CRM Specialist

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How you’ll make an impact

WGLI is looking a CRM Administrator to manage the Customer Relationship Management (CRM) for nonprofits 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 respond to user questions and requests.
• Customize 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.
• Updating 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