CRM Integration Specialist jobs in Indianapolis, IN

CRM Integration Specialist is responsible for Customer Relationship Management (CRM) system integration. Ensures all functions of CRM system effectively work with all other applications and operating systems. Being a CRM Integration Specialist requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. The CRM Integration Specialist supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a CRM Integration Specialist typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (Copyright 2024 Salary.com)

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CRM Specialist
  • United Way of Central Indiana
  • Indianapolis, IN FULL_TIME
  •  

     

    CRM Specialist 

    Technology Services  

     

    Operations 

     

     

    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 performedThey 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. 

     

    Qualifications 

    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 requiredReasonable 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 objectivesThe 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 uwci.org/careers 

     

    This position description does not constitute a contract of employment or a guarantee of any terms or conditions of employmentUWCI 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.  

  • 1 Month Ago

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Maintenance Worker Opportunities Park
  • CRM Residential
  • Indianapolis, IN FULL_TIME
  • CRM Residential has been a trusted name in the property management industry for over 46 years specializing in affordable housing. Our success story is a testament to the dedicated and talented individ...
  • 11 Days Ago

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Assistant assistant
  • Recruit CRM
  • Saint Paul, IN FULL_TIME
  • Job Title : FinancialAssistant Company Name : Nubank Number of Openings : 8 Location : São Paulo Brazil JobDescription The Financial Assistant role atNubank is a great opportunity for individuals look...
  • 21 Days Ago

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Technology Integration Specialist
  • Perry Township School District
  • Indianapolis, IN FULL_TIME
  • JobID: 3198 Position Type: Technology/Technical Support Date Posted: 4/21/2022 Location: PERRY TWP EDUCATION CENTR Technology Integration Specialist Position Purpose Helps manage and support key onlin...
  • 17 Days Ago

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US E - GPS Consulting - SAP CRM Integration/ABAP Developer - Consultant - #188013 - BB
  • Deloitte US
  • Indianapolis, IN FULL_TIME
  • Deloitte’s Enterprise Performance professionals are leaders in optimizing operations that span the entire enterprise of an organization, from strategy to implementation and operation. By joining our t...
  • 25 Days Ago

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CRM Trainer
  • Model 1 Inc. - Indianapolis
  • Indianapolis, IN FULL_TIME
  • Location: Indianapolis, IN (on-site) Pay Range: $24 to $26 per hour About Model 1 Commercial Vehicles: Since we got our start in 1980, Model 1 Commercial Vehicles has grown to become the nation’s larg...
  • 4 Days Ago

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0 CRM Integration Specialist jobs found in Indianapolis, IN area

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Plant Manager
  • The Judge Group
  • Indianapolis, IN
  • The Judge Group is currently in search of a Plant Manager for a large manufacturing facility located near Davenport, IA....
  • 3/18/2024 12:00:00 AM

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Senior AI Machine Learning Engineer - Remote - USA
  • FullStack Labs
  • Indianapolis, IN
  • FullStack is the fastest-growing software consultancy in the Americas. We help organizations like Uber, GoDaddy, MGM, Si...
  • 3/18/2024 12:00:00 AM

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Medical Support Specialist
  • Biolife Plasma
  • Indianapolis, IN
  • As a Nurse at BioLife, youll bring your best to our donors and patients every day, doing life-changing work that impacts...
  • 3/18/2024 12:00:00 AM

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Laboratory Support Specialist
  • Asphalt Materials, Inc.
  • Indianapolis, IN
  • provides high quality administrative lab support to effectively manage daily responsibilities for Heritage Research Grou...
  • 3/18/2024 12:00:00 AM

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Senior Analyst- Model Validation (US REMOTE)
  • Ally
  • Indianapolis, IN
  • **General information** **Ref #** 17030 **Remote?** Yes **Ally and Your Career** * Ally Financial only succeeds when its...
  • 3/16/2024 12:00:00 AM

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Data Center Data Management Specialist
  • CBRE
  • Indianapolis, IN
  • Data Center Data Management Specialist Job ID 156252 Posted 26-Feb-2024 Service line GWS Segment Role type Full-time Are...
  • 3/16/2024 12:00:00 AM

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Quality Engineer - Salesforce I
  • eTeam, Inc.
  • Indianapolis, IN
  • Description: About Us The Marketing Automation Technical Operations (MATO) team operates within and supports Client's gl...
  • 3/14/2024 12:00:00 AM

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Content Developer - Contractor (Remote)
  • Cengage Group
  • Indianapolis, IN
  • **We believe in the power and joy of learning** At Cengage Group, our employees have a direct impact in helping students...
  • 3/14/2024 12:00:00 AM

Indianapolis is in the East North Central region of the Midwestern United States, in central Indiana. According to the U.S. Census Bureau, the Indianapolis (balance) encompasses a total area of 368.2 square miles (954 km2), of which 361.5 square miles (936 km2) is land and 6.7 square miles (17 km2) is water. The consolidated city boundaries are coterminous with Marion County, with the exception of the autonomous municipalities of Beech Grove, Lawrence, Southport, and Speedway. Indianapolis is the 16th largest city by land area in the U.S. Indianapolis is within the Tipton Till Plain, a flat to...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for CRM Integration Specialist jobs
$132,831 to $179,177
Indianapolis, Indiana area prices
were up 1.3% from a year ago

CRM Integration Specialist in Portland, OR
Professional experience with configuration, integration, and evolution of marketing technologies within B2B professional services environment/ad agency or manufacturer is essential.
December 22, 2019
CRM Integration Specialist in New Suffolk, NY
Top 12 Stress Based Interview Questions As CRM Integration Specialist.
December 09, 2019
CRM Integration Specialist in Newark, NJ
This person will also be tasked with monitoring the integration between marketing automation CRM technology across the organization for day-to-day operations, issue resolution, and overall systems management.Responsibilities Champion integrations, and coordination of marketing automation and CRM platforms.
December 07, 2019