CRM & Case Documentation Consultant

This is a fully remote position, open to applicants in United States.

📋 Description

• Review and reconcile case records, contacts, intake forms, and activities within CiviCRM.

• Create, update, and maintain case records in accordance with ARC's documentation and case management protocols.

• Process and organize webform submissions, intake forms, and incoming requests efficiently.

• Identify duplicate records, data discrepancies, and documentation gaps, while supporting ongoing efforts to improve data quality.

• Ensure that demographic, geographic, and case-related information is accurately entered, coded, and maintained.

• Assist in case tracking, workflow management, and reporting processes within CiviCRM.

• Prepare data summaries, inventories, and workflow tracking reports to aid program management and decision-making.

• Highlight records that may necessitate staff review, additional documentation, follow-up, quality review, and document pertinent issues for ARC staff as needed.

• Collaborate with ARC staff and consultants to facilitate effective case management and information sharing.

• Uphold strict confidentiality, data protection, and information security standards when handling sensitive information.

• Undertake additional tasks as assigned.

⛳️ Requirements

• 1 to 3 years of experience with CiviCRM or another CRM, database, case management, or client management system.

• Strong preference for candidates with prior experience using CiviCRM in nonprofit, humanitarian, human rights, arts, refugee, migration, or social service fields.

• Proven experience in managing and cleaning large datasets, identifying duplicates, reconciling records across various sources, and maintaining CRM data integrity.

• Exceptional attention to detail and a demonstrated ability to process, review, reconcile, and accurately document large volumes of information while upholding high data quality standards.

• Experience in supporting case management, client management, humanitarian, human rights, refugee, legal aid, social services, or related programs.

• Strong understanding of workflow documentation, intake processes, eligibility tracking, referrals, and case progression within a CRM environment.

• Capability to independently audit records, identify discrepancies, and implement corrective actions with minimal supervision.

• Proven ability to handle confidential and sensitive information with discretion.

• Experience in producing operational dashboards, backlog inventories, and workflow tracking reports.

• Strong organizational and analytical skills, with the ability to prioritize tasks and meet tight deadlines.

• Fluency in English is required; knowledge of French is an asset.

🏝️ Benefits

• This role is a temporary independent contractor consultancy and does not qualify for employee benefits.