Crm Specialist
CurrentDatabase Maintenance-Reconfiguration of Database to setup correctly so data is correct and easy to accessn indcuding processes manuals.-Various queries setup/run to keep database clean and up to date and Business Rules.-Creating/Updating new Campaign, Appeal, Package, and Fund Codes. -Merging Duplicate Donors. Data Import/Import-O-Matic-Setting up new Templates in Import-o-Matic Plugin in RE to import data.-Data/Donation Import in RE received from various channels (Funraisin, FundraiseUP/STRIPE, NeuRA Website backend for Volunteers and new Subscribers, Telemarketing (RG Upgrade and RG Reactivation Campaigns), Face2Face and Door2Door RG Campaign Data using Import Module and Import-o-Matic Plugin.-New regular giving donors.donation data import in database. Data Export and Reports-Liaise with Individual Giving Manager, Coordinator and external stakeholder to determine the data selection segmentation for various fundraising/direct mailing campaigns. For e.g. Data Export for various appeals during the year like Tax, Christmas Appeal etc. -Work with Major Gifts and Philanthropy Manger for data export for various Events related to Philanthropy and Community Fundraising.-Financial reporting of donations/income to Accounts Manager, Fundraising Director and other team Managers. -Monthly Bank Reconciliation and assist Finance department with yearend Audit. -Many ad-hocks repots requested by different stakeholdersData Analysis and Regular Giving Management-Basis Appeal analysis for various appeals during the year. -Regular Giving failed payment data process setup/update on monthly basis for data selection for Declined RGs for SMS, Email, Calls, Mailing Letters etc. -Updating appropriate Actions related to RG process. -Terminating Regular Givers. Data/Donations Processing; Batching; Banking and Receipting of Income during busy timings or if required including end of Financial year Receipting/Thanks you letters process. Customer Service and Staff Training