CRM Administrator, FreeWill
Canada
CA$75k
More information about location
Tech to make charitable donations easier for donors
Be an early applicant
Tech to make charitable donations easier for donors
201-500 employees
Be an early applicant
CA$75k
More information about location
201-500 employees
Company mission
To make estate planning warm, intuitive, and totally free.
Role
Who you are
- 2-4 years experience
- Communication and interpersonal skills, with the ability to effectively collaborate with cross-functional teams
- Extensive knowledge of Salesforce platform, including configuration, customization, and integrations
- Strong understanding of Salesforce best practices and functionality
- Experience with data management tools and techniques
- Familiarity with Salesforce security model and permission sets
- Excellent problem-solving and communication skills
- Maintain effective working relationships with team members and stakeholders
- Self-starter with bias for action while maintaining stable, secure user experiences
- Ability to ramp up quickly on new technologies
- Exhibit strong attention to detail and excellent judgement
What the job involves
- Freewill is looking for an enthusiastic and tech-savvy operations professional to join on as a CRM Administrator to be apart of our Operations Team
- This role will play an integral part of leading projects related to our CRM and maintaining our tools. This role will mainly be working in Salesforce and Hubspot while also focusing on data maintenance, user management support and platform administration
- This role will need to work during general business hours which is typically 9-5pm EST or 7-3pm PST
- Manage CRM user lifecycle (Salesforce, Gong, Outreach, HubSpot) – provisioning, deactivation, roles, and permissions
- Troubleshoot and resolve user issues; escalate when needed
- Maintain clean, accurate data (deduplication, mass updates, field/page layout maintenance)
- Work with the Rev Ops team to oversee integrations and syncs
- Build and maintain Salesforce and HubSpot reports/dashboards for sales teams
- Configure Salesforce (objects, fields, workflows, validation rules)
- Manage account assignments, territory management, and app configurations
- Identify and implement CRM process improvements; monitor release updates
- Lead small-to-medium CRM projects end-to-end, including requirements, testing, stakeholder alignment, and communications
- Create and maintain user documentation and perform enablement for affected teams
- Proactively drive process improvements and automation
Our take
Estate planning has long been seen as a complex, intimidating, and costly process, resulting in a significant number of adults in the US, approximately 70%, not having a will. FreeWill, however, aims to change this perception by offering a user-friendly tool that enables anyone to create these crucial documents.
By leveraging FreeWill, individuals can take control of their end-of-life planning and ensure that their assets are distributed according to their wishes. The platform guides users through the necessary steps, helping them name beneficiaries, designate asset distribution, and appoint executors to manage their estates. The company also sets itself apart with its Crypto for Charity platform. By including options on digital currencies, FreeWill makes it easier for Crypto and NFT users to make tax-advantaged donations as well.
FreeWill's no-cost estate planning tools are made possible through the support of nonprofit organizations, allowing individuals to create their wills and leave a gift for a cause they care about. By integrating charitable giving into the estate planning process, FreeWill encourages individuals to consider philanthropy as part of their end-of-life plans. With over $7.8B+ committed to nonprofit organizations to date, the company's dedication to supporting charitable causes and the significant impact individuals can make through their estate planning choices is truly evident.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
-12% employee growth in 12 months
Company
Funding (1 round)
Mar 2022
$30m
SERIES B
Total funding: $30m
Company benefits
- Medical, dental, and vision coverage
- Unlimited PTO
- Flexible work hours
- Paid parental leave
- (Virtual) Team events
- Professional development
- Monthly co-working reimbursement
Company HQ
Hell's Kitchen, New York, NY
Leadership
Jennifer Xia Spradling
(Co-Founder & Co-CEO)Graduated from Stanford University with a Masters in Business Administration. Previously worked as an Advisor at Paribus, a Private Equity Associate at Bain Capital and as a Business Analyst at McKinsey & Company.
Patrick Schmitt
(Co-Founder & Co-CEO)Graduated from Stanford University with a Masters in Business Administration. Previously the VP of Marketing at Farmingo and the Head of Innovation at Change.org.
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