What are the responsibilities and job description for the Slate Captain - Institutional Advancement position at Wartburg College?
WARTBURG COLLEGE
Title of Position: Slate Captain, Institutional Advancement
Title of Position: Slate Captain, Institutional Advancement
Function of Position:
Responsible to the Executive Director for Advancement for serving as the primary functional owner and administrator of the Advancement Customer Relationship Management (CRM) system, Technolutions Slate. The Slate Captain leads the configuration, maintenance, optimization, and governance of the Advancement CRM to support fundraising, alumni engagement, stewardship, and constituent relationship strategies. This position oversees data integrity, system workflows, reporting, integrations, and user training; collaborates with campus partners to align technology with institutional advancement goals; supervises staff and student workers as appropriate; and plans and executes CRM-related initiatives to ensure accurate, timely, and actionable data in support of institutional objectives. The incumbent works with students, colleagues, alumni, donors, and Board members, treating all with respect and maintaining the highest standards of confidentiality and data stewardship. Some evening and/or weekend work may be required.
Principal Duties and Responsibilities:
- Serve as the primary functional administrator and subject matter expert for Slate for Advancement, overseeing system configuration, security roles, data structures, workflows, forms, portals, events, communications, automations, and reporting.
- Oversee the integrity, accuracy, and maintenance of the Advancement CRM and related systems, including constituent records, gift and pledge data, campaign information, prospect activity, and alumni engagement records.
- Lead the development, preparation, and distribution of Advancement reports, dashboards, and analytical tools to support fundraising, alumni relations, stewardship, and leadership decision-making.
- Manage and optimize Advancement workflows within Slate, including gift processing, online giving, stewardship communications, campaign tracking, event management, portfolio/pipeline tracking, appeal segmentation, and donor engagement activities.
- Serve as the primary liaison between Institutional Advancement and Information Technology Services regarding CRM integrations, data exchanges, upgrades, security, and related technology initiatives.
- Develop and maintain documentation, standard operating procedures, and governance; coordinate testing, annual cycle preparation, and release notes.
- Provide training and ongoing enablement of Advancement staff, utilizing such models as train-the-trainer, holding office hours, and championing best practices to ensure effective and consistent use of Slate.
- Supervise Gift Processor and Data Specialist staff and student workers as appropriate, including hiring, training, scheduling, performance development, and cross-training.
- Manage CRM-related projects and initiatives, including system enhancements, process improvements, testing, annual cycle preparation, and release coordination.
- Monitor Slate community updates and peer practices; participate in professional development and represent Institutional Advancement in campus working groups.
- Perform other related duties as assigned.
Minimum Qualifications:
- Bachelor’s degree required; experience administering, supporting, or as a superuser in a CRM system in a higher education, nonprofit, or advancement environment, preferred. Demonstrated understanding of advancement operations, including fundraising, gift processing, prospect research, and stewardship.
- Strong analytical and technical skills, including experience with database querying, reporting, and data analysis.
- Ability to manage multiple projects, prioritize competing demands, and meet deadlines with attention to detail and accuracy.
- Excellent communication, training, and collaboration skills; ability to work effectively with diverse stakeholders.
- Demonstrated commitment to data confidentiality, ethical data stewardship, and institutional values.
- Experience with Slate by Technolutions or similar CRM platforms is strongly preferred.
Application Procedure:
Please upload the following by selecting the “Apply for this Position” below:
1) resume
2) a letter of interest including a statement regarding qualities within the context of the Wartburg College mission
3) contact information for three references
See www.wartburg.edu for further information about the college and the city of Waverly. Screening begins immediately and continues until position is filled.
Wartburg College is dedicated to challenging and nurturing students for lives of leadership and service as a spirited expression of their faith and learning. Founded in 1852, Wartburg College is a selective liberal arts college internationally recognized for its community engagement and academic excellence. As indicated in the vision statement, “Wartburg College is called to be the leading institution in education of the whole person. Together, we create an inclusive community combining diverse curricular and co-curricular experiences to prepare students to be resilient leaders of positive change through service in a complex world.”
Located in northeast Iowa, Waverly is an extraordinary "gigabit" community of more than 10,000 residents in the Cedar Valley metro near Waterloo and Cedar Falls, with an abundance of cultural, musical, and recreational opportunities. Major Midwest metropolitan areas within driving distance include Des Moines, Iowa (2.5 hours); Minneapolis/St. Paul, Minn. (3 hours); Madison, Wis. (3.5 hours); Rochester, Minn. (2 hours); Chicago (5 hours); and Omaha, Neb. (4 hours).