CRM Analyst

The State University of New York
Oswego, NY, United States
3 months ago

Role details

Contract type
Permanent contract
Employment type
Full-time (> 32 hours)
Compensation
$60,000.0 - $75,000.0
Working hours
Shift work
Job source

Tech stack

Artificial Intelligence Business Process Modeling System Configuration Data Integrity Database Schema Information Sciences Student Information Systems Information Technology Data Management GPT Database Tools and Utilities User Accounts

Job description

The CRM Analyst is a liaison between the University Advancement office and Campus Technology Services, and is primarily responsible for ensuring that the advancement customer relationship management (CRM) system meets the technical and analytical needs of the advancement team. The CRM is responsible for managing the relationships and fundraising efforts between the university and its alumni and donors.

The CRM Analyst oversees the data and processes within the CRM and collaborates with members of the university advancement team to assist them with developing the necessary processes, interfaces and reports needed to ensure the success of their fundraising efforts. This includes meeting regularly with the advancement team to understand, document and map customer journeys and business processes, and to assist in communicating the features and capabilities of the CRM to maximize its effectiveness in meeting departmental goals by translating needs into technical requirements., + Serve as a core resource during the CRM platform transition from the legacy system to Slate Advancement, providing essential hands-on support for system implementation while ensuring data integrity and minimizing operational disruption during the CRM transition

  • Act as a system administrator for the CRM, managing user accounts and role access to the necessary features and functions, as well as system configuration

  • Design and maintain database structure, including objects and relationships, to ensure data integrity and reliable reporting

  • Design forms and dashboards that are intuitive and follow good UX design practices

  • Provide assistance in troubleshooting procedural and operational issues in functionality, as well as the development and maintenance of queries, reports and dashboards

  • Train new and existing users on basic functionality, including new features, including utilization and implementation of reports, dashboards, and portals

  • Support the operations of the advancement team, and to make suggestions for developing new processes and reports

  • Work with vendors and the advancement team to coordinate and implement integrations with a variety of related systems, including but not limited to the Banner student information system

  • Evaluate workflows and processes already in-place and make recommendations for improvements

  • Act as a backup administrator for the Slate admissions CRM

  • Attend training sessions and conferences, both virtually and in person, to stay up to date with growing feature sets and enhancements

SUNY Oswego works continuously to create an inclusive environment which respects, embraces, and promotes cultural safety, belonging, civil discourse, cultural humility, and other values and goals outlined in SUNY Oswego’s Strategic Diversity and Inclusion Plan (https://ww1.oswego.edu/diversity/) . As such, the incumbent is expected to contribute to these efforts and possess communication and interpersonal skills necessary to engage effectively with an increasingly diverse community of students and colleagues.

Requirements

The ideal candidate will possess strong analytical and communication skills, a deep understanding of higher education advancement business processes, as well as technical and design proficiency with CRM platforms and data management tools. The position may occasionally require some evening and weekend work, particularly during critical fundraising events., + Associate degree in computer science, information science or related field

  • Excellent communication, interpersonal, and analytical skills with the ability to translate complex concepts to non-technical stakeholders

  • Produces detailed technical and end-user documentation

  • Strong client-focused customer service skills

  • Ability to use database tools to translate complex data into clear, concise reports and actionable recommendations that drive improvements in key business areas

  • Self-directed learner who quickly adapts to new tools and software

Preferred Qualifications:

  • Bachelor’s degree in computer science, information science or related field

  • Ability to design intuitive forms, dashboards and reports that demonstrate strong user experience and accessibility requirements

  • Skilled in creating business process models and user story flowcharts

  • Experience working as a CRM Analyst, Business Analyst, or similar role, preferably in a higher education or non-profit fundraising environment

  • Experience working with Advancement data and processes in a higher education public institution, including gift processing, donor database management, and alumni relations best practices

  • Familiarity with AI tools such as Google Gemini, NotebookLM or ChatGPT

  • Demonstrated technical proficiency and administrative experience with a major CRM platform (experience with Technolutions Slate CRM for Advancement highly preferred).

Benefits & conditions

The Department of Campus Technology Services at the State University of New York at Oswego invites applications for a full-time CRM Analyst.

Your opportunity awaits! SUNY Oswego is an excellent place to work, learn, and grow. We offer a friendly atmosphere, outstanding benefits, and opportunities for advancement.

Posting Date: February 18, 2026

Review Date: Review of applications will begin immediately and will continue until the position is filled.

Compensation: Salary range (https://www.suny.edu/hr/compensation/salary/) $60,000 - $75,000 commensurate with experience, plus full New York State benefits package.

Benefit Information: The State University of New York provides an excellent benefit package. This is a United University Professions (UUP) position. Click here (https://www.suny.edu/benefits/) for more information on benefits for full-time United University Professions (UUP) professional staff.

Date of Appointment: As soon as possible

About the company

At SUNY Oswego we value the diversity found in each member of our campus community and strive to create a community where that diversity is embraced and enhanced. Recognizing the strength of diversity, our mission is to foster an environment which respects, embraces and promotes cultural competence, civil discourse and active engagement in developing an inclusive and vibrant community of scholars who act as transformational agents of change and responsible citizens of the world. For more information see SUNY Oswego’s Strategic Diversity and Inclusion Plan (https://ww1.oswego.edu/diversity/) .

As a candidate seeking consideration you are asked to submit a separate statement specifically addressing how your commitment to diversity, equity and inclusion has been evidenced in your career experience and professional activity, and/or community service (volunteer work, etc.), and/or professional development. (Please see Application Instructions), Oswego is committed to enhancing its diversity. SUNY Oswego is an Affirmative Action/Equal Opportunity Employer and is actively engaged in recruiting, supporting, and fostering a diverse community of outstanding faculty, staff and students. We encourage applications from qualified applicants regardless of race, color, national origin, religion, creed, age, disability, sex, gender identity or expression, sexual orientation, familial status, pregnancy, predisposing genetic characteristics, military status, domestic violence victim SUNY status, or criminal conviction. Please click here (https://www.oswego.edu/human-resources/non-discrimination-policy) to see our full non-discrimination policy.

In accordance with USCIS regulations, successful applicants must be legally able to work in the United States per the Immigration Reform and Control Act of 1986.

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