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Data Clerk

Data Clerk

Mystic AquariumMystic, CT, US
8 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Job Overview : The Data Services Clerk is a detail-oriented and proactive team member that ensures the accuracy and integrity of our donor and ticketing customer relationship management systems. This role is critical to maintaining records, processing gifts, generating personalized acknowledgment letters, and supporting reporting needs across multiple CRMs. The ideal candidate combines precision with creativity, ensuring that every donor and guest interaction reflects our mission and values.

Primary Functions :

Gift Processing & Data Management

  • Accurately enter and code donations in the donor database.
  • Maintain data integrity through regular audits, clean-up, and updates.
  • Follow procedures established by the Annual Fund Manager to :
  • Process daily gift entry
  • Create, merge, update, and otherwise maintain constituent records
  • Adhere to data entry protocols to ensure clean and accurate information
  • Work within multiple CRM systems to support both donor and ticketing databases, ensuring consistency and accuracy across platforms.
  • Assist with database imports, exports, and segmentation for campaigns.
  • Assist with the execution, documentation, and improvement for database procedures and processes.

Acknowledgement & Stewardship

  • Draft and send timely, personalized acknowledgment letters and receipts.
  • Collaborate with the Annual Fund Manager to ensure messaging aligns with donor engagement strategies.
  • Maintain and update acknowledgment templates for various donor segments.
  • Reporting and Analysis

  • Coordinate with the Analytics Manager to align with organization reporting standards.
  • Prepare regular and ad-hoc reports for development and finance teams, such as :
  • Membership renewal and lapse reports

  • Major donor giving summaries
  • Campaign performance dashboards
  • Attendance and engagement metrics tied to donor activity
  • Support data pulls for fundraising campaigns and donor analysis.
  • System Support, Readiness, and Redundancy

  • Serve as a complimentary role to the Analytics Manager
  • Serve as a backup for Tessitura database functions, including campaign setup and reporting.
  • Learn and support Blackbaud and Tessitura systems as needed.
  • Attend or Blackbaud, Tessitura or other similar community events and trainings when feasible.
  • When needed, liaise between the Aquarium and various database vendors and support groups.
  • Knowledge, Skills, and Abilities :

  • High school diploma or equivalent; associate degree preferred.
  • Experience with data entry and database management; non-profit or fundraising experience a plus.
  • Ability to learn new CRM systems quickly (experience with Tessitura and / or Blackbaud is a plus).
  • Strong attention to detail and accuracy.
  • Strong written communication skills for donor correspondence.
  • Ability to learn database systems and grow data fluency
  • Excellent organizational and time management skills.
  • Ability to handle sensitive information with discretion.
  • Proficiency in Microsoft Excel and Word; familiarity with mail merge and reporting tools.
  • Physical Demands :

    This role takes place in a typical office environment requiring the ability to sit for extended periods, operate computer equipment, and participate in meetings and phone calls. The position occasionally requires walking across campus facilities, navigating potentially wet or slick surfaces, and brief exposure to outdoor weather conditions including heat, cold, rain, and humidity. Employees in this role must be able to lift and carry materials up to 40 pounds, perform general office tasks involving bending and reaching, and maintain physical stamina throughout a standard workday.

    Additional Information :

    This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the position. Employment with this organization is at-will, meaning either the employee or the organization may terminate the employment relationship at any time, with or without cause or notice, subject to applicable laws. This organization is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity, veteran status, or any other characteristic protected by applicable federal, state, or local laws. Reasonable accommodations will be provided to qualified individuals with disabilities to enable them to perform the essential functions of this position. If you require an accommodation to complete an application, please contact (860) 572-5955 and ask to speak with the recruitment department. This position may require background checks and reference verification as part of the hiring process.

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    Data Clerk • Mystic, CT, US

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