Operations and CRM Associate – Green Umbrella

Green Umbrella is seeking a full-time Operations and CRM Associate to provide CRM (customer relationship management) records management, accounting clerk, and administrative support to assist in completing tasks that allow the organization to function seamlessly. This new role will enable the organization to more efficiently operate programs that improve sustainability and climate resilience in the Greater Cincinnati region.

The Operations and CRM Associate will help coordinate office support tasks to ensure that the team and organization functions efficiently. Predominantly, this role will help assist with the development, membership, and financial tasks at Green Umbrella. This role will report to Green Umbrella’s Operations Director and be a part of the “Core team” for the organization, which supports all our programs. The Operations and CRM Associate will work in-person at our office in the Digital Futures Building at 3080 Exploration Ave.

Job Responsibilities

• CRM records management and data entry
• Collect, evaluate, and post events, jobs, and volunteer opportunities from our members and compile them into a bi-weekly newsletter
• Donation acknowledgements
• Collect financial transaction data from staff to ensure accurate reporting in accounting system
• Respond to member and donor inquiries
• Run donor reports as needed
• Coordinate services with vendors
• Post job opportunities on a variety of platforms
• Event production support
• In-person and hybrid meeting logistics coordination 
• Order office supplies, computer equipment
• Provides assistance and support to organization personnel as needed

Professional Experience & Qualifications

• One to two years’ experience in CRM (customer relationship management) software 
• Two to three years’ experience in administrative support
• Computer skills including proficiency in CRM platforms, Google Suite and the ability/desire to learn project management and accounting software
• Detail-oriented and thorough
• Ability to maintain confidentiality
• Commitment to the mission and values of Green Umbrella
• Ability to work independently and as part of a team
• Ability to multi-task and balance priorities
• Demonstrates excellent organizational skills

>>> For more information about the job and Green Umbrella click here.