Advancement Services Manager

3152 Forest Lake Rd, Pebble Beach, CA 93953, USA Req #55
Friday, July 8, 2022

Working with the Director of Advancement, the Advancement Services Manager is responsible for driving data management and business practices to support the growth and expansion of advancement revenues. This charge includes, but is not limited to: 


  • Configuring and maintaining a donor management system, 

  • Tracking progress and strategy for Stevenson's fundraising initiatives. 



Duties and responsibilities: 

  • Serve as primary designer of Slate for Advancement including but not limited to managing user setup, profiles and roles, customization
    of objects, fields, record types, page layouts, etc.

  • Implementation of Slate’s Advancement tools including gift processing and fundraising modules;

  • Support Advancement staff with on-going record management, gift processing, and constituency communication efforts;

  • Facilitate the integration of shared data between Advancement and other School units; 

  • Development of constituency portals (Pirate Pages) to better support online giving opportunities and school communication efforts; 

  • Produce internal donor and gift reports to support Advancement strategy. 

  • In collaboration with the Director of Advancement, produce reports on advancement activities for the board of trustees and outside

  • Supervise the Advancement Services Administrator and Advancement Associate in the role of supporting the Advancement team. 

  • Manage the annual calendar of operations, coordinating with advancement staff, and other offices to assure deadlines are met.

  • As a member of the Annual Fund team, the Advancement Services manager is specifically responsible for helping to produce mailings,
    supervise the production of queries and reports, and manage the logistics of annual fund systems.  


Position qualifications:

  • Education: Bachelor’s degree in Business, Marketing, Communications, Computer or Information Science or a related field preferred.

  • Knowledge, skills and abilities:  Three to five years of high-level experience with Slate, expert knowledge of SQL and relational
    SQL-based database systems, knowledge of HTML, CSS and knowledge of common information security best practices.  

Physical Demands 








Handling / Fingering 


Reach Outward 


Reach Above Shoulder 






Squat or Kneel 




10 lbs or less 


11-20 lbs 


21-50 lbs 


51-100 lbs 


Over 100 lbs 



12 lbs or less 


13-25 lbs 


26-40 lbs 


41-100 lbs 


N (Not Applicable) 

Activity is not applicable to this occupation. 

O (Occasionally) 

Occupation requires this activity up to 33% of the time (0 - 2.5+ hrs/day) 

F (Frequently) 

Occupation requires this activity from 33% - 66% of the time (2.5 - 5.5+ hrs/day) 

C (Constantly) 

Occupation requires this activity more than 66% of the time (5.5+ hrs/day) 

Additional Information

  • The essential functions and skills have been included but should not be considered as an exhaustive list of all functions, responsibilities,
    skills, duties, etc. 

  • Additional responsibilities and requirements may be assigned as deemed appropriate.

  • The ideal candidate would possess as many of the attributes and have as much of the desired experience as listed.

  • The School is a tobacco-free environment


Equal Opportunity

Stevenson is an equal opportunity employer. Unlawful discrimination based on sex, race, color, gender, gender identity, gender expression, religion, citizenship, military or veteran status, marital status, age, national origin or ancestry, physical or mental disability, medical condition, sexual orientation, pregnancy, childbirth or related medical conditions, genetic characteristics, and any other characteristic protected by Federal, State, or local laws is prohibited.
Application Process: Apply on the school's website 

Other details

  • Pay Type Salary
  • Required Education Bachelor’s Degree
  • Job Start Date Monday, July 11, 2022
Location on Google Maps
  • 3152 Forest Lake Rd, Pebble Beach, CA 93953, USA