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The CRM (Constituent Relationship Management) Support Specialist 1 monitors the CRM software for the the Donor Department to improve donor communication and fund appeal marketing. The CRM Specialist's responsibility is to maximize the efficiency of data in Salesforce to improve donor care and communication. The CRM Specialist's role affects data tracking, donations, fundraising, donor communication, and brand image.
For this role:
• Assist users with basic functions and data management within CRM, typically involving data entry, account updates, and resolving simple end-user inquiries.
• Provide basic end-user training for new staff on using the CRM system and provide paths for further training opportunities.
• Maximize characteristics and benefits of the CRM system including, but not limited to, ensuring CRM data is accurate and reliable while generating simple reports and dashboards from the CRM data as needed.
• Collaborate with the Donor Operations Team in suggesting and implementing standards, policies, and procedures of CRM usage for the Donor Development Team.
• Routinely perform data cleansing to ensure data accuracy, consistency, and integrity across all systems organizationally wide.
• Assist Operations Manager and Team with various administrative and operational tasks.
• Assist users with common CRM issues; e.g., login problems, data field errors, or navigation challenges.
• Perform data pulls and campaign setups for all donor-related teams.
• Create all donation source codes for various communication channels.
• Be a liaison to other teams within FamilyLife and Cru, to enhance donor care, communication, and fundraising as needed.
**For more information**, contact:
Paul Cox
317-560-9061
pcox@familylife.com
Strategy
Donor Development
Team
Donor Development
Role Type
Team Member / Individual Contributor
Could this be an Intern Role?
No
State(s) / Location(s)
Remote
About FamilyLife
Why we exist
We exist to help families grow together and impact their corner of the world.
How we fulfill that purpose
Our mission is to effectively develop godly families who change the world one home at a time.
What we desire for the world
Our vision is that every home would be a godly home.
About Us
At FamilyLife, we understand there is a gap between our intentions for our families and what we actually experience in life. Too often, our relationships fall short of what we desire.
But this isn’t what we were made for. Instead, we believe God created us to live in a perfect community with Him and each other. We believe God’s word offers insight to bridge the gap — to make our intentions match the reality of our relationships. To that end, we create content and experiences to help families pursue what matters most and grow more fulfilling connections with God, each other, and their communities.