Key Responsibilities
Data Management & Reporting
Manage CRM upkeep, reporting, and operational data processes to ensure accuracy and efficiency.
Prepare donor, project, campaign, and operational reports, dashboards, and analytics.
Respond to organizational data and reporting requests while maintaining data integrity and governance.
CRM & Systems Optimization
Maintain and optimize Salesforce, including workflows, troubleshooting, reporting, and process improvements.
Collaborate with developers and stakeholders to improve automation, system integrations, and donor journeys.
Identify and implement workflow enhancements to improve operational efficiency.
Financial & Grant Operations
Manage quarterly grant disbursements and maintain accurate financial and project records.
Support reconciliations, reporting accuracy, and compliance-related operational processes.
Process Improvement & User Support
Support AI-driven and operational process im...