CRM Specialist

United

Way of

Central Indiana works to bring the resources of philanthropy, government, corporations, the socialsector,and neighborhoods together to confront generational poverty head on and ensure a better future for our neighbors in need.This is an ambitious time to join

United

Way as we embark on a five-year strategic plan to reduce the number of households experiencing poverty and financial instability. To make a significant impact in our region, United Way is looking for dedicated, confident, and compassionate team members who live our shared values of inclusivity, courage, accountability, respect, and excellence.

United

Way of Central Indiana works to bring the resources of philanthropy, government, corporations, the social

sector

and neighborhoods together to confront generational poverty head on and ensure a better future for our neighbors in need. Position Summary United Way of Central Indiana recognizes that the key to success is a strong and cohesive team that works through shared values to achieve our mission

.

This role will collaborate with other UWCI teams like

SII,

Finance,

Fundraising and

Brand

to custom

ize

engagement

tools

to meet the needs of the c

orporate partners

and UWCI.

The position

is responsible for

assisting

with workplace employee file integration into CRM database; set up,

configure,

and support workplace campaigns that use one of our engagement platforms;

maintains

the integrity of data in CRM database;

provides support to

CRM and Salesforce Marketing Cloud end users

; imports and integrates other data files into CRM database

. Position Duties & Responsibilities The following statements are intended to describe the general nature and level of work being performed

.

They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills

required of

personnel so classified

. Online Workplace Giving

Platform Configure settings and update content of

web-based

work

place giving platform

through

StratusLive's

Ignite

Give

at Work

(

workplace giving portal

)

for UWCI corporate partners

. Manage

online

workplace pledge campaign interaction from requirements discovery through implementation,

campaign

duration

and campaign closure. Mine, transform and import data from CRM into

workplace

giving portal for campaign execution based on employee data provided by corporate partners

. Provide periodic reports from

workplace

giving portals such as no response lists, donor network memberships & campaign progress. Set-up,

monitor

and control email distribution

through

Sendgrid

to

constituents. Use creative approach to customize each pledge site to meet UWCI and

corporate partner

needs. Salesforce Marketing Cloud Ensure integrity of data

within Marketing Cloud and

sync data as needed to

CRM Assist

with list/campaign creation for email

sends Data Integrity & Management Ensure integrity of data throughout the database

with a focus on minimizing duplicate records

. Import

large amounts

of data from various file formats (CSV, Excel, XLM, etc.) to

the

system while ensuring integrity of the data. Assist with CRM data cleanup and maintenance to ensure it is high quality. Pull data from prior CRM databases stored in SQL and

import

as necessary

. Other Responsibilities Provide support to CRM users

,

assist

in

triaging

support cases. Provide

timely

,

courteous,

and professional service to requests from internal and external customers. Collect, monitor, and present important system metrics to stakeholders. Assist UWCI team members with complex data extraction, importing, and analysis. Promote a cooperative spirit within the organization. Performs

special assignments and other work, on an as-needed basis. Qualifications To perform this job successfully, an individual must be able to perform each essential job function satisfactorily. The requirements listed are representative of the basic knowledge, skills, and/or abilities required

.

Reasonable

accommodations

may be made to enable individuals with disabilities to perform the essential functions. The individual in this role must display the highest level of integrity and confidentiality. United Way also values innovative thinking, and a successful candidate will be a self-starter who can work within the team to achieve goals and objectives

.

The individual should have effective communication skills, attention to detail and organization, flexibility,

adaptability

and the ability to multi-task and be open-minded in a fast-paced environment. The individual will also

maintain

knowledge of trends in his/her area of responsibility and

reviews

literature to understand key issues. Education and/or Experience Bachelor's

degree

in related field

required

.

*

Work experience may substitute for education requirements on a case-by-case basis. 2-4 years

of

web-based application

experience

required

. Database management experience

in Microsoft Dynamics CRM and/or Salesforce

preferred

. D

emonstrat

ed

competencies in

maintaining

critical data integrity and confidentiality, attention to detail,

and applied technical skills

required

. Significant knowledge of Microsoft Excel

including

using formulas and data manipulation. Knowledge of various Office 365 applications like SharePoint and Power BI preferred. E

xcellent time management, multi-

tasking

and organizational skills with the ability to plan and follow-through. Position

Leader

:

Digital

Customer Engagement Director FLSA Status

:

Exempt

,

Full

-Time Salary Range:

Low to mid-50's Reviewed

:

February

202

4 Equal Opportunity Employer Please apply at uwci.org/careers This position description

does not constitute

a contract of employment or a guarantee of any terms or conditions of employment

.

UWCI employees are employed on an at-will basis. In addition, nothing in this position description restricts UWCI's right to assign or reassign duties and responsibilities to this position at any time.

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