CRM and Development Specialist

Linda Hall Library, one of the world’s foremost independent research libraries devoted to science, engineering, and technology, is seeking a CRM and Development Specialist to support its Advancement team.

The CRM and Development Specialist will serve as the primary administrator of the Salesforce CRM for the Linda Hall Library’s Advancement Department, ensuring optimal system performance through routine updates, maintenance, data formatting, imports, and third-party integration upkeep.

In addition to CRM administration, this role provides comprehensive administrative and operational support to the Advancement team. Responsibilities include coordinating departmental projects, including events and marketing and communications projects, and preparing data-driven reports to inform strategic decisions and monitor department performance.

KEY ACCOUNTABILITIES AND ESSENTIAL FUNCTIONS

• Salesforce CRM Administration: Serve as the superuser for Salesforce CRM, monitoring related applications and performing routine maintenance to ensure optimal platform performance. Act as a liaison with our Salesforce contractor to manage large projects. Handle daily CRM usage, including data entry, donor record upkeep, data import/export, report creation, and list pulls.

• Reporting and Analysis: Prepare reports to support the grants team and overall departmental performance, providing insights and data-driven recommendations.

• Standard Operating Procedures (SOPs): Create and update department SOPs, making recommendations on best practices for the Advancement team to enhance reporting and functionality.

• Prospect Research: Administer the Donor Search platform and conduct in-depth research for the Advancement team on grant opportunities, new corporate relationships, and providing research briefs for individual donor prospects.

• Event Project Coordination: Serve as the project coordinator for all Advancement-hosted events, including attending and/or staffing Advancement team or other Library functions as needed.

• Marketing and Communication Support: Collaborate with the Marketing and Communications and the Design departments to develop and contribute content to deliverables such as invitations, emails, newsletters, and donor reports. Keeps project approvals on track, coordinating with the Marketing and Communications team as needed.

• Other Duties: Perform other duties as assigned in support of the Library’s mission and goals.

SUPERVISORY RESPONSIBILITIES

None.

EDUCATION AND EXPERIENCE

Required

• Bachelor's degree in relevant field.
• A minimum of 2-3 years of experience in CRM administration, preferably with Salesforce.
• Proficiency in data management, data analysis, and CRM software. Experience with third-party integrations and data imports/exports is essential.
• Advanced proficiency in Microsoft Office applications, with a high level of expertise in Excel for data analysis, reporting, and complex spreadsheet management.
• Demonstrated experience in project management, particularly in organizing and managing events.
• Background in fundraising, donor relations, or non-profit organizations.

Desirable

• Salesforce Administrator, Salesforce Advanced Administrator, or other relevant Salesforce certifications.
• Experience with additional CRM platforms, marketing automation tools, and data visualization software.

SKILLS AND ABILITIES

• Communication Skills: Excellent verbal and written communication skills, with the ability to liaise effectively with vendors, internal staff, and donors.
• Data Analysis: Proficiently examines data sets to identify patterns, uncover trends, and gain insights. Makes informed, data-supported recommendations to supervisors and leadership.
• Detail-Orientation: Diligently attends to details and pursues quality in accomplishing tasks. Manages, organizes and maintains information or data meticulously to ensure accuracy and completeness. Recognizes and addresses details that are critical to achieving operational efficiency and effectiveness.
• Collaboration: Works seamlessly with colleagues across functions and levels. Shares information, seeks input, and leverages diverse perspectives and expertise. Demonstrates adaptability and a charitable approach when working with others.
• Adaptability: Exhibits the capacity to modify and adjust work methods in response to evolving circumstances or shifting demands. Remains open-minded, embraces change, and proactively seeks innovative solutions to new challenges.
• Discretion: Demonstrates the ability to handle sensitive situations or privileged information with tact and confidentiality. Exercises sound judgment in safeguarding sensitive data, maintaining privacy, and making informed decisions while respecting boundaries and protocols.
• Prioritization: Effectively ranks and organizes tasks and work based on importance, urgency, and impact. Ensures optimal use of time and resources and is responsive to shifting needs.

TRAVEL REQUIREMENTS

Rarely (0-10%):

• Attending occasional conferences or workshops.

WORK CONDITIONS

This position is based in a traditional office environment with the flexibility of up to one remote workday a week.

Monday – Friday, 40-hour work week between the hours of 6:00 am – 7 pm. The ability to occasionally work evening or weekend events is required.

Salary: Starting at $52,115.00 Annually

COMPANY VALUES/STATEMENTS

Diversity, Equity, Accessibility, and Inclusion

At Linda Hall Library, we are committed to fostering a culture of Diversity, Equity, Accessibility, and Inclusion (DEAI) that reflects the rich tapestry of the global community we serve. We believe that a diverse and inclusive environment enhances the intellectual rigor and cultural vitality of our institution, enriching the experiences of our staff, patrons, and partners. We strive to create a welcoming space where all individuals feel valued and respected. Through our collections, programs, and community engagements, we are dedicated to promoting equity and accessibility. By amplifying varied voices and ensuring universal resource access, we broaden participation and maximize our impact, fostering a more inclusive and enlightened society.

Equal Opportunity

The Linda Hall Library is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.

The Linda Hall Library is an Equal Opportunity Employer M/F/D/V.

The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice.

Visit lindahall.org to learn more or click here to apply!