Job Offer: Development Services CRM Specialist

Development Services CRM Specialist

Bard College

Development Services CRM Specialist

Employer Website:
The Department of Development and Alumni/ae Affairs (ODAA) seeks a Development Services CRM specialist. 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 the quality and availcapability of its data. this job offer presents the right candidate with an excellent opportunity to grow expertise in system administration, data management and analytics while learning about the business of non-profit fundraising.



Essential tasks

»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 conformity with data entry policy and procedures

»Train and assist staff all over 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

»Required to work during peak processing periods, specifically, mid-December through mid-January, and mid-June through mid-July

»Required to assist with campus wide events, such as Commencement /Reunion Weekend, Arrival Day, and Family Weekend and other events as needed Qualifications

»Basic knowledge of spreadsheet data management (e.g. sort, filter, vlookup, pivot tables, etc. in Microsoft Excel or Google Sheets)

» capability to prioritize and attend to multiple complex tasks simultaneously

»Superior attention to detail and demonstrated capability to meet deadlines

»Evidence of strong problem-solving expertise

»Excellent interpersonal and communications expertise

»Integrity in handling sensitive or confidential information

»Customer service-oriented disposition

» capability to work as a team member in a fast-paced environment Additional Desirable expertise

»Bachelor's degree

» practice 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

» practice 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 list of three professional contact references to Interfolio at:


Applications will be reviewed as received.
AA/EOE