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CRM Specialist
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; font-weight: bold">Job title: </span><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt">CRM Specialist</span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; font-weight: bold">Reports to: </span><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt">Chief Executive Officer </span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt"><span style="font-weight: bold">FLSA Classification: </span>Volunteer</span></p> <p><br></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt"><span style="font-weight: bold">Job purpose</span> <span style="color: rgb(51, 51, 51)"> </span> </span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt">Responsible for managing and optimizing Linc Worldwide's donor database. Bridge the gap between technology and fundraising, ensuring that donor records, volunteer involvement, and event registrations are accurate so the team can build stronger relationships and drive more contributions. Maintain, implement and evaluate the various features of our CRM to optimize use and promote expansion. </span></p> <p><br></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; font-weight: bold">Duties and responsibilities</span></p> <ol> <li><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt"> Understand and manage CRM software (Customer Relationship Management software: Neon CRM)</span></li> <li><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt">Work closely with Finance, Donor Relations, Event Planning and Marketing team members to understand our current use of CRM for donor information, donation collection and documentation, and marketing efforts.</span></li> <li><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt">Work with Donor Relations team to clean, organize, and segment constituent data.</span></li> <li><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt"><span>Collaborate with team members to customize automated, personalized communications (thank-you emails for donations, recurring gift reminders, and event follow-ups) and workflows</span></span></li> <li><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt">Stay up-to-date with CRM product updates and webinar releases</span> <ol> <li><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt">Make changes to our process and procedures within CRM to utilize these new updates and features.</span> <ol> <li><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt">Train team members on updates and use of new features</span></li> <li><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt">Update appropriate training handbooks and video resources when necessary</span></li> </ol> </li> </ol> </li> <li><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt">Work closely with the Treasurer/CFO to ensure donation documentation complies with<br>state and federal laws - including sending tax receipts for monetary and in-kind<br>donations, with special attention to fundraiser event donations and restricted/unrestricted fund documentation</span></li> <li><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt">Monitor dashboards to track fundraising performance, evaluate campaign success, and pull lists for Donor Relations team and Director of Development. </span></li> <li><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt">Support the Donor Relations and Marketing teams to implement their strategic plans as it pertains to our CRM</span> <ol> <li><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt">Provide additional guidance and assistance with capital campaign planning and implementation with CRM features.</span></li> </ol> </li> <li><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt">Assist with CRM maintenance - troubleshoot glitches, submit 'help tickets' to NeonONE, train LINC volunteers on CRM features, updates and use. </span><br><br></li> </ol> <p><span style="font-weight: bold"><span style="font-family: Arial; font-size: 15px">Qualifications</span></span></p> <ul> <li><span style="font-family: Arial; font-size: 15px">Excellent communication, multitasking, creative and analytical skills</span></li> <li><span style="font-family: Arial; font-size: 15px">Critical thinker and problem-solving skills</span></li> <li><span style="font-family: Arial; font-size: 15px">Excellent time-management skills, exceptional organizational and technical skills</span></li> <li><span style="font-family: Arial; font-size: 15px">Proven work experience in sales and management of CRM</span></li> <li><span style="font-family: Arial; font-size: 15px">Sense of ownership and pride in your performance and its impact on LINC’s success</span></li> <li><span style="font-family: Arial; font-size: 15px">Ability to learn new CRM system </span></li> <li><span style="font-family: Arial; font-size: 15px">Ability to handle confidential donor information </span></li> <li><span style="font-family: Arial; font-size: 15px">Subject to background check</span></li> </ul> <p><span style="font-weight: bold"><span style="font-family: Arial; font-size: 15px">Education and Experience</span></span></p> <ul> <li><span style="font-family: Arial; font-size: 15px">Bachelor’s in Business or similar field</span></li> <li><span style="font-family: Arial; font-size: 15px">Proven work experience with CRM's, account management, and sales</span></li> <li><span style="font-family: Arial; font-size: 15px">Solid experience coordinating successful marketing campaigns</span></li> <li><span style="font-family: Arial; font-size: 15px">Technology skills</span></li> <li><span style="font-family: Arial; font-size: 15px">Past experience with email marketing, lead nurturing, marketing automation, and/or web analytics</span></li> </ul> <p><span style="font-weight: bold"><span style="font-family: Arial; font-size: 15px">Working Conditions</span></span></p> <ul> <li><span style="font-family: Arial; font-size: 15px">Willingness to put in more working hours, even at odd times. Minimal travel required.</span></li> <li><span style="font-family: Arial; font-size: 15px">Virtual </span></li> </ul> <p><span style="font-weight: bold"><span style="font-family: Arial; font-size: 15px">Physical requirements</span></span></p> <p><span style="font-family: Arial; font-size: 15px">This position operates remote/virtually. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.</span><span style="color: rgb(0, 0, 0)"><br></span></p>