Responsibilities

• Assist with routine database hygiene by auditing CRM records, identifying and merging duplicate contacts/accounts, and standardizing mis formatted fields (e.g., phone numbers, email addresses, and URLs).
• Perform regular data-cleansing sweeps to purge invalid email bounces, standardize naming conventions, and flag incomplete records for further enrichment by senior team members.
• Monitor inbound lead queues, manually routing unassigned or misrouted leads to the correct regional or enterprise sales representatives based on established territory rules.
• Maintain lead lifecycle accuracy by updating contact statuses, lead scores, and stage progressions as records advance through the pipeline, ensuring reporting dashboards reflect real-time activity.
• Assist in list-building and segmentation for email campaigns by exporting targeted contact lists from the CRM and verifying that all included leads meet required demographic criteria.
• Help prepare weekly engagement reports and dashboards by pulling standard CRM reports, compiling data into reporting platforms, and flagging outliers for marketing leadership to review.
• Contribute to process documentation by updating quick-reference guides and standard operating procedures (SOPs) for common CRM tasks as workflows evolve.
• Build, revise, and deploy email campaigns and automated nurture workflows in HubSpot, assisting with audience segmentation, A/B testing, and basic performance reporting to improve subscriber engagement and conversion.
• Publish and categorize website content (pages, blogs, resources) in IFSA’s WordPress CMS, ensuring accurate tags, SEO metadata, and timely refreshes.
• Collaborate cross-functionally with colleagues across IFSA departments to gather content requirements, align messaging, and support integrated marketing initiatives.

Requirements

• Comfort with basic spreadsheet functions (VLOOKUP, pivot tables) for data work is also a plus.
• Prior exposure to a CRM like HubSpot or Salesforce is a nice bonus, though we will provide training.
• Familiarity with web analytics tools such as Google Analytics is helpful but not mandatory.
• Solid working knowledge of Microsoft Office 365—Word, Excel, PowerPoint, Outlook, and SharePoint—is the primary technical expectation for this role.
• Working familiarity with web content management systems is valuable, and experience with WordPress is a plus but not required.
• Current undergraduate or graduate student; or recent college graduate seeking part-time work experience while actively securing full-time employment

Preferred

• Prior exposure to a CRM like HubSpot or Salesforce is a nice bonus, though we will provide training.
• Working familiarity with web content management systems is valuable, and experience with WordPress is a plus but not required.