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Investment Company Institute · 3 weeks ago

Membership Database Administrator

Washington, DC

Full-time

Hybrid

Senior Level

$76K/yr - $84K/yr

5+ years exp

The Investment Company Institute (ICI) is the leading association representing regulated investment funds. The Membership Database Administrator supports the enhancement of the Microsoft Dynamics 365 CRM database to optimize member experiences by analyzing data, maintaining accurate records, and collaborating with IT to resolve issues.

BankingFinanceFinancial Services

Responsibilities

Supports the administration and ongoing enhancement of Microsoft Dynamics 365 CRM database by maintaining data integrity, optimizing system performance, and assisting with configuration updates

Configures and maintains workflows, dashboards, and reporting tools within Microsoft Dynamics 365 and related platforms to support evolving business objectives

Assists with the integration of legacy applications with modern tools and platforms, helping streamline business processes and improve the member experience

Utilizes Microsoft 365 Customer Engagement and Customer Insights to enhance member interactions. Assists with developing personalized communication strategies and targeted outreach efforts, as well as analyzing engagement metrics to provide actionable insights

Leverages Power BI and SQL for data analysis and advanced reporting. Creates dashboards and visuals for real-time insights into membership activities, trends, and operational performance

Acts as a liaison with the IT department to support improvements, modifications, and issue resolution for applications used by the Membership department and ICI website. Participates in discussions regarding new tools and system enhancements

Assists with maintaining fund and company records in the CRM and legacy membership database using N-CEN filings and other external data sources to ensure data accuracy. Processes and inputs data on company and fund mergers and liquidations

Researches and compiles information using internal databases, SQL, Power BI, and external resources to generate reports and support decision making

Performs additional tasks and responsibilities as directed by Senior Director, Membership

Qualification

Microsoft Dynamics 365Power BISQLAPI integrationsData analyticsLearning new technologiesAttention to detailProblem solvingIndependent work

Required

Bachelor's degree and minimum five years managing CRM systems, preferably Microsoft Dynamics 365 customer engagement and insight tools or an equivalent combination of related education and experience

Excellent database knowledge and skills, specifically customer relationship management databases; experience with Microsoft Dynamics 365, including Customer Engagement and Customer Insight, highly preferred

Demonstrated ability to learn new technologies

Strong computer skills with proficiency in Power BI and other Microsoft 365 applications

Familiarity with SQL and data analytics

Experience with API integrations and automation tools

Ability to complete work with accuracy and strong attention to detail

Ability to analyze problems/determine solutions

Ability to work independently