CRM Manager

One Tree Planted is a US-based 501(c)(3) non-profit focused on global reforestation. As an environmental charity, we are dedicated to making it easier for individuals and businesses to give back to the environment, create a healthier climate, protect biodiversity, and help reforestation efforts worldwide. All by planting trees!

The ideal start date for this position is Immediate.

POSITION PURPOSE:

A versatile position at a nonprofit that wants to make it simple for anyone to help the environment by planting trees. Together we can restore forests, create habitat for biodiversity, and make a positive social impact worldwide.

Primary Responsibilities and Role in the Organization Summary:

The CRM Manager is primarily responsible for the proper day-to-day functioning of the CRM. This includes administering Salesforce CRM and connection to different platforms, workflow creation, customizations to enhance functionality, reporting, answering queries from the team, technical troubleshooting, dashboard creation and maintenance, and record maintenance. The role also includes improving processes across various teams within the platform, data administration (i.e. ensuring the information in the platform is accurate; creating reports) and the connection with applicable apps (i.e. Airtable).  This position will  be responsible for allocating and overseeing the flow of funds to projects to ensure they’re fully funded, as well as overseeing high-level project development with project managers. This position will support the projects team with contracts, invoices and coordinate with finance to ensure payments are made on time.

Reporting Relationships

• Reports to our Director of Finance and Operations

ESSENTIAL FUNCTIONS

CRM Management: 80%

• Responsible for proper day-to-day functioning and administration of the Salesforce CRM and applicable apps, workflow creation, customizations to enhance functionality, reporting, answering queries from the team, technical troubleshooting, dashboard creation and maintenance, record maintenance

• Ensure that all incoming donations are adequately captured and associated with promised regions or reforestation projects.

• Mapping out and maintaining various modules for the most efficient processes per team (i.e. modified page layouts/fields to add for modules)

• Organizing more efficient workflows for various teams

• Creating various reports and dashboards for team members, as appropriate, while conceptualizing new reports that could help the teams (ex. Donations Dashboard, Account Management, Project Funding)

• Creating new Products/Projects in the CRM as new projects are added – linking to Shopify products if we add them to the website

• Mapping products to appropriate reforestation projects so donations flow to and fund the projects directly

• Finding appropriate apps to enhance the user experience for Salesforce users

• Linking appropriate accounts/reports for teams within external apps (ex. Airtable Donor Portals)

• Ensure the successful integration of Accounting Seed, and other associated and connected systems (Airtable and others) to make sure all systems and platforms work seamlessly, accurately and sync on time

• Fixing issues that arise with this software.  Anticipating problems and challenges and implementing solutions in advance whenever possible

• Pro-actively addressing potential issues in data entry or flow scheduling

• Training new team members on this platform

• Keeping track of funds within the “Pending Buckets”

• Setting up automation

• Running our Sandboxes to test new key features/implementations and moving this to our Production environment when ready

• Defining and adjusting the team requirements for each of their modules

• Tracking payments from third-party platforms

Project Funding and Operations Support: 20%

• Facilitating funding conversations for Projects Approval calls including preparing reports based on past/current trends for regions/locations to take on new projects

• Allocating donations to active reforestation projects from “Pending Buckets” to make sure all reforestation projects are fully funded

• Reconciling Airtable and CRM records (funding statuses, planting dates, etc.); making sure all information across platforms is accurate and uniform between platforms along with project managers.

• Helping the Fundraising and Marketing teams focus on which projects are in need of funding

• Tracking available funds in “Pending Buckets” and funding levels for/with Project Managers to be able to find new projects as needed

• Create reports for projects to be able to update donors - final reports.

POSITION REQUIREMENTS:

• EDUCATION: BACHELOR’S DEGREE

  • Bachelor’s degree in a relevant business or technical discipline a plus

• RELATED EXPERIENCE: 3 years of relevant experience in a related role and being a self-starter. Experience in CRM management, preferably Salesforce CRM platform.  Experience with a non-profit organization and remote environments a plus

• SKILLS

  • Management of a complex CRM platform (Salesforce) or other similar platforms
  • Integration of data from multiple sources to ensure accurate tracking of funds in and out of the organization

• Experience in basic set-ups and development of corporate-level CRM programs and campaigns

• Strong analytical skills coupled with project management and planning skills

• Reporting experience to board or executive management

• IDEAL LOCATION: Montreal, open to remote.

COMPENSATION & BENEFITS

COMPENSATION:  Typical starting range is $65,000 - $75,000 CAD/ USD, which will be based on skills, experience and location. Annual performance increase may be available but not guaranteed.

• Flexible work environment
• Competitive PTO Plan
• Health and Wellness plans
• Yearly bonus
• Retirement plans with competitive employer contribution
• Travel opportunities, international and domestic

SUBMISSION REQUIREMENTS:

1. Cover letter indicating your interest in the position and why you think you would be a good fit with the organization
2. Your resume

One Tree Planted is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.