Job Summary:

The CRM Reporting Analyst II is responsible for designing, developing, and maintaining ad hoc and standard reports; generating lists and other data for University Advancement departments and other areas of the University to support direct marketing efforts, event invitations, and other needs; and overseeing data integrity. The position is also responsible for developing and maintaining documentation for report procedures, testing updates and new releases.

Duties & Essential Job Functions:

1. Designs and develops ad hoc and standard reports, by using the University Advancement Constituent Relationship Management (CRM) reporting tool.
2. Generates lists and provides other data for customers across University Advancement and the greater University to support various activities. These activities include direct mail, mass emails, direct marketing efforts, event invitations, general communication, and other needs.
3. Analyzes, interprets and clarifies request requirements and makes recommendations, when necessary.
4. Monitors data integrity, identifies gaps and risks with data, and provides input as needed.
5. Autonomously takes ownership of complex reporting and data requests and sees them to completion
6. Interfaces with departments across the University to understand their reporting and data requests as they relate to the University Advancement CRM system
7. Performs other duties as assigned.

Required Education & Experience:

• Bachelor’s degree and 5 years’ experience working with data in an enterprise-wide database.
OR
• High school diploma or GED equivalent and 9 years’ experience working with data in an enterprise-wide database.

Preferred Education & Experience:

• Experience with T-SQL or other query language.
• Experience with CRM software and data.
• Experience with higher education data.
• Experience with non-profit data.

Required Licensure/Certification/Specialized Training:

• None

Preferred Licensure, Certification, and/or Specialized Training:

• None

Knowledge, Skills & Abilities:

• Knowledge of customer service techniques.
• Knowledge of business systems and software.
• Knowledge of office management procedures.
• Knowledge to edit and print data files.
• Knowledge of computer platforms.
• Knowledge to troubleshoot computer software issues.
• Ability to handle confidential data in an ethical and professional manner.
• Skill in MS Excel.
• Skill in the navigation of Microsoft Windows.
• Ability to translate data requirements into reports and lists.
• Ability to use self-service query tools/query builders.
• Ability to identify, analyze and trace technical data processing problems.
• Ability to develop, program, and test application programs.
• Ability to clearly communicate verbally and in writing.
• Ability to schedule, plan and carry out work in order to complete projects.
• Ability to communicate technical instructions to end-users.

TCU Core Competencies:

University Core Competencies definitions may be found on the Human Resources website and in the staff performance management system.

Physical Requirements (With or Without Accommodations):

• Visual acuity to read information from computer screens, forms and other printed materials and information.
• Able to speak (enunciate) clearly in conversation and general communication.
• Hearing ability for verbal communication/conversation/responses via telephone, telephone systems, and face-to-face interactions.
• Manual dexterity for typing, writing, standing and reaching, flexibility, body movement for bending, crouching, walking, kneeling and prolonged sitting.
• Lifting and moving objects and equipment up to 10 lbs.

Work Environment:

• Work is indoors and sedentary and is subject to schedule changes and/or variable work hours.
• This role is an on campus, in-person position.
• There are no harmful environmental conditions present for this job.
• The noise level in this work environment is usually moderate.

AA/EEO Statement:

As an AA/EEO employer, TCU recruits, hires, and promotes qualified persons in all job classifications without regard to age, race, color, religion, sex, sexual orientation, gender, gender identity, gender expression, national origin, ethnic origin, disability, genetic information, covered veteran status, or any other basis protected by law.