Network Relations CRM Specialist

Position Overview

Headquartered in Alpharetta, Georgia, National Christian Foundation (NCF) is a 501(c)(3) charitable grantmaking ministry that provides creative giving solutions and inspires biblical generosity among Christian families, advisors, and charities. NCF has received more than $33 billion in contributions and made more than $25 billion in giver‑recommended grants to 90,000 charities. NCF is an industry leader in accepting gifts of appreciated assets such as stocks, real estate, and business interests, which enable givers to save taxes and maximize charitable gifts.

We combine a faith‑based approach and like‑minded local presence with the support and expertise of a trusted national organization.

The Network Relations CRM Specialist strengthens the operational effectiveness of NCF’s Network Relations team by driving the adoption, optimization, and consistent use of the CRM platform across local offices. Drawing on a blend of technical aptitude, service orientation, and real‑time problem‑solving, this role helps ensure that Relationship Manager (RM) teams have the tools, data quality, and foundational training needed to serve givers with excellence.

This position plays a key role in maintaining data integrity, designing standardized reporting, and reinforcing best practices in Salesforce and related systems. The Specialist manages ongoing data cleanup and alignment efforts, validates and triages system issues, and contributes to the creation of dashboards, reports, and basic analytics that help RM teams measure progress and meet goals.

A central focus of this role is user enablement. The Specialist leads CRM onboarding for new hires, maintains training materials and documentation, and hosts recurring training opportunities to reinforce CRM data governance standards and system adoption. This includes designing and delivering recurring CRM enablement sessions (currently user groups, office hours, and lunch‑and‑learn sessions) that drive adoption and confidence across the network.

Success in this role contributes directly to healthy, high‑functioning RM teams by improving data consistency, strengthening operational workflows, and ensuring that essential giver information is captured accurately and made accessible through reporting. Through collaboration, attention to detail, and a generalist mindset, the Specialist helps local offices focus more fully on mission‑impacting work—ultimately enhancing the giver experience and in keeping with NCF’s broader goals of generosity and Kingdom impact.

This position is remote or hybrid and may allow for a blend of in‑office collaboration and remote work depending on location. We prefer the candidate to be local to the greater Atlanta area, though we value flexibility and are open to a remote candidate who is located near an NCF office in one of the following states: AZ, FL, GA, KS, KY, MI, MO, NC, PA, SC, TN, or WI.

• Proactively monitors CRM usage across local offices, identifying adoption gaps, workflow breakdowns, and data quality risks, and initiates corrective action. Works with the Network Relations team to coordinate operational needs of CRM.
• Identifies and manages ongoing data cleanup, data alignment, and data quality initiatives across CRM, back office, and Marketing Cloud systems.
• Validates, diagnoses, and triages reported system issues from local offices, determining resolution pathways and escalating issues outside defined scope to IT or Business Systems teams.
• Manages offboarding tickets to ensure accurate data transfers, user removal, and system cleanup.
• Facilitates CRM user groups, office hours, and operational enablement sessions to drive system understanding and adoption.
• Builds working knowledge across key systems including Salesforce, Marketing Cloud, and related platforms with users and owners.
• Exercises independent judgment in identifying operational inefficiencies, determining resolution pathways, and recommending process improvements related to CRM adoption and data integrity.

• Builds and maintains standardized reports, dashboards, and analytics for local offices, exercising judgment on…