Senior CRM & Data Operations Lead

Jobtailor; Columbus (OH); On-site; USD 70,000 - 100,000; Full time

Job summary

Jobtailor is seeking a CRM/BI specialist to build and maintain our Foundation's CRM infrastructure, data models, and reporting. You will configure automations, manage data governance, and develop dashboards to enable data-informed decision making across fundraising operations.

The role requires hands-on experience with CRM platforms, SQL, and BI tools (Qlik Sense/Tableau/Power BI). You will train non-technical users and drive process improvements in a nonprofit environment.

Qualifications

• Experience configuring and administering CRM platforms with automation and access control.
• Ability to design CRM data structures and reporting data models.
• Experience building dashboards and reports with BI tools (Qlik Sense/Tableau/Power BI).
• Strong data cleansing and governance practices to ensure data integrity.
• Proficient in SQL and data pipeline concepts (ETL/ELT).
• Excellent written and verbal communication; able to work autonomously.
• Understanding nonprofit development operations and donor stewardship is a plus.

Responsibilities

• Build and maintain CRM infrastructure to support donor and fundraising operations.
• Support CRM configuration, custom objects, properties, pipelines, workflows and user permissions.
• Build backend data structures and system architecture for evolving needs and decision making.
• Develop workflows, automations and integrations to improve data flow across systems.
• Manage CRM operations and data integrity for stability and daily functionality.
• Enforce data governance standards for accuracy, security and integrity of data across systems.
• Oversee CRM administration including user access and system updates.
• Troubleshoot CRM configuration, automations, integrations and connected systems.
• Build and maintain reporting tools, dashboards and KPI models for data-informed decisions.
• Develop and maintain Qlik Sense dashboards, data models and KPIs for development efforts.
• Support teams in defining reporting needs, metrics and KPIs across development operations.
• Drive system adoption and process improvement initiatives.
• Provide system support and training to ensure consistent CRM usage.
• Provide training to non-technical users on CRM functionality and reporting tools.
• Develop documentation and guidance for consistent data entry standards.
• Perform other duties as assigned

Skills

CRM administration

Data governance

Data modeling

Dashboard development

SQL

Analytical thinking

Communication

Problem solving

Nonprofit knowledge

Confidentiality

Tools

Qlik Sense

Tableau

Power BI

Job description

Jobtailor is seeking a CRM/BI specialist to build and maintain our Foundation's CRM infrastructure, data models, and reporting. You will configure automations, manage data governance, and develop dashboards to enable data-informed decision making across fundraising operations.

The role requires hands-on experience with CRM platforms, SQL, and BI tools (Qlik Sense/Tableau/Power BI). You will train non-technical users and drive process improvements in a nonprofit environment.