Clerk IV; Customer Relations Specialist​/SACL Finance

Job Summary

The Customer Relations Specialist (Clerk IV) provides business service support for the Student Affairs and Campus Life (SACL) Finance area including the day-to-day oversight of the Student Union Finance office, customer service specific duties and assisting in the procurement functions.

• Provide phone, email, and online customer support to Established Student Organizations (ESOs), Club Sport Organizations (CSOs), and SACL colleagues in support of divisional and University procurement processes.
• Research issues needing resolution and develop solutions that comply with all applicable divisional and University policy and procedures.
• Escalate issues of a more complex nature to the Assistant Director of Purchasing and Process Management or other SACL Finance Leadership, as needed.
• Develop and maintain knowledge base from content acquired from frequent customer/stakeholder interactions.
• Create a welcoming and professional environment for ESOs, CSOs, and SACL colleagues in the SACL Finance Student Union office.
• Monitor and assign cases through SACL Finance utilized electronic systems, such as but not limited to, Salesforce, Campus Pulse and Docu Sign.
• Supervise SACL Finance student staff by posting, interviewing, hiring, training, assigning and scheduling work; conduct student staff and supervisory meetings; approve weekly time submissions; ensure compliance with University student payroll policy; maintain supervisory documentation according to department procedure and maintain student employee handbook.

• Assist with ESOs, CSOs, and SACL staff purchase requests and other business requests to ensure compliance with University policies and procedures, ensuring proper financial approvals are followed and responding to general inquiries from both University staff, students, and vendors.
• Assist with travel/purchasing arrangements for ESOs and CSOs, advise on best purchasing options, use of vendors, and methods of payment; supervise student use of department sign‑out bank cards, instruct student/staff on appropriate use and penalties for improper use, assign and track sign‑out bank cards, review receipts for appropriateness, and refer cases of improper use to Assistant Director.
• Maintain appropriate documentation for purchasing, travel reimbursements, and payables to meet audit and operations requirements.
• Maintain current knowledge of University purchasing and accounts payable policies, procedures, and documentation.

• Participate in regular staff meetings.
• Monitor student staff and student leader compliance with policy and provide feedback to enhance the operation of SACL Finance; provide status information on individual transactions and requests to identify bottlenecks and propose solutions.
• Provide feedback for ongoing improvement and documentation of business processes and resources for SACL Finance; assist as needed in the maintenance of templates and forms and other technologies such as Buy Ways, Docu Sign and Campus Pulse.
• Maintain and troubleshoot technical office equipment including network printers and photocopiers; ensure machines are appropriately stocked and assist with purchasing needs of the SACL Finance Matrix team.

• Perform other duties as assigned.
• Understand responsibilities with respect to Title IX, Clery and other compliance requirements.
• Demonstrate capacity, skill, and willingness to engage students and contribute to student success.
• Understand responsibilities with respect to conflicts of interest and behave in ways consistent both with law and with University policy.
• Contribute toward creating a positive and respectful workplace.
• Use access to sensitive and/or not yet public University related information only in the performance of the responsibilities of the position and exercise care to prevent unnecessary disclosure to others.

• High school diploma or equivalent.
• Two (2) years of full‑time or equivalent part‑time experience that includes customer service and either bookkeeping, procurement, or related experience. A maximum of two (2) years of business‑related post‑secondary education may be…