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# CRM Analyst

- **Company:** Cross International, Inc.
- **Location:** Pompano Beach, FL, United States (Remote available)
- **Experience:** Experienced
- **Contract:** Permanent contract
- **Skills:** Microsoft Excel, Application Programming Interfaces (APIs), Data Analysis, Asana, Software Documentation, Data Architecture, Data Validation, Data Integrity, Document-Oriented Databases, Electronic Data Interchange (EDI), Data Flow Control, Pivot Tables, Power BI, Sage Accounting, Salesforce.Com, SQL Databases, Tableau (Software), Raiser's Edge, Enterprise Integration, Integration Frameworks, Database Tools and Utilities, Airtable
- **Published:** October 25, 2026
- **Apply:** https://www.indeed.com/viewjob?jk=5df7970280ab7500

## About the Role

· Service-oriented, dependable individual contributor who shares knowledge and collaborates across departments.

· Detail-oriented analyst who checks assumptions and explains discrepancies clearly.

· Able to prioritize ongoing CRM service needs alongside longer-term documentation and improvement projects.

· Comfortable recommending solutions while respecting departmental ownership of business and accounting decisions.

Knowledge & Required CompetenciesRequired

· Hands-on experience administering a nonprofit donor CRM, including data imports, configuration, user support, and data quality.

· Practical experience with donor segmentation, fundraising reporting, Marketing campaign and donor outreach support, and gift-processing concepts such as appeals, soft credits, restricted/unrestricted gifts, donor designations, and coding.

· Advanced Excel skills, including pivot tables, lookups, data validation, and reconciliation of extracts.

· Ability to investigate gift data mismatches, support Finance reconciliation, work with Programs on donor restriction/compliance data parameters, and document mappings, business rules, and corrective actions.

· Working understanding of how data fields and records relate across systems, and ability to contribute to data-flow mapping and governance.

· Clear writing, communication, and staff-training skills; good judgment with confidential donor and financial information.

Preferred, Not Required

· Experience with Virtuous; comparable platforms such as Raiser's Edge/NXT, Salesforce nonprofit solutions, or Bloomerang also considered.

· Experience with Sage Intacct or another accounting system and CRM-to-finance reconciliation.

· Experience with Power BI, Tableau, SQL, or comparable reporting/query tools.

· Familiarity with APIs, integration platforms, data architecture projects, and vendor-led implementations.

· Experience with Foundant, Monday.com, or Airtable.

Qualifications & Experience

· Three or more years of substantial hands-on nonprofit CRM administration and donor/fundraising reporting experience; five or more years preferred. Equivalent depth of experience will be considered.

· Demonstrated examples of donor, campaign, or reconciliation reports developed or maintained personally.

· Bachelor's degree in a relevant discipline or equivalent practical experience.

· Experience collaborating with Finance on reconciliation, Programs on donor compliance data, and Marketing on campaigns and outreach is required.

Working Conditions & Location

· Full-time, remote U.S. position; preferred location: Pompano Beach area, Florida. Qualified candidates elsewhere in the U.S. will be considered. Expected to work Eastern Time business hours (typically Monday-Friday, 8 a.m.-5 p.m.).

· Occasional domestic travel may be required for team gatherings.

· No direct work with vulnerable populations is anticipated.

Christian Faith Commitment

This role requires a committed Christian faith and active alignment with Cross International's mission to build stable families, resilient communities, and rooted and growing faith-lives in the name of Jesus Christ. The individual is expected to participate actively in the organization's spiritual life, including regular staff prayer and devotions, and to model Christ-centered values of passion for ministry work, tenacity, good stewardship, commitment to those served, and service with vision and clarity.

Candidates must be active members or regular attenders of a local Christian church and demonstrate a genuine calling and passion for serving those in material and spiritual poverty. Theological training or prior ministry employment is not required. Respect for diverse expressions of Christian faith within the organization is expected.

## Description

The CRM Analyst administers Cross International's Virtuous CRM and turns donor and campaign data into reliable, actionable fundraising intelligence. The role supports campaign execution, donor segmentation, reporting, data quality, and staff adoption, while partnering with Finance on gift-data reconciliation and consistency between Virtuous and Sage. Working with Operations and departmental system owners, the analyst also helps document data flows, establish standards, and shape an incremental organizational data architecture; specialized technical integrations may be delivered by external consultants.

Essential ResponsibilitiesCRM Administration, Gift Data Integrity & Campaign Operations - 30%

· Serve as the day-to-day Virtuous administrator, supporting configuration, user permissions, imports/exports, routine troubleshooting, and appropriate vendor escalation.

· Partner with Marketing and Development on campaign and appeal setup, donor segmentation, audience selection, outreach data preparation, communication preferences and exclusions, gift coding, and campaign performance tracking. Marketing and Development own campaign strategy, content, and fundraising decisions.

· Monitor duplicates, incomplete records, inconsistent codes, and data exceptions. Ensure donor records accurately reflect restricted versus unrestricted gifts, donor-designated purposes, funds, appeals, and relevant gift classifications; investigate discrepancies and coordinate corrections with Finance and record owners.

Donor Analytics, Reporting & Dashboards - 25%

· Develop and maintain active recurring and ad hoc reports on acquisition, retention, reactivation, recurring giving, campaign results, and donor trends.

· Translate findings into practical insights for fundraising and stewardship decisions; communicate assumptions and limitations clearly.

· Maintain useful dashboards and improve repeatable reporting processes, using Virtuous and available tools; automate where feasible without compromising accuracy.

Finance Reconciliation & Programs Donor Compliance - 20%

· Partner with Finance to reconcile gift and campaign information between Virtuous and Sage, including restricted and unrestricted designations, donor intent, funds, classifications, dates, totals, and exceptions. Collaborate with Programs to define and document parameters for donor restrictions, designated purposes, program allocations, and donor compliance monitoring.

· Maintain agreed reconciliation extracts, mapping documentation, validation checks, and exception logs; research mismatches and support timely resolution.

· Coordinate with Finance, Programs, and vendors on improvements to data exchange and compliance reporting. Finance owns accounting treatment, general ledger integrity, and final reconciliation approval; Programs owns programmatic compliance determinations.

Data Architecture & Governance Support - 10%

· Work with the Director of Operations and system owners to document key data sources, fields, identifiers, ownership, and flows across Virtuous, Sage, Foundant, Monday.com, and Airtable.

· Help define systems of record, shared definitions, data-quality standards, and priorities for better cross-system reporting.

· Contribute requirements and process maps for a phased data architecture roadmap; collaborate with consultants on integration specifications and testing, without owning custom integration engineering.

User Training & Documentation - 10%

· Train staff in core Virtuous workflows, standard reports, and appropriate data entry practices.

· Maintain practical job aids, procedures, and system documentation; encourage responsible self-service.

Vendor Coordination & Continuous Improvement - 5%

· Track and escalate CRM issues, support vendor troubleshooting, and test approved changes.

· Recommend focused improvements to reduce errors, duplicate effort, and manual work within available capacity.

Servant Leadership & Collaboration Profile

· Mission-driven professional aligned with Cross International's Christian values and commitment to serving vulnerable communities.