Item 3.A-February 14, 2014 ADMINISTRATIVE FACULTY POSITION DESCRIPTION QUESTIONNAIRE To expedite and facilitate the PDQ review process, please send the PDQ and Org Chart electronically to marshag@unr.edu for discussion and for initial review before routing PDQ for approval signatures. Questions - call UNR Faculty HR at 682-6114 INSTRUCTIONS: See http://www.unr.edu/hr/compensation-and-evaluation for complete instructions. Incumbent(s) Name OR New/Vacant: Meredith Montoya CURRENT POSITION INFORMATION Pos Range / Current Title: #(s): Class.: 17124 2 Manager, ICA Sales (to ICA Sr Acct Rep-R2) Department: Intercollegiate Athletics JCC 77376 College/Division: President’s Office Account #(s): 1202-107-1603 Action Proposed: (check all that apply) ( ) New position: Proposed Range: Proposed Title: ( ) Title Change, Proposed Title: ( ) Proposed Reassignment from Range to Range ( ) Revised PDQ only (no change in range or title) (X) Line of Progression (show titles below) Pos #: Range: JCC: EEO: ICA Sales Representative 1 67513 3D ICA Account Representative 1 67514 3D ICA Senior Account Representative 17124 2 67515 3D Assistant Athletics Director, ICA Sales 3 67516 3D I certify that the statements in this description are accurate and complete to the best of my knowledge. ____________________________________________________________ Employee’s Signature __________________ Date I/we have reviewed the statements in this form and they accurately reflect the job assignments. __________________________________/__________________________ __________________ Michael Samuels, Assoc AD, Marketing / Rory Hickok, Deputy Director, Athletics Date Immediate Supervisor’s Signature ____________________________________________________________ __________________ Director/Chair/Dean Doug Knuth, Special Asst to President/Director, Athletics Date Approved for Salary Placement Committee review. ____________________________________________________________ Marc Johnson, President / Stacy Burton, Vice Provost, Faculty Affairs Pres / Vice Pres / Vice Prov Signature __________________ Date Action Approved by the Provost/President (Completed by Faculty HR): Effective Date: Approved Title: See Above Employee signs on “final” stamped approved PDQ and sends to HR for personnel file. Employee Signature:_______________________________________________ __________________ Date Rev: 10/1/2012 Position Description – Sales Staff – Line of Progression Page 2 Printed Name: ____________________________________________________ 1. Summary Statement: State the major function(s) of the position and its role in the university. Attach an organizational chart with positions, ranges, and names for the division which reflects the position in it as well as those supervised in the department. (This section is used for advertisement of the position.) The Intercollegiate Athletics (ICA) ticketing sales staff is responsible for athletics event promotion and sales outreach to community donors and event customers, i.e., individuals and groups, season ticket holders, renewals and upgrades, etc., to promote ticket sales of athletics events. Positions are also responsible for selling ICA inventory as directed by senior management. The positions report to The Associate Athletics Director, Marketing. Range 1 – ICA Sales Representative: The ICA Sales Representative has the sole responsibility of selling tickets for ICA events to new customers. The primary focus is on season ticket sales with secondary emphasis on “mini-plan” sales and group sales. The position is responsible for selling any and all ICA inventory as assigned by senior management. This is a commissioned sales position. Range 1 – ICA Account Representative: The ICA Account Representative provides customer service to ICA customers and focuses on season ticket renewals, seat upgrades and up-selling. The position is responsible for selling any and all ICA inventory as assigned by senior management. The individual is responsible for maintaining relationships with season ticket holders to foster retention and strengthen the season ticket-holder base. This is a commissioned sales position. Range 2 – ICA Senior Account Representative (in addition to R1 positions above): The ICA Senior Account Representative provides customer service to ICA customers. The incumbent focuses on season ticket renewals, seat upgrades and up-selling. The position is responsible for selling any and all ICA inventory as assigned by senior management. The Senior Account Representative is responsible for establishing and maintaining relationships with season ticket holders to foster retention and strengthen the season ticket-holder base. The position may distribute and/or monitor the work of lower level sales staff. This is a commissioned sales position. Range 3 – Assistant Athletics Director, ICA Sales (in addition to R2 above): The Assistant Athletics Director for ICA Sales focuses on the administrative function of running the ICA sales operation, creating standards of performance, staff evaluation, research and account leads, managing the CRM system, working closely with ticket operations, and marketing and development functions. The position may distribute and/or monitor the work of lower level sales staff. This is a commissioned sales position. 2. List the major responsibilities, including percentage of time devoted to each. Provide enough detail to enable a person outside the department to understand the job (percentage first with heading and then bulleted information). Range 1 – Sales Representative: 80% - Ticket Sales Utilize a variety of methodologies to sell season tickets to new customers Promote athletic teams by being knowledgeable of each team, the conference and studentathletes in the program Research potential sales opportunities 15% - Customer Development Activities Position Description – Sales Staff – Line of Progression Page 3 Assist with other sales projects as assigned 5% - NCAA Regulation Compliance Ensure compliance with NCAA, Conference, and university rules and regulations (subject to disciplinary or corrective action as set forth in the provisions of the NCAA enforcement procedures) Range 1 – Account Representative: 80% - Season Ticket Sales Secure season ticket renewals from existing season ticket holders Initiate conversations with season ticket holders to encourage upgrades to existing packages or making new/additional donations to the annual fund Serve as personal customer service representative for assigned season ticket holders Promote athletic teams by being knowledgeable of each team, the conference and studentathletes in the program 15% - Customer Development Activities Assist with other sales projects as assigned 5% - NCAA Regulation Compliance Ensure compliance with NCAA, Conference, and university rules and regulations (subject to disciplinary or corrective action as set forth in the provisions of the NCAA enforcement procedures) Range 2 – Senior Account Representative (in addition to above R1): 75% - Customer Service and Sales Secure season ticket renewals from existing season ticket holders Initiate conversations with season ticket holders to encourage upgrades to existing packages or making new/additional donations to the annual fund Serve as personal customer service representative for assigned season ticket holders Promote athletic teams by being knowledgeable of each team, the conference and studentathletes in the program 20% - Customer Development Activities Assist Assistant Athletics Director in staff training Participate in ticket sales planning activities 5% - NCAA Regulation Compliance Ensure compliance with NCAA, Conference, and university rules and regulations (subject to disciplinary or corrective action as set forth in the provisions of the NCAA enforcement procedures) Range 3 – Assistant Athletics Director (in addition to above R2): 45% - Sales Office Management Ensure smooth operation of the sales office by creating, communicating and enforcing rules, standards and procedures Set customer service standards and makes certain standards are adhered to by staff Collaborate with ticket operations to resolve problems, streamline processes and identify methods of increasing customer satisfaction Coordinate activities with marketing and development personnel to ensure seamless programs are presented to the public Motivate sales team and supervise staff Achieve sales goals Position Description – Sales Staff – Line of Progression Page 4 30% - Research Sales Opportunities and Leads Design methodologies to research and track potential customers Create innovative approaches to new sales strategies Train department and certain ICA staff on sales techniques and methodologies Evaluate research efforts and success dates 20% - Development and Evaluation of Sales Plans and Results In conjunction with ICA management, develop specific sales goals for the department and for individual staff members Devise and apply performance criteria to clearly demonstrate if goals and objectives have been met Monitor sales plan through efficient use of Customer Relationship Management (CRM) system Provide quarterly reports to ICA administration as to progress to plan and major developments 5% - NCAA Regulation Compliance Ensure compliance with NCAA, Conference, and university rules and regulations (subject to disciplinary or corrective action as set forth in the provisions of the NCAA enforcement procedures) 3. Describe the level of freedom to take action and make decisions with or without supervision and how the results of the work performed impact the department, division and/or the university as a whole. Level of Freedom: Range 1 – Sales Representative: The ICA Sales Representative may sell prescribed ticket packages at prescribed prices within very narrow and prescribed guidelines. The Representative may not deviate from the program. The position must consult with the supervisor on more complex questions on sales packages. Range 1 – Account Representative: The ICA Account Representative may offer ticket packages to existing season ticket holders within very narrow and prescribed guidelines.. The Representative may not deviate from the program. The position must consult with the supervisor on more complex questions on sales packages. Range 2 – Senior Account Representative: The ICA Senior Account Representative may offer ticket packages to existing season ticket holders within very narrow and prescribed guidelines. Any deviation to prescribed ticket policy and guidelines requires approval of the Assistant Athletics Director prior to extending an offer to customers. Range 3 – Assistant Athletics Director: The Assistant Athletics Director has the freedom to make decisions regarding the day-to-day operations of the department. Decisions about sales programs, incentives and promotions must be approved by senior management. The position has freedom to implement approved programs. Developing and researching the customer base is within the purview of the position. Impact: Range 1 – Sales Representative: The ICA Sales Representative is critical to the success of athletics. Successful performance will result in an increase in ticket sales/donors and a positive income stream for the department. Poor Position Description – Sales Staff – Line of Progression Page 5 performance will result in fewer ticket sales which will adversely affect the department’s financial situation. Range 1 – Account Representative: The ICA Account Representative is critical to the success of athletics success of retaining season ticket holders. Successful performance will result in an increase in season ticket holders/donors and a positive income stream for the department. Poor performance will result in fewer season ticket sales which will adversely affect the department’s financial situation. Range 2 – Senior Account Representative: The ICA Senior Account Representative is critical to the success of retaining season ticket holders. As season tickets are an important source of revenue, failure to perform has serious negative consequences for ICA. Successful performance will result in return customers, which has a positive impact on attendance at games, expanded budgets for sports and the general financial condition of the department. Range 3 – Assistant Athletics Director: The Assistant Athletics Director is critical to the success of ICA as it drives an important source of revenue. Failure to achieve stated objectives results in less income than projected. As a result, budgets would need to be adjusted, improvements abandoned and the fan base would decrease. Successful performance has a positive impact on attendance at games, expanded budgets for sports and the general financial condition of the department. 4. Describe the knowledge, skills (to include cognitive requirement and verbal and written communication), and abilities (to include task complexity, problem solving, creativity and innovation) essential to successful performance of this job (in bullet format). Knowledge of: Range 1 – Sales Representative: Working background in sales and accounting Sales tracking programs Understand ticketing systems such as Paciolin, Ticket Master, or Tickets.com Range 1 – Account Representative: Working background in sales and accounting Sales tracking programs Understand ticketing systems such as Paciolin, Ticket Master, or Tickets.com Range 2 – Senior Account Representative (in addition to R1 above): Basic understanding of all athletic team activities Higher education financial systems, accounting and business procedures Purchasing rules, regulations, procedures, and policies and their implementation Understand ticketing systems such as Paciolin, Ticket Master, or Tickets.com Range 3 – Assistant Athletics Director (in addition to R2 above): Understand ticketing systems such as Paciolin, Ticket Master, or Tickets.com National Council of Athletics Association (NCAA) and applicable conference rules, regulations and procedures relating to intercollegiate athletics and academic compliance, eligibility and certification All aspects of revenue generation techniques, terminology, and processes Skills: Range 1 – Sales Representative: Position Description – Sales Staff – Line of Progression Page 6 Proficiency in use of a personal computer and current software applications including but not limited to Microsoft Office Suite (Word, Access, Excel, PowerPoint, and email) Strong verbal and written communication Interpersonal and human relations skills Range 1 – Account Representative: Proficiency in use of a personal computer and current software applications including but not limited to Microsoft Office Suite (Word, Access, Excel, PowerPoint, and email) Strong verbal and written communication Interpersonal and human relations skills Range 2 – Senior Account Representative (in addition to R1 above): Excellent verbal and written communication Networking skills Range 3 – Assistant Athletics Director (in addition to R2 above): Planning and organizational skills to manage a successful event Strong verbal and written communication Excellent customer service skills and working with people Supervision Leadership skills Report writing and presentation Ability to: Range 1 – Sales Representative: Maintain accurate up-to-date records Comply with NCAA, conference, and university regulations Maintain professional business and work ethics and standards Work with diverse populations and be sensitive to gender, disabilities, and cultural and ethnic diversity issues Work evenings and weekends as required Range 1 – Account Representative: Maintain accurate up-to-date records Comply with NCAA, conference, and university regulations Maintain professional business and work ethics and standards Work with diverse populations and be sensitive to gender, disabilities, and cultural and ethnic diversity issues Work evenings and weekends as required Range 2 (in addition to R1 above): Maintain a timely, consistent, consumer-oriented approach with customers and/or clients Understand and interpret formalized policies, guidelines, rules, and regulations Range 3 (in addition to R2 above): Effectively and tactfully communicate with all constituents Formulate and implement ticket promotion and sales Contribute to and support the department strategic plan Develop credibility, establish rapport, and formulate partnerships with diverse populations that result in collaborative sales efforts Manage project and unit resources effectively and efficiently to achieve objectives Position Description – Sales Staff – Line of Progression Page 7 5. Describe the type of personal contacts encountered in performing the duties of the job. Explain the nature and purpose of these contacts: i.e., to provide services, to resolve problems, to negotiate. Internal Range 1 – Sales & Account Rep ICA Operations and Administration Range 2 (plus R1 above): ICA Operations and Administration Range 3 (plus R2 above): ICA Operations and Administration External Range 1 – Sales & Account Rep Fans and customers Range 2 (plus R1 above): Fans and customers Range 3 (plus R2 above): Fans and customers Service Organizations, Businesses, Athletic donors, local and surrounding communities Reason for Contact To ensure programs are communicated and implemented successfully To ensure programs are communicated and implemented successfully To ensure programs are communicated and implemented successfully Reason for Contact To sell tickets to new and existing customers To build relationships with existing season ticket holders, and donors, provide customer service and close sales opportunities To sell tickets and provide customer service To promote ticket sales; to act as contact for the department with agencies involved in ICA ticket sales 6. Indicate the minimum qualifications which are necessary in filling this position should it become vacant. Please keep in mind the duties/responsibilities of the position rather than the qualifications of the incumbent. a. Minimum educational level, including appropriate field, if any. Range 1, 2, and 3: Bachelor’s Degree from a regionally accredited institution b. Minimum type and amount of work experience, in addition to the above required education necessary for a person entering this position. Range 1 – Sales & Account Rep: Bachelor’s Degree and one year of experience in athletics administration, ticketing, sales, marketing, and/or customer service Preferred Licenses or Certifications: None Range 2: Position Description – Sales Staff – Line of Progression Page 8 Bachelor’s Degree and two years of experience in athletics administration, ticketing, sales, marketing, and/or customer service Preferred Licenses or Certifications: None Range 3: Bachelor’s Degree and three year of experience in athletics administration, ticketing, sales, marketing, and/or customer service Preferred Licenses or Certifications: None c. Indicate any license or certificate required for this position. None