Campaign Operations Administrator

System Administration and Reporting

• Understand the various Customer Relationship Management (CRM) tools to create, analyze, and implement reports for external and internal customers.
• Execute data requests for the entire organization as required (e.g., Finance, Operations, Donor Engagement, and Marketing).
• Be the Subject-Matter-Expert (SME) on the CRM systems, specifically around electronic pledging and consult with others as needed to answer questions, navigate the system, and provide business intelligence.
• Monitor various sources for national account data and assist with data conversion, clean-up, and importing and exporting data.
• Document procedures and training on the CRM tools and provide training as needed to the organization.
• Provide support to Corporations Campaign team on the set up, reporting and functionality of the electronic pledge platform. 

Plan, manage, and execute successful on-line campaigns utilizing a variety of systems and technologies, (e.g., Frontstream/Truist, eWay, Andar, ePledge,)       

• Creates and implements annual on-line plans for the donor companies that utilize these systems including the oversight and implementation of individual company campaigns, materials, documentation, and training.
• Be the Subject-Matter-Expert (SME) on the pledge systems and consult with others as needed to answer questions, navigate the system, and provide business intelligence.
• Attend and assist in campaign meetings for companies utilizing on-line tools or interested in on-line tools and technologies.   
• Assists with rolling campaigns which includes account configuration and updating of websites, copying e-mail packages and customizing into each campaign, communications to potential recipient United Ways in regard to national campaigns, communicating with existing accounts to share new campaign "canned" messages     and obtaining campaign dates, update and configure (HTML coding) customized messages such as e-mails, welcome messages, etc. Communicate deadlines and follow up with companies for receipt of data and any messaging customization.
• Extract and communicate payroll deduction information to Company HR/Payroll Managers.
• Adds newly eligible agencies and updates information in respective databases.
• Establishes and maintains positive and professional relationships with donors, donor companies and colleagues and utilizes effective communication skills to build effective on-line campaigns.
• Answer inquiries and/or complaints from internal and external customers, donors or donor companies and work effectively and professionally to answer and solve problems.
• Work with representatives from other United Way organizations to coordinate national campaigns.
• Document policies and procedures and cross train others to ensure back up for function.
• Obtain and keep current professional certifications as necessary to perform the job.
• Train others on systems and technologies including the building and utilization of reports.

Identify improvements to the process, product, procedures, or technologies to enhance the efficiency, effectiveness, and quality of the campaigns

• Keep current on software and participate in on-line training, webinars, and when possible, attend seminars to keep abreast of industry and system best practices and enhancements.
• Create and implement projects when necessary to enhance the effectiveness of policies and procedures.

Create Reports

• Create Database2 and other UWM statistical reports as required on a regular basis.
• Create Campaign statistical reporting as required on a regular basis and import campaign reporting from other organizations. (e.g., UWW, Frontstream, other United     Ways).

Assist in Campaign Processing outside of an electronic campaign

• Provide administrative, campaign processing support, and quality audits for the Customer Relationship Management system (Andar).
• Campaign Processing support, to include Audit, Data Entry, Proof, and Close of envelopes both electronic and paper.  c. Maintain a list of pledge information from other sources, input this information into the UWM pledge system and work with Finance to get additional pledge information into the system as needed.
• Be back up for the Senior Analyst for Campaign Operations. 
• Assist in process improvement projects related to campaign processing.   

Marginal Duties and Responsibilities:

• Research other available CRM modules in conjunction with IT and analyze/recommend whether the modules would be of benefit to the organization. If so, then identify productivity or quality improvement opportunities and create Cost/Benefit Analysis to show return on investment of dollars.
• Provide coverage for front desk as needed. 
• Other duties as assigned.