CRM & Case Documentation, Consultant

PEN America
United States
3 months ago
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Role details

Contract type
Temporary contract
Employment type
Full-time (> 32 hours)
Experience level
Starter
Experience required
1 year minimum
Compensation
$84,000.0
Working hours
Regular working hours
Languages
English, French
Job source

Tech stack

Audit Trail Big Data Databases Customer Data Management Data Integrity Open Source Technology CiviCRM Data Management Data Inconsistencies

Job description

Artists at Risk Connection seeks a detail-oriented consultant to support the reconciliation, documentation, and organization of artist-protection case records within CiviCRM, an open-source CRM and case management platform used by nonprofits and advocacy organizations. The consultant will focus on hands-on, programmatic CRM case-document assignments to help ensure that case files, intake forms, referrals, and related records are accurately documented and aligned with ARC’s case management protocols., * 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 informationAdditional tasks assigned as needed

Requirements

Do you have experience in Data integrity and documentation?, The ideal candidate must be comfortable working with highly confidential information with discretion when working with CRM and database systems, process and resolve large volumes of information expeditiously and accurately, and must be capable of working independently in a remote, largely asynchronous environment., * One to three years of experience working with CiviCRM or another CRM, database, case management, or client management system including activity tracking, reporting, data reconciliation, and data quality control.

  • 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 deadlinesFluency in English required; French language is an asset, * Short cover letter (1 page maximum) describing your interest in the role, your relevant experience with CRM systems, databases, case management, or data-intensive operational work, and why you would like to contribute to ARC’s mission.Short data management example (1-2 pages maximum) briefly describing a project in which you managed, cleaned, reconciled, or organized data within a CRM, database, or case management system. What was your role, what challenges did you encounter, and what was the outcome?

Benefits & conditions

This is a temporary independent contractor consultancy for approximately 6-8 weeks and is not eligible for employee benefits. The anticipated consultancy fee is up to $7,000, dependent on experience, skills, and location.

About the company

Artists at Risk Connection is a nonprofit international organization working for the security and protection of artists and cultural workers under threat to defend and advance artistic freedom globally. ARC provides direct emergency and resilience grants to artists and cultural workers under threat, international advocacy, security resources and training, and referrals to partner organizations worldwide. Since its inception in 2017, ARC has assisted more than 2,300 artists from over 85 countries, including direct assistance via over 1,000 emergency grants, resilience grants, and fellowships., Artists at Risk Connection Inc. (ARC) is an equal-opportunity employer that does not discriminate in its hiring practices. In order to build the strongest possible workforce, it actively seeks a diverse applicant pool.

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