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CRM Specialist

Women's Global Leadership Initiative

Remote

WGLI is a non-profit organization, founded in 2008 and dedicated to unlocking the leadership potential of women who want to make a difference. Our goal is to create a community of women with the confidence and determination to serve as leaders in personal, professional, community, regional and national spheres of influence. By addressing women’s needs for community, support, and education, we believe that they will become credible, active decision-makers who will facilitate positive changes in their families, communities, and the world.

How you’ll make an impact

WGLI is looking a CRM Administrator to manage the Customer Relationship Management (CRM) for nonprofit system.

What you will do

  • Provide a central point of contact for all system changes and technical support requests
  • Manage all new user set-ups and deactivation
  • Provide system training and help enforce user adoption
  • Promptly responds to user questions and requests
  • Customize of fields, forms, views, templates, custom records, communications
  • Develop ad-hoc reports as requested by user groups or stakeholders; perform analysis on data
  • Perform manual or automated data entry/data clean up as required
  • Assure that the CRM system (Zoho) and WGLI’s website are connected and synchronized
  • Identify & correct errors made by CRM users. Monitor & correct data integrity
  • Create & maintain documentation, including policies, procedures and training manuals
  • Gather and write up business requirements for system enhancements. Test all changes made to the CRM application
  • Update content and posting new events on website

You have these skills

Education and technical competencies

  • Degree or experience in relevant discipline (BA or BS in a business or technology field)
  • Proficiency in MS Office, WEB applications, Databases
  • Experience as system administrator, CRM solutions and web site administration
  • Experience developing and delivering technical trainings for end users
  • Understanding of non-profits standard practices as related to Customer Relationships (memberships, volunteers, events, communications, donations, reports)
  • Experience using Zoho is a plus

Personal Competencies

  • Excellent written and verbal communication skills
  • Excellent customer service and organizational skills
  • Analytical and process oriented and ability to work independently

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