CRM Specialist

6 months ago

Toronto, Canada Covenant House Toronto Full time

**Application / CRM Specialist**

**Full-Time, Permanent**

**Hybrid, Downtown Toronto**

Covenant House helps youth ignite their potential and reclaim their lives. As Canada’s largest agency serving youth who are homeless, trafficked or at risk, we offer the widest range of services to hundreds of young people every day.

More than a place to stay, we provide life-changing care with unconditional love and respect. We meet youth’s immediate needs and then we work together to achieve their future goals. We offer 24/7 crisis shelter transitional housing options on-site and, in the community, health and well-being support, training and skill development, and ongoing care once youth move into the community.

For over 40 years, Covenant House has been dedicated to its mission of serving youth on the street and to protect and safeguard all youth with absolute respect and unconditional love. Since 1982, Covenant House has supported more than 100,000 young people.

**Purpose**
- They will work with a cross-functional team, providing leadership to ensure data consistency by implementing data standards and decisions relate to field structure usage and changes. This position is a high contributor to data governance initiatives to ensure that CRM data integrity is met and will support the migration of data to future CRM projects.
- Investigates the issues identified by internal users and external vendors and works toward a solution.
- Creates and modifies VBA code on import profiles of the omatic-import tool as needed.
- Creates and modifies SSRS/Power BI/.Net Web Application Report as needed
- Identifies and merges duplicates constituent records (using Mergician to perform global merges) on monthly basis
- Runs Address Verification and format validation monthly (using iAddress software)
- Creates and schedule a SSRS report to capture the quality check errors
- Corrects data errors by creating and running routine reports and queries (Raiser’s Edge global change/update or RE import)
- Performs Quality Check on Finder File (SQL query) twice a year (Spring and Fall)
- Helps to identify and implement efficient data importing, and data extraction processes
- Manages and maintains the import-Omatic profiles, RemitSQL scanning profiles
- Responsible to maintain and translate all business rules into ImportOmatic Profile correctly
- Creates and maintains templates for receipts and thank you letters in CRM
- Prepares export files and sends to vendor as per prescribed timelines in a secure manner
- Creates and maintains CRM, Remit SQL, LanCrypt user’s accounts
- Maintains the security of data and PCI compliance
- Maintains CRM/Raiser’s Edge Configuration, Tables and business rules
- Performs Global Add/Change/Delete in Raiser’s Edge
- Maintains tasks related to quality of data and data import/export (ie. IMS Cultivation Export, data for EN Quality Reports, Syncovery jobs)
- Works with the Manager to develop strategic direction and associated tactical plans
- Creates/updates configuration documentation for Raiser’s Edge and all RE related plug-ins and business rules (including Remit SQL, Mergician, Omatic, etc.)
- Prepares for and leadsthe Raiser’s Edge committee
- Conducts Raiser’s Edge and/or Remit SQL training sessions for new staff
- Promotes data culture in Development & Communications department

**Qualifications**:

- University degree or College Diploma in Computer Science/Math/Engineering or related field
- 4 years in an Application or IT/IS support environment
- Proficient in Microsoft Office, Word Mail Merge, Power Query and VBA code is a requirement
- Experience working with MS SQL Query is a requirement
- Experience with Blackbaud Raiser’s Edge, Import-o-matic, AKA raisin, Engaging Networks, Syncovery, Mergician, iAddress are assets
- Understanding of fundraising and or direct marketing methodology are assets
- At Covenant House Toronto we believe in a workplace culture of inclusion that is welcoming, respectful and safe for all staff. It is critical to Covenant House Toronto success to eliminate barriers and promote the inclusion of equity groups. Equity groups have been, and continue to be, underrepresented and marginalized in the workforce, leadership roles, and in some specific occupations. Equity groups include but may not be limited to Indigenous persons, racialized people, gender diverse people, 2SLGBTQIA+ people, and people with disabilities._
- In accordance with the Ontario Human Rights Code, Accessibility for Ontarians with Disabilities Act and Covenant House Policy on Accommodation, a request for accommodation will be accepted as part of the Covenant House recruitment process._

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