CRM & Data Insights Specialist

Bard; City of Hudson (NY); On-site; USD 63,000 - 65,000; Full time

Benefits offered by this job

Health insurance options

TIAA retirement plans

Vacation, sick, and personal time

Job summary

Bard College in Annandale-on-Hudson, NY, invites applications for a CRM Specialist to join the Office of Development and Alumni/ae Affairs. The role focuses on configuring and customizing the Slate CRM to support development processes, ensure data quality, and generate reports for fundraising analytics.

The CRM Specialist will be trained in system administration, data management, and analytics while supporting campus-wide fundraising initiatives and collaborating with staff across the college.

Qualifications

• Experience with data management and quality control.
• Strong attention to detail and ability to meet deadlines.
• Comfort working with confidential information.
• Experience supporting development or nonprofit fundraising is a plus.

Responsibilities

• Assist with configuring and maintaining the Slate CRM to support Development processes.
• Create and manage CRM user accounts and access.
• Maintain data accuracy according to policy and procedures.
• Train staff in CRM usage and best practices.
• Create reports and data extracts for financial reporting and analytics.
• Ensure compliance with relevant regulations and data governance.

Skills

Spreadsheet data management

Attention to detail

Problem solving

Integrity with confidential data

Customer service orientation

Teamwork in fast-paced environments

Slate CRM knowledge

Tools

Slate CRM

Job description

Bard College in Annandale-on-Hudson, NY, invites applications for a CRM Specialist to join the Office of Development and Alumni/ae Affairs. The role focuses on configuring and customizing the Slate CRM to support development processes, ensure data quality, and generate reports for fundraising analytics.

The CRM Specialist will be trained in system administration, data management, and analytics while supporting campus-wide fundraising initiatives and collaborating with staff across the college.