Who makes the best nonprofit CRM Administrator? See our Job Description

I am often asked by our clients to help with hiring a CRM Administrator.   Who makes the best administrator? Is it a developer? or some sort of technologist? Actually, it’s neither. The best person for the job is a customer focused, curious business analyst!

Although every nonprofit CRM and organization has specific needs, I’ve found the job description below to be helpful as a starting point.  Hopefully you find it useful as well. 

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Nonprofit CRM Administrator Job Description

POSITION OVERVIEW

• The nonprofit CRM Administrator is responsible for the overall administration and support for the Constituent Relationship Management (CRM) system. The successful candidate is not necessarily a technologist, but a person:
  • with a good understanding how a CRM should and can be utilized across the organization.
  • who has skills using online technology and has the curiosity and expertise to learn a CRM and participate in the CRM community.
  • who is someone who wants to be a go-to person for the users. The candidate should be an advocate for the CRM within the organization and help to appropriately expand its use.
  • who takes data quality seriously and works to maintain a clean and unfettered database.

This is NOT someone to monitor the database and tweak it for performance nor is it a data entry person.  

DUTIES:

• Ensures that the data in CRM is correct.
• Works with the entire organization as a champion; trains people to ensure the CRM is understood by new and existing users; and helps the system to grow and evolve.
• Provides support and training for staff in data entry and basic management.
• Assesses various options for optimizing and customizing the system to help the system grow and evolve.
• Attends regular meetings with support staff and various team members to review upcoming issues, items, and training. 

QUALIFICATIONS:

• Proven customer service orientation combined with the ability to work well with others, in the office and out.  
• Creativity, initiative, excitement about the possibilities of the CRM.
• Strong spreadsheet skills.
• Excellent business analysis and problem solving skills.
• Excellent interpersonal skills.
• Ability to work with people of varying technical skills.
• Previous experience in an end-user technical support role.
• Quick, analytical thinker.
• Ability to effectively communicate complex concepts.
• CMS experience would be a plus.
• Any background with CSS, HTML, or query writing in Access would be helpful.