Investment Company Institute · 8 hours ago
Membership Database Administrator
Washington, DC
Full-time
Hybrid
Senior Level
$76K/yr - $84K/yr
5+ years expThe Investment Company Institute (ICI) is the leading association representing regulated investment funds. They are seeking a Membership Database Administrator to manage and improve the Microsoft Dynamics 365 CRM database, maintain accurate records, and collaborate with the IT team to resolve issues.
BankingFinanceFinancial Services
Responsibilities
Helps manage and improve the Microsoft Dynamics 365 CRM database by maintaining accurate data, making sure the system runs well, and assisting with database setup
Sets up and maintains workflows, dashboards, and reporting tools within Microsoft Dynamics 365 and related platforms to support evolving business objectives
Works with legacy applications to integrate CRM database tools and platforms
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
Uses 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
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
Benefits
Healthcare benefits
Generous 401(k) plan
Transit subsidy
Paid leave
Company
Investment Company Institute
ICI is the national association of U.S. investment companies.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Eric Pan
President & CEO
Don Auerbach
Chief Operating Officer
Recent News
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2026-01-22
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