CRM

Relevant Skills
Published Date
Not the right fit for you? Sharing the opportunity with your network is a great form of advocacy!
Help Customize and Train Us on Salesforce!
Help us make the most out of Salesforce! We’re looking for a volunteer to assess our current CRM system and identify ways we can use it to meet our needs more effectively, including potential integrations with other tools we’re using. We need someone to build out and customize Salesforce for donor management, fundraising, participants and volunteer CRM. Once the volunteer implements the recommended changes, we’d like a brief training session and/or documented guidelines to follow so that we can maintain the CRM going forward.
Imagine using your Salesforce skills to unlock hours of time for our team, time they could spend coaching and connecting with neurodivergent job seekers instead of wrestling with spreadsheets. At The Steven Spectrum Career Project, we’ve secured Salesforce to be our single source to manage donors, volunteers, and program outcomes. Now, we need you to:
Optimize & Train on Salesforce:
• Transform system by customizing it to what we need, set it up and build it out to fit our needs (CRM, donor outreach, lead generation, etc.
• Host workshops (and leave us a handy cheat sheets) so everyone—from the executive director to new volunteers—can collaborate like pros.
- Show us how we can make the most use out of it
Your Impact:
Save 8–10 hours/week of manual data entry, so our team of volunteers can spend that time delivering career coaching and community outreach.
Boost Fundraising & Engagement with real‑time dashboards that highlight donor opportunities and volunteer capacity—projecting a 20% uptick in sponsorships.
Accelerate Event Planning by up to 50%, ensuring our 5K fundraiser, movement event, and comedy night run seamlessly.
Why Volunteer?
You’ll create systems that create real world change by helping neurodivergent adults find meaningful work. You’ll sharpen your admin and training skills, add a nonprofit success story to your portfolio, and join a passionate team that celebrates every win.
We have already selected Salesforce and are ready to share credentials with a volunteer. We’ll come prepared with details about the specific types of data we want to collect, our goals for using the CRM, and a list of any other tools or software we use. Please help us make the most of using this system.
The Steven Spectrum Career Project
Location
Long Island City, New York
Website
http://www.thestevenproject.orgMember Since
Mar 2024
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