CRM Administrator & Analyst - Cross International

       CRM Administrator & Analyst - Cross International

 

The CRM Analyst administers Cross International’s Virtuous CRM and turns donor and campaign data into reliable, actionable fundraising intelligence.

The role supports campaign execution, donor segmentation, reporting, data quality, and staff adoption, while partnering with Finance on gift-data reconciliation and consistency between Virtuous and Sage. Working with Operations and departmental system owners, the analyst also helps document data flows, establish standards, and shape an incremental organizational data architecture; specialized technical integrations may be delivered by external consultants.

 

Essential Responsibilities

The allocations below describe the expected emphasis of the role and may shift as organizational priorities evolve.

1. CRM Administration, Gift Data Integrity & Campaign Operations (30%)

• Serve as the day-to-day Virtuous administrator, supporting configuration, user permissions, imports/exports, routine troubleshooting, and appropriate vendor escalation.
• Partner with Marketing and Development on campaign and appeal setup, donor segmentation, audience selection, outreach data preparation, communication preferences and exclusions, gift coding, and campaign performance tracking. Marketing and Development own campaign strategy, content, and fundraising decisions.
• Ensure data integrity

2. Donor Analytics, Reporting & Dashboards (25%)

• Develop and maintain active recurring and ad hoc reports on acquisition, retention, reactivation, recurring giving, campaign results, and donor trends.
• Translate findings into practical insights for fundraising and stewardship decisions; communicate assumptions and limitations clearly. 

3. Institutional Grants, Proposals, and Reporting (25%)

• Partner with Finance to reconcile gift and campaign information between Virtuous and Sage, including restricted and unrestricted designations, donor intent, funds, classifications, dates, totals, and exceptions. Collaborate with Programs to define and document parameters for donor restrictions, designated purposes, program allocations, and donor compliance monitoring.

4. Data Architecture & Governance Support (10%)

• Work with the Director of Operations and system owners to document key data sources, fields, identifiers, ownership, and flows across Virtuous, Sage, Foundant, Monday.com, and Airtable.

5. User Training & Documentation (10%)

• Train staff in core Virtuous workflows, standard reports, and appropriate data entry practices.

Knowledge & Required Competencies

Required

• Hands-on experience administering a nonprofit donor CRM, including data imports, configuration, user support, and data quality.
• Working understanding of how data fields and records relate across systems, and ability to contribute to data-flow mapping and governance.
• Clear writing, communication, and staff-training skills.

Servant Leadership & Collaboration Profile

• Mission-driven professional aligned with Cross International’s Christian values and commitment to serving vulnerable communities.