CRM and Reporting Analyst

🇺🇸 Stockton, California 🕑 Full-Time 💰 TBD 💻 Information Technology 🗓️ September 22nd, 2026

CRM SQL

Edtech.com's Summary

University of the Pacific is hiring a CRM and Reporting Analyst to support Advancement Services through CRM system administration and operational reporting. The Analyst maintains data integrity in the CRM, fulfills constituent list requests and appeals, and produces standard and recurring reports for Development and Alumni Relations staff. The role also configures user roles and supports data governance standards across the CRM platform.

Highlights:

Maintain alumni, donor, and constituent records within the CRM to ensure accurate relationship tracking
Apply data entry standards and governance policies and perform routine data audits to resolve discrepancies
Configure and maintain user roles, permissions, and security access within the CRM
Create, validate, and distribute mailing lists, email lists, and giving lists based on defined criteria
Develop and maintain standard and recurring reports on constituent demographics, giving, and engagement
Support appeals and campaigns through data preparation, segmentation, and post-appeal review
Assist with basic analysis of fundraising and engagement data to identify trends and data quality issues
Requires a bachelor's degree and one to three years of experience with CRM systems or reporting

CRM and Reporting Analyst Full Description

The CRM and Reporting Analyst is responsible for supporting University of the Pacific's 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, and reports to the Executive Director for Advancement Services.

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, and research and resolve discrepancies
Configure and maintain user roles, permissions, and security access within the CRM
Monitor CRM performance and implement system updates, enhancements, and minor configuration changes

Reporting, List Management, and Appeals Support

Create, validate, and distribute mailing lists, email lists, and giving lists based on defined criteria
Develop and maintain standard and recurring reports related to constituent demographics, giving activity, and engagement
Support appeals and campaigns through data preparation, demographic selection, and post-appeal data review

Minimum Qualifications

Bachelor's degree in business, information systems, social sciences, or a related field, or equivalent combination of education and experience
One to three years of professional experience working with CRM systems, data management, or reporting
Proficiency in Microsoft Excel, including filtering, formulas, and basic data validation techniques