Constituent Management Specialist II (Records Management)
Anderson Center for Entrepreneurship & Innovation at University of Tennessee
The University of Tennessee Foundation, Inc (UTFI) invites applications and nominations to fill the position of Constituent Management Specialist II. Reporting to the Assistant Director of Constituent Management, the Constituent Management Specialist II is responsible for supporting Records Management operations through foundational data maintenance, routine duplicate and deceased record processing, low-risk interim processing, and customer service support.
This role will provide a structured learning environment with progressive responsibility while ensuring strict adherence to UTFI data governance policies, procedures, and confidentiality standards.
The Constituent Management Specialist II is responsible for supporting Records Management operations through foundational data maintenance, routine duplicate and deceased record processing, low-risk interim processing, and customer service support.
Required Education and Experience
The candidate who fills the Constituent Management Specialist II position is required to have:
High School Degree or Equivalent
Strong attention to detail, verbal & written communication, research & customer service skills.
Strong working knowledge of Microsoft suite- specifically Teams, Word, & Excel. Willingness to continuously learn.
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 degree
Records management experience.
Experience with Salesforce, Microsoft Teams, Strong attention to detail, verbal & written communication, research & customer service skills.
Strong working knowledge of Microsoft suite- specifically Teams, Word, & Excel.
Willingness to continuously learn
Application Process: Priority will be given to applications received on or before February 16th 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: March/April 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.
Job responsibilities include, but are not limited to:
Demographic and Biographic Record Requests: Maintain and update constituent records daily with accuracy and timeliness. Provide professional and responsive customer service, including follow-up communication when requested. Conduct thorough research in Salesforce Ascend (ACE) prior to creating new records. Create and update individual constituent records following established procedures. Create new donor records and update existing donor records.
Duplicate and Deceased Record Processing: Process routine duplicate and deceased records in accordance with established guidelines. Follow documented workflows for duplicate resolution and deceased record handling. Escalate complex, non-routine, or high-risk duplicate and deceased record scenarios to senior staff as appropriate.
Document Generation and Interims: Generate and distribute scheduled gift receipts processed in the Central Office that are slated for mailing. Review and process low risk interim records in ACE in accordance with established procedures.
Email Monitoring: Monitor and assist with the shared Records Management email account- ereceipts@tennessee.edu. The Records Management division completes requests related to data maintenance and document generation.