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CRM Coordinator
Job Purpose
Help collect and manage data to analyse business functions and improve communications with donors.
Key Responsibilities
Planning
Develop a database management and cleaning strategy for CiviCRM (including summary of establishment phase and detail of embedding phase) to ensure operational relevance of the database and accuracy of data. Establish and coordinate a CiviCRM working group comprising a representative from each business and fundraising department to implement, monitor, update and continuously improve CiviCRM operations across all business and fundraising departments.
Implementation
Conduct end of establishment phase review of data to identify and update sponsorship and student records to ensure compliance with approved sponsorship categories and current financial status of all sponsors.
In collaboration with business and fundraising departments, develop and monitor implementation schedule for embedding phase to ensure effective and timely delivery of bulk distribution activities including clearing backlog of un-received communications.
Update CiviCRM database with information from external content such as TASS database and the website at least monthly, or more frequently as required.
Make changes to data as required by business office managers or heads of departments.
Provide assistance to CiviCRM users and respond to queries via both CiviHelp inbox and in person in a timely manner.
Identify training needs and conduct training with database users at least monthly, or as required, to ensure effective utilisation of CiviCRM.
Support departments to develop processes and procedures for the effective utilisation of CiviCRM.
Problem solve issues arising with CiviCRM and liaise with external support providers to develop and implement solutions in a timely manner.
Monitoring
Develop and maintain an ongoing CiviCRM audit schedule for the quarterly and annual review of data, processes and procedures to verify departmental compliance.
Assess findings of audits, then recommend and/or implement software or procedure modifications to ensure effective delivery of the database management and cleaning strategy.
Schedule monthly meetings with business office managers, department heads and the CiviCRM working group to monitor success and obtain feedback about potential improvements to CiviCRM.
Assist business office managers and heads of departments with the creation of department reports as required.
Generate monthly and quarterly management reports including summary of audits carried out; data to inform department KPI reports; summary of software problems resolved and modifications delivered; status of training needs and training undertaken.
Continuous improvement
Keep up-to-date with the latest developments for CiviCRM software and identify areas for improvement for utilisation including changes to processes and procedures.
In collaboration with business office managers, department heads and the CiviCRM working group, implement agreed improvements and modifications to CiviCRM.
Other
Participate and support fellow staff in school mission related activities such as all school celebration days and student selection throughout the year.
Perform any other duties as assigned by your supervisor.
Qualifications, Skills and Attributes
Diploma /Bachelor degree in Computer Science, IT or any relevant course.
Strong knowledge of database systems.
Commitment to clear and effective presentation of data and reporting.
High level of attention to detail and accuracy.
Strong cooperative, inter-personal, project and time management skills.
Ability to problem solve and work independently.
Computer programming skills would be favourably considered.
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