CRM Administrator

We are seeking a highly skilled CRM Administrator to join our team at CAI. As a key member of our fundraising team, you will be responsible for maintaining our donor database using Salesforce, managing donor information, and producing reports.

• Maintain and manage central donor database using Salesforce, including all aspects of donor information, research, queries, and production of reports.
• Plan, manage, and implement processes to effectively accept, receive, and acknowledge gifts/donations, working in conjunction with the Finance department to ensure proper accounting and reporting.
• Plan, manage, and coordinate pledge fulfillment implementation working as the liaison between the Fundraising department and the Finance department.
• Plan, coordinate, and manage donor recognition programs and activities designated to increase awareness and support corporate goals and objectives.
• Coordinate with the Executive Director of Fundraising and the Finance department to implement and update organizational Gift Acceptance Policies.
• Maintain accurate records in the constituent database regarding all acknowledgement and recognition programs.
• Create, send, and track acknowledgment/thank you letters, ensure pledge reminders are sent according to donor's wishes, and coordinate end of year tax documents with the Finance department.
• Create and distribute detailed summary pledge reports on a monthly basis for fundraising campaign leadership.
• Work closely with management to track and improve donor communications.
• Coordinate with internal staff regarding the management of the Salesforce database including events, internal and external awards, and recognitions, career updates, etc.
• Ensure major donors are included in appropriate events and are recognized for their service, participation, and generosity.
• Collaborate with vendors, internal staff, and others as needed.
• In consultation with internal staff, plan, manage and implement policies and procedures related to the use of the donor database, electronic and paper files as well as any other donor data.
• Coordinate the assignment of prospective donors to internal staff, Fundraising Campaign Committee, Board of Directors, and other campaign volunteers.
• Inform fundraising campaign leadership of important milestones and information regarding major donors (i.e., birthdays, anniversaries, special accomplishments, etc.) in connection with cultivation and gift/donation solicitation activity.
• Engage in prospect research activities.
• Collaborate with Information Technology department on matters related to database security, system updates, and data related IT needs.
• Work directly with other internal departments to enhance prospecting efforts.
• Extensive use of a customized database in addition to standard PC applications.
• Recommend and help implement procedural improvements/efficiencies.
• Perform general administrative duties; including data input, correspondence, proofing documents, etc.

• Bachelor's degree, required.
• Experience with Customer Relationship Management (CRM) software.
• Must have strong database experience including building custom reports ensuring accurate high quality data.
• Must have a demonstrated record of success in prospect research supporting major gift efforts in asking for and closing major donations for not-for-profits.
• Must have excellent written and verbal communication skills.
• Must have strong project management and organizational skills.
• Must have familiarity with philanthropic and fundraising best practices.
• Must be a collaborative team player who enjoys working with others.
• Thorough knowledge and experience working with Word, Excel, and Adobe Acrobat required.