CRM Specialist

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

📋 Description

• Oversee and enhance the donor database for Linc Worldwide.

• Act as a liaison between technology and fundraising efforts, ensuring the accuracy of donor records, volunteer participation, and event registrations.

• Maintain, implement, and assess various features of our CRM to optimize its usage and promote growth.

• Possess a thorough understanding of CRM software, specifically Neon CRM.

• Collaborate with Finance, Donor Relations, Event Planning, and Marketing teams to comprehend the current utilization of CRM for donor information, donation collection, and documentation.

• Partner with the Donor Relations team to clean, organize, and segment constituent data.

• Identify new use cases for the CRM to enhance fundraising efforts, improve efficiency, and track key metrics.

• Work with team members to personalize and automate communications, such as thank-you emails for donations, reminders for recurring gifts, and event follow-ups.

• Keep abreast of CRM product updates and webinar releases.

• Adjust our processes and procedures within the CRM to leverage these new updates and features.

• Train team members on updates and the use of new functionalities.

• Update relevant training manuals and video resources as needed.

• Coordinate closely with the Treasurer/CFO to ensure that donation documentation adheres to state and federal regulations.

• Monitor dashboards to assess fundraising performance, evaluate campaign effectiveness, and generate lists for the Donor Relations team and Director of Development.

• Assist the Donor Relations and Marketing teams in executing their strategic plans related to our CRM.

• Provide extra guidance and support for capital campaign planning and implementation using CRM features.

• Help with CRM maintenance, including troubleshooting issues, submitting 'help tickets' to NeonONE, and training LINC volunteers on CRM features, updates, and usage.

⛳️ Requirements

• A self-starter eager to learn through Neon’s Knowledgebase and training videos.

• A proactive sales and marketing mindset aimed at maximizing resources.

• Exceptional communication, multitasking, creativity, and analytical abilities.

• Demonstrated work experience in sales and CRM management.

• Strong critical thinking and problem-solving skills.

• Excellent time management, organizational, and technical skills.

• A sense of ownership and pride in personal performance and its contribution to LINC’s success.

• Capability to learn new CRM systems.

• Ability to manage confidential donor information.

• Subject to a background check.

🏝️ Benefits

• Minimal travel required.