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 SummaryUnited 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 & ResponsibilitiesThe 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 PlatformConfigure 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 CloudEnsure integrity of data within Marketing Cloud and sync data as needed to CRMAssist with list/campaign creation for email sendsData Integrity & ManagementEnsure 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 ResponsibilitiesProvide 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.QualificationsTo 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 ExperienceBachelor'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 DirectorFLSA Status : Exempt , Full -TimeSalary Range: Low to mid-50'sReviewed : February 202 4Equal Opportunity EmployerPlease apply at uwci.org/careersThis 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.#J-18808-Ljbffr

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