CRM Analyst

CRM Specialist 

Technology Services  

 

Operations 

 

 

United Way
of Central Indiana works to bring the resources of philanthropy,
government, corporations, the social sector, and neighborhoods
together to confront generational poverty head on and ensure a
better future for our neighbors in need. This is an ambitious time
to join United Way as we embark on a five-year strategic
plan to reduce the number of households experiencing poverty and
financial instability. To make a significant impact in our region,
United Way is looking for dedicated, confident, and compassionate
team members who live our shared values of inclusivity, courage,
accountability, respect, and excellence.  United Way of
Central Indiana works to bring the resources of philanthropy,
government, corporations, the social sector and
neighborhoods together to confront generational poverty head on and
ensure a better future for our neighbors in need. 

 

 

Position Summary 

United Way of Central Indiana recognizes that the key to success
is a strong and cohesive team that works through shared values to
achieve our mission. This role will collaborate with other
UWCI teams like SII, Finance, Fundraising
and Brand to customize engagement tools to
meet the needs of the corporate partners and UWCI.The
position is responsible forassisting with workplace
employee file integration into CRM database; set
up, configure, and support workplace campaigns that use
one of our engagement platforms; maintains the integrity
of data in CRM database; provides support to CRM and
Salesforce Marketing Cloud end users; imports and integrates other
data files into CRM database. 

 

Position Duties &
Responsibilities 

The following statements are intended to describe the general
nature and level of work being performed.  They are not
intended to be construed as an exhaustive list of all
responsibilities, duties and skills required of personnel
so classified.   

 

Online Workplace Giving Platform 

• Configure settings and
  update content of web-basedworkplace giving
  platform through StratusLive’sIgniteGive at
  Work(workplace giving portal) for UWCI corporate
  partners.
• Manage onlineworkplace pledge campaign interaction from
  requirements discovery through
  implementation, campaign duration and campaign
  closure.

• Mine, transform and
  import data from CRM into workplace giving portal for
  campaign execution based on employee data provided by corporate
  partners.
• Provide periodic reports
  from workplace giving portals such as no response lists,
  donor network memberships & campaign progress.
• Set-up, monitor and control email
  distribution through Sendgrid to constituents.
• Use creative approach to
  customize each pledge site to meet UWCI and corporate
  partner needs.

 

Salesforce Marketing Cloud 

• Ensure integrity of
  data within Marketing Cloud and sync data as needed
  to CRM
• Assist with
  list/campaign creation for email sends

 

Data Integrity & Management 

• Ensure integrity of data
  throughout the database with a focus on minimizing duplicate
  records.
• Maintain data
  confidentiality.
• Import large
  amounts of data from various file formats (CSV, Excel, XLM,
  etc.) to the system while ensuring integrity of the
  data.
• Assist with CRM data
  cleanup and maintenance to ensure it is high quality.
• Pull data from prior CRM
  databases stored in SQL and import as
  necessary.

 

Other Responsibilities 

• Provide support to CRM
  users, assist in triaging support
  cases.
• Provide timely, courteous, and professional service
  to requests from internal and external customers.

• Collect, monitor, and
  present important system metrics to stakeholders. Assist UWCI team
  members with complex data extraction, importing, and
  analysis.
• Promote a cooperative
  spirit within the organization.
• Performs special
  assignments and other work, on an as-needed basis.

 

Qualifications 

To perform this job successfully, an individual must be able to
perform each essential job function satisfactorily. The
requirements listed are representative of the basic knowledge,
skills, and/or abilities
required.  Reasonable accommodations may be
made to enable individuals with disabilities to perform the
essential functions.  

 

The individual in this role must display the highest level of
integrity and confidentiality. United Way also values innovative
thinking, and a successful candidate will be a self-starter who can
work within the team to achieve goals and
objectives.  The individual should have effective
communication skills, attention to detail and organization,
flexibility, adaptability and the ability to multi-task
and be open-minded in a fast-paced environment. The individual will
also maintain knowledge of trends in his/her area of
responsibility and reviews literature to understand key
issues. 

 

Education and/or Experience 

Bachelor’s degree in related
field required. *Work experience may substitute for
education requirements on a case-by-case basis.  

2-4 years of web-based
application experiencerequired.  

Database management experience in Microsoft Dynamics CRM
and/or Salesforce preferred. Demonstrated competencies
in maintaining critical data integrity and
confidentiality, attention to detail, and applied technical
skills required.  

Significant knowledge of Microsoft
Excel including using formulas and data
manipulation.  

Knowledge of various Office 365 applications like SharePoint and
Power BI preferred.  

Excellent time management, multi-tasking and organizational
skills with the ability to plan and follow-through.  

 

Position Leader:      Digital Customer
Engagement Director 

FLSA Status:       
  Exempt, Full-Time 

Salary Range:        Low to
mid-50’s  

Benefits:             
 Complete Benefits Package Available 

Reviewed:           
 February 2024 

 

 

  

 

 

 

Equal Opportunity Employer 

Please apply at uwci.org/careers 

 

This position description does not constitute a
contract of employment or a guarantee of any terms or conditions of
employment.  UWCI employees are employed on an at-will
basis. In addition, nothing in this position description restricts
UWCI’s right to assign or reassign duties and responsibilities to
this position at any time.  

For more information, or to apply now, you must go to the website
below. Please DO NOT email your resume to us as we only accept
applications through our website.

https://uwci.hirecentric.com/jobs/229672-40421.html