Crm & Documentation Executive

CRM Executive (Remote, CET Hours) Experience: 3+ years in CRM operations/administration Key responsibilitiesMaintain and administer the CRM: user setup, permissions, fields, workflows, and data quality checks. Support CRM integrations with tools such as email marketing, accounting, or event/membership platforms and coordinate with vendors/tech teams when needed. Execute and support campaigns (email/SMS/newsletters) from the CRM, including audience segmentation, list building, and basic A/B tests. Build and update dashboards and reports on membership/donor activity, engagement, renewals, and key KPIs. Perform ongoing data entry, cleaning, de‑duplication, and enrichment to keep contact and organization records accurate and complete. Document CRM processes, create simple SOPs, and provide basic user support/troubleshooting to internal stakeholders. Liaise with program, membership, and finance teams to capture requirements and translate them into CRM configurations or workflows. Requiremen...