CRM Manager

3 weeks ago

Montréal, Canada One Tree Planted Full time

One Tree Planted is a US-based 501(c)(3) non-profit focused on global reforestation. As an environmental charity, we are dedicated to making it easier for individuals and businesses to give back to the environment, create a healthier climate, protect biodiversity, and help reforestation efforts around the world. All by planting trees_

**_
The ideal start date for this position is Immediately._**

**POSITION PURPOSE**:
A versatile position at a nonprofit that wants to make it simple for anyone to help the environment by planting trees. Together we can restore forests, create habitat for biodiversity, and make a positive social impact around the world.

**Primary Responsibilities and Role in the Organization Summary**:
The CRM and IT Manager is primarily responsible for proper day-to-day functioning of the CRM and the successful functioning of organizational platforms. This includes administering Salesforce CRM and connection to different platforms, workflow creation, customizations to enhance functionality, reporting, answering queries from the team, technical troubleshooting, dashboard creation and maintenance, record maintenance. Role also includes improving processes across various teams within the platform; data administration (i.e. ensuring information in the platform is accurate; creating reports) and the connection with applicable apps (i.e. Airtable). This position will be responsible for the allocation and overseeing the flow of funds to projects to ensure they’re fully funded, as well as overseeing high-level project development with project managers. This position will support the projects team with contracts, invoices and coordinating with finance to ensure payments are made in a timely manner.

**Reporting Relationships**
- Reports to our Chief Financial Officer

**ESSENTIAL FUNCTIONS**

**CRM Management: 50%**
- Responsible for proper day-to-day functioning and administration of the Salesforce CRM and applicable apps, workflow creation, customizations to enhance functionality, reporting, answering queries from the team, technical troubleshooting, dashboard creation and maintenance, record maintenance
- Ensure that all incoming donations are properly captured and associated to promised regions or reforestation projects
- Mapping out and maintaining various modules for most efficient processes per team (i.e. modified page layouts/fields to add for modules)
- Organizing more efficient workflows for various teams
- Creating various reports and dashboards for team members, as appropriate, while conceptualizing new reports that could help the teams (ex. Donations Dashboard; Account Management; Project Funding)
- Creating new Products/Projects in the CRM as new projects are added - linking to Shopify product, if we add it to the website
- Mapping products to appropriate reforestation projects so donations flow to and fund the projects directly
- Finding appropriate apps to enhance user experience for Salesforce users
- Linking appropriate accounts/reports for teams within external apps (ex. Airtable Donor Portals)
- Ensure the successful integration of accounting seed, and other associated and connected systems (Airtable and others) to make sure all systems and platforms work seamlessly, accurately and syncing in a timely manner
- Fixing issues that arise with this software. Anticipating problems and challenges and implementing solutions in advance whenever possible
- Pro-actively addressing potential issues in data entry or flow scheduling
- Training new team members on this platform
- Keeping track of funds within the “Pending Buckets”
- Setting up automations
- Running our Sandboxes to test new key features/implementations and moving this to our "real" Salesforce (Production) environment when ready
- Defining and adjusting the team requirements for each of their modules

**Project Funding and Operations Support: 20%**
- Facilitating funding conversation for Projects Approval call including preparing reports based on past/current trends for regions/locations to take on new projects
- Allocating donations to active reforestation projects from “Pending Buckets” to make sure all reforestation projects are fully funded
- Reconciling Airtable and CRM records (funding statuses, planting dates, etc.); making sure all information across platforms is accurate and uniform between platforms along with project managers
- Helping the Fundraising and Marketing teams focus on which projects are in need of funding
- Tracking available funds in “Pending Buckets” and funding levels for/with Project Managers to be able to find new projects as needed
- Create reports for projects to be able to update donors - final reports

**IT and Third Party platforms: 30%**
- Managing the organization's computer equipment, information technology issues and associated databases, platforms and dashboards
- Overseeing the protection and security of our computers, systems, platforms, data and compliance with appropriate

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