Job Summary
The Assistant Manager - CRM and Database will be the backbone of Sense India's donor data ecosystem. Working closely with the Head - Technology Applications and Head - Public Engagement, the Assistant Manager will own and manage the Salesforce CRM, ensuring data quality, meaningful segmentation, and seamless support for the fundraising team as we build and scale our donor journey. This is a hands-on, high-impact role that sits at the intersection of technology, data, and mission-driven fundraising.
Main Responsibilities
- Salesforce CRM Administration : Own, configure, and maintain the Salesforce CRM platform (Nonprofit Success Pack preferred); Manage user accounts, roles, profiles, permission sets, and security settings; Customise objects, fields, page layouts, workflows, process builder flows, and validation rules; Troubleshoot system issues, perform regular audits of Data, and manage Salesforce releases and updates; Integrate third-party tools (payment gateways, email platforms, tally, WhatsApp's, event tools) with Salesforce
- Donor Database Management : Ensure the integrity, accuracy, and completeness of all donor records; Deduplicate records and establish data entry standards and governance protocols; Import, export, and migrate data tools; Build and maintain donor segments for targeted outreach campaigns; Manage donor processing workflows, acknowledgement triggers, and pledge tracking
- Donor Journey Support : Map and configure automated donor journeys in Salesforce (welcome series, retention touchpoints, upgrade asks, lapsed donor reactivation); Work with the PE team to design and implement multi-stage engagement workflows; Set up and manage recurring giving and upgrade pathways within the CRM; Ensure timely and accurate reporting on donor lifecycle stages and engagement metrics
- Reporting Analytics : Build and maintain dashboards and reports for the fundraising and leadership teams; Track KPIs including donor acquisition, retention, upgrade rate, average Donations, and lifetime value; Provide regular data insights to inform fundraising strategy and decision-making; Produce lists and data extracts for campaigns, mailings, and events
- Training Documentation : Train fundraising and development staff on CRM best practices and system use; Create and maintain clear documentation of processes, configurations, and data standards; Act as the internal Salesforce champion and first point of contact for CRM-related queries
Key Skills Qualifications
Essential
- Salesforce Administrator certification or equivalent hands-on experience
- Proven experience with Salesforce in a NGO
- Strong understanding of CRM database management, data hygiene, and data governance
- Experience with Salesforce automation tools: Flow, Process Builder, Workflow Rules
- Proficiency with data tools: Salesforce Data Loader, Excel/Google Sheets for data prep
- Ability to build reports and dashboards in Salesforce
- Strong analytical mindset with excellent attention to detail
- Good communication skills - able to translate technical concepts for non-technical staff
Desirable
- Experience working in the nonprofit, social sector in India
- Familiarity with donor journey design and fundraising CRM best practices
- Knowledge of email marketing integrations (Mailchimp, HubSpot, or similar)
- Salesforce Advanced Administrator
- Experience with payment gateway integrations (Razorpay, CCAvenue, etc)
- Understanding of donor data privacy regulations in India
Education
- We welcome candidates from diverse educational backgrounds. While a degree in Computer Science or Information Systems is preferred, candidates with qualifications in Data Analytics, Business Administration, Statistics, Mathematics, or related fields, along with relevant skills and experience, are encouraged to apply.
- Relevant certifications will be considered as formal qualifications.
- A minimum of 3-5 years of relevant experience in database management, data analytics, reporting, information systems, or a related field is preferred.
Competencies Attributes
- Mission-aligned: Genuine commitment to Sense India's work with deafblind and disabled persons
- Proactive: Takes initiative, identifies problems before they escalated, and proposes solutions
- Collaborative: Works well with fundraising, communications, and over PE teams
- Organised: Manages multiple tasks and priorities in a fast-paced environment
- Continuous learner: Keeps up with Salesforce updates and nonprofit CRM trends
Note: This is not intended to be an exhaustive list. Your job description may be subject to change. We would also like to see samples of your work prior to the final interview process.
Sense International India prioritises the well-being and safety of everyone who comes into contact with our organisation. We will keep the people we support safe from harm by checking that applicants for this job are suitable to work with children and vulnerable adults.
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.