Position Overview
CRM Executive (Remote, CET Hours)
Experience: 3+ years in CRM operations/administration
Key responsibilities
- Maintain and administer the CRM: user setup, permissions, fields, workflows, and data quality checks.
- Support CRM integrations with tools such as email marketing, accounting, or event/membership platforms and coordinate with vendors/tech teams when needed.
- Execute and support campaigns (email/SMS/newsletters) from the CRM, including audience segmentation, list building, and basic A/B tests.
- Build and update dashboards and reports on membership/donor activity, engagement, renewals, and key KPIs.
- Perform ongoing data entry, cleaning, de‑duplication, and enrichment to keep contact and organization records accurate and complete.
- Document CRM processes, create simple SOPs, and provide basic user support/troubleshooting to internal stakeholders.
- Liaise with program, m...