CRM Data Officer (Sheridan Mandaluyong)

Role Purpose

The CRM Data Officer supports the Database & Data Quality function by ensuring accurate, reliable, and well-maintained donor data within the Customer Relationship Management (CRM) system (Salesforce).

The role focuses on data validation, clean-up, reporting support, and data extraction, contributing to effective fundraising operations and data-driven decision-making. The post works under the supervision of the Business Intelligence Officer and collaborates closely with the Database/CRM Officers, Data Encoders and other fundraising teams.

Key Responsibilities

1. Data Management & Quality

• Perform data validation, clean-up, and maintenance activities in CRM (Salesforce)

• Conduct duplicate checks, record updates, and data correction to ensure high data quality

• Assist in data reconciliation across transactions, donor records, and campaign data

• Support ongoing monitoring of data accuracy and completeness

2. Data Extraction & Reporting Support

• Extract and prepare raw data from CRM based on requests from internal teams

• Run standard reports in Salesforce and Power BI following SOP guidelines

• Support in the preparation of regular operational and fundraising reports

• Assist in initial quality checks of reports and datasets before sharing

3. CRM Operations & Support

• Carry out routine database maintenance tasks as instructed by supervisors

• Assist in updating donor records and transaction history

• Support testing and validation of CRM changes or enhancements when required

• Log system issues, bugs, or data discrepancies in Azure DevOps for tracking

4. Documentation & Process Support

• Assist in maintaining and updating Standard Operating Procedures (SOPs)

• Ensure proper documentation, filing, and archiving of data-related outputs

• Contribute to improving workflows for better data quality and efficiency

5. Collaboration & Support Services

• Work closely with fundraising teams to support data requests and campaign needs

• Provide support during operational activities or special projects when needed

• Perform other related tasks assigned by the supervisor

Qualifications

Education

• University degree in Information Systems, Computer Science, Engineering, Business, or related fields is an advantage

Experience

• At least 1–3 years of experience in:

  • CRM/database management

  • Data processing or data quality work with reporting outputs

  • Fundraising, marketing, or customer support (preferred but not required)

Technical Skills

• Strong proficiency in Microsoft Excel (pivot tables, lookup functions, data validation)

• Working knowledge of Salesforce CRM or similar database systems

• Working knowledge of Power BI, Google Looker Studio, Tableu or other reporting tools

• Experience in using SQL, Python and other data analysis tools is an advantage

Core Competencies

• Strong attention to detail and accuracy

• Analytical and problem-solving mindset

• Ability to work with structured data and follow processes

• Good communication skills for coordination with internal teams

• Ability to manage tasks with minimal supervision

Language Requirements

• Fluency in English and Filipino, both written and spoken