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Meticulous and systematic, with a high standard for accuracy and the discipline to build repeatable processes.
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Strong data skills, including advanced Excel, data imports and exports, deduplication, and reporting.
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A clear communicator who can translate between technical and non-technical colleagues and manage multiple projects at once.
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Sound judgment and discretion in handling member data, with familiarity with data privacy practices. Experience in an association or financial services setting is a plus, though not required.
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College degree required
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Fluent in English required
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Design and Implement System Changes: Gather requirements from staff, then configure fields, workflows, member portal views, and reports. Manage changes through a disciplined process that includes sandbox testing, peer review, and documentation.
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Lead Data Audits: Design and run recurring audits of organization and individual records.
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Drive Data Cleanup: Own cleanup end-to-end and put ongoing processes in place so data stays accurate as member firms and personnel change.
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Manage Integrations: Maintain clean data flows between the member management system and connected tools, always exploring opportunities to reduce data entry duplication and manual data flows.
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Build Reliable Reporting: Develop reports and dashboards that give staff and leadership a trusted view of membership, engagement, and events.
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Set Standards and Train Staff: Define data standards and entry conventions, document processes, and train colleagues to use the system consistently and well.
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Issue Resolution: Work closely with staff and vendors to proactively resolve issues and evaluate solutions when the system cannot meet a need.
Reporting Relationships:
Reports to the Head of Operations and works closely with staff across membership, events, finance, and communications.
- Preference for experience administering or configuring a CRM or association management system (such as MemberSuite, Salesforce, iMIS, Fonteva, or Dynamics).
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