CRM and Reporting Analyst

University of the Pacific; Stockton (CA); On-site; USD 43,000 - 52,000; Full time

Job summary

University of the Pacific seeks a CRM and Reporting Analyst to support Advancement Services through hands-on CRM administration and operational reporting. You will ensure data integrity, support day-to-day CRM functionality, and fulfill constituent list requests, appeals, and standard reporting needs for fundraising and engagement activities.

The role balances CRM administration with entry to midlevel analytical work, delivering reliable data to Development and Alumni Relations staff while

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• 1–3 years of professional CRM, data management, or reporting experience.
• Proficiency in Microsoft Excel with data validation and formulas.
• Experience with nonprofit or higher education data preferred.

Responsibilities

• Maintain alumni, donor, and constituent records in the CRM.
• Apply data standards and governance to ensure data integrity.
• Perform data audits to identify and resolve inaccuracies.
• Configure user roles, permissions, and security in the CRM.
• Respond to internal requests for lists, reports, and basic data extracts.
• Develop standard and recurring reports on demographics, giving activity, and engagement.

Skills

Communication skills

Multitasking

Independent work

Education

Bachelor's degree in business, information systems, social sciences, or related field

Tools

CRM systems

SQL

Relational databases

Job description

Posting Details

Job Title: CRM and Reporting Analyst

Union Level:

Department: Advancement Services

Campus: Stockton

Posting Number: 201304355P

Full or Part Time: Full Time

Number of Months: 12

Work Schedule:

Position End Date:

Open Date: 08/13/2026

Close Date:

Open Until Filled: Yes

Special Instructions to Applicants: For Applicants Seeking Job Opportunities within the University Internal: Internal applicants will be considered within the first five (5) business days of the posting period. External: External applicants will be considered on the sixth (6) business day of the posting period.

Sponsorship: This position is not eligible for a visa sponsorship now or in the future.

Position Summary Information

The CRM and Reporting Analyst is responsible for supporting Advancement Services through hands‑on CRM system administration and operational reporting. This role focuses on maintaining data integrity, supporting day-day CRM functionality, and fulfilling constituent list requests, appeals, and standard reporting needs. The position serves as a key operational resource for fundraising and engagement activities by ensuring accurate data extraction, validation, and system reliability.

This role balances core CRM administrative responsibilities with entry to midlevel analytical work, providing timely, reliable data to Development and Alumni Relations staff while supporting data standards, system processes, and user adoption. The CRM and Reporting Analyst reports to the Executive Director for Advancement Services.

Essential Functions

CRM Administration and Data Management

• Maintain alumni, donor, and constituent records within the CRM to ensure accurate historical representation and relationship tracking.
• Apply and enforce data entry standards, data governance policies, and best practices to maintain data integrity.
• Perform routine data audits to identify inaccuracies, duplicates, and data integrity issues; research and resolve discrepancies.
• Establish, document, and maintain basic validation and quality‑control processes to support reliable reporting and downstream use.
• Configure and maintain user roles, permissions, and security access within the CRM.
• Monitor CRM performance and implement system updates, enhancements, and minor configuration changes as needed.
• Serve as a functional subject‑matter resource for CRM data structure and operational usage.

Reporting, List Management, and Appeals Support

• Respond to internal requests for constituent lists, reports, and basic data extracts in support of fundraising, alumni engagement, stewardship, and communications.
• Create, validate, and distribute mailing lists, email lists, and giving lists based on defined criteria.
• Perform basic data extraction and manipulation to support direct mail, email appeals, and campaign initiatives.
• Validate list counts, segmentation logic, and exclusion criteria to ensure accuracy prior to release.
• Develop and maintain standard and recurring reports related to constituent demographics, giving activity, engagement, and operational metrics.
• Support appeals and campaigns through data preparation, demographic selection, and post‑appeal data review.

Analysis and Operational Reporting

• Produce routine operational and historical reports to support Advancement leadership and fundraisers.
• Validate report outputs by comparing results across source data, system rules, and historical trends.
• Assist with basic analysis of fundraising and engagement data to identify trends and data quality concerns.
• Maintain documentation for standard reports, extracts, and listbuilding processes.
• Support annual and external reporting needs by preparing and validating required data sets, as needed.

Collaboration and Support

• Work closely with Advancement Services, Development staff, and Communications to understand data needs and ensure timely delivery.
• Provide basic guidance and support to CRM users regarding reports, data entry standards, lists, and system usage.
• Assist with the development of simple training materials and documentation related to CRM processes and reporting.
• Perform other related duties as assigned.

University of the Pacific recognizes that diversity, equity, and inclusion are foundational to the success of our students and employees. We prioritize policy and decision‑making that demonstrates awareness of, and responsiveness to, the ways sociocultural forces related to race, gender, ability, sexuality, and socioeconomic status impact our community.

Minimum Qualifications

• Bachelor's degree in business, information systems, social sciences, or a related field, or equivalent combination of education and experience.
• One (1) to three (3) years of professional experience working with CRM systems, data management, or reporting.
• Proficiency in Microsoft Excel, including filtering, formulas, and basic data validation techniques.
• Experience working with constituent, donor, or customer data in a nonprofit or higher education environment preferred.

Preferred Qualifications

• Experience with CRM administration in an Advancement Services, fundraising, or nonprofit environment.
• Foundational understanding of relational databases and data structures.
• Experience producing constituent lists, appeals, and standard reports.
• Familiarity with basic query tools, reporting modules, or SQL.
• Demonstrated attention to detail and commitment to data accuracy.
• Ability to manage multiple requests, prioritize deadlines, and work independently.
• Strong written and verbal communication skills.
• Demonstrated judgment, confidentiality, and discretion when working with sensitive data.
• Experience working with diverse populations and a demonstrated commitment to equity and inclusion.

Physical Requirements

Requires extended periods of sitting and repetitive hand/wrist motion while using computer keyboard and phone. Occasional standing, walking, climbing stairs, bending, stooping and reaching. Occasional lifting up to 25 pounds.

The physical demands described here are representative but not definitive of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Hiring Range

$31.30 - $37.50 per hour. (We consider factors such as, but not limited to, scope and responsibilities of the position, candidate's qualifications, internal equity, as well as market and organizational considerations when extending an offer.)

Background Check Statement

All applicants who receive a conditional offer of employment are required to execute a release and authorization for a background screening.

AB 810 Misconduct Disclosure Requirement: University of the Pacific complies with California Assembly Bill 810, requiring candidates accepting conditional job offers to disclose any final administrative or judicial findings, ongoing proceedings, allegations, resignations under investigation, or appeals related to sexual harassment or misconduct within the past seven years.

Anti‑Discrimination/EEO Policy Statement

University of the Pacific is an equal opportunity employer dedicated to workforce diversity across backgrounds, experiences, and viewpoints. Pacific does not unlawfully discriminate in its hiring of faculty and staff, or in the provision of its employment benefits to its faculty and staff on the basis of race, color, religion, national origin, ancestry, age, genetic information, sex/gender, marital status, military and veteran status, sexual orientation, medical condition, pregnancy, gender identity, gender expression, or mental or physical disability, or other legally protected characteristics or combination of such characteristics. While we strive to attract a broad and representative pool of candidates, all hiring decisions are made based on merit, selecting the most qualified individual for each position.