CRMSpecialist

Technology Services

Operations

UnitedWay ofCentral Indiana works to bring the resources of philanthropy, government, corporations, the socialsector,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 joinUnitedWay 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.UnitedWay of Central Indiana works to bring the resources of philanthropy, government, corporations, the socialsectorand 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 likeSII,Finance,Fundraising andBrandto customizeengagementtoolsto meet the needs of the corporate partnersand UWCI.The positionis responsible forassistingwith workplace employee file integration into CRM database; set up,configure,and support workplace campaigns that use one of our engagement platforms;maintainsthe integrity of data in CRM database;provides support toCRM and Salesforce Marketing Cloud end users; imports and integrates other data files into CRM database.

Position Duties and 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 skillsrequired ofpersonnel so classified.

Online Workplace GivingPlatform

• Configure settings and update content ofweb-basedworkplace giving platformthroughStratusLive'sIgniteGiveat Work(workplace giving portal)for UWCI corporate partners.

• Manageonlineworkplace pledge campaign interaction from requirements discovery through implementation,campaigndurationand campaign closure.

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``` - Mine, transform and import data from CRM intoworkplacegiving portal for campaign execution based on employee data provided by corporate partners.

• Provide periodic reports fromworkplacegiving portals such as no response lists, donor network memberships and campaign progress.

• Set-up,monitorand control email distributionthroughSendgridtoconstituents.

• Use creative approach to customize each pledge site to meet UWCI andcorporate partnerneeds.

Salesforce Marketing Cloud

• Ensure integrity of datawithin Marketing Cloud andsync data as needed toCRM

• Assistwith list/campaign creation for emailsends

Data Integrity and Management

• Ensure integrity of data throughout the databasewith a focus on minimizing duplicate records.

• Maintain data confidentiality.

• Importlarge amountsof data from various file formats (CSV, Excel, XLM, etc.) tothesystem 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 andimportas necessary.

Other Responsibilities

• Provide support to CRM users,assistintriagingsupport cases.

• Providetimely,courteous,and professional service to requests from internal and external customers.

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``` - 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.

• Performsspecial 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.Reasonableaccommodationsmay 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,adaptabilityand the ability to multi-task and be open-minded in a fast-paced environment. The individual will alsomaintainknowledge of trends in his/her area of responsibility andreviewsliterature to understand key issues.

Education and/or Experience

Bachelor'sdegreein related fieldrequired.*Work experience may substitute for education requirements on a case-by-case basis.

2-4 yearsofweb-based applicationexperiencerequired.

Database management experiencein Microsoft Dynamics CRM and/or Salesforcepreferred. Demonstratedcompetencies inmaintainingcritical data integrity and confidentiality, attention to detail,and applied technical skillsrequired.

Significant knowledge of Microsoft Excelincludingusing formulas and data manipulation.

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

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

PositionLeader:DigitalCustomer Engagement Director

FLSA Status: Exempt,Full-Time

Salary Range: Low to mid-50's

Benefits: CompleteBenefits Package Available

Reviewed: February2024

Equal Opportunity Employer

Please apply at uwci.org/careers

This position descriptiondoes not constitutea 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.