Philanthropy System Analyst

Texas A&M University

Canyon (TX)

On-site

USD 48,000 - 60,000

Full time

14 days+

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Job summary

West Texas A&M University is seeking a Philanthropy System Analyst to work with the Advancement Services and IT teams to optimize the Ascend CRM for philanthropy use, build reports, and ensure data integrity. You will train users, run UAT, and support ROI improvements across the system.

The role requires a Bachelor’s degree plus 4 years of related experience and strong knowledge of donor software and CRM databases.

Qualifications

  • Bachelor’s degree or equivalent combination of education and experience.
  • Four (4) years of related experience.
  • Systems Analyst experience.
  • Working with end users and IT.
  • Knowledge of donor software (Raisers Edge, Ascend, Salesforce, etc.).
  • Create lists, queries and exports.
  • Understanding of data administration and management functions.
  • Proficiency in Microsoft Office primary software, particularly Excel for use with data.
  • Ability to train, motivate and communicate with staff in a high-volume goal oriented, friendly work environment.
  • Ability to maintain confidentiality.
  • Ability to learn and effectively use new software.
  • Self-Motivated, self-directed, collegial, creative and results oriented.
  • Must have an advanced ability to prioritize tasks, schedules and objectives.
  • Must be collaborative with a strong commitment to team support and positive customer service.
  • Excellent written and verbal communication skills along with strong interpersonal skills and attention to detail.
  • Technical understanding of CRM database systems.

Responsibilities

  • Create lists, queries and exports to extract data from the Ascend CRM with specific criteria.
  • Work with IT to develop Ascend CRM to meet the needs of philanthropy users and IT.
  • Provide user support for Ascend CRM functionality.
  • Test new releases/updates and work with Philanthropy leadership in decision making and implementation of changes.
  • Develop and recommend data integrity and quality audits for the Ascend CRM to ensure the accuracy of data entry and record coding.
  • Develop methods for streamlining data entry and extraction processes within Ascend CRM.
  • Develop and document relevant business processes involving Ascend CRM including a data dictionary, code tables and crosswalks for data that exists across multiple systems.
  • Performs regular data appending procedures from a variety of sources (example: NCOA update and email appends, etc.) following best practices.
  • Work with Alumni and Annual Giving on appeal standards, tracking appeal performance, etc.
  • This document represents the major duties, responsibilities, and authorities of this job and is not intended to be a complete list of all tasks and functions.
  • Other duties as assigned.
  • Maintains 100% compliance with timely completion of required System, University and job-specific online training courses.

Skills

Systems Analyst
CRM systems
Excel
Data extraction
Training
Communication
Confidentiality
Project coordination

Education

Bachelor’s degree or equivalent combination of education and experience

Tools

Ascend CRM
Salesforce
Raisers Edge

Job description

## Philanthropy System AnalystApplylocations: Canyon, TXtime type: Full timeposted on: Posted Todayjob requisition id: R-095410**Job Title**Philanthropy System Analyst**Agency**West Texas A&M University**Department**Advancement Services**Proposed Minimum Salary**$4,072.25 monthly**Job Location**Canyon, Texas**Job Type**Staff**Job Description**The A&M System strives to maintain a competitive, high-quality benefit package to support the health and wellness needs of our workforce. This includes comprehensive health and welfare insurance plans, additional health and lifestyle programs, and optional retirement savings opportunities. Eligible employees will have access to paid leave programs in addition to 13-15 paid holidays each year. For more information regarding the benefit package go to: West Texas A&M University: Human Resources Benefits**NOTICE -** **All posted positions are subject to budget approval.****General Summary:**The Philanthropy System Analyst is responsible for working with others in all areas of the Philanthropy Division as well as with IT to identify operational problems and find solutions. The Philanthropy System Analyst will train users, create reports, conduct user acceptance testing and assist the Philanthropy Team to use the Philanthropy System so it provides the greatest ROI.**Responsibilities:*** Create lists, queries and exports to extract data from the Ascend CRM with specific criteria* Work with IT to develop Ascend CRM to meet the needs of philanthropy users and IT* Provide user support for Ascend CRM functionality.* Test new releases/updates and work with Philanthropy leadership in decision making and implementation of changes.* Develop and recommend data integrity and quality audits for the Ascend CRM to ensure the accuracy of data entry and record coding.* Develop methods for streamlining data entry and extraction processes within Ascend CRM.* Develop and document relevant business processes involving Ascend CRM including a data dictionary, code tables and crosswalks for data that exists across multiple systems* Performs regular data appending procedures from a variety of sources (example: NCOA update and email appends, etc.) following best practices* Work with Alumni and Annual Giving on appeal standards, tracking appeal performance, etc.* This document represents the major duties, responsibilities, and authorities of this job and is not intended to be a complete list of all tasks and functions. Other duties as assigned.* Maintains 100% compliance with timely completion of required System, University and job-specific online training courses.**Necessary Qualifications:*** Bachelor’s degree or equivalent combination of education and experience.* Four (4) years of related experience.* Systems Analyst experience.* Working with end users and IT.* Knowledge of donor software (example: Raisers Edge, Ascend, Salesforce, etc.).* Create lists, queries and exports.* Understanding of data administration and management functions.* Proficiency in Microsoft Office primary software, particularly Excel for use with data.* Ability to train, motivate and communicate with staff in a high-volume goal oriented, friendly work environment.* Ability to maintain confidentiality.* Ability to learn and effectively use new software.* Self-Motivated, self-directed, collegial, creative and results oriented.* Must have an advanced ability to prioritize tasks, schedules and objectives.* Must be collaborative with a strong commitment to team support and positive customer service.* Excellent written and verbal communication skills along with strong interpersonal skills and attention to detail.* Technical understanding of CRM database systems.**Preferred Qualifications:*** Master’s degree in computer science or related management field.* Eight (8) years of related experience.* Experience in developing and maintaining dashboards for displaying and analyzing data.* Experience with Ascend, Affinaquest, Salesforce and/or Raisers Edge.* Fundraising CRM experience.**Applicant Instructions:**Please include the following with your application:* Cover letter* Resume* Three referencesPlease attach all documents in the attachment box at the bottom of the “My Experience” page before continuing through the application. Please use the “Upload” button to add each document individually. All revisions must be made prior to application submission. If you need assistance with uploading documents, please contact WTAMU Human Resources at hr@wtamu.edu.Due to budgetary reasons, West Texas A&M University will not offer H-1B or other work authorization visa sponsorship for this position. Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term.
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