and an eye for streamlining existing procedures. Must use good judgment and treat confidential and sensitive information with care and discretion.
  • Demonstrated ability to work in a fast paced, dynamic team environment.
  • Ability to develop project management systems and manage multiple projects simultaneously. Must be detail-oriented, analytical and have outstanding organizational skills.

Education and/or Experience:

  • Bachelor’s Degree required.
  • Three to five years of experience in project management or coordinator function, preferably in a fundraising or sales environment.

Salary Information: $27.43 – $31.53 commensurate with experience

About Santa Clara University

Santa Clara University is a comprehensive Jesuit, Catholic university located in California’s Silicon Valley, offering its 8,800 students rigorous undergraduate curricula in arts and sciences, business, and engineering, plus master’s, Ph.D., and law degrees.

Distinguished by the highest retention rate and ranked second among all master’s universities in the West by U.S. News and World Report, Santa Clara University is California’s oldest operating institution of higher-education. The University is focused on creating an academic community that educates citizens and leaders who will build a more just, humane, and sustainable world.

Santa Clara University is an Equal Opportunity/Affirmative Action employer, committed to excellence through diversity and inclusion, and, in this spirit, particularly welcomes applications from women, persons of color, and members of historically underrepresented groups. The University will provide reasonable accommodations to individuals with a disability.

Santa Clara University annually collects information about campus crimes and other reportable incidents in accordance with the federal Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act. To view the Santa Clara University report, please go to the Campus Safety Services website at To request a paper copy please call Campus Safety at (408) 554-4441. The report includes the type of crime, venue, and number of occurrences.

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