The salary for this position is between $70,000 - $85,000 and commensurate with experience, plus benefits.
Preferred Education:
4 Year Degree
Overall Description of the Position:
The ESOP Association (TEA) is the leading national trade and professional association representing employee-owned companies and the professionals who provide services to those companies (such as attorneys, accountants, financial advisors, trustees). The ESOP Association is headquartered in Washington, DC.
This is a new position at TEA. The CRM Application Manager will work in the Operations department to provide internal support to ESOP Association. This person will update and maintain the Customer Relationship Management (CRM) applications and is responsible for support and function updates. They will monitor end-user usage of systems and perform daily administrative tasks.
This position is a critical resource that provides quality services to support the needs of the team and membership. The Manager must be a person who acts consistently with the values of TEA as expressed through the Association’s vision, mission, and culture. The Manager is an approachable individual with excellent communication skills, is diligent and accurate with their work, can adhere to deadlines and has strong project management skills.
Essential Duties & Responsibilities:
Administers the Customer Relationship Management (CRM) applications.
Responsible for maintaining the CRM systems support and updating function.
Monitors end-user usage of systems and performs daily administrative tasks.
Responsible for maintaining and monitoring the data systems to ensure they meet organizational requirements.
Develop reports that are requested by ESOP staff.
Responsible for effectively collecting, storing and updating member data in AMS, including managing annual data integrity projects.
Troubleshoot AMS issues and document results.
Setting up events in AMS.
Create training program for ESOP staff to learn AMS.
Develop and maintain training materials, guides, and documentation for effective use
Handle projects to support team and organizational goals.
Work effectively with manager, outside consultants, and members of membership, finance, operations staff.
Education & Experience:
3+ years of experience managing and/or administration of CRM.
Bachelor’s degree in a relevant field or equivalent experience required.
Strong experience with SalesForce/Fonteva (including implementation) required.
Intermediate to advanced experience acting as an admin with CRM / CMS software, with the ability to train and support others.
Basic understanding of IT troubleshooting, focusing on desktop hardware and software support.
Salesforce Certification preferred but not required
Attributes:
Strong organizational skills and attention to detail.
Ability to manage multiple priorities and tasks in a fast-paced environment.
Excellent communication skills for team collaboration and training.
Outstanding verbal and written communication, organizational and time management skills.
Ability to work with end users and develop solutions to user opportunities and requirements.
A proven self-starter that carries out responsibilities independently and consistently within assigned parameters.
Experience working on a small team with remote and in-person teammates.
Work Environment/Conditions:
Only local candidates who are comfortable commuting to our office will be considered. Our office is located in Washington, DC between Union Station and Chinatown metros.
We understand that a single candidate may not offer every single desired skill, experience, and characteristic, and encourage candidates from a wide range of backgrounds and experiences, preferably with trade association experience, who feel they offer a strong fit with the profile outlined to express interest.
Compensation:
The salary for this position is between $70,000 - $85,000 and commensurate with experience, plus benefits.
TEA is an equal opportunity employer and value diversity. All employment is decided on the basis of qualifications, merit and business need.
TEA offers a competitive salary and benefits package. Interested individuals should forward a cover letter and resume to job@esopassociation.org.
TEA is currently hiring in multiple areas, so please include a reference to the position in the subject line.
About The ESOP Association:
The ESOP Association (TEA) is the only comprehensive national trade association representing all ESOP companies and the professionals who provide services to them. Dedicated to advocacy, education, and the growth of employee ownership, The ESOP Association currently has 19 state and regional Chapters and attracts more than 13,500 people annually to 160+ chapter and four national meetings — including the annual Employee-Owned Conference in Las Vegas, the largest employee ownership event in the world, and the National Conference and Advocacy Day, held in Washington, DC.
