CRM Administrator; Part Time

Position: CRM Administrator

Department: Administration

Supervisor: VP of Administration

FLSA Status: Part Time, non exempt

Location: Hybrid

Hours: 10-20 hours per week

Pay: $42.00 - $55.00 per hour

Women Venture is a 501(c)(3) nonprofit organization with a mission to empower women to achieve their economic goals by building profitable and sustainable businesses that transform communities. We execute on this mission through providing clients access to business capital, coaching, and community. Our core values are to make meaningful change, to engage with empathy, and to persist boldly, and we seek out candidates who exemplify these characteristics.

The CRM Administrator supports Women Venture’s mission through updating, automation, and data cleansing of our Microsoft Dynamics 365 Customer Relationship Management system. The incumbent will be expected to take ownership of projects and overcome obstacles through collaboration with various teams and external vendors. System thinking, attention to detail, creativity and independent action are key characteristics needed for success.

• Build a unified process for all departments that will seamlessly interact with the CRM
• Assist with strategic planning of our CRM updates, structure, and plan
• Lead CRM implementation and optimization of projects; setting timelines, tracking progress, and reporting outcomes
• Manage staff requests, training, and questions regarding the CRM to resolve any issues that may arise and train staff of proper usage of the system
• Build and maintain Functional Design Documentation and Technical Design Documentation
• Develop and document SOPs for key CRM processes, ensuring governance and consistency across teams
• Partner with department leads to plan and manage CRM related changes; facilitate training, provide user support, and create documentation to ensure smooth adoption
• Update our CRM and tech systems to meet the data collection, automation, reporting requirements, and data cleanup of the organization including creating or editing CRM Forms, Columns, Views, Tables, Entities, and Templates
• Keep our Sandbox and QA environments up to date with our Production environment and use the proper from Sandbox to QA to Production for all system updates
• Assist in creating organizational efficiencies through use of our CRM database and connected software
• Train staff on use of our database features and other technology resources
• Maintain standard tables, columns, views, workflows and dashboards within the database for each team
• Perform regular data cleanup and report specific issues to mitigate similar errors in the future
• Liaise with outsourced CRM support vendor for complex projects and troubleshooting

• Build Flows, Processes, and other automation in our CRM to build efficiencies in our processes
• Assist in the creation and documentation of overarching processes for current and new programs to improve the client journey

• Perform data analysis when issues arise to attempt to identify the core issue, and work with staff or technology resources to bring to resolution

Other duties, tasks, and responsibilities that may be assigned at any time

• 3+ years of experience managing Microsoft Dynamics 365 CRM as an administrator
• 2+ years of experience in building Office 365 Flows and Processes
• A proven ability to learn new software programs quickly and distill those lessons to others
• Proven experience using the Office 365 suite applications
• Aptitude for independent problem solving and critical thinking
• Systems thinker who can motivate and inspire others in process improvement
• Exceptional organizational skills and attention to detail
• High level of commitment to issues of gender equality and the social mission of the agency.
• Excellent cultural competencies and ability to collaborate across diverse perspectives, ideas, and people with diverse backgrounds.

Interested candidates should submit their applications using the link provided and will be contacted via email for next steps.

While performing the duties of…