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CRM & Case Documentation Consultant
Black Pen RecruitmentConsultant supporting the reconciliation and documentation of artist-protection case records using CiviCRM at Artists at Risk Connection. Focused on ensuring accurate documentation aligned with case management protocols.
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
CiviCRMdata managementdata cleaningdata reconciliationdata quality improvementworkflow managementcase managementintake processesoperational dashboardsreporting
Soft Skills
attention to detailorganizational skillsanalytical skillsdiscretionability to prioritize tasksindependent auditingcollaborationcommunication
Tools & Technologies
CRMdatabaseclient management systemwebform submissionsdata protection toolsinformation security standards
Industry Keywords
nonprofithumanitarianhuman rightssocial servicesrefugeemigrationlegal aidcase trackingeligibility trackingsensitive information handling
About the role
Key responsibilities & impact- 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 information
- Additional tasks assigned as needed
Requirements
What you’ll need- 1 to 3 years of experience working with CiviCRM or another CRM, database, case management, or client management system
- 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 deadlines
- Fluency in English required; French language is an asset.
Benefits
Comp & perks- This is a temporary independent contractor consultancy and is not eligible for employee benefits.