Database Integrity Specialist
The Database Integrity Specialist is responsible for maintaining the accuracy, consistency, and reliability of the organization's CRM system. This role serves as the primary day-to-day steward of CRM data hygiene, ensuring that records are clean, standardized, and compliant with established data entry and gift processing procedures. The Database Integrity Specialist manages routine CRM maintenance, user support, training, and quality assurance, escalation governance decisions or policy changes to the Director as needed.
Key Responsibilities
Data Integrity & Hygiene
- Serve as the primary owner of CRM data hygiene, ensuring ongoing accuracy and completeness of records.
- Conduct daily and weekly data maintenance, including duplicate identification, record merges, and correction of invalid or incorrectly coded fields.
- Monitor and correct data quality issues related to constituent records, gifts, and transactions.
- Enforce field-level data standards and required fields to support reporting, compliance, and system integrity.
- Perform daily audits, review queue and audit logs, and address batch exceptions or errors proactively.
CRM Administration & Operations
- Manage CRM data entry rules, user profiles, roles, and permissions in alignment with organizational standards.
- Troubleshoot CRM issues, including system errors, user malfunctions, data anomalies, and upgrade-related changes.
- Serve as the first point of contact for CRM data and operational issues, escalating higher-level governance or system decisions to the Director.
- Maintain accurate and up-to-date CRM documentation, including standard operating procedures (SOPs), data standards, and training materials.
Gift Processing & Quality Assurance
- Own gift processing procedures and workflows, ensuring accuracy, consistency, and adherence to established standards.
- Monitor gift entry activity for errors, incomplete records.
- Perform quality assurance checks on gift data and resolve discrepancies promptly to maintain data integrity.
Training & User Support
- Train staff across departments on proper CRM usage, data entry best practices, and data standards.
- Provide ongoing guidance and support to promote consistent and compliant system use.
- Reinforce data quality expectations through documentation, training, and regular communication.
Personalized Justice, Equity Diversity & Inclusion (JEDI) Pathways Journey
Every UWRI employee utilizes the JEDI Pathways Framework to identify and commit to professional growth and development. In this role, that includes:
- Develop and implement a personalized JEDI Growth Plan with your supervisor that establishes baselines and tracks growth across the three JEDI domains, two spheres of influence (interpersonal and within UWRI/sociopolitical systems), and your level of practice (Emerging, Developing, Practicing).
- Complete the annual JEDI self-assessment honestly and use it to identify priorities for ongoing learning and growth.
- Participate in annual JEDI training, monthly learning and reflection opportunities, and at least one quarterly teach-back of a JEDI learning experience.
- Engage with UWRI JEDI initiatives such as the Equity Challenge, Employee Resource Groups (ERGs), the Heritage and Professionals group, and the Culture, Equity and Strengths Committee (CES).
- Participate in community, state, or national JEDI growth opportunities (including United Way Worldwide) as relevant to your role.
Our Core Values
Courage - We take bold action in pursuit of a better future.
Integrity - We act with honesty, consistency, and accountability.
Collaboration - We build trust and shared success through partnership.
Equity - We center equity in our choices, practices, and priorities.
Learning - We are curious, reflective, and always growing.
How You Show Up: UWRI Values & JEDI Orientations in Action
In addition to the responsibilities outlined above, your role includes consistently showing up in ways that demonstrate the UWRI values and the aligned JEDI orientations. Successful individuals will build and grow foundational skills across all three domains of the UWRI JEDI Pathways Framework, grounded in our core values.
Implement 70/20/10 activities in your annual Goal & Growth plan, including personal and team reflections, individual and shared learning, and integration of learning into practice.
Knowledge, Skills & Abilities
Knowledge
- CRM/database management systems
- Data quality and governance principles
- Gift processing and fundraising operations
- Reporting, auditing, and compliance requirements
- Data standards and documentation practices
Skills
- Database administration and maintenance
- Data cleansing, auditing, and validation
- Problem-solving and troubleshooting
- Excel and data analysis
- Training, user support, and documentation
- Effective communication and collaboration
Abilities
- Maintain accurate, reliable, and compliant data
- Identify and resolve data quality issues
- Support and train users across departments
- Enforce data standards and best practices
- Manage confidential information responsibly
- Prioritize multiple tasks while maintaining attention to detail
Key Competencies
- Data Integrity & Quality Management
- CRM Administration
- Attention to Detail
- Problem Solving
- Data Auditing & Validation
- Gift Processing Knowledge
- Customer Service
- Training & Knowledge Sharing
- Process Improvement
- Collaboration & Communication
Compensation & Benefits
- Salary: competitive, commensurate with relevant experience and skills, and within the budgeted range of $58,000 - $68,000.
- Benefits: comprehensive benefits package for those meeting agency threshold, including healthcare, dental, and vision coverage; flexible spending account; retirement match; and more.
- Worklife balance: 37.5-hour standard workweek; if you meet the agency benefit threshold, you annually earn prorated paid leave, floating holidays, personal days, and sick days. Workflow design includes time for reflection, learning, and unpredictable tasks.
- Learning & development: individual and collective programs supporting organizational and career growth, including CliftonStrengths by Gallup, the JEDI Pathways Framework, AIRS certification, and ongoing learning offerings.
Working Conditions & Physical Requirements
Reasonable accommodations are available and can be requested at any time during the hiring process or employment.
A typical shift
- Primarily performs work in a professional office or hybrid office environment using a computer and multiple software applications for extended periods of time.
- Regularly utilizes CRM/database systems, Microsoft Office applications, reporting tools, email, and collaboration platforms to manage data quality, process transactions, and support users.
- Routinely reviews, audits, enters, updates, and validates constituent, donor, gift, and transaction records.
- Frequently interacts with internal staff across departments to provide technical support, answer questions, troubleshoot issues, and deliver training.
- May occasionally participate in meetings, training sessions, projects, or cross-functional initiatives related to data standards, reporting, and system improvements.
Office tasks
- Prolonged periods of sitting, computer use, data entry, and document review.
- Frequent use of a keyboard, mouse, telephone, and other standard office equipment.
- Reviews reports, audit logs, exception queues, and database records requiring close attention to detail and visual concentration.
- Creates and maintains documentation, standard operating procedures, training materials, and data quality records.
- May occasionally lift, carry, or move office materials weighing up to 20 pounds.
Schedule & setting
- Generally, works standard business hours, with flexibility required to meet organizational priorities, deadlines, audit requests, system implementations, or major