CRM Analyst

United Way of Central Indiana
Indiana, United States
Salary Not specified
Closing date
Mar 12, 2024

View more

Position Type
Administrative, Information Systems
United Way
Employment Type
Full Time

CRM Specialist 

Technology Services  





United Way of Central Indiana works to bring the resources of philanthropy, government, corporations, the social sector, and neighborhoods together to confront generational poverty head on and ensure a better future for our neighbors in need. This is an ambitious time to join United Way as we embark on a five-year strategic plan to reduce the number of households experiencing poverty and financial instability. To make a significant impact in our region, United Way is looking for dedicated, confident, and compassionate team members who live our shared values of inclusivity, courage, accountability, respect, and excellence.  United Way of Central Indiana works to bring the resources of philanthropy, government, corporations, the social sector and neighborhoods together to confront generational poverty head on and ensure a better future for our neighbors in need. 



Position Summary 

United Way of Central Indiana recognizes that the key to success is a strong and cohesive team that works through shared values to achieve our mission. This role will collaborate with other UWCI teams like SII, Finance, Fundraising and Brand to customize engagement tools to meet the needs of the corporate partners and UWCI.The position is responsible forassisting with workplace employee file integration into CRM database; set up, configure, and support workplace campaigns that use one of our engagement platforms; maintains the integrity of data in CRM database; provides support to CRM and Salesforce Marketing Cloud end users; imports and integrates other data files into CRM database. 


Position Duties & Responsibilities 

The following statements are intended to describe the general nature and level of work being performed.  They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.   


Online Workplace Giving Platform 

  • Configure settings and update content of web-basedworkplace giving platform through StratusLive'sIgniteGive at Work(workplace giving portal) for UWCI corporate partners. 
  • Manage onlineworkplace pledge campaign interaction from requirements discovery through implementation, campaign duration and campaign closure. 
  • Mine, transform and import data from CRM into workplace giving portal for campaign execution based on employee data provided by corporate partners. 
  • Provide periodic reports from workplace giving portals such as no response lists, donor network memberships & campaign progress. 
  • Set-up, monitor and control email distribution through Sendgrid to constituents. 
  • Use creative approach to customize each pledge site to meet UWCI and corporate partner needs. 


Salesforce Marketing Cloud 

  • Ensure integrity of data within Marketing Cloud and sync data as needed to CRM 
  • Assist with list/campaign creation for email sends 


Data Integrity & Management 

  • Ensure integrity of data throughout the database with a focus on minimizing duplicate records. 
  • Maintain data confidentiality. 
  • Import large amounts of data from various file formats (CSV, Excel, XLM, etc.) to the system while ensuring integrity of the data. 
  • Assist with CRM data cleanup and maintenance to ensure it is high quality. 
  • Pull data from prior CRM databases stored in SQL and import as necessary. 


Other Responsibilities 

  • Provide support to CRM users, assist in triaging support cases. 
  • Provide timely, courteous, and professional service to requests from internal and external customers.  
  • Collect, monitor, and present important system metrics to stakeholders. Assist UWCI team members with complex data extraction, importing, and analysis.  
  • Promote a cooperative spirit within the organization. 
  • Performs special assignments and other work, on an as-needed basis. 



To perform this job successfully, an individual must be able to perform each essential job function satisfactorily. The requirements listed are representative of the basic knowledge, skills, and/or abilities required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  


The individual in this role must display the highest level of integrity and confidentiality. United Way also values innovative thinking, and a successful candidate will be a self-starter who can work within the team to achieve goals and objectives.  The individual should have effective communication skills, attention to detail and organization, flexibility, adaptability and the ability to multi-task and be open-minded in a fast-paced environment. The individual will also maintain knowledge of trends in his/her area of responsibility and reviews literature to understand key issues. 


Education and/or Experience 

Bachelor's degree in related field required. *Work experience may substitute for education requirements on a case-by-case basis.  

2-4 years of web-based application experiencerequired.  

Database management experience in Microsoft Dynamics CRM and/or Salesforce preferred. Demonstrated competencies in maintaining critical data integrity and confidentiality, attention to detail, and applied technical skills required.  

Significant knowledge of Microsoft Excel including using formulas and data manipulation.  

Knowledge of various Office 365 applications like SharePoint and Power BI preferred.  

Excellent time management, multi-tasking and organizational skills with the ability to plan and follow-through.  


Position Leader:      Digital Customer Engagement Director 

FLSA Status:          Exempt, Full-Time 

Salary Range:        Low to mid-50's  

Benefits:               Complete Benefits Package Available 

Reviewed:             February 2024 







Equal Opportunity Employer 

Please apply at 


This position description does not constitute a contract of employment or a guarantee of any terms or conditions of employment.  UWCI employees are employed on an at-will basis. In addition, nothing in this position description restricts UWCI's right to assign or reassign duties and responsibilities to this position at any time.  

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

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