What are the responsibilities and job description for the Customer Relationship Management Administrator position at KPG99 INC?
Role : CRM Admin
Location : 100%Remote
Duration : 12 Months
Interview : Virtual
PayRate : W2 only
3-5 Must Haves
Must have current Raiser’s Edge NXT experience
Must have current Raiser’s Edge 7.96 Database
Strong experience with Omatic (Cloud based integration software platform)
Experience with MailChimp
Duties :
Locate, compile, analyze and synthesize financial, biographical, and philanthropic information on key audiences.
Identify and deliver organizational research needs based on departmental objectives.
Maintain an active awareness of philanthropy and donor relations goals and objectives and how they relate to the database.
Create, maintain, and analyze philanthropy dashboard reports.
Act as point person with the data base and all end-users involving the database, including database performance analysis, corrective action, proactive tuning, training and maintenance.
Prepares and maintains donor files including but not limited to financial payments and profiles while maintaining a high level of accuracy, confidentiality, and professionalism.
Responsible to effectively and accurately query the database to capture financial and analytical reports, mailing lists, and other documents needed for philanthropy activities in a timely manner.
Design, develop and produce materials needed by Philanthropy including correspondence, reports, presentations, forms, manuals, brochures, and mailing documents.
Update donor database regularly to incorporate new information.
Troubleshoot problems and concerns on matters related to the maintenance of gift and donor records
Systems :
4 years of current experience with Raiser’s Edge (could look at 3 years based on demonstrated experience)
In depth experience with Blackbaud Raiser’s Edge NXT
In depth experience with Blackbaud Raiser’s Edge database 7.96
In depth Experience with Omatic
Experience with MailChimp
Proficient in Microsoft Excel
Skills that would be nice to have for someone taking on the role long term :
Organize wealth screening on database every 3-5 years using wealth engine or other tools.
Develop systems for measuring and reporting staff progress in donor cultivation and stewardship.
Analyze department needs and assist in eliminating redundancy and improve effectiveness of operations.
Establish policies, document, and maintain operational procedures for database.
Keep a pulse on the job market with advanced job matching technology.
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