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Are you an organized person who loves data and working with teens? We have the job for you!
Job Description
The CRM and Data Administrator works to support the programs of the Kentucky YMCA Youth Association through work with the CRM system, under the supervision of the Chief Operating Office/Vice President and Senior Managing Director. This position is responsible for management of our Customer Relationship Management System (CRM) which is utilized for all program registrations, mass email communications, applications, and hosts our fundraising platform. This position additionally works with Program Directors to collect pre and post-conference data and to offer onsite programming support for some conferences. The maintenance of the KY YMCA’s website and Google Drive will be under the direct responsibility of this position. This role will be responsible for one of the most critical functionalities of our organization, the CRM.
Qualifications
- Responsible for management of Customer Relationship Management System (CRM).
- Ensures all areas of the CRM are up to date and working properly for each program.
- Proficient in Visualforce coding for Salesforce backend.
- Works with software partners to troubleshoot and develop the CRM, keeping track of any additional fees incurred.
- Responsible for creating and mapping new registration forms within CRM/Form Assembly.
- Creates and maintains weekly electronic mailings, applications, and registrations through CRM.
- Trains KY YMCA employees on CRM.
- Works to train and develop how-to language for use of CRM by KY YMCA users (Advisors, students, and volunteers.)
- Ensures all data entered into CRM system is clean and usable information.
- Reviews, prioritizes and implements revisions and updates to software.
- Develops and creates customized reports and dashboards.
- Creates and manages custom fields, flows, work Flows.
- Identifies and implements Salesforce best practices to increase company performance relating to efficiency and improved service.
- Facilitates and supports testing of new features in alignment with team requirements.
- Responsible for KY YMCA’s Google Drive organization (correcting file names, organizing files and documents, archiving when necessary).
- Trains staff members on how to utilize the Google Drive correctly.
- Independently creates, edits and updates KY YMCA’s website contents on an ongoing basis.
- Proficient in HTML coding to make website edits.
- Supports student, adult and volunteer registrations for most programs.
- Collaborates with program directors to compile pre and post-conference data from CRM, assessments and surveys.
- Must be able to exercise discretion and independent judgment on decisions related to CRM, Website, Google Drive.
- Acts as pre-conference logistics support to the Kentucky YMCA programs, including (but not limited to) KYA, KUNA, LTC, GFI, Y-Corps, Officer Retreat, local programs.
- Acts as onsite support to the Kentucky YMCA programs, including (but not limited to) KYA, KUNA, LTC, GFI, local programs.
- Interacts with advisors for help with registrations.
- This position requires regular travel to Kentucky YMCA offices (Frankfort and Louisville), conference facility locations, and other venues throughout the state of Kentucky. Can expect up to 15% travel, and must have reliable transportation.
- This position requires you to travel to the Frankfort office at least once a week and sometimes more during heavy program times.
- This position requires answering office phones at least one day a week and sometimes more during heavy program times.
Essential Functions
1. Responsible for management of Customer Relationship Management System (CRM)
2. Ensures all areas of the CRM are up to date and working properly for each program.
3. Proficient in Visualforce coding for Salesforce backend.
4. Works with software partners to troubleshoot and develop the CRM, keeping track of any additional fees incurred.
5. Responsible for creating and mapping new registration forms within CRM/Form Assembly.
6. Creates and maintains weekly electronic mailings, applications, and registrations through CRM.
7. Trains KY YMCA employees on CRM.
8. Works to train and develop how-to language for use of CRM by KY YMCA users (Advisors, students, and volunteers.)
9. Ensures all data entered into CRM system is clean and usable information.
10. Reviews, prioritizes and implements revisions and updates to software.
11. Develops and creates customized reports and dashboards.
12. Creates and manages custom fields, flows, work Flows.
13. Identifies and implements Salesforce best practices to increase company performance relating to efficiency and improved service.
14. Facilitates and supports testing of new features in alignment with team requirements.
15. Responsible for KY YMCA’s Google Drive organization (correcting file names, organizing files and documents, archiving when necessary).
16. Trains staff members on how to utilize the Google Drive correctly.
17. Independently creates, edits and updates KY YMCA’s website contents on an ongoing basis.
18. Proficient in HTML coding to make website edits.
19. Supports student, adult and volunteer registrations for most programs.
20. Collaborates with program directors to compile pre and post-conference data from CRM, assessments and surveys.
21. Must be able to exercise discretion and independent judgment on decisions related to CRM, Website, Google Drive.
22. Acts as pre-conference logistics support to the Kentucky YMCA programs, including (but not limited to) KYA, KUNA, LTC, GFI, Y-Corps, Officer Retreat, local programs.
23. Acts as onsite support to the Kentucky YMCA programs, including (but not limited to) KYA, KUNA, LTC, GFI, local programs.
24. Interacts with advisors for help with registrations.
25. This position requires regular travel to Kentucky YMCA offices (Frankfort and Louisville), conference facility locations, and other venues throughout the state of Kentucky. Can expect up to 15% travel, and must have reliable transportation.
26. This position requires you to travel to the Frankfort office at least once a week and sometimes more during heavy program times.
27. This position requires answering office phones at least one day a week and sometimes more during heavy program times.
Cause-Driven Leadership Competencies
Mission Advancement: Models and teaches the Y’s values of caring, honest, respect, and responsibility. Cultivates and retains the trust of others through direct and honest interaction. Engages community members in a way that builds commitment and loyalty in the work of the Y.
Collaboration: Advocates for inclusion and diversity throughout the organization. Appropriately addresses and corrects behaviors and practices that don’t support inclusion. Helps build effective teams and community partnerships by fostering a common vision. Manages conflict constructively, with team and community. Assesses team dynamics and takes appropriate actions to engage team in ongoing work. Communicates needs and goals effectively, while demonstrating empathic listening for others. Able to tell the story of the Kentucky YMCA’s cause and impact in the community.
Operational Effectiveness: Able to analyze, comprehend, and articulate operational goals and strategies of the organization. Able to anticipate likely outcomes and decide best course of action, while balancing risks and implications across multiple projects. Incorporates creative thinking and discussion techniques to meetings and brainstorms. Builds perspective by engaging others in open dialogue. Sets the norm of continuous improvement. Willing and excels in self-management of multiple ongoing projects, and setting clear goals and processes. Holds self and team accountable for high-quality, timely, and cost-effective results.
Personal Growth: Has a passion for learning that drives the pursuit of new knowledge and ideas. Listens and observes to gain new insight and continually improve performance. Actively supports and remains accessible to others during times of change or stress (e.g. conference seasons). Manages emotions appropriately and avoids becoming defensive or asserting inappropriate control when under pressure. Approaches others and addresses sensitive issues in a productive and non-threatening manner. Has functional knowledge to complete the job, and uses best practices as a framework to improve performance.