LINC

Customer Success Manager

• Responsible for managing and optimizing Linc Worldwide's donor database.
• Bridge the gap between technology and fundraising, ensuring that donor records, volunteer involvement, and event registrations are accurate to build stronger relationships and drive more contributions.
• Maintain, implement and evaluate the various features of our CRM to optimize use and promote expansion.
• Understand and manage CRM software (Neon CRM).
• Work closely with Finance, Donor Relations, Event Planning and Marketing team members to understand current use of CRM for donor information, donation collection and documentation, and marketing efforts.
• Clean, organize, and segment constituent data with Donor Relations team.
• Collaborate to customize automated, personalized communications (thank-you emails for donations, recurring gift reminders, and event follow-ups) and workflows.
• Stay up-to-date with CRM product updates and webinar releases.
• Make changes to processes and procedures within CRM to utilize new updates and features.
• Train team members on updates and use of new features.
• Ensure donation documentation complies with state and federal laws, including sending tax receipts for monetary and in-kind donations, focusing on fundraiser event donations and restricted/unrestricted fund documentation.
• Monitor dashboards to track fundraising performance, evaluate campaign success, and pull lists for Donor Relations team and Director of Development.
• Support Donor Relations and Marketing teams to implement their strategic plans related to CRM.
• Provide guidance with capital campaign planning and implementation using CRM features.
• Assist with CRM maintenance - troubleshoot glitches, submit 'help tickets' to NeonONE, train volunteers on CRM features, updates and use.

CRM Specialist