FreeWill

www.nonprofits.freewill.com

1 Job

251 Employees

About the Company

FreeWill builds technology to make the largest and most impactful charitable donations easier for donors to give and simpler for nonprofit organizations to receive.

Listed Jobs

Company Name: FreeWill
Job Title: CRM Administrator (Canada)
Job Description: Job Title: CRM Administrator Role Summary: Manage and administer Salesforce and HubSpot to support sales and operations functions. Oversee user lifecycle, data integrity, reporting, platform configuration, and process improvement projects. Expectations: - 2–4 years of CRM administration experience. - Strong communication and stakeholder collaboration skills. - Self‑starter with bias for action and strong attention to detail. - Rapid learning of new technologies and ability to work independently. Key Responsibilities: - Provision, deactivate, and manage user roles and permissions across Salesforce, Gong, Outreach, and HubSpot. - Troubleshoot user issues and coordinate escalations. - Maintain data quality through deduplication, mass updates, and field/page layout adjustments. - Build and maintain reports and dashboards for sales teams. - Configure Salesforce objects, fields, workflows, validation rules, and security settings. - Manage account assignments, territory management, and app configurations. - Lead small‑to‑medium CRM projects, including requirements gathering, testing, stakeholder alignment, and documentation. - Create user documentation and provide enablement training. - Identify and implement process improvements and automation. Required Skills: - Extensive Salesforce platform knowledge (configuration, customization, integrations). - Experience with data management tools and techniques. - Understanding of Salesforce security model and permission sets. - Proficiency in creating reports and dashboards. - Strong problem‑solving and communication abilities. - Ability to build and maintain user documentation. Required Education & Certifications: - Bachelor’s degree in Business, Information Technology, or related field preferred, or equivalent work experience. - Salesforce Administrator certification is desirable (not mandatory).