Africa’s leading specialist recruitment agency operating within the FinTech, Cryptocurrency and Startup Industries.
CRM & Case Documentation Consultant
Location
United States
Posted
114 days ago
Salary
$7K / month
Seniority
Junior
Job Description
CRM & Case Documentation Consultant
Black Pen Recruitment
• Review and reconcile case records, contacts, intake forms, and activities in CiviCRM • Create, update, and maintain case records in accordance with ARC's documentation and case management procedures • Process and organize webform submissions, intake forms, and incoming requests • Identify duplicate records, data inconsistencies, and documentation gaps, and support ongoing data quality improvement efforts • Ensure demographic, geographic, and case-related information is accurately entered, coded, and maintained • Support case tracking, workflow management, and reporting processes within CiviCRM • Prepare data summaries, inventories, and workflow tracking reports to support program management and decision-making • Flag records that may require staff review, additional documentation, follow-up, quality review, and document issues for ARC staff as appropriate • Collaborate with ARC staff and consultants to support effective case management and information sharing • Maintain strict confidentiality, data protection, and information security standards when handling sensitive information • Additional tasks assigned as needed
Job Requirements
- 1 to 3 years of experience working with CiviCRM or another CRM, database, case management, or client management system
- Strong preference with prior experience using CiviCRM in nonprofit, humanitarian, human rights, arts, refugee, migration, or social service settings
- Demonstrated experience managing and cleaning large datasets, identifying duplicates, reconciling records across multiple sources, and maintaining CRM data integrity
- Exceptional attention to detail and demonstrated ability to process, review, reconcile, and document large volumes of information accurately and efficiently while maintaining high data quality standards
- Experience supporting case management, client management, humanitarian, human rights, refugee, legal aid, social services, or related programs
- Strong understanding of workflow documentation, intake processes, eligibility tracking, referrals, and case progression within a CRM environment
- Ability to independently audit records, identify discrepancies, and implement corrective actions with minimal supervision
- Demonstrated ability to handle confidential and sensitive information with discretion
- Experience producing operational dashboards, backlog inventories, and workflow tracking reports
- Strong organizational and analytical skills with the ability to prioritize tasks and meet tight deadlines
- Fluency in English required; French language is an asset.
Benefits
- This is a temporary independent contractor consultancy and is not eligible for employee benefits.
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