Data Reporting and Gift Specialist

Concordia University Wisconsin/Ann Arbor • Mequon, WI

1d • Onsite

About The Position

The Data Reporting and Gift Specialist supports administrative, data, reporting, and gift-processing functions for the Office of Advancement across Concordia University Wisconsin and Concordia University Ann Arbor. This full-time position is based at the CUW campus and reports to the Assistant Vice President for Advancement Services, with significant interaction with the Advancement Data Analyst. The role is suited to a detail-oriented, trustworthy, organized learner who is comfortable working with data, spreadsheets, financial processes, and donor records. Prior CRM experience is helpful but not required; training is provided for candidates who demonstrate accuracy, confidentiality, strong communication, and a willingness to learn.

The position supports Advancement CRM operations, reporting, gift processing, payment coordination, reconciliation, and record maintenance. It also assists with CRM process documentation and training materials, helps maintain gift policies, and collaborates with Advancement staff to support university goals. The successful candidate must support the mission and values of Concordia University Wisconsin/Ann Arbor and the Lutheran Church Missouri Synod (LCMS). This is an hourly, non-exempt position. Starting wage may be determined based on education and/or experience.

Requirements

• Experience related to CRM data systems, administrative support, and cash handling/bookkeeping is required.
• Advanced computer skills, including high proficiency in Microsoft Excel and expertise with Microsoft Office.
• Ability to understand gift and finance terms, handle cash and checks, and reconcile deposits.
• Ability to communicate effectively with technical and non-technical staff.
• Interpersonal skills, tact, patience, and excellent oral and written communication.
• Ability to work independently in a fast-paced environment with very high attention to detail.
• Flexibility and cooperation in a team-based environment, with the ability to meet project deadlines and advance multiple projects simultaneously.
• Ability to maintain a high level of confidentiality.
• Willingness and ability to work outside normal business hours occasionally to meet deadlines and attend select university events.
• Support for the mission and values of Concordia University Wisconsin/Ann Arbor and the Lutheran Church Missouri Synod (LCMS).

Nice To Haves

• Bachelor's degree preferred.
• Prior experience with CRM systems is helpful but not required.

Responsibilities

• Serve as a subject-matter resource for Advancement CRM operational use and perform administrative functions in Blackbaud Raiser's Edge to maintain data standards and policies.
• Develop and maintain standard and recurring reports on constituent demographics, giving activity, engagement, and operational metrics.
• Assist in developing training materials and documentation for CRM processes, gift entry, reporting, and lists for end users.
• Coordinate payment processors with third-party platforms, university IT, and Finance teams as the lead Advancement liaison.
• Maintain understanding of university gift policies and provide back-up for gift entry and receipting.
• Act as liaison between Advancement and Finance regarding monthly reconciliation and gift acceptance.
• Maintain alumni, donor, and constituent CRM records to ensure accurate historical representation and relationship tracking.
• In coordination with the Gift and Data Assistant, recommend gift policy updates as needed.
• Work collaboratively with Advancement staff to accomplish university goals.
• Perform other duties as assigned.

Benefits

• Health, dental, and vision insurance.
• Personal Spending Account, Flexible Spending Account, and/or Health Savings Account.
• Disability and Survivor Plan.
• Retirement Pension Plan.
• Retirement 403(b) Savings Plan.
• Basic Life and Supplemental Life Insurance.
• Accidental Death and Dismemberment Coverage.
• Critical Illness and Accident Insurance.
• Tuition waiver benefits for employees and their qualified dependents.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed