CRM Reporting and Gift Specialist

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. Job Duties and Responsibilities

• 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., It is the policy of CU to provide equal opportunity to all employees and applicants for employment in accordance with all applicable federal, state, and local laws. The University will not discriminate against or harass any employee or applicant for employment because of race, color, sex, pregnancy, national origin (including ancestry), citizenship status, physical or mental disability, age, marital status, gender, veteran or military status, predisposing genetic characteristics, domestic violence victim status, or any other characteristic protected by federal, state or local laws. However, CU is an institution of the LCMS and, to the extent allowed by law, CU reserves the right to give preference in employment based on religion. In addition, preference in holding certain employment positions is given to ordained or rostered ministers of the LCMS. Based on a religious tenet, CU recognizes only male, LCMS ordained Ministers of the Gospel, but recognizes both male and female LCMS Rostered Ministers of the Gospel. The Human Resources Department has been appointed to manage the equal employment opportunity program, including all equal employment opportunity activities, as required by federal, state and local agencies. If any employee or applicant for employment believes this policy has been violated, he/she must contact the Director of Human Resources. Concordia University is a HLC accredited, co-educational, liberal arts school offering more than 72 undergraduate majors, over 35 master’s degree programs, and 5 doctoral programs. There are also a variety of accelerated evening and e-learning programs. Job Posted by ApplicantPro, About the Role Assist the Vice Presidents of Distribution Performance, and their Regional Oversight and Engagement teams in the ongoing support and delivery of Compliance and Sup…

• 1 day ago

• 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, Experience related to CRM data systems, administrative support, and cash handling/bookkeeping is required. Bachelor’s degree is preferred.

This is a full-time, hourly non-exempt position. The starting wage may be determined upon education and/or experience. Concordia University benefit options include, but are not limited to the following:

• Health, Dental and Vision Insurance
• Personal Spending Account, Flexible Spending Account, and/or Health Savings Account
• Disability and Survivor Plan
• Retirement Pension Plan
• Retirement 403(b) Savings Plan
• Basic Life and Supplemental Life Insurance
• Accidental Death and Dismemberment Coverage
• Critical Illness and Accident Insurance
• Tuition waiver benefits (available for employees and their qualified dependents)

Concordia is a Lutheran higher education community committed to helping students develop in mind, body and spirit for service to Christ in the Church and in the world.