CRM & Case Documentation, Consultant

๐Ÿข PEN America ยท all PEN America jobs
๐Ÿ“ United States
๐Ÿ’ฐ USD 7,000 - 7,000 / monthly
๐Ÿ“… Posted 2026-07-14 ยท via Himalayas
๐Ÿท CRM-Administration,Case-Management,Database-Administration,Data-Management,Nonprofit-Consulting,CRM-Consultant,CRM-Solutions-Consultant,CRM-Implementation-Consultant,CRM-and-CX-Consulting,Senior-CRM-Consultant
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Artists at Risk Connection is a nonprofit international organization working for the security and protection of artists and cultural workers under threat to defend and advance artistic freedom globally. ARC provides direct emergency and resilience grants to artists and cultural workers under threat, international advocacy, security resources and training, and referrals to partner organizations worldwide. Since its inception in 2017, ARC has assisted more than 2,300 artists from over 85 countries, including direct assistance via over 1,000 emergency grants, resilience grants, and fellowships. Artists at Risk Connection seeks a detail-oriented consultant to support the reconciliation, documentation, and organization of artist-protection case records within CiviCRM, an open-source CRM and case management platform used by nonprofits and advocacy organizations. The consultant will focus on hands-on, programmatic CRM case-document assignments to help ensure that case files, intake forms, referrals, and related records are accurately documented and aligned with ARC's case management protocols. The ideal candidate must be comfortable working with highly confidential information with discretion when working with CRM and database systems, process and resolve large volumes of information expeditiously and accurately, and must be capable of working independently in a remote, largely asynchronous environment. RESPONSIBILITIES: - Review and reconcile case records, contacts, intake forms, and activities in CiviCRM - Create, update, and maintain case records in accordance with ARC's documentation and case management procedures - Process and organize webform submissions, intake forms, and incoming requests - Identify duplicate records, data inconsistencies, and documentation gaps, and support ongoing data quality improvement efforts - Ensure demographic, geographic, and case-related information is accurately entered, coded, and maintained - Support case tracking, workflow management, and reporting processes within CiviCRM - Prepare data summaries, inventories, and workflow tracking reports to support program management and decision-making - Flag records that may require staff review, additional documentation, follow-up, quality review, and document issues for ARC staff as appropriate - Collaborate with ARC staff and consultants to support effective case management and information sharing - Maintain strict confidentiality, data protection, and information security standards when handling sensitive information - Additional tasks assigned as needed QUALIFICATIONS: - One to three years of experience working with CiviCRM or another CRM, database, case management, or client management system including activity tracking, reporting, data reconciliation, and data quality control. - Strong preference with prior experience using CiviCRM in nonprofit, humanitarian, human rights, arts, refugee, migration, or social service settings - Demonstrated experience managing and cleaning large datasets, identifying duplicates, reconciling records across multiple sources, and maintaining CRM data integrity - Exceptional attention to detail and demonstrated ability to process, review, reconcile, and document large volumes of information accurately and efficiently while maintaining high data quality standards - Experience supporting case management, client management, humanitarian, human rights, refugee, legal aid, social services, or related programs - Strong understanding of workflow documentation, intake processes, eligibility tracking, referrals, and case progression within a CRM environment - Ability to independently audit records, identify discrepancies, and implement corrective actions with minimal supervision - Demonstrated ability to handle confidential and sensitive information with discretion. - Experience producing operational dashboards, backlog inventories, and workflow tracking reports - Strong organizational and analytical s

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