CRM and Data Systems Specialist

Job Description

REQUIREMENTS

· Experience with CRMs and e-commerce is required, with Zoho and WooCommerce strongly preferred.

· Ability to design and maintain data flows between online registration systems, CRMs, mailing lists, and reports.

· Excellent attention to detail and a commitment to data accuracy.

· Ability to communicate clearly with both technical and non-technical staff.

· Comfort working collaboratively with a small internal staff and outside consultants.

· Strong problem-solving skills and the ability to recommend practical improvements.

Desired Skills

· Familiarity with email marketing segmentation and mailing list management.

· Experience evaluating CRMs and website platforms.

· Experience with Zoho and WooCommerce.

· Experience with nonprofit, arts, education, fundraising, or marketing data.

RESPONSIBILITIES

· Review, clean, and improve our client’s existing data structures and e-commerce/CRM pathways to support more accurate and efficient reporting.

· Audit and rebuild as necessary Zoho CRM/Creator modules to properly support complex family relationships, class rosters, and donor profiles.

· Develop and support segmented mailing lists for marketing, fundraising, student communication, and audience engagement.

· Maintain and update records within our client’s CRM and related data systems.

· Work with our client’s IT Manager to ensure data systems are well organized, secure, and usable by staff.

· Coordinate with outside consultants on e-commerce, CRM, database, and integration issues.

· Troubleshoot and resolve data-related problems involving Zoho, WooCommerce, website transactions, mailing lists, and related systems.

· Help assess the effectiveness of current CRM, website tools, workflows, and outside consultant relationships, and make recommendations for improvement.

· Document data processes, workflows, and system structures so that staff can use them consistently.

· Support staff in accessing, interpreting, and using data for program, marketing, fundraising, and administrative needs.

· Maintain, update, and improve our client’s data systems as organizational needs evolve.

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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