Senior CRM Administrator

CiviCRM; San Francisco (CA); Remote; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a CRM Administrator to enhance its fundraising efforts. This role is pivotal in managing the CiviCRM system, ensuring data integrity, and supporting fundraising strategies. The ideal candidate will have extensive experience in CRM management, particularly within non-profit organizations, and will thrive in a collaborative environment. You will be instrumental in customizing the CRM platform, training users, and implementing best practices in data governance. Join a mission-driven team dedicated to empowering knowledge equity and making a difference globally.

Benefits

Flexible working hours

Remote work options

Professional development opportunities

Health insurance

Paid time off

Retirement plan

Collaborative work environment

Qualifications

• 5+ years managing a CRM environment, preferably in non-profit.
• Familiarity with CiviCRM and CRM certification is a plus.

Responsibilities

• Manage and maintain the CiviCRM system for fundraising operations.
• Oversee user support, training, and data management processes.

Skills

CRM Management

Data Management

Technical Skills

Fundraising Strategies

SQL

Collaboration

Education

Bachelor's Degree in a related field

Tools

CiviCRM

Acoustic

Metabase

Job description

Name of Company

Wikimedia Foundation

Type of Work

CiviCRM Administration

Telecommute ok?

Yes

Time commitment

Full Time

How to apply

Apply through https://job-boards.greenhouse.io/wikimedia/jobs/6842609

Summary

The fundraising team at the Wikimedia Foundation conducts worldwide campaigns across nearly 40 countries and 20 languages, collecting small donations (averaging about $15) as well as large and small offline donations to support the Wikimedia Foundation’s mission to empower and engage people around the world with free knowledge.

The CRM Administrator is a critical part of the Wikimedia Foundation’s Fundraising Technology team, which supports the fundraising program. The team is responsible for our Customer Relationship Management (CRM), data analytics platform (including a data lake, reporting, and integrations), payments integrations, and any donor-facing software.

Reporting to the Director of Fundraising Technology, the CRM Administrator will be responsible for managing and maintaining our CRM system, CiviCRM, to support our fundraising colleagues in their use of the database to deliver on our fundraising strategies. This includes having a holistic view of our donor data management tooling and driving data management and governance. The ideal candidate will have a strong understanding of non profit fundraising operations, strong technical skills (including familiarity with scripting and automation), and have extensive experience driving strategic improvements to donor databases for similar sized non-profit organizations.

Responsibilities:

• User Support and Training:
  • Oversee the user support lifecycle, from onboarding, access control management, and offboarding, for our donor data management tooling which includes CiviCRM and Acoustic.
  • Develop user documentation and procedures, help troubleshoot user issues, and train fundraising staff and others on database use and business rules for entering or editing supporter account information.
  • Collaborate closely with the Data Engineer to ensure that the database is complete and accurate and that data imports, uploads, queries, reports, and extracts are performed accurately.
  • Stay up-to-date with industry trends and best practices in database administration.
• System Administration and Customization:
  • Customize the CiviCRM and Acoustic platforms based on business needs, configuring layouts and fields, creating and managing custom objects, developing and maintaining automation processes, and designing and managing reports and dashboards.
  • Partner with the CRM product manager to identify process and design improvements, manage issues and user requirements/workflows, and drive timely completion of key actions.
  • Maintain CiviCRM user management by creating user accounts, configuring permission sets and user access controls, troubleshooting access issues, monitoring system usage, and creating and maintaining documentation.
• Data Management:
  • Gather, develop, document, and validate business, functional, and technical requirements for configurations and integrations (e.g., Acoustic and Metabase).
  • Maintain CiviCRM data quality and accuracy by using and implementing tooling to support data cleansing, enhancement, and deduplication.
  • Support streamlining data import processes for offline gifts.
  • Govern and maintain data flows between CiviCRM and the downstream users of its data (eg Acoustic and Sage Intacct); update and adjust shared data based on program objectives.
  • Monitor the CRM and downstream uses to ensure data accuracy.
  • Oversee data functions and hygiene within Acoustic, running recurring data and GDPR jobs, and pulling raw recipient data.
• Data Privacy and Governance
  • In collaboration with WMF Legal & Security teams support and refine data privacy best practices.
  • Develop and enforce database usage and security policies.
  • Train and enforce CRM data privacy best practices with staff.
  • Ensure governance of CRM data, defining schema in consultation with Analytics
  • Enforce standards for segmentation
  • Implement and document gift attribution rules
  • Audit CRM for data hygiene and good governance.
• Project and Team Collaboration:
  • Collaborate with CRM Product Manager, fundraisers, analysts, engineers, and other key stakeholders to define system requirements, constraints, and risks for implementing solutions that enhance fundraising and fundraising operations processes.
  • Manage vendor partners to ensure timely delivery of services aligned with organizational priorities.
  • Participate in sprint-based teams to facilitate the estimation, prioritization, and execution of tasks.
  • Perform functional and integrated testing.
  • Prepare and maintain project and technical documentation and artifacts, including release notes, analysis, reports, and user documentation.
  • Evaluate new and existing CRM and database products and services and stay updated with product updates.
  • Ensure data security practices comply with organization standards and regularly monitor system audit trails.

Skills and Experience:

• Minimum 5 years of hands-on experience managing and maintaining a CRM environment as an administrator, preferably at a nonprofit organization; familiarity with CiviCRM, Acoustic or other CRM certification credentials a plus.
• Proficiency in CRM configuration, including objects, fields, page layouts, workflows, and validation rules.
• Strong technical skills in data management, reporting, and dashboards. Familiarity with automation and integrating CRMs with other systems and tools.
• Understanding of fundraising strategies and best practices is preferred.
• Experience with system integrations and third-party APIs.
• Experience with data analysis and SQL is preferred.

Qualities:

• A strong value and mission fit with the Wikimedia movement and Foundation.
• Comfortable working in a highly collaborative, consensus-oriented environment.
• Ability to work effectively in multiple cultural contexts.
• Excellent verbal and written communication skills, as well as the ability to clearly communicate technical concepts to non-technical stakeholders.
• A desire to make meaningful contributions to knowledge equity, free culture, and open access.
• Possess a growth mindset with the ability to identify additional skills, knowledge, and/or expertise required and the drive to develop themselves where needed.
• Ability to communicate clearly in both synchronous and asynchronous channels.

Additionally, we’d love it if you have:

• Experience with open-source technologies and communities.
• Conceptual understanding of cron or other automated scheduler tools.
• Experience working with noSQL and non-structured data.
• Experience building donor-facing products.
• Experience with the CRM we use, CiviCRM and our email marketing system, Acoustic.
• Experience working in a global organization that has a distributed workforce.
• Comfort and experience in a dynamic and mission-driven organization.
• Fluency in a language other than English.