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# CRM Reporting and Gift Specialist

- **Company:** Concordia University Wisconsin\u002FAnn Arbor
- **Location:** Mequon, WI, United States
- **Contract:** Permanent contract
- **Skills:** Microsoft Excel, Computer Literacy, Customer Data Management, Microsoft Office, Raiser's Edge
- **Published:** July 4, 2026
- **Apply:** https://www.indeed.com/viewjob?jk=8bd17a4d73d18b97

## About the Role

* Knowledge and skill in advanced computer use, to include Microsoft Office expertise with high proficiency in MS Excel
 * Ability to understand gift and finance terms, handle cash/checks, and reconcile deposits
 * Ability to communicate effectively with technical and non-technical staff
 * Interpersonal skills using tact and patience together with excellent oral and written communication
 * Ability to work independently in a fast-paced environment with a very high attention to detail
 * Proven ability to be flexible and cooperative in a team-based environment to meet project deadlines and advance multiple projects simultaneously
 * Maintain a high level of confidentiality
 * Willingness and ability to work outside of normal business hours on occasion to meet deadlines and be present at select university events
 * Supportive of the mission and values of Concordia University Wisconsin/Ann Arbor and the Lutheran Church Missouri Synod (LCMS), Experience related to CRM data systems, administrative support, and cash handling/bookkeeping is required. Bachelor's degree is preferred.

## Description

The CRM Reporting and Gift Specialist is responsible for coordinating administrative functions related to CRM, data, and gift processes for the Office of Advancement across both CUW and CUAA. Position supports Advancement Services back-office fundraising efforts to enable philanthropic growth and innovation.

This is a full-time position at the CUW campus that reports to the Assistant Vice President for Advancement with significant interaction with the Advancement Data Analyst., * Serve as a subject-matter resource for Advancement CRM operational use and perform CRM administrative functions within Blackbaud Raiser's Edge to maintain data standards and policies.

 * Develop and maintain standard and recurring reports related to constituent demographics, giving activity, engagement, and operational metrics.
 * Assist with the development of training materials and documentation related to CRM processes, gift entry, reporting and lists to be shared with end users.
 * Serve as lead liaison for Advancement regarding coordination of payment processors with third party platforms, university IT, and Finance teams.
 * Maintain understanding of university gift policies and serve as back-up for gift entry and receipting.
 * Act as liaison regarding monthly reconciliation and gift acceptance between Advancement and Finance team.
 * Maintain alumni, donor, and constituent records within the CRM to ensure accurate historical representation and relationship tracking.
 * In coordination with Gift and Data Assistant, recommend gift policy updates as needed.
 * Work closely and collaboratively with the members of the Advancement staff to accomplish the goals of the University at large.
 * Other duties as assigned.


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