Major Gifts Administrative & Data Coordinator

The Trustees of Union College in the Town of Schenectady in the State of New York; City of Schenectady (NY); On-site; USD 26,000 - 30,000; Full time

Benefits offered by this job

Generous Vacation, Sick, and Personal

On-campus fitness facility access

Job summary

Union College in Schenectady, NY is seeking a detail-oriented administrative professional to support Major Gifts, Principal Gifts, Planned Giving and Operations teams. You will manage donor data in CRM, generate reports, and coordinate meetings and events to enhance alumni engagement.

The role requires strong Excel skills, CRM experience, and excellent organizational abilities in a fast-paced environment. Onsite schedule runs Monday through Friday with standard business hours.

Qualifications

• Associate degree in Business Administration or a related field required; equivalent professional administrative experience will be considered.
• 2+ years of administrative support or project management support experience preferred.
• Advanced proficiency in Microsoft Office Suite, specifically Excel (complex formulas, data analysis, and report generation).
• Experience with CRM administration, including custom report generation, database maintenance, and data integrity verification.

Responsibilities

• Donor Data & Database Management (Colleague / CASM)
• Donor Profile Maintenance: Update CRM donor records, including solicitation tracks, ratings, proposal types, cultivation plans, and fund allocations.
• Meeting Reports & Tracking: File meeting reports from Gift Officer meetings; extract meeting metrics and compile research requests from reports to email directly to key leadership.
• Stewardship: Run monthly planned giving society reports for gift officers to initiate personalized outreach; coordinates welcome letters, including letterhead printing, presidential signature routing, scanning, and CASM archiving.

Skills

Microsoft Excel

CRM administration

Data analysis

Organizational skills

Communication

Education

Associate degree in Business Administration or related field

Tools

Colleague / CASM CRM

Workday

Google Workspace

Job description

Union College in Schenectady, NY is seeking a detail-oriented administrative professional to support Major Gifts, Principal Gifts, Planned Giving and Operations teams. You will manage donor data in CRM, generate reports, and coordinate meetings and events to enhance alumni engagement.

The role requires strong Excel skills, CRM experience, and excellent organizational abilities in a fast-paced environment. Onsite schedule runs Monday through Friday with standard business hours.