Bard College

Development Services CRM Specialist

Employer Website: http://apply.interfolio.com/99472
The CRM Specialist will be trained in how to configure and customize all aspects of the new Slate CRM (customer relationship management) system that manages information for the College’s network of fund raisers and event planners. Reporting to the Director of Development Services the CRM Specialist will share responsibilities for supporting this critical system, and ensuring quality and availability of its data. This position presents the right candidate with an excellent opportunity to grow skills in system administration, data management and analytics, while learning about the business of non-profit fundraising.

Essential Duties and Responsibilities:

• Configure 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 throughout Bard in use of the CRM
• Understand system interfaces for gift entry, fund creation, gift restrictions and audit reporting
• Create and run reports and data extracts for ODAA team members and other campus units
• Help with the production of  targeted mailing lists for communications, appeal solicitations, invitations, and events as requested
• Author and maintain procedural documentation related to use of the CRM
• Comply with all IRS, FASB, and NYPMIFA regulations related to development activities. 

Qualifications:

• Basic understanding of spreadsheet data management (e.g. sort, filter, vlookup, pivot tables, etc. in Microsoft Excel orGoogle 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 
• Excellent interpersonal and communications skills
• Integrity in handling sensitive or confidential information
• Customer service-oriented disposition
• Ability to work as a team member in a fast paced environment
• Ability to participate in campus wide events as needed, sometimes on weekends and evenings

Additional Desirable Skills:

• Bachelor’s degree
• Experience working with any CRM (e.g. Salesforce, Raiser’s Edge, DonorPerfect, etc.)
• Knowledge of fundraising principles and practice, particularly in a college or university setting
• Familiarity with with web technologies (HTML, CSS, Javascript)
• Specific familiarity with Technolutions’ Slate CRM
• Experience with a reporting tool of any kind
• Exposure to any data analysis tools (SQL, Python, R, SaS, etc.)

To Apply
Please submit a cover letter, resume and the contact information for three references by following this link to Interfolio: http://apply.interfolio.com/99472

AA/EOE