CRM Systems & Reporting Manager in Charleston, South Carolina at International African American Museum
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Job Description
Job Summary
The Customer Relationship Management (CRM) Systems & Reporting Manager supports the International African American Museum’s (IAAM’s) fundraising, membership, marketing, visitor engagement, and organizational reporting needs. The CRM Systems & Reporting Manager is responsible for maintaining the accuracy, integrity, and effective use of IAAM’s constituent relationship management system, with a primary focus on Blackbaud Altru. This position plays a critical role in helping IAAM manage donor, member, visitor, and constituent data; create accurate reports; build targeted lists; support digital communications; and strengthen data-informed decision-making across the organization. This manager is proficient in Altru, skilled in report creation and list management, comfortable working across departments, and motivated by the opportunity to help a mission-driven cultural institution deepen relationships with its donors, members, visitors, and community. The CRM Systems & Reporting Manager is a self-starter who takes initiative, identifies needs, and moves projects forward with care and accountability. They are service-minded, with a strong commitment to data accuracy and organizational support.
Essential Duties:
Responsibilities
- Manage the daily use, maintenance, and integrity of Blackbaud Altru, including constituent records, donor records, gift records, membership records, transaction records, and engagement data.
- Create accurate and timely reports for fundraising, membership, marketing, communications, executive leadership, board reporting, campaign analysis, donor stewardship, and operational planning.
- Build and manage targeted lists for fundraising appeals, donor communications, membership campaigns, event invitations, newsletters, stewardship outreach, and other organizational communications.
- Maintain strong data hygiene practices, including duplicate management, data cleanup, coding consistency, naming conventions, field standardization, and regular database audits.
- Support staff with Altru-related questions, troubleshooting, reporting requests, list pulls, data exports, and general database use.
- Develop and document database procedures, data entry standards, reporting processes, and list management practices.
- Support data workflows connected to Blackbaud Luminate or an equivalent digital mass mailing, email marketing, or digital fundraising platform.
- Coordinate with development, membership, marketing, communications, finance, visitor services, and leadership staff to ensure data is accurate, accessible, and useful.
- Support data imports, exports, segmentation, and campaign reporting.
- Assist with tracking trends in giving, membership, engagement, attendance, campaign performance, and other key organizational metrics.
- Support dashboard creation, visual reporting, and data visualization projects as needed.
- Maintain confidentiality and discretion when working with donor, member, visitor, employee, and organizational information.
- Provide excellent internal customer service to colleagues who rely on accurate data, reports, and lists.
- Support museum operations and assist other departments when needed.
- Adheres to company policies and procedures, standards and practices, regulatory compliance, and company directives including dress code and attendance
Job Requirements
Requirements
- Minimum of 3 years of relevant experience in database management, CRM administration, fundraising operations, sales operations, business development operations, lead generation operations, or a related field.
- Proficiency in Blackbaud Altru is required.
- Exemplary report-making, query-building, list management, segmentation, and data export skills are required.
- Experience with Blackbaud Luminate or an equivalent digital mass mailing, email marketing, or digital fundraising platform is required.
- Strong understanding of data hygiene, constituent records, gift or transaction records, campaign tracking, and reporting accuracy.
- Strong Microsoft Office skills, especially Excel or comparable spreadsheet tools.
- Excellent attention to detail and commitment to accuracy.
- Ability to manage multiple priorities, meet deadlines, and respond to requests in a timely and professional manner.
- Strong written and verbal communication skills.
- Ability to explain data, reports, and system needs clearly to colleagues who may not have technical database experience.
- Ability to work independently and collaboratively in a fast-paced, mission-driven environment.
Preferred Qualifications
- Experience supporting CRM systems for fundraising, sales management, business development, or business lead generation organizations.
- Experience creating dashboards, visual reports, or data visualizations.
- Experience with nonprofit fundraising operations, donor stewardship, membership programs, ticketing data, digital fundraising platforms, or museum/cultural institution operations.
- Experience supporting executive, board, campaign, fundraising, or membership reports.
- Interest in IAAM’s mission and the African American journey, history, culture, and impact.
Experience
- Database management, CRM administration, fundraising operations, sales operations, or related experience: 3 years required
- Blackbaud Altru: required
- Report creation and list management: required
- Blackbaud Luminate or equivalent digital mass mailing platform: required
- Dashboard creation or data visualization: preferred
Physical Requirements:
- Ability to sit, stand, and move around the facility as needed; may require light lifting (up to 25 lbs.)
- Prolonged periods sitting at a desk and working on a computer.
Other duties:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.