CRM Coordinator

POST DATE:  June 10, 2020

POSITION: CONSTITUENT RELATIONS MANAGEMENT COORDINATOR (CRM) Coordinator

RESPONSIBLE TO: Senior Development and Administrative Manager

COMMITMENT (HOURS): Full-time (40 hours/week)

STATUS:  NonExempt (3 months orientation period)

APPLICATION DEADLINE: Open until filled

JOB SUMMARY:

  • The CRM coordinator is responsible for the overall administration and support for the Constituent Relationship Management (CRM) system. The successful candidate is not necessarily a technologist, but a person:
    • with a good understanding on how CRM should and can be utilized across the organization.
    • who has skills using online technology and has the curiosity and expertise to learn a CRM and participate in the CRM community. ( in this case, Salesforce)
    • who aspires to be a go-to person for the users. The candidate should be an advocate for the CRM within the organization and help to appropriately expand its use.
    • who takes data quality seriously and works to maintain a clean and unfettered database.

MAJOR DUTIES AND RESPONSIBILITIES:

  • Coordinates and performs data entry and ensures the data in CRM is correct.
  • Works with the entire organization as a champion; trains people to ensure the CRM is understood by new and existing users; and helps the system to grow and evolve.
  • In conjunction with IT department, supports the training of data users to accurately enter data.  Assist on system and data integration
  • Assesses various options for optimizing and customizing the system to help the system grow and evolve.
  • Coordinates the interdepartmental interface of CRM Salesforce usage, including but not limited to Pardot and Birdseye applications.
  • Assists with fundraising solutions related to Pardot marketing activities.
  • Boost outreach and fundraising capability through social media.
  • Attends regular meetings with support staff and various team members to review upcoming issues, items, and training.
  • Other duties as assigned by supervisor.

REQUIRED QUALIFICATIONS:

  • Proven customer service orientation combined with the ability to work well with others, in the office and out.
  • Creativity, initiative, excitement about the possibilities of the CRM.
  • Excellent business analysis and problem solving skills.
  • Excellent interpersonal skills.
  • Ability to work with people of varying technical skills.
  • Quick, analytical thinker.
  • Ability to effectively communicate complex concepts
  • Previous training and knowledge about Salesforce platform and related applications

ADA REQUIREMENTS:

  • Ability to communicate clearly with others.
  • Ability to see and hear in order to interact with others.
  • Ability to use a computer.
  • Ability to use smartphone and/or tablet (e.g. iPad).
  • Ability to travel locally multiple times a day.
  • Ability to perform responsibilities in various environments multiple times a day.
  • To lift a minimum of 20 lbs.
  • Vision 20/20 with correction.

SALARY RANGE:  Salary depending on qualifications and experience, plus benefits.

TO APPLY: Send, fax or e-mail resume to: Human Resources, Family Bridges, Inc., 168 – 11th Street, Oakland,   CA 94607,  Fax: (510)839-2435 or E-mail to: [email protected]

Family Bridges, Inc. is a non-profit multi-services community based organization that has been serving the Asian American communities in the East Bay for more than 50 years.  Family Bridges, Inc. is an equal opportunity employer regardless of race, color, religion, sex, national origin, marital status, sexual orientation, age or disability.