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Operations Administrator
Responsibilities
CRM Management- Responsible for CRM (Salesforce) administration, create and provide reports and dashboards, mass upload and migration of information, and troubleshoot issues.
- Monitor and maintain proper CRM system usage and research, recommend, and lead improvements as necessary.
- Create and maintain processes and procedures for other staff to follow.
- Create a welcoming, appropriately resourced, and mission-focused environment.
- Welcome visitors, answer and direct phone calls, handle distribution of daily incoming and outgoing mail.
- Monitor and maintain inventories of supplies and materials and keep existing inventories and storage areas organized.
- Maintain organizational policies and procedures and make recommendations for improvement as appropriate.
- Identify areas for improvement and implement solutions to enhance overall office productivity.
- Serve as liaison with some third-party vendors including support providers for payroll/HR, technology, marketing, and insurance brokers.
- Ensure confidentiality, security, and accuracy of donor information.
- Assist executive director in implementing and tracking HR processes.
- Maintain and troubleshoot office equipment and IT issues, and work with outside vendors when appropriate.
- Assist with communication processes, including mailing list creation and maintenance.
- Serve as a backup to bookkeeper for and as a resource for information for reports, fundraising proposals, audit process, and nonprofit evaluation organizations.
- Assist with processing financial transactions including incoming checks, electronic deposits, outgoing bills, reimbursements, and check cutting.
- Responsible for preparing and mailing donor thank yous, gift receipts, and acknowledgements.
- Attend and assist with occasional fundraising events and committee and board meetings.
- Assist with strategic communications projects including managing lists for outreach efforts.
- Handle incoming communications and calls, answering general inquiries and coordinating follow-up as needed, processing incoming and outgoing mail.
- Supervise interns and volunteers as needed.
Board of Directors Administration- Assist with board and committee administration.
- Maintain and update board files, calendars, handbooks, and distribution lists.
- Provide support for board and committee meetings, including scheduling meetings and locations, preparing materials, and meeting packets, and coordinating hospitality needs.
- Other duties as assigned.
Qualifications
A successful candidate will be mission-driven, hardworking, with an ability to work with a high degree of independence and flexibility in a fast-paced and goal-oriented environment.- Minimum four years of related professional experience.
- Commitment to providing excellent support to organizational leaders and co-workers.
- Collaborative and able to work with others to achieve a common goal.
- Ability to successfully manage multiple priorities and deadlines while maintaining a sense of urgency.
- A strong attention to detail and ability to provide regular status updates and willingness to ask questions and seek help and clarity when needed.
- Quick learner willing to jump in to troubleshoot and problem solve when issues arise.
- Proficient in the use of software and applications, including customer relationship management systems (experience with Salesforce a plus).
- Strong oral and written communication skills with an attention to detail.
- The proven ability to maintain confidentiality of sensitive information and written records within the dynamics of a small, close-knit team.
- Availability to work occasional events outside of office hours (approximately 2-4/year).
Salary
Based on experience. Wishes & More also offers a comprehensive benefits package.
Location
Fridley, MN
