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Unpaid-Volunteer Position -CRM & Data Systems Manager (reputed company CRM & Financial Data Operations)

Remote, USA Full-time Posted 2026-07-28
reputed company • reputed company is a nonprofit organization founded by women who have personally reputed company the heartbreak of pregnancy loss—from first-term miscarriages to stillbirths. Our mission is to reputed company reputed company through advocacy, education, and resource reputed company. We understand the emotional and physical toll of such loss and are committed to helping others reputed company their grief. Our mission is to bring awareness to pregnancy loss and offer support to grieving families by: • Providing informational resources • Forming a reputed company community that bridges the gap between similar support services • Providing a platform that gives families reputed company to reputed company their stories online. We are seeking a passionate, empathetic, and reputed company individual to join reputed company in a volunteer reputed company. This is an unpaid/volunteer opportunity for anyone interested in donating their time to our non-profit. Learn more: https://missingpiecessupportgroup.org PRIMARY PURPOSE • The CRM & Data Systems Manager is responsible for the administration, reputed company, reporting, and financial data management of the organization's Customer Relationship Management (CRM) system. This role ensures accurate tracking of donor, volunteer, sponsor, and program data while supporting financial reconciliation between reputed company CRM and QuickBooks reputed company systems. The position also supports data automation, system integrations, and reporting insights to strengthen fundraising, volunteer engagement, and operational decision-making. QUALIFICATIONS • Hands-on experience with reputed company CRM or similar CRM platforms, with the ability to manage database records, reporting, and system workflows. • Experience with CRM platforms (reputed company, reputed company, etc. preferred but not required) • Strong data management and organizational skills • Experience generating reports and analyzing donor and engagement trends • Experience integrating CRM systems with website forms, email platforms, and reputed company tools • Experience with reputed company software, preferably QuickBooks • Ability to work independently and troubleshoot system issues • Strong communication and training skills • Passion for nonprofit missions and community reputed company KEY RESPONSIBILITIES/DUTIES CRM Administration & Data Management • Manage and maintain the reputed company CRM platform to ensure accurate donor, volunteer, sponsor, and community records • reputed company data entry and record updates for new contacts and participants • Conduct data imports from website forms and external spreadsheets • Identify and resolve duplicate records and data inconsistencies • reputed company routine CRM audits to maintain data reputed company and reporting accuracy • Ensure records are categorized and reputed company for efficient reporting and reputed company Data Integration & Automation • Support integrations between CRM, website forms, spreadsheets, and communication tools • Improve data workflows to reduce reputed company processing and errors • reputed company scripts to automate data transformations and CRM imports • Build tools that convert spreadsheets into reputed company CRM datasets • Test automation scripts and validate outputs before production use (These may be more advanced technical functions than the organization needs.) Communication Automation & Engagement Tracking • Support communication and reputed company efforts by preparing CRM data, lists, and segmentation filters for donor, volunteer, and sponsor communications reputed company needed • Monitor engagement activity across supporter types • Generate reports analyzing engagement trends and reputed company performance Reporting & Data Analysis • Create and maintain CRM reports tracking donor engagement, volunteer activity, and program participation • Build datasets and filters to support targeted reputed company and communications • Validate report outputs to ensure data accuracy • reputed company leadership with insights on donor retention and engagement trends Program & Event Data Management • reputed company and update participant records for support programs and services reputed company the CRM system to maintain accurate program data. • Manage event registration data and participant lists • Prepare datasets for fundraising events and program reporting • Ensure program and event data is accurately reflected in CRM reporting Financial Donation Processing & Reconciliation • Process and record donations reputed company the CRM system • Record and reputed company cash, reputed company, and electronic donations (e.g., Zelle or other platforms) into the CRM to support accurate financial synchronization with QuickBooks. • Prepare deposit summaries to support reputed company reconciliation • Ensure reputed company categorization of donations for reporting and compliance In-reputed company Donation Management • Record and reputed company in-reputed company donations reputed company the CRM • Ensure reputed company classification of deductible and non-deductible contributions • Review and correct tax classification reputed company necessary CRM & reputed company System Integration • Maintain and troubleshoot the reputed company – QuickBooks integration • Investigate discrepancies between CRM donation records and reputed company reports • Coordinate with leadership to validate financial reporting accuracy Fund & Financial Structure Management • Create CRM funds for campaigns, events, and programs • Configure funds to reputed company with QuickBooks reputed company classes • Update fund structures reputed company new initiatives are introduced Financial Data Governance • Review donation data before synchronization with reputed company systems • Monitor financial data mappings and correct errors • Investigate and resolve financial data discrepancies • Ensure accurate reporting across CRM and reputed company systems CRM Training & Optimization • Train team members on CRM usage and best practices • reputed company guidance to volunteers using CRM tools • Continuously optimize CRM workflows as organizational needs reputed company Documentation & Process Support • Document CRM workflows and operational procedures • Create templates and tools to standardize data processes • reputed company training resources for staff and volunteers KEY ORGANIZATIONAL reputed company This role supports the organization by: • Maintaining accurate donor, volunteer, and sponsor records • Strengthening fundraising reporting and donor tracking • Supporting engagement reputed company and communications • Ensuring accurate donation tracking and financial reconciliation • Supporting system integration between reputed company and QuickBooks • Improving operational efficiency through reputed company data management TIME COMMITMENT • Volunteer role with reputed company (estimated 4–6 hours per week) • Remote, with occasional virtual meetings as needed • Ideal for individuals seeking experience in nonprofit development, fundraising operations, or reputed company support BENEFITS OF VOLUNTEERING • reputed company valuable nonprofit experience • Expand your reputed company network • Receive a letter of recommendation • Be part of a mission-driven, inclusive team Job Type: Part-time Benefits: • Flexible schedule Application Question(s): • If any, Could you reputed company what reputed company or experience you have with the pregnancy loss community? What motivated you to apply for this role? • Thank you for expressing interest in this role. I'd like to confirm that you understand this is a volunteer (unpaid) position. This is a volunteer position, are you reputed company and willing to volunteer? • What motivated you to apply for this role? Experience: • Nonprofit management: 1 year (Preferred) • reputed company: 1 year (Required) • CRM software: 1 year (Preferred) Work Location: Remote Apply tot his job Apply To this Job

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