Job ID Number

R2745

Employment Type

Full time

Worksite Flexibility

Onsite

Job Summary

As a CRM Administrator with Non-Profit experience you will maintain our client's donor database using Salesforce to manage donor information, research queries and reporting on gifts/donations.

Job Description

We are looking for a CRM Administrator (Non-Profit). This position will be full-time, onsite and direct hire.

Candidates must be a commutable distance to Evanston, IL.

What You’ll Do

• 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.

• The training for this position will be on the job and provided by the Director of Fundraising, upper management, and other corporate professionals, including guidance from an outside fundraising consulting firm

• Various other duties as assigned by the Director of Fundraising, President, other officers, and upper management of the corporation

What You'll Need

Required

• 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

Preferred

• Advanced degrees/certifications

• Salesforce or another well-known not-for-profit industry CRM

Physical Demands

• Ability to safely and successfully perform the essential job functions consistent with the ADA and other federal, state, and local standards

• Sedentary work that involves sitting or remaining stationary most of the time with occasional need to move around the office to attend meetings, etc.

• Ability to conduct repetitive tasks on a computer, utilizing a mouse, keyboard, and monitor.

#LI-AL

Reasonable Accommodation Statement

If you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employment selection process, please direct your inquiries to application.accommodations@cai.io or (888) 824 – 8111.

Equal Employment Opportunity Policy Statement

It is the policy of CAI not to discriminate against any employee or applicant due to race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or being a protected veteran. It is also the policy of CAI to take affirmative action to employ and to advance in employment, all persons regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or being a protected veteran, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment. Employees and applicants of CAI will not be subject to harassment due to race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or being a protected veteran. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited.