HRTMS Job Description Management
| Student Success Coach STDT SVC ADVISOR 2 (004574) UCPath Position ID: MI-DPT571500-JC004574-PD215192 | | |
Position Description History/Status | Approved Date: | 8/9/2024 6:47:25 PM | Date Last Edited: | 8/9/2024 6:47:17 PM | Last Action Effective Date: | | Organization Details | Business Unit (Location): | LACMP | Organization Code: | 8400O | Organization: | CONTINUING EDUCATION | Division Code: | 8420D | Division: | DEAN, UCLA EXTENSION | Department: | 571500 - UNEX: ENROLLMENT AND STUDENT SERVICES | Position Details | UCPath Position Number: | MI-DPT571500-JC004574-PD215192 | Position Description ID | 215192 | UC Payroll Title: | STDT SVC ADVISOR 2 (004574) | Business Title: | Student Success Coach | Personnel Program | Professional and Support Staff (PSS) | Salary Grade: | Grade 18 | Job Code FLSA: | Non-Exempt | Union Code (Collective Bargaining Unit): | 99: Non-Represented (PPSM) | Employee Relations Code: | E: All Others - Not Confidential | Employee Class (Appt Type): | 2 - Staff: Career | Full-Time Equivalent (FTE) | 1 | SUPERVISION | UCPath Reports to Position Number: | 41065981 | Reports to Payroll Title: | STDT SVC ADVISOR 3 | UCPath Department Head Position Number: | 40730348 | Department Head Payroll Title: | ADMIN MGR 2 | | | |
Level of Supervision Received | SUPERVISION - Indicates that the incumbent performs a variety of routine duties within established policies and procedures or by referral to the supervisor’s guidelines. |
POSITION SUMMARY | The Center for Advising and Student Success (CASS) is a unit within the UCLA Extension (UNEX) Student Services division. CASS's mission is to achieve positive student outcomes by implementing a holistic academic experience for UNEX students from pre-enrollment to post-graduation. Central to the implementation of this mission are: a) a sound student success philosophy and the application of excellent customer service principles at all levels of student engagement with UNEX, b) the provision of strong academic, professional development, and student life advisement, c) utilizing data to create scalable yet customizable services to optimize student experience at UNEX, and d) building, strengthening, and sustaining collaborative partnerships between academic and student services units within UNEX. The Student Success Coach plays a pivotal role in recruiting prospective students and retaining current and returning students in various non-degree, open enrollment courses, and certificate programs at UNEX. They identify and understand students' needs, help them through the registration and application processes, discuss educational pathways, and show them how our programs can help them achieve their academic and professional goals. This position strives to increase enrollment and retention by providing accurate academic and professional guidance to students and supporting them through non-academic support services at UNEX. Utilizing CRM systems and individualized student data, the incumbent enhances the overall student experience and fosters a sense of student belonging at UNEX. The incumbent promotes UNEX's commitment to lifelong learning in the planning and execution of their duties. | | | |
Department Summary | Excelling in quality, innovation, and impact, UCLA Extension (UNEX) is one of the top providers of continuing and professional education in the United States, offering programs and classes to more than 50,000 students per year through approximately 4,500 classes and certificate programs to meet the professional development, continuing education, and personal enrichment needs of the full spectrum of traditional, nontraditional, domestic, international, professional, and continuing education students throughout and beyond Los Angeles. Access, Equity, Diversity, and Inclusion (AEDI) is one of UCLA Extension's guiding principles. We strive to extend access to UCLA, our programs, and services to underrepresented communities and populations, while serving as a model organization for AEDI in the field of continuing higher education. Committed to attracting and retaining diverse staff & instructors, UCLA Extension welcomes your experiences, perspectives, and unique identity. |
Key Responsibilities and Essential Functions | Function | Responsibilities | % Time | Student Advisement, Retention, & Enrollment Support | 1. Provide individualized guidance /support in application processes, course and program selection, career paths, and student-life advisement to prospective and currently enrolled students at UCLA Extension. 2. Serve as the primary advisor for prospective students, providing accurate and updated information on available courses, programs, admission requirements, deadlines, required documents, and enrollment procedures and policies. 3. Conduct outreach to and serve as the primary point of contact for potential certificate candidates and returning certificate students to help them return to the path of completion. 4. Practice active listening to quickly understand and identify key needs presented by a student-customer (e.g., academic and life concerns, goals, and aspirations) to assist them with program requirements, course selection, academic planning, and professional development. 5. Monitor and track student progress in the CRM system, and follow up to ensure continued recruitment, retention, and overall satisfaction from UCLA Extension programs. 6. Identify and address factors that may impact student retention, such as academic challenges and class issues, personal considerations, or financial concerns, and coordinate with program units as needed. 7. Utilize CRM systems and a variety of communication channels including phone calls, emails, virtual meetings, and in-person interactions to take ownership of a student-customer's journey and proactively follow through until their completion. 8. Build and maintain meaningful student relationships whether in one-on-one interactions or group meetings and events. 9. Communicate clearly and precisely with students, alumni, visitors, and UNEX units, verbally and in writing. 10. Demonstrate the ability to de-escalate student-customer complaints by resolving them quickly and efficiently. 11. Guide and direct students through financial aid options, scholarships, and tuition payment plans, and connect them to appropriate academic and student service units as needed. 12. Maintain accurate and extensive records of student interactions and progress and utilize these to inform student advisement and student success. 13. Participate in open houses, information sessions, student events, and meetings when needed to support students in the program. 14. Utilize prospective and current student feedback to identify areas of improvement in the enrollment process and recommend changes as needed. | 60% | Data Management & Reporting | 1. Maintain accurate records of applicant information, enrollment statistics, and communication logs using university databases and CRM systems. 2. Maintain accurate and extensive records of student interactions and progress and utilize these to inform student advisement and student success. 3. Generate reports on enrollment and retention metrics to assess the effectiveness of support initiatives. 4. Provide regular updates on prospective student recruitment and current student retention to the Student Success team for collective problem-solving. 5. Utilize prospective and current student feedback to identify areas of improvement in the enrollment process and recommend changes as needed. 6. Collaborate with other academic units and student services units to ensure a seamless student journey at UCLA Extension. 7. Undertake technical and administrative functions like degree audits, syllabus reviews, course substitutions, and application reviews. | 15% | Student Outreach & Engagement | 1. Participate in, and represent UCLA Extension at virtual, on-campus, and off-campus university events, information sessions, and outreach activities. 2. Conduct outreach campaigns to re-engage students who are close to completing a certificate. 3. Demonstrate a thorough understanding of UCLA Extension programs and student experience and their market competitiveness at university events and in student meetings. | 15% | Program Knowledge & Continuous Learning | 1. Develop a deep understanding of UCLA Extension's programs and offerings, their distinctive features and strengths, market competitiveness, and the uniqueness of the student experience, and document and apply this information effectively in student recruitment and retention. 2. Routinely liaise with assigned academic units and subject-specific advisors to learn about program developments and updates so accurate information is provided to prospective and current students. 3. Articulate the fit of assigned UCLA Extension programs for diverse adult learners and their skill development. 4. Stay current on institutional policies and procedures, academic programs, and changes in higher education regulations. 5. Participate in professional development opportunities to enhance coaching and advising skills, and monitor best practices in recruitment, retention, and enrollment. | 10% | | | | | |
Other Requirements - Applies to all Positions | • | Performs other duties as assigned. | • | Complies with all policies and standards. | • | Complies with the University of California, Los Angeles (UCLA) Principles of Community. | • | This position description is not intended to be a complete list of all responsibilities, duties or skills required for the job and is subject to review and change at any time, with or without notice, in accordance with the needs of the organization. | | | |
Educational Requirements | Education Level | Education Details | Required/ Preferred | And/Or | Bachelor's Degree | in related area and / or equivalent experience / training | Required | | | | | | | | |
Experience Requirements | Experience | Experience Details | Required/ Preferred | And/Or | 1 - 2 years | Minimum years of professional experience in academic advising, student recruitment/admissions, and enrollment management, preferably in higher and continuing education. | Required | | | | | | | | |
Knowledge, Skills and Abilities | KSAs | Required/ Preferred | Demonstrated experience and skill in counseling and advising students regarding academic coursework, professional development, and personal concerns that may influence their academic achievement; knowledge of adult learning principles and ability to support non-traditional student populations. | Required | Strong customer service ethic, and interpersonal communication skills, with an ability to connect with all learners from diverse backgrounds and experiences. | Required | Excellent written and verbal communication skills and must be comfortable with using multiple forms of communication in executing day-to-day duties. | Required | Proficiency in using student information systems and CRM systems. | Required | Ability to work independently and as part of a collaborative team. | Required | Basic knowledge of immigration procedures and policies for international students requiring I-20s to obtain an F-1 visa status to study at UNEX, CPT during their course of study, and OPT upon completion. | Required | Ability to honor confidentiality and handle confidential/sensitive matters with discretion and tact. | Required | Strong understanding of, and strict adherence to higher education regulations, financial aid processes, student rights laws like FERPA, Title IX, Clery Act (among others), institutional (UC, UCLA, UNEX) policies, and state laws as applicable. | Preferred | Demonstrate a genuine commitment to student success by effectively understanding and addressing individual student needs and concerns with empathy and patience. | Preferred | Working knowledge of various current UCLA and UCLA Extension policies and procedures. | Preferred | Bilingual in English and a foreign language. | Preferred | | | |
SPECIAL REQUIREMENTS AND/OR CONDITIONS OF EMPLOYMENT |
Reporting and Background Check Requirements | Background Check: Continued employment is contingent upon the completion of a satisfactory background investigation. | Live Scan Background Check: A Live Scan background check must be completed prior to the start of employment. | Age Requirement: Candidate(s) must be 18 years or older to be eligible to be hired. |
Other Special Conditions of Employment | List the other special conditions of employment for this position. | Description | Required/ Preferred | Ability to work in-person in Westwood Village campus and the Downtown Los Angeles campus locations, as needed. | Required | Flexibility to work evenings and weekends for events and outreach efforts. | Required | | | |
LOCATION AND PHYSICAL, ENVIRONMENTAL, MENTAL (PEM) REQUIREMENTS | Environment and Work Location Information | Environment Type: | Non-Clinical Setting | Location Setting: | Non-University Setting(s) | Location: | 1145 Gayley Ave. Los Angeles, CA 90024 | | | |
Physical Requirements | The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. | Physical Requirements | Never 0 Hours | Occasional Up to 3 Hours | Frequent 3 to 6 Hours | Continuous 6 to 8+ Hours | Is Essential | Standing/Walking | | X | | | | Sitting | | | X | | X | Bending/Stooping | | X | | | | Squatting/Kneeling | X | | | | | Climbing | X | | | | | Lifting/Carrying/Push/Pull 0-25 lbs | | | X | | X | Lifting/Carrying/Push/Pull 26-50 lbs | X | | | | | Lifting/Carrying/Push/Pull over 50 lbs | X | | | | | Physical requirements other | X | | | | | | | | | | | | | | | |
Environmental Requirements | The environmental requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. | Exposures | Never 0 Hours | Occasional Up to 3 Hours | Frequent 3 to 6 Hours | Continuous 6 to 8+ Hours | Is Essential | Chemicals, dust, gases, or fumes | X | | | | | Loud noise levels | X | | | | | Marked changes in humidity or temperature | X | | | | | Microwave/Radiation | X | | | | | Operating motor vehicles and/or equipment | X | | | | | Exposures other | X | | | | | | | | | | | | | | | |
Mental Requirements | The mental requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. | Exposures | Never 0 Hours | Occasional Up to 3 Hours | Frequent 3 to 6 Hours | Continuous 6 to 8+ Hours | Is Essential | Sustained attention and concentration | | | X | | X | Complex problem solving/reasoning | | X | | | X | Ability to organize & prioritize | | | X | | X | Communication skills | | X | | | X | Numerical skills | | X | | | X | Mental demands other | X | | | | | | | | | | | | | | | |
Blood/Fluid Exposure Risk | The exposure described here is what can be expected of an employee in performing the essential functions of this position. | X | Classification 3: Position in which exposure to blood, body fluids or tissues is not part of the position description. The normal routine task involves no exposure to blood, body fluids or tissues and the employee can decline to perform tasks which involve a perceived risk without retribution. | | | |
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