Excelsior University

Financial Planning and Analysis

• Administer Title IV programs including awarding, verification, and reconciliation
• Ensure compliance with Federal Title IV regulations
• Communicate changes related to assigned programs to all stakeholders
• Create and maintain process flows for assigned programs
• Provide excellent customer service and assistance to students

Assistant Director – Financial Aid

Salesforce Administrator

• Provide high-quality end user support to users of the Salesforce.
• Manage workflow for the CRM system.
• Create and manage custom objects, fields, formulas, custom reports and dashboards.
• Develop and maintain validation rules and custom workflow.
• Determine and document business user requirements.
• Develop and implement enhancements to the CRM system as required.
• Work with internal and external staff to use the CRM in an efficient, effective manner.
• Manage access rights for Salesforce.
• Perform data integrity and manipulation tasks.
• Troubleshoot issues reported by all CRM users as needed.
• Write technical documentation.
• Follow best practices in the use of the Salesforce.
• Attend professional conferences and training courses as required.

• Providing student support via phone, email and message center
• Keep current on regulations related to Veterans Benefits
• Support the collection of required documentation and processing of forms related to Veterans Benefits
• Assist with developing, revising, and updating processes of the unit related to programs administered by the college
• Liaison with Department of Veterans Affairs
• Participate in ongoing professional development along with the encouragement of the growth of colleagues

Assistant Director – Financial Aid, Veteran Affairs

Customer Support

• Review and promptly respond to student inquiries courteously and accurately via our communication channels while documenting and maintaining detailed records of interactions and resolutions.
• Provide online learning platform and academic course help (i.e. materials, textbook and access code questions, accommodations for students with disabilities, academic appeals, course policy questions, course extensions).
• Support timely resolution of technical issues (i.e. access, course navigation, Turnitin, broken links).
• Collaborate across the university as needed to ensure and communicate efficient resolutions for students.
• Proactively identify and escalate complex or recurring issues for further investigation and resolution (i.e. issues with an instructor, staff member or student peer).
• Monitor, review feedback, and continuously improve processes, policies, procedures, and content while maintaining accurate and comprehensive resources both internally and externally for students, Excelsior staff, and faculty as part of quality standards and best practices.
• Stay updated on best practices, technology, and trends in student affairs as it relates to student support. Participation as members of NASPA and NACE. This includes direct involvement in being dedicated members of the NACE Serving Students with Disabilities Affinity Group.
• Investigate an interpretation of student requests for appeals, exceptions, and other items that require careful decision making and communication that at times can be challenging based on a student wants but must adhere to Excelsior University policy and best practices for equity and fairness.
• Compliance in record keeping and documentation as well as tracking data and engagement.

Student Support Specialist

Accounting Manager

• Manage operations within the student accounting office, overseeing student and third-party receivables and collections.
• Ensure accurate and efficient processing of student accounts and collections.
• Supervise, train, and evaluate student accounting staff.
• Implement effective collection strategies to ensure timely payment of outstanding balances.
• Provide exceptional customer service to students, parents, and other stakeholders.
• Develop, implement, and maintain policies and procedures related to student accounting and collections.
• Ensure compliance with institutional policies, state and federal regulations.
• Prepare regular reports on student account statuses and collection performance metrics.
• Identify and implement process improvements to streamline operations.
• Collaborate with other departments to support overall institutional objectives.

Associate Director, Student Accounting

Operations

• The Associate Dean of Academic Operations has principal responsibilities for academic operations within the College of Liberal Arts and Sciences, with a strong focus on faculty and student support.
• This position is responsible for the supervision of staff in academic operations.
• The Associate Dean of Academic Operations provides vision and leadership in program and course management, accreditation, faculty support, recruitment, evaluation, and records, student success and engagement initiatives.
• The position interprets and implements academic policies; and partners with college leadership on data-informed planning and continuous improvement.
• The Associate Dean of Academic Operations collaborates with the Executive Dean, Deans, fellow Associate Deans, department chairs, and university leadership to ensure compliance with accreditation standards and policies, foster innovation in teaching and learning, promote research and scholarship, and provide support in the development and implementation of school, college, and university-wide initiatives.
• The AD represents the college to internal and external stakeholders, including strategic partners, accrediting bodies, and professional organizations.
• Using advanced technical and professional knowledge and sound judgment, the Associate Dean of Academic Operations manages projects and identifies, clarifies, and resolves highly visible and complex issues with substantial significance that impact and span multiple areas.

Associate Dean of Academic Operations

Learning and Development

• Lead planning, coordination, and execution of IDD’s operational components of special projects and university strategic initiatives.
• Serve as the primary operations liaison between IDD and university partners to identify, prioritize, and coordinate base-business course development work.
• Manage the intake, prioritization, and visibility of IDD base-business work in collaboration with IDD leadership, partners across Academic Affairs, and other university functions.
• Oversee IDD’s operational systems and business processes, including project management tools, contract workflows, budget tracking, and related documentation.
• Support IDD’s operational framework, including workflows, project types, products, role clarity, and decision-making responsibilities.
• Develop and maintain project plans, milestones, timelines, and risk mitigation strategies for complex and concurrent initiatives.
• Monitor project and initiative progress to support alignment with scope, timelines, budget expectations, and institutional requirements.
• Lead communication and coordination among stakeholders to ensure work is clearly defined, well documented, and understood across project teams and partners.
• Build and maintain strong working relationships with IDD, stakeholders, Academic Affairs operations leaders, university project managers, vendors, and other cross-functional partners to advance work with diplomacy and influence.
• Represent the IDD operations function in collaboration with peer operations leaders in Academic Affairs and across the university.
• Identify operational challenges, recommend solutions, and drive continuous improvement across IDD systems, processes, and ways of working.

Director – Instructional Design & Development Operations

Director

• Overseeing the daily operations of an assigned academic advising team
• Actively contributing to continuous enhancement of the Excelsior student experience
• Collaborating with a broad range of executive- and frontline-level staff across the University

Director – Academic Advisement

Clinical Operations

• Work with students preparing for clinical or practical experiences
• Collaborate with health records partners to ensure compliance
• Manage communications with clinical and practice experience sites
• Maintain site-specific documents including contracts