Constituent Management Specialist II

The University of Tennessee Foundation, Inc (UTFI) invites applications and nominations to fill the position of Constituent Management II. Reporting to the Senior Director of Gift Import and Processing, the Constituent Management II is responsible for reviewing, coding, and posting gift data into the constituent management system in compliance with internal guidelines and industry standards.

This role will support the accurate recognition of gifts and the integrity of donor records by ensuring data accuracy and timely processing.

Job responsibilities include, but are not limited to: 

Gift Import & Processing: Retrieve, open, and organize daily USPS and courier deliveries containing contributions. Sort documentation for processing by the GIP team. Review donor correspondence and supporting documentation to determine correct gift type, coding, and designation. Accurately and timely enter gifts and pledge information into the donor CRM system in accordance with internal guidelines and CASE standards. Release funds to UTFI’s bank account using the remote deposit capture scanner. Maintain secure handling and tracking of all physical gift documentation until posting. Assist with acknowledgment letter preparation and documentation forwarding as needed. Maintain consistent and accurate donor records, participating in regular quality control reviews and daily transaction verifications.

Team Support & Operational Assistance: Participate in team meetings, trainings, and knowledge-sharing sessions. Assist with routine audits and data cleanup projects. Provide general administrative support for the Gift Import & Processing discipline as needed. Maintain a working knowledge of UTFI gift processing policies and procedures. Stay informed of updates to internal systems and protocols. Assist with special projects or temporary duties as assigned by the Assistant Director of Gift Import or Director of Gift Import and Processing.

Specialized Responsibilities & Cross Training: The Constituent Management Specialist II is assigned both primary and secondary responsibilities aligned with the evolving needs of the GIP and Constituent Management teams. Constituent Management team members are cross trained across multiple functions, with each task assigned both a primary and secondary staff member. Team members are expected to remain up to date on process changes and be capable of seamlessly stepping in when the primary staff member is unavailable.

Required Education and Experience

The candidate who fills the Constituent Management Specialist II position is required to have:

• High School diploma

• 3+ years of experience with data entry, financial processing, or administrative support experience

• Strong attention to detail, accuracy, and organization

• Proficiency in Microsoft Word, Excel, Teams and Adobe

• Excellent communication and customer service skills

• Ability to maintain confidentiality and meet deadlines

A valid driver’s license with an acceptable driving record is required due to travel responsibilities of the position. UTFI reserves the right to consider all appropriate circumstances.  In general, any significant driving offense less than 12 months old will eliminate the application from consideration for the position.

Preferred Education and Experience 

In addition to meeting the required qualifications, the preferred candidate will have:

• Associate’s or bachelor’s degree in Business, Accounting, Communications, or related field

• Experience in higher education, nonprofit advancement, or gift processing

• Familiarity with Salesforce Ascend (ACE), Oracle DASH, or similar CRM/financial systems

Application Process: Priority will be given to applications received on or before May 25th via our DASH application system. Applications must include a completed candidate profile, cover letter, and resume. Candidates selected to move forward in the evaluation process will be asked to provide contact information for three professional references. References will not be contacted without explicit permission of the candidate. 

When determining minimum qualifications, only information entered into the candidate profile can be considered. Please ensure your candidate profile is completed in its entirety as it relates to qualifying education/work experience. 

Applicants must be legally authorized to work in the United States on a full-time basis without need now or in the future for sponsorship for employment visa status.

Questions about the search may be directed to hr@utfi.org. 

Target Start Date: July 2026

Benefits: The Foundation’s greatest asset is our team. Foundation employees are eligible for a comprehensive suite of benefits that includes:

• Generous paid leave, accruing up to 12 days of vacation and 12 days of sick leave annually, plus 14 paid holidays and administrative closing days

• Flexible work arrangements, offering a hybrid schedule to most team members

• Education benefits for employees and their dependents at UT System campuses

• Retirement and deferred compensation plans, including 401(k), 403(b), etc. 

• Comprehensive medical, dental, and vision insurance plans

• Employee discounts to attractions, services, and goods

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The Foundation: The University of Tennessee Foundation, Inc. is a not-for-profit 501(c)3 organization that serves as the preferred channel for private contributions benefiting students and faculty within the UT System. With a vision of being one of the top-performing advancement organizations in higher education, UTFI is committed to enhancing the educational landscape across the University of Tennessee campuses.

The UT System: The University of Tennessee System is comprised of campuses at Knoxville, Chattanooga, Pulaski, Martin and the Health Science Center at Memphis; the Institute of Agriculture; and the Institute for Public Service. 

The University of Tennessee Foundation, Inc. is an EEO/AA/Title VI/Title IX/Section 504/ADA/ADEA employer. All qualified applicants will receive equal consideration for employment without regard to race, color, national origin, religion, sex, pregnancy, marital status, sexual orientation, gender identity, age, physical or mental disability, genetic information, veteran status, and parental status, or any other characteristic protected by federal or state law.