
Posted 4 days ago
CRM and Reporting Analyst
University of the PacificCRM and Reporting Analyst
Requirements
Bachelor's degree in business, information systems, or related field, 1-3 years CRM or data management experience, Proficiency in Microsoft Excel, Data validation and reporting skills
Skills
CRMExcelSQL
About the role
Responsibilities
- Perform hands-on CRM system administration, including managing user roles, permissions, and security access.
- Maintain accurate alumni, donor, and constituent records while enforcing data entry standards and governance policies.
- Conduct routine data audits to identify and resolve inaccuracies, duplicates, and integrity issues.
- Respond to internal requests for constituent lists, reports, and data extracts to support fundraising and engagement.
- Create, validate, and distribute mailing and email lists for direct mail and campaign initiatives.
- Develop and maintain standard recurring reports regarding constituent demographics, giving activity, and operational metrics.
- Provide guidance and support to CRM users regarding data entry standards and system usage.
Requirements
- Bachelor’s degree in business, information systems, social sciences, or a related field (or equivalent combination of education and experience).
- 1–3 years of professional experience working with CRM systems, data management, or reporting.
- Proficiency in Microsoft Excel, including the use of filters, formulas, and basic data validation techniques.
- Strong data validation and reporting skills.
Preferred Qualifications
- Experience with CRM administration in an Advancement Services, fundraising, or nonprofit environment.
- Foundational understanding of relational databases and data structures.
- Familiarity with basic query tools, reporting modules, or SQL.
- Demonstrated attention to detail and commitment to data accuracy.
- Experience working with constituent, donor, or customer data in a higher education setting.
About the Company
University of the Pacific is an equal opportunity employer dedicated to workforce diversity across backgrounds, experiences, and viewpoints. We prioritize an inclusive community that responds to the ways socio-cultural forces impact our students and employees.
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University of the Pacific · Stockton
