Records & Research Coordinator

University Advancement

As a member of the Division of University Advancement, this position reports to the Director, Gifts & Records Management and serves as a steward of information pertaining to the development, donor, constituent, alumni, gift processing, special events, and communication activities of the Division by utilizing conventional and systemic resources to research data discrepancies and facilitate high volume complex data entry. The candidate will display independent decision making, superior organization and strong attention to detail. Excellent communication skills, both verbal and written, are necessary. The ideal candidate should take ownership of tasks with focus and consistency, while being an adaptable supportive team member.

Responsibilities

* Manages the collection and entry of data into the CRM, including retrieval and reconciliation of data from other tools and systems. Ensure data changes are sourced accurately and are in line with data entry procedures.

* Performs both routine and emerging data hygiene screenings and updates in Ellucian CRM related to alumni and donor biographical data.

* Collaborates with stakeholders to optimize data collection methods and provide guidance to ensure data submissions are consistent and accurate. Help to define and create specifications for reports and dashboards.

* Proactively manages data hygiene calendar and maintains data quality standards with regular maintenance of both routine and emerging data in the existing CRM, periodically eliminating obsolete data. Collaborates with ITS and other stakeholders to prepare and execute data update/change projects ahead of significant data request execution.

* Performs various data entry and assists with the creation, training, and documentation of standardized procedures for:

o record creation and updates, including affiliation, biographic, demographic and relationship data

o constituent communication preferences, exclusions, and returned data

o volunteer, advisory, and affinity groups and giving societies

o communication plan and activity updates

o prospect activity updates for gift portfolio management

* Prepares basic biographical research data and profiles for events and other prospect activities.

* Provides outstanding customer service, responding to incoming requests from inside and outside the organization. Communicate and manage projects within project management tools. Collaborate with internal and external stakeholders to ensure accuracy of CRM data toward export and reporting.

* Cross-trains and supports Advancement staff as needed with general database upkeep, including gift processing and receipting.

* Uses research tools from various online, digital and paper sources to ensure the most accurate data possible. Regularly reviews and researches files that require human discernment from native CRM and other data movement and update processes.

* Develops and submits Annual Business Plan, identifying key metrics and milestones necessary to achieve annual goals.

* Organizes and completes assignments according to priorities and deadlines; Sets own priorities in accordance with team needs.

* Recognizes and solves typical problems that occur in own work area without supervisory approval.

* Provides solutions to problems in situations that are typically based on practice and existing precedents and escalates atypical occurring problems to supervisor/manager.

* Maintains recommended data management standards including data confidentiality and entry standards, as offered by the CRM vendor and fundraising professional societies including CASE, AASP, AFP, Apra, and in adherence to IRS codes and other government data protection regulations and laws.

* Maintain confidentiality regarding sensitive matters

* Perform other duties as assigned

Applicants have to be eligible to work in US

M-F; 8:00am - 5:00pm8:00am - 5:00pm

A Bachelor's degree and 1 year of experience from which comparable knowledge and skills can be acquired is necessary

• * At least 3 years of experience preferred.
  * Proficient in use of Microsoft Office products.
  * Proficient with CRM Advance or similar fundraising CRM
  * Ability to work independently while also working as a member of the University Advancement team.
  * Ability to read, analyze and interpret complex financial agreements and situations.
  * Familiarity with fundraising data and processes.
  * Ability to respond effectively to sensitive inquiries and complaints.
  * Ability to troubleshoot technical issues and elevate them as necessary.* At least 3 years of experience preferred.
  * Proficient in use of Microsoft Office products.
  * Proficient with CRM Advance or similar fundraising CRM
  * Ability to work independently while also working as a member of the University Advancement team.
  * Ability to read, analyze and interpret complex financial agreements and situations.
  * Familiarity with fundraising data and processes.
  * Ability to respond effectively to sensitive inquiries and complaints.
  * Ability to troubleshoot technical issues and elevate them as necessary.At least 3 years of experience preferred.
• Proficient in use of Microsoft Office products.
• Proficient with CRM Advance or similar fundraising CRM.
• Ability to work independently while also working as a member of the University Advancement team.
• Ability to read, analyze and interpret complex financial agreements and situations.
• Familiarity with fundraising data and processes.
• Ability to respond effectively to sensitive inquiries and complaints.
• Ability to troubleshoot technical issues and elevate them as necessary.* At least 3 years of experience preferred.
  * Proficient in use of Microsoft Office products.
  * Proficient with CRM Advance or similar fundraising CRM
  * Ability to work independently while also working as a member of the University Advancement team.
  * Ability to read, analyze and interpret complex financial agreements and situations.
  * Familiarity with fundraising data and processes.
  * Ability to respond effectively to sensitive inquiries and complaints.
  * Ability to troubleshoot technical issues and elevate them as necessary.

$19.50 - $22.50 per hour

Grade Level - 008

Application materials include a cover letter and resume. Finalists will be asked to provide references at a later date.

Applicants must combine all application materials into one PDF or Microsoft Word document and upload as a resume attachment to the UMSL Job site: http://umsl.jobs.

Limit document name to 50 characters. Maximum size limit is 11MB. Do not include special characters (e.g., /, &, %, etc.). For questions about the application process, please email employment@umsl.edu. If you are experiencing technical problems, please email umpshrsupport@umsystem.edu.Application materials include a cover letter and resume. Finalists will be asked to provide references at a later date.

Applicants must combine all application materials into one PDF or Microsoft Word document and upload as a resume attachment to the UMSL Job site: http://umsl.jobs.

Limit document name to 50 characters. Maximum size limit is 11MB. Do not include special characters (e.g., /, &, %, etc.). For questions about the application process, please email employment@umsl.edu. If you are experiencing technical problems, please email umpshrsupport@umsystem.edu.Application materials include a cover letter and resume. Finalists will be asked to provide references at a later date.

Applicants must combine all application materials into one PDF or Microsoft Word document and upload as a resume attachment to the UMSL Job site: http://umsl.jobs.

Limit document name to 50 characters. Maximum size limit is 11MB. Do not include special characters (e.g., /, &, %, etc.). For questions about the application process, please email employment@umsl.edu. If you are experiencing technical problems, please email umpshrsupport@umsystem.edu.

This position is eligible for University benefits. As part of your total compensation, the University offers a comprehensive benefits package, including medical, dental and vision plans, retirement, paid time off, short- and long-term disability, paid parental leave, paid caregiver leave, and educational fee discounts for all four UM System campuses. For additional information on University benefits, please visit the Faculty & Staff Benefits website at https://www.umsystem.edu/totalrewards/benefits.

Equal Employment Opportunity

The University of Missouri is an Equal Opportunity Employer.

To request ADA accommodations, please email the Office of Human Resources at umslhr@umsl.edu.