University of the Pacific
CRM and Reporting Analyst
🇺🇸
Stockton, CA
🕑
Full-Time
💰
$31 - $38
per Hour
💻
Other
🗓️
June 1st, 2026
CRM
SQL
Edtech.com's Summary
University of the Pacific is hiring a CRM and Reporting Analyst. The role involves hands-on CRM system administration, maintaining data integrity, and producing operational reports to support fundraising and alumni engagement activities. The analyst provides accurate data extraction, validation, and support for Development and Alumni Relations staff to ensure reliable CRM functionality and reporting.
Highlights
- Maintain and administer alumni, donor, and constituent records in the CRM system, ensuring data integrity and compliance with data governance policies.
- Perform routine data audits, resolve discrepancies, and manage user roles, permissions, and CRM security.
- Respond to internal requests by creating, validating, and distributing constituent lists and reports to support fundraising, communications, and appeals.
- Produce and validate operational and historical reports, assist with basic data analysis, and maintain documentation for reporting processes.
- Collaborate with Advancement Services, Development staff, and Communications to meet data needs and support user adoption and training.
- Proficiency required in Microsoft Excel including filtering, formulas, and basic data validation; familiarity with SQL and query tools preferred.
- Minimum qualifications include a Bachelor’s degree (or equivalent experience) and 1-3 years of CRM, data management, or reporting experience.
- Experience with CRM administration, relational databases, and working in nonprofit or higher education fundraising environments is preferred.
- Salary range is $31.30 to $37.50 per hour, considering experience, qualifications, and market factors.
- Position reports to the Executive Director for Advancement Services and supports Donor Relations department activities.
CRM and Reporting Analyst Full Description
CRM and Reporting Analyst
Posting Details
Position Information
Job Title | CRM and Reporting Analyst
Union Level |
Department | Donor Relations
Campus | Stockton
Posting Number | 201304302P
Full or Part Time | Full Time
Number of Months | 12
Work Schedule |
Position End Date |
Open Date | 05/29/2026
Close Date |
Open Until Filled | Yes
Special Instructions to Applicants | For Applicants Seeking Job Opportunities within the University
Internal: Internal applicants will be considered within the first five (5) business days of the posting period.
External: External applicants will be considered on the sixth (6) business day of the posting period.
Sponsorship | This position is not eligible for a visa sponsorship now or in the future.
Union Level |
Department | Donor Relations
Campus | Stockton
Posting Number | 201304302P
Full or Part Time | Full Time
Number of Months | 12
Work Schedule |
Position End Date |
Open Date | 05/29/2026
Close Date |
Open Until Filled | Yes
Special Instructions to Applicants | For Applicants Seeking Job Opportunities within the University
Internal: Internal applicants will be considered within the first five (5) business days of the posting period.
External: External applicants will be considered on the sixth (6) business day of the posting period.
Sponsorship | This position is not eligible for a visa sponsorship now or in the future.
Position Summary Information
Primary Purpose | The CRM and Reporting Analyst is responsible for supporting Advancement Services through hands‑on CRM system administration and operational reporting. This role focuses on maintaining data integrity, supporting day‑to‑day CRM functionality, and fulfilling constituent list requests, appeals, and standard reporting needs. The position serves as a key operational resource for fundraising and engagement activities by ensuring accurate data extraction, validation, and system reliability.
This role balances core CRM administrative responsibilities with entry‑ to mid‑level analytical work, providing timely, reliable data to Development and Alumni Relations staff while supporting data standards, system processes, and user adoption. The CRM and Reporting Analyst reports to the Executive Director for Advancement Services.
Essential Functions | CRM Administration and Data Management Maintain alumni, donor, and constituent records within the CRM to ensure accurate historical representation and relationship tracking. Apply and enforce data entry standards, data governance policies, and best practices to maintain data integrity. Perform routine data audits to identify inaccuracies, duplicates, and data integrity issues; research and resolve discrepancies. Establish, document, and maintain basic validation and quality‑control processes to support reliable reporting and downstream use. Configure and maintain user roles, permissions, and security access within the CRM. Monitor CRM performance and implement system updates, enhancements, and minor configuration changes as needed. Serve as a functional subject‑matter resource for CRM data structure and operational usage.
Reporting, List Management, and Appeals SupportRespond to internal requests for constituent lists, reports, and basic data extracts in support of fundraising, alumni engagement, stewardship, and communications. Create, validate, and distribute mailing lists, email lists, and giving lists based on defined criteria. Perform basic data extraction and manipulation to support direct mail, email appeals, and campaign initiatives. Validate list counts, segmentation logic, and exclusion criteria to ensure accuracy prior to release. Develop and maintain standard and recurring reports related to constituent demographics, giving activity, engagement, and operational metrics. Support appeals and campaigns through data preparation, demographic selection, and post‑appeal data review.
Analysis and Operational ReportingProduce routine operational and historical reports to support Advancement leadership and fundraisers. Validate report outputs by comparing results across source data, system rules, and historical trends. Assist with basic analysis of fundraising and engagement data to identify trends and data quality concerns. Maintain documentation for standard reports, extracts, and list‑building processes. Support annual and external reporting needs by preparing and validating required data sets, as needed.
Collaboration and SupportWork closely with Advancement Services, Development staff, and Communications to understand data needs and ensure timely delivery. Provide basic guidance and support to CRM users regarding reports, data entry standards, lists, and system usage. Assist with the development of simple training materials and documentation related to CRM processes and reporting. Perform other related duties as assigned.
University of the Pacific recognizes that diversity, equity, and inclusion are foundational to the success of our students and employees. We prioritize policy and decision‑making that demonstrates awareness of, and responsiveness to, the ways socio‑cultural forces related to race, gender, ability, sexuality, and socio‑economic status impact our community.
Minimum Qualifications | Bachelor’s degree in business, information systems, social sciences, or a related field, or equivalent combination of education and experience. One (1) to three (3) years of professional experience working with CRM systems, data management, or reporting. Proficiency in Microsoft Excel, including filtering, formulas, and basic data validation techniques. Experience working with constituent, donor, or customer data in a nonprofit or higher education environment preferred.
Preferred Qualifications | Experience with CRM administration in an Advancement Services, fundraising, or nonprofit environment. Foundational understanding of relational databases and data structures. Experience producing constituent lists, appeals, and standard reports. Familiarity with basic query tools, reporting modules, or SQL. Demonstrated attention to detail and commitment to data accuracy. Ability to manage multiple requests, prioritize deadlines, and work independently. Strong written and verbal communication skills. Demonstrated judgment, confidentiality, and discretion when working with sensitive data. Experience working with diverse populations and a demonstrated commitment to equity and inclusion.
Physical Requirements | Requires extended periods of sitting and repetitive hand/wrist motion while using computer keyboard and phone. Occasional standing, walking, climbing stairs, bending, stooping and reaching. Occasional lifting up to 25 pounds.
The physical demands described here are representative but not definitive of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Hiring Range | $31.30 - $37.50 per hour; We consider factors such as, but not limited to, scope and responsibilities of the position, candidate’s qualifications, internal equity, as well as market and organizational considerations when extending an offer.
Background Check Statement | All applicants who receive a conditional offer of employment are required to execute a release and authorization for a background screening.
AB 810 Misconduct Disclosure Requirement: University of the Pacific complies with California Assembly Bill 810, requiring candidates accepting conditional job offers to disclose any final administrative or judicial findings, ongoing proceedings, allegations, resignations under investigation, or appeals related to sexual harassment or misconduct within the past seven years.
Anti-Discrimination/EEO Policy Statement | University of the Pacific is an equal opportunity employer dedicated to workforce diversity across backgrounds, experiences, and viewpoints. Pacific does not unlawfully discriminate in its hiring of faculty and staff, or in the provision of its employment benefits to its faculty and staff on the basis of race, color, religion, national origin, ancestry, age, genetic information, sex/gender, marital status, military and veteran status, sexual orientation, medical condition, pregnancy, gender identity, gender expression, or mental or physical disability, or other legally protected characteristics or combination of such characteristics. While we strive to attract a broad and representative pool of candidates, all hiring decisions are made based on merit, selecting the most qualified individual for each position.
This role balances core CRM administrative responsibilities with entry‑ to mid‑level analytical work, providing timely, reliable data to Development and Alumni Relations staff while supporting data standards, system processes, and user adoption. The CRM and Reporting Analyst reports to the Executive Director for Advancement Services.
Essential Functions | CRM Administration and Data Management Maintain alumni, donor, and constituent records within the CRM to ensure accurate historical representation and relationship tracking. Apply and enforce data entry standards, data governance policies, and best practices to maintain data integrity. Perform routine data audits to identify inaccuracies, duplicates, and data integrity issues; research and resolve discrepancies. Establish, document, and maintain basic validation and quality‑control processes to support reliable reporting and downstream use. Configure and maintain user roles, permissions, and security access within the CRM. Monitor CRM performance and implement system updates, enhancements, and minor configuration changes as needed. Serve as a functional subject‑matter resource for CRM data structure and operational usage.
Reporting, List Management, and Appeals SupportRespond to internal requests for constituent lists, reports, and basic data extracts in support of fundraising, alumni engagement, stewardship, and communications. Create, validate, and distribute mailing lists, email lists, and giving lists based on defined criteria. Perform basic data extraction and manipulation to support direct mail, email appeals, and campaign initiatives. Validate list counts, segmentation logic, and exclusion criteria to ensure accuracy prior to release. Develop and maintain standard and recurring reports related to constituent demographics, giving activity, engagement, and operational metrics. Support appeals and campaigns through data preparation, demographic selection, and post‑appeal data review.
Analysis and Operational ReportingProduce routine operational and historical reports to support Advancement leadership and fundraisers. Validate report outputs by comparing results across source data, system rules, and historical trends. Assist with basic analysis of fundraising and engagement data to identify trends and data quality concerns. Maintain documentation for standard reports, extracts, and list‑building processes. Support annual and external reporting needs by preparing and validating required data sets, as needed.
Collaboration and SupportWork closely with Advancement Services, Development staff, and Communications to understand data needs and ensure timely delivery. Provide basic guidance and support to CRM users regarding reports, data entry standards, lists, and system usage. Assist with the development of simple training materials and documentation related to CRM processes and reporting. Perform other related duties as assigned.
University of the Pacific recognizes that diversity, equity, and inclusion are foundational to the success of our students and employees. We prioritize policy and decision‑making that demonstrates awareness of, and responsiveness to, the ways socio‑cultural forces related to race, gender, ability, sexuality, and socio‑economic status impact our community.
Minimum Qualifications | Bachelor’s degree in business, information systems, social sciences, or a related field, or equivalent combination of education and experience. One (1) to three (3) years of professional experience working with CRM systems, data management, or reporting. Proficiency in Microsoft Excel, including filtering, formulas, and basic data validation techniques. Experience working with constituent, donor, or customer data in a nonprofit or higher education environment preferred.
Preferred Qualifications | Experience with CRM administration in an Advancement Services, fundraising, or nonprofit environment. Foundational understanding of relational databases and data structures. Experience producing constituent lists, appeals, and standard reports. Familiarity with basic query tools, reporting modules, or SQL. Demonstrated attention to detail and commitment to data accuracy. Ability to manage multiple requests, prioritize deadlines, and work independently. Strong written and verbal communication skills. Demonstrated judgment, confidentiality, and discretion when working with sensitive data. Experience working with diverse populations and a demonstrated commitment to equity and inclusion.
Physical Requirements | Requires extended periods of sitting and repetitive hand/wrist motion while using computer keyboard and phone. Occasional standing, walking, climbing stairs, bending, stooping and reaching. Occasional lifting up to 25 pounds.
The physical demands described here are representative but not definitive of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Hiring Range | $31.30 - $37.50 per hour; We consider factors such as, but not limited to, scope and responsibilities of the position, candidate’s qualifications, internal equity, as well as market and organizational considerations when extending an offer.
Background Check Statement | All applicants who receive a conditional offer of employment are required to execute a release and authorization for a background screening.
AB 810 Misconduct Disclosure Requirement: University of the Pacific complies with California Assembly Bill 810, requiring candidates accepting conditional job offers to disclose any final administrative or judicial findings, ongoing proceedings, allegations, resignations under investigation, or appeals related to sexual harassment or misconduct within the past seven years.
Anti-Discrimination/EEO Policy Statement | University of the Pacific is an equal opportunity employer dedicated to workforce diversity across backgrounds, experiences, and viewpoints. Pacific does not unlawfully discriminate in its hiring of faculty and staff, or in the provision of its employment benefits to its faculty and staff on the basis of race, color, religion, national origin, ancestry, age, genetic information, sex/gender, marital status, military and veteran status, sexual orientation, medical condition, pregnancy, gender identity, gender expression, or mental or physical disability, or other legally protected characteristics or combination of such characteristics. While we strive to attract a broad and representative pool of candidates, all hiring decisions are made based on merit, selecting the most qualified individual for each position.
Posting Specific Questions
Required fields are indicated with an asterisk (*).
- * Do you have a Bachelor’s degree in business, information systems, social sciences, or a related field, or equivalent combination of education and experience?
- Yes
- No
- * Do you have one (1) to three (3) years of professional experience working with CRM systems, data management, or reporting?
- Yes
- No
- * Are you proficient in Microsoft Excel, including filtering, formulas, and basic data validation techniques?
- Yes
- No
- * Do you have experience working with constituent, donor, or customer data in a nonprofit or higher education environment?
- Yes
- No
- * Pacific participates in federal healthcare programs. As such, a required part of the hiring process is to verify that potential employees have not been excluded from participating in federal programs for mandatory exclusions (including for fraud, controlled substances crimes, patient abuse or neglect, or other program-related crimes) or for other permissive exclusions by the Office of Inspector General. A "Yes" response would be considered disqualifying. Please answer the following question accordingly: Are you currently excluded from participation in federal programs (including Medicare, Medicaid, or any other federal healthcare program)?
- Yes
- No
- * Pacific participates in federal healthcare programs. As such, a required part of the hiring process is to verify that potential employees have not been excluded from participating in federal programs for mandatory exclusions (including for fraud, controlled substances crimes, patient abuse or neglect, or other program-related crimes) or for other permissive exclusions by the Office of Inspector General. A "Yes" response would be considered disqualifying. Please answer the following question accordingly: Have you received notice that you are under review for possible exclusion from any federal programs (including Medicare, Medicaid, or any other federal healthcare program)?
- Yes
- No
- * How did you hear about this employment opportunity?
- CSHP Job Posting
- ACCP Job Posting
- Personal Referral
- Pacific Website
- Other
Applicant Documents
Required Documents
- Resume
- Cover Letter/Letter of Application
Optional Documents
- Other Document
- Other Document 2
University of the Pacific / 3601 Pacific Ave, Stockton, CA 95211
human_resources@pacific.edu human_resources@pacific.edu / 209.946.2124
human_resources@pacific.edu human_resources@pacific.edu / 209.946.2124
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