IT Specialist (CRM Reporting Analyst)/IS-2210-12

Job Description

Job DescriptionDescriptionOPEN DATE: 8/13/2025 CLOSING DATE: 8/29/2025 POSITION TYPE: Trust FundAPPOINTMENT TYPE: Temporary Not to Exceed 9-30-2026 SCHEDULE: Full TimeDUTY LOCATION: Washington, DC

Position sensitivity and risk: Non-Sensitive/Low Risk

Open to all qualified applicants
What are Trust Fund Positions?Trust Fund positions are unique to the Smithsonian. They are paid for from a variety of sources, including the Smithsonian endowment, revenue from our business activities, donations, grants and contracts. Trust employees are not part of the civil service, nor does trust fund employment lead to Federal status. The salary ranges for trust positions are generally the same as for federal positions and in many cases trust and federal employees work side by side. Trust employees have their own benefit program, which may include Health, Dental & Vision Insurance, Life Insurance, Transit/Commuter Benefits, Accidental Death and Dismemberment Insurance, Annual and Sick Leave, Family Friendly Leave, 403b Retirement Plan, Discounts for Smithsonian Memberships, Museum Stores and Restaurants, Credit Union, Smithsonian Early Enrichment Center (Child Care), Flexible Spending Account (Health & Dependent Care). Conditions of Employment

• Pass Pre-employment Background Check and Subsequent Background Investigation for position designated.
• Complete a Probationary Period.
• Maintain a Bank Account for Direct Deposit/Electronic Transfer.
• The position is open to all candidates eligible to work in the United States. Proof of eligibility to work in U.S. is not required to apply.
• Applicants must meet all qualification and eligibility requirements within 30 days of the closing date of this announcement.

OVERVIEWCome join a dedicated and creative team at an exceptional time for the Smithsonian, an institution with a bold vision for the future: to build a better tomorrow for all. Smithsonian Secretary Lonnie G. Bunch III and the institution’s leadership have launched a campaign to support this vision. The Smithsonian Campaign for Our Shared Future will secure funds for all Smithsonian museums and centers as the institution reimagines its mission to find solutions for collective challenges in a rapidly changing world. The campaign will provide a foundation for critical research to ensure people and nature thrive together, build unparalleled education programs with families and partners, collect the world’s most precious objects, document the present while reflecting on the past, and reimagine the visitor experience both in-person and online. We are bringing the Smithsonian off the National Mall and across the country through dynamic programming and affiliate partnerships, creating access for all. The Office of Advancement oversees and guides the fundraising efforts of the entire Smithsonian and is home to the central development organization for the Institution. In addition to raising significant support for a variety of Smithsonian initiatives, the Office of Advancement provides support services to advancement offices across the Institution. The office engages with staff throughout the Smithsonian in accomplishing their goals.
DUTIES AND RESPONSIBILITIESThe incumbent serves as a CRM Reporting Analyst, responsible for writing production and ad hoc reports to support Advancement operations. This role is essential for maximizing the value of the new Institutional CRM system, called Joint Audience and Membership Engagement System (JAMES). CRM Reporting Analyst is essential for maximizing the value of JAMES since the development team must rebuild critical reports, dashboards and create new standard and ad-hoc reports/dashboards in Salesforce and Tableau. This role focuses on programming expertise, front-end report development in Salesforce, creating impactful Tableau visualizations, data analytics, and resolving ad-hoc report requests, ensuring that data insights are easily accessible and actionable for staff. By handling these specialized tasks, the analyst will enable data-driven decision-making, optimize donor engagement strategies, and support fundraising goals. \

• Program Development & Design
  • Writes design specifications based on requirements gathered from subject matter experts, documentation, existing reports, and best practices.
  • Describes alternatives and constraints to users/focus groups and secures agreement on report/dashboard design.
  • Develops programs using SQL, Salesforce CRMA, and Tableau, leveraging Amazon S3 and Amazon Redshift for data storage and analytics where needed.
  • Ensures reports are user-focused, well-documented, and conform to OA standards.
• Testing & Documentation
  • Writes structured test plans and executes them, documenting results thoroughly.
  • Produces technical documentation including policies, guidance, and standard operating procedures.
• Collaboration & Issue Resolution
  • Collaborates with team members and Advancement staff throughout the program lifecycle to resolve issues at each step.
  • Acts as a liaison between programmers, specification writers, testers, and users to ensure clarity and resolution of questions.
• CRM Reporting & Analytics
  • Plays a critical role in rebuilding existing reports and addressing a high volume of report requests as the Institutional CRM goes live.
  • Develops front-end reports in Salesforce and creates impactful Tableau visualizations to support Advancement goals.
  • Responds to ad hoc reporting needs, ensuring data insights are accessible and actionable for staff.
  • Applies data analytics to optimize donor engagement strategies and support fundraising objectives.
  • Enables data-driven decision-making by delivering timely, accurate, and relevant data insights.

QUALIFICATION REQUIREMENTSEducation
Bachelor's degree in computer science, data science, data analytics or a related STEM discipline from an accredited institution.

Experience3 to 5 years of relevant experience, including:

• Writing complex SQL queries for relational databases.
• Building reports and dashboards in Tableau and/or Salesforce.
• Designing and maintaining structured datasets for reporting and analytics.
• Collaborating with cross-functional teams and communicating technical information to non-technical audiences.

Preferred Skills

• Certifications in Tableau and/or Salesforce Reporting.
• Familiarity with version control systems like Git and development tools such as Jira.
• Experience working in advancement settings is a plus.

Applicants who wish to qualify based on education completed outside the United States must be deemed equivalent to higher education programs of U.S. Institutions by an organization that specializes in the interpretation of foreign educational credentials. This documentation is the responsibility of the applicant and should be included as part of your application package.
Any false statement in your application may result in your application being rejected and may also result in termination after employment begins.
Application Instructions Interested candidates should submit their resumes and a cover letter by August 29, 2025. Resumes should include a description of your paid and non-paid work experience that is related to this job; starting and ending dates of job (month and year); and average number of hours worked per week. This position is a temporary position funded through September 2026. This is an excellent opportunity to join Smithsonian Advancement, demonstrate your talents and abilities, learn, and grow, with potential for a permanent position. Relocation expenses are not paid. Candidates for this position should expect to be in the office 5 days a week (full-time). What To Expect Next: Once the vacancy announcement closes, a review of your resume will be compared against the qualification and experience requirements related to this job. After review of applicant resumes is complete, qualified candidates will be referred to the hiring manager. To learn more, please review the Smithsonian’s Accommodation Procedures (https://www.si.edu/OEO/IndividualswithDisabilities). The Smithsonian Institution is an Equal Opportunity Employer. To review The Smithsonian's EEO program information, please click the following: https://www.si.edu/oeo