Data Reporting and Gift Specialist

Concordia University Ann Arbor; Mequon (WI); Sur place; USD 28 000 - 39 000; Plein temps

Avantages offerts par ce poste

Health, Dental and Vision Insurance

Retirement Plans

Tuition waiver benefits

Résumé du poste

Concordia University Wisconsin in Mequon, WI, is seeking a Data Reporting and Gift Specialist to support the Office of Advancement. The role involves CRM administration, data reporting, gift processing, and collaboration with Finance and IT to ensure data integrity and policy compliance.

The position requires attention to detail, discretion, and strong Excel skills, with training provided for CRM use. This is a full-time, on-campus role reporting to the AVP of Advancement Services.

Qualifications

• Experience with CRM data systems and data entry.
• Bachelor's degree preferred.
• Strong Excel skills and ability to reconcile deposits.
• Excellent written and oral communication.
• Ability to handle confidential information.

Responsabilités

• Serve as CRM admin for Raiser's Edge to maintain data standards.
• Develop and maintain standard reports on demographics, giving activity, and metrics.
• Create training materials and documentation for CRM processes.
• Coordinate payment processors with university IT and Finance.
• Back-up gift entry and receipting; monthly reconciliation.
• Maintain donor records for accurate history and relationships.
• Recommend gift policy updates with Gift and Data Assistant.
• Collaborate with Advancement staff to meet university goals.
• Other duties as assigned.

Connaissances

MS Excel

Data entry

Communication

Confidentiality

Formation

Bachelor's degree preferred

Outils

Blackbaud Raiser's Edge

Description du poste

Concordia is a Lutheran higher education community committed to helping students develop in mind, body and spirit for service to Christ in the Church and in the world.

Position Summary

The Data Reporting and Gift Specialist supports the administrative, data, reporting, and gift processing functions of the Office of Advancement across CUW and CUAA. This role is ideal for a detail-oriented, trustworthy, and organized learner who is comfortable working with data, spreadsheets, financial processes, and donor records. Prior experience with CRM systems is helpful but not required; training will be provided for candidates who demonstrate accuracy, confidentiality, strong communication, and a willingness to learn.

This is a full-time position at the CUW campus that reports to the Assistant Vice President for Advancement Services with significant interaction with the Advancement Data Analyst.

Job Duties and 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.

Knowledge, Skills, and Abilities

• Knowledge and skill in advanced computer use, to include Microsoft Office expertise with high proficiency in MS Excel
• Ability to understand gift and finance terms, handle cash/checks, and reconcile deposits
• Ability to communicate effectively with technical and non-technical staff
• Interpersonal skills using tact and patience together with excellent oral and written communication
• Ability to work independently in a fast-paced environment with a very high attention to detail
• Proven ability to be flexible and cooperative in a team-based environment to meet project deadlines and advance multiple projects simultaneously
• Maintain a high level of confidentiality
• Willingness and ability to work outside of normal business hours on occasion to meet deadlines and be present at select university events
• Supportive of the mission and values of Concordia University Wisconsin/Ann Arbor and the Lutheran Church Missouri Synod (LCMS)

Education and Experience

Experience related to CRM data systems, administrative support, and cash handling/bookkeeping is required. Bachelor's degree is preferred.

Compensation and Benefits

This is a full-time, hourly non-exempt position. The starting wage may be determined upon education and/or experience. Concordia University benefit options include, but are not limited to the following:

• Health, Dental and Vision Insurance
• Personal Spending Account, Flexible Spending Account, and/or Health Savings Account
• Disability and Survivor Plan
• Retirement Pension Plan
• Retirement 403(b) Savings Plan
• Basic Life and Supplemental Life Insurance
• Accidental Death and Dismemberment Coverage
• Critical Illness and Accident Insurance
• Tuition waiver benefits (available for employees and their qualified dependents)

Equal Opportunity Employer

It is the policy of CU to provide equal opportunity to all employees and applicants for employment in accordance with all applicable federal, state, and local laws.

The University will not discriminate against or harass any employee or applicant for employment because of race, color, sex, pregnancy, national origin (including ancestry), citizenship status, physical or mental disability, age, marital status, gender, veteran or military status, predisposing genetic characteristics, domestic violence victim status, or any other characteristic protected by federal, state or local laws.

However, CU is an institution of the LCMS and, to the extent allowed by law, CU reserves the right to give preference in employment based on religion. In addition, preference in holding certain employment positions is given to ordained or rostered ministers of the LCMS. Based on a religious tenet, CU recognizes only male, LCMS ordained Ministers of the Gospel, but recognizes both male and female LCMS Rostered Ministers of the Gospel.

The Human Resources Department has been appointed to manage the equal employment opportunity program, including all equal employment opportunity activities, as required by federal, state and local agencies. If any employee or applicant for employment believes this policy has been violated, he/she must contact the Director of Human Resources.

Concordia University is a HLC accredited, co-educational, liberal arts school offering more than 72 undergraduate majors, over 35 master's degree programs, and 5 doctoral programs. There are also a variety of accelerated evening and e-learning programs.