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

Top 1% of applicants do these two things.

The other 99% submit and hope. You're about to do something different.

Job Summary

Drive CRM strategy and migration planning for Invest for Better, expanding membership, events, and multi-channel communications.

Prioritize goals beyond donor tracking, including membership, events, and email communications.
Must-have: identify a CRM with a straightforward migration path for existing data.
Standout: frame the migration and integration steps clearly.

Job Description

Responsibilities

Prioritize goals beyond donor tracking, including membership, event participation, and email communications.
Identify which CRM would best meet those needs and be relatively easy to migrate to.
Choose a platform for Invest for Better's CRM needs.
Frame the migration and integration steps.
Help understand, track, and promote more touch points.

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