CRM 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

CRM Specialist

Bard College seeks a CRM Specialist to join the Office of Development and Alumni/ae Affairs. The CRM Specialist is a critical member of the Office of Development and Alumni/ae Affairs, and brings knowledge of and enthusiasm for the power of data. The CRM Specialist will be trained in how to configure and customize all aspects of the Advancement Slate CRM (customer relationship management) system. The CRM houses donation, grant, and pledge information for the College and its programs, as well as all alumni/ae, donor, family, and prospect information and research. The CRM Specialist supports the Director of Development Services in managing and using the database. Reporting to the Director of Development Services, the CRM Specialist will share responsibilities for this critical system, and ensure quality and availability of its data. This position presents the right candidate with an excellent opportunity to grow skills in system administration, data management, and analytics while learning about the business of non-profit fundraising.

The CRM Specialist is required to work during peak processing periods, specifically mid-December through mid-January and mid-June through mid-July.

About Bard:

Bard College’s main campus is in Annandale-on-Hudson, N.Y., with 1,900 undergraduate students; the College also includes multiple graduate programs. The 1,000-acre campus sits along the Hudson River and offers the Fisher Performing Arts Center, and Hessel Museum of Art, and is the home of the Bard Prison Initiative, the largest college-degree-granting prison education program in the U.S. The Bard Network also includes several Bard High School Early Colleges across the country as well as international campuses and partnerships. Bard College is a private institution working in the public interest. Bard faculty and staff lead their students by example, building upon the existing network of boundary-breaking programs focused on rethinking who can and should be included in a liberal arts education.

Responsibilities

• Assist with maintaining and configuring the Slate CRM to support Development business processes
• Create and manage accounts and access for CRM users
• Maintain data accuracy on behalf of ODAA in accordance with data entry policy and procedures
• Train and assist staff in use of the CRM as directed
• Execute system bulk data operations connecting the CRM to the College’s operational systems
• Create reports and data extracts from the CRM for financial reporting, marketing purposes, and analytics
• Help users understand and apply best practices to maximize the CRM’s use and performance
• Author and maintain procedural documentation related to use of the CRM
• Comply with all IRS, FASB, and NYPMIFA regulations related to development activities.
• Exercise professionalism and independent judgement in handling confidential information
• Assist with campus wide events, such as Commencement /Reunion Weekend, Arrival Day, and Family Weekend and other events as needed
• Stays current with Slate product enhancements and is an active member of the Slate User Community

Qualifications

• Strong understanding of spreadsheet data management (e.g. sort, filter, vlookup, pivot tables, etc. in Microsoft Excel or Google Sheets)
• Ability to prioritize and attend to multiple complex tasks simultaneously
• Superior attention to detail and demonstrated ability to meet deadlines
• Evidence of strong problem-solving skills
• Integrity in handling sensitive or confidential information
• Customer service-oriented disposition
• Ability to work as a team member in a fast paced environment

Compensation

$62,500 to $65,000 annually

This salary range reflects the College's good faith and reasonable estimate of the compensation for the position at the time of the job posting. Salary decisions are dependent on several factors including but not limited to market and organizational considerations, experience, and qualifications of a selected candidate as well as internal and external equity.

Benefits Overview

We are pleased to offer our full-time employees an excellent benefit package which includes multiple health insurance options; TIAA retirement plans; generous vacation, sick, and personal time; and more. To learn more about employee benefits and eligibility at Bard College, please visit https://www.bard.edu/humanresources/benefits/.

Equal Employment Opportunity Statement

Bard is an equal-opportunity employer, and we welcome applications from those who contribute to our diversity. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, mental, or physical disability, age, sexual orientation, gender identity, national origin, familial status, veteran status, or genetic information.

Bard is committed to providing access, equal opportunity, and reasonable accommodation for all individuals in employment practices, services, programs, and activities.

AA/EOE

Bard College Office of Human Resources
Mailing Address: PO Box 5000, (Street Address: 30 Campus Road)
Annandale-on-Hudson, NY 12504-5000
Phone: [phone] or Fax: [phone]
Email: [e-mail]
We are open Monday through Friday, 9am - 5pm