Volunteer: CRM Selection and Migration Plan at Invest for Better | Oakland, CA

Invest for Better

Volunteer: CRM Selection and Migration Plan

Oakland, CA (Remote)

Salary Not AvailableIntern/New GradVolunteer

Posted 4 months ago

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Job Summary

Drive CRM platform evaluation and migration planning for a mission-driven nonprofit.

Own evaluating needs across donor, membership, events, and email.
Must-have: ability to prioritize goals and frame migration steps.
Standout: Experience guiding platform selection and working with admin staff during migration.

Job Description

Responsibilities

We need help prioritizing our needs and identifying which CRM would best meet those needs and be relatively easy to migrate to.
An informed volunteer could help us prioritize our goals (beyond donor tracking, to include, for example, membership, event participation, email communications), choose a platform, and help frame the migration and integration steps.

Invest for Better

Money shapes the world. It’s time more women took the lead.Invest for Better is a nonprofit building a movement—because when we control our money, we don’t just build wealth, we build power. We invest in the businesses, solutions, and communities that matter. We make the system work for us.Here’s how we help you take action:Free membership with expert insights and resourcesA powerful community of women investing togetherFree monthly events to help you learn and take actionLow-cost Circles & Deep Dives for deeper learningIt’s time to invest with purpose. To build the future we want. To claim our financial power. Join us.Start for free here: https://investforbetter.org/membership/

Founded in 2019

Oakland, California, USA

23 employees (2 in marketing)

investforbetter.org