Advancement Data & Gift Specialist

Concordia University, Wisconsin; Mequon (WI); On-site; USD 25,000 - 39,000; Full time

Benefits offered by this job

Health Insurance

Retirement Pension Plan

Tuition waiver benefits (available for

Disability and Survivor Plan

Job summary

Concordia University Wisconsin in Mequon, WI is seeking a Data Reporting and Gift Specialist to support administrative, data, and donor gift processing functions across CUW and CUAA. The role emphasizes accuracy, confidentiality, and comfortable interaction with donors and internal teams.

The position is full-time on the CUW campus, reporting to the Assistant Vice President for Advancement Services, with significant interaction with the Advancement Data Analyst.

Qualifications

• Experience with CRM data systems is preferred.
• Able to handle cash/checks and reconcile deposits.
• Strong communication and confidentiality.
• Detail-oriented with high accuracy in data entry.

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.

Skills

MS Excel

CRM literacy

Data accuracy

Cash handling

Education

Bachelor's degree preferred

Tools

Blackbaud Raiser's Edge

Job description

Concordia University Wisconsin in Mequon, WI is seeking a Data Reporting and Gift Specialist to support administrative, data, and donor gift processing functions across CUW and CUAA. The role emphasizes accuracy, confidentiality, and comfortable interaction with donors and internal teams.

The position is full-time on the CUW campus, reporting to the Assistant Vice President for Advancement Services, with significant interaction with the Advancement Data Analyst.