Network Relations CRM Specialist

Headquartered in Alpharetta, Georgia, National Christian Foundation (NCF) is a 501(c)(3) charitable grantmaking ministry that provides creative giving solutions and inspires biblical generosity among Christian families, advisors, and charities. NCF has received more than $33 billion in contributions and made more than $25 billion in giver-recommended grants to 90,000 charities. NCF is an industry leader in accepting gifts of appreciated assets such as stocks, real estate, and business interests, which enable givers to save taxes and maximize charitable gifts. We combine a faith-based approach and like-minded local presence with the support and expertise of a trusted national organization. Learn more at www.ncfgiving.com.

Position Overview

The Network Relations CRM Specialist strengthens the operational effectiveness of NCF’s Network Relations team by driving the adoption, optimization, and consistent use of the CRM platform across local offices. Drawing on a blend of technical aptitude, service orientation, and real‑time problem‑solving, this role helps ensure that Relationship Manager (RM) teams have the tools, data quality, and foundational training needed to serve givers with excellence.

This position plays a key role in maintaining data integrity, designing standardized reporting, and reinforcing best practices in Salesforce and related systems. The Specialist manages ongoing data cleanup and alignment efforts, validates and triages system issues, and contributes to the creation of dashboards, reports, and basic analytics that help RM teams measure progress and meet goals.

A central focus of this role is user enablement. The Specialist leads CRM onboarding for new hires, maintains training materials and documentation, and hosts recurring training opportunities to reinforce CRM data governance standards and system adoption. This includes designing and delivering recurring CRM enablement sessions (currently user groups, office hours, and lunch‑and‑learn sessions) that drive adoption and confidence across the network.

Success in this role contributes directly to healthy, high‑functioning RM teams by improving data consistency, strengthening operational workflows, and ensuring that essential giver information is captured accurately and made accessible through reporting. Through collaboration, attention to detail, and a generalist mindset, the Specialist helps local offices focus more fully on mission‑impacting work - ultimately enhancing the giver experience and in keeping with NCF’s broader goals of generosity and Kingdom impact.

This position is remote or hybrid and may allow for a blend of in-office collaboration and remote work depending on location. We prefer the candidate to be local to the greater Atlanta area, though we value flexibility and are open to a remote candidate who is located near an NCF office in one of the following states: AZ, FL, GA, KS, KY, MO, PA, TN.

Management/Supervision: None

Duties & Responsibilities

CRM and Data Operations

• Proactively monitors CRM usage across local offices, identifying adoption gaps, workflow breakdowns, and data quality risks, and initiates corrective action. Works with the Network Relations team to coordinate operational needs of CRM.
• Identifies and manages ongoing data cleanup, data alignment, and data quality initiatives across CRM, back office, and Marketing Cloud systems.
• Validates, diagnoses, and triages reported system issues from local offices, determining resolution pathways and escalating issues outside defined scope to IT or Business Systems teams.
• Manages offboarding tickets to ensure accurate data transfers, user removal, and system cleanup.
• Facilitates CRM user groups, office hours, and operational enablement sessions to drive system understanding and adoption.
• Builds working knowledge across key systems including Salesforce, Marketing Cloud, and related platforms with users and owners.
• Exercises independent judgment in identifying operational inefficiencies, determining resolution pathways, and recommending process improvements related to CRM adoption and data integrity.

Reporting and Data Quality

• Builds and maintains standardized reports, dashboards, and analytics for local offices, exercising judgment on data presentation, metrics selection, and reporting cadence.
• Partners with IT, Business Systems, and data teams on CRM configuration, data structure, and data integrity projects.
• Conducts periodic evaluations of data quality across the network, identifies systemic issues affecting data integrity, and partners with stakeholders to establish and implement corrective standards.

CRM Training and User Adoption

• Aligns existing onboarding and training to deliver foundational CRM training for new hires, focused on core Salesforce functionality and expectations around field data collection and standards.
• Provides additional opportunities to train and teach on CRM best practices based on field needs.
• Develops and maintains up-to-date Salesforce training materials and documentation to support onboarding and ongoing user adoption.
• Collaborates with manager and other stakeholders to create and maintain recorded “canned” training sessions for CRM basics to ensure consistent and scalable delivery.
• Designs and delivers recurring CRM enablement sessions (e.g., weekly or monthly) for CRM needs to reinforce proper CRM system usage and best practices.
• Assesses CRM adoption trends and user proficiency across the network, identifies knowledge gaps, and adjusts training content, delivery methods, and support strategies to improve user effectiveness and adoption.

Other Duties and Responsibilities

• Assists with projects as assigned.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily and have reliable attendance. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Christ Centered

• Profession that Jesus Christ is Lord and Savior and a growing, committed relationship with Jesus Christ.
• Dedication to biblical Christianity and a lifestyle that is consistent with the teachings of Jesus and the Bible.
• Agreement, support, and alignment of NCF’s Statement of Faith, mission, vision, and values.
• Demonstrates the values of faithfulness, love, and service.

Education & Experience

• Bachelor's degree in business, communications, data/analytics, or a related field.
• 2–4 years of experience in customer service, sales operations, marketing operations, administration, project management, or data management.
• Hands-on experience with CRM systems, including Salesforce.
• Demonstrated ability to collaborate with cross-functional teams on process-driven projects.
• Exposure to data management, reporting, or analytics.
• Familiarity with dashboards or analytics tools is a plus.
• Prior experience in a nonprofit, charitable giving, ministry, or high-touch service environment is a plus. Previous experience with engagement, channel, or outreach campaigns is a plus.
• Experience in training, onboarding, or CRM enablement activities.
• Experience operating in an affiliate model is a plus.
• Experience communicating and training in a virtual or hybrid model.

Knowledge Base

• Strong computer skills, including proficiency with Microsoft Office Suite (Excel, Outlook, Teams, Word).
• Familiarity with cloud-based tools, shared drives, or collaboration platforms (e.g., SharePoint, OneDrive).
• Experience with collaborative platforms (Zoom, Loom, Canva).
• Solid working knowledge of Salesforce or CRM, including data collection standards, reporting, and basic configuration.
• Experience with and understanding of data collection, data quality, and reporting practices; ability to learn dashboards and analytics tools.
• Experience navigating enterprise systems such as Marketing Cloud, project management tools (Trello, Asana), or activity-tracking platforms.
• Familiarity with standardized processes, documentation practices, and system workflows.
• Strong written and verbal communication skills and understanding of training materials and user guidance.
• Proven aptitude for real-time problem diagnosis and solving.
• High attention to detail and accuracy in data-related tasks.

Competencies

• Passionate about NCF’s Mission - Has intrinsic motivation to come to work based on their heart for generosity and transformation in the lives of individuals.
• CRM and Data Proficiency - Demonstrated hands-on experience with Salesforce or comparable CRM platforms, including data standards, reporting, and basic configuration. Applies working knowledge of data quality practices and analytics tools to benefit field operations and reporting needs.
• Proactive; Accuracy & High Achievement - A High Achiever that works to generate excitement around common goals. Exercises good judgment. Strong financial, analytical, and problem-solving skills. Continual learner.
• Project Management - Accuracy and attention to detail a must. Able to prioritize and manage multiple projects, adhering to strict timelines.
• Relational – High EQ-Self Awareness. Able to connect with others in a natural, relational way. Team player that works well with diverse teams.
• Communication - Excellent verbal and written communication. Ability to communicate on all levels and with diverse groups of people effectively.
• Positive team player - Has a positive attitude, works well with other team members to create solutions, adaptable.
• Generalist Mindset - This person is a generalist with the ability to lean in, jump in, and initiate. Ability to lead, manage, delegate, and accomplish a wide variety of people-related and operational tasks.
• Maintains sensitive and confidential information as well as business, giver, and local office confidential matters.
• Is ethical, tactful, and courteous in dealing with all employees and vendors.
• Drives innovation (creative, visionary mindset) and strategic planning.
• Giver and Customer Focus – Meet requirements; Anticipate needs.

Work Environment

• Additional hours may be required during peak work periods and projects, such as 4Q and other peak periods throughout the year.
• Occasional travel may be required (10-15%) throughout the year.
• This position is remote and preferred office location is co-located with an existing NCF presence in AZ, FL, GA, KS, KY, MO, PA, TN.

We believe that every role at NCF is more than just a job, it's a calling. If you’re passionate about using your gifts to serve others, grow in faith, and make a lasting impact for the Kingdom, we’d love to hear from you. Join us in this mission-driven work and be part of a community that values purpose, compassion, and Christ-centered service.

Applicants should be sure to read more about NCF’s vision, mission, and Statement of Faith at www.ncfgiving.com/about

If you are interested in serving at NCF, please go to www.ncfgiving.comand apply online.

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From: National Christian Foundation