Slate CRM & Data Analytics 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 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.