CRM & Case Documentation Consultant

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Black Pen Recruitment

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2012

💳 Fintech

🎯 Recruiter

Fintech • Recruitment • Cryptocurrency

Black Pen Recruitment is a leading global recruitment agency specialized in FinTech talent acquisition. Based in Cape Town, the company focuses on sectors such as Cryptocurrency, Digital Banking, and Blockchain technology. With a commitment to find the best candidates across Africa and beyond, Black Pen Recruitment employs advanced headhunting techniques and a customer-centric approach to ensure a successful hiring experience for businesses of all sizes.

📋 Description

• 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

🎯 Requirements

• 1 to 3 years of experience working with CiviCRM or another CRM, database, case management, or client management system • 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 skills with the ability to prioritize tasks and meet tight deadlines • Fluency in English required; French language is an asset.

🏖️ Benefits

• This is a temporary independent contractor consultancy and is not eligible for employee benefits.