CRM Specialist

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

Benefits offered by this job

Health insurance

TIAA retirement plans

Vacation and sick time

Employee benefits

Job summary

Bard College seeks a CRM Specialist to join the Office of Development and Alumni/ae Affairs. The CRM Specialist will configure and customize the Slate CRM, manage user access, ensure data accuracy, and support reporting for fundraising and analytics.

This role offers growth in data management and non-profit operations. The position requires handling peak processing periods and collaborating with staff across the college to maximize CRM effectiveness and data quality.

Qualifications

• Strong understanding of spreadsheet data management and data integrity.
• Ability to prioritize and manage multiple complex tasks simultaneously.
• Superior attention to detail and ability to meet deadlines.
• Evidence of strong problem-solving skills and integrity with confidential information.
• Customer service orientation and team collaboration in a fast-paced environment.

Responsibilities

• Assist with maintaining and configuring the Slate CRM to support Development processes.
• Create and manage accounts and access for CRM users.
• Maintain data accuracy in accordance with data entry policies.
• Train staff in CRM usage and best practices.
• Create reports and data extracts for financial reporting, marketing, and analytics.
• Ensure compliance with IRS, FASB, and NYPMIFA for development activities.

Skills

Spreadsheet data management

Task prioritization

Attention to detail

Problem-solving

Confidential information handling

Customer service oriented

Team player

Tools

Slate CRM

Microsoft Excel

Google Sheets

Job description

Bard College, a liberal arts college on the Hudson River, is aprivate institution working in the public interest.

Bard College seeks a CRM Specialist to join the Office ofDevelopment and Alumni/ae Affairs. The CRM Specialist is a criticalmember of the Office of Development and Alumni/ae Affairs, andbrings knowledge of and enthusiasm for the power of data. The CRMSpecialist will be trained in how to configure and customize allaspects of the Advancement Slate CRM (customer relationshipmanagement) system. The CRM houses donation, grant, and pledgeinformation for the College and its programs, as well as allalumni/ae, donor, family, and prospect information and research.The CRM Specialist supports the Director of Development Services inmanaging 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 rightcandidate with an excellent opportunity to grow skills in systemadministration, data management, and analytics while learning aboutthe business of non-profit fundraising.

The CRM Specialist is required to work during peak processingperiods, specifically mid-December through mid-January and mid-Junethrough mid-July.

About Bard:

Bard College’s main campus is in Annandale-on-Hudson, N.Y., with1,900 undergraduate students; the College also includes multiplegraduate programs. The 1,000-acre campus sits along the HudsonRiver and offers the Fisher Performing Arts Center, and HesselMuseum of Art, and is the home of the Bard Prison Initiative, thelargest college-degree-granting prison education program in theU.S. The Bard Network also includes several Bard High School EarlyColleges across the country as well as international campuses andpartnerships. Bard College is a private institution working in thepublic interest. Bard faculty and staff lead their students byexample, building upon the existing network of boundary-breakingprograms focused on rethinking who can and should be included in aliberal 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 atBard 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