What are the responsibilities and job description for the Membership Database Administrator position at Investment Company Institute?
The Investment Company Institute (ICI) is the leading association representing regulated investment funds, including mutual funds, exchange-traded funds (ETFs), closed-end funds, and unit investment trusts (UITs) in the United States, and UCITS and similar funds offered to investors in Europe, Asia, and other jurisdictions. ICI also represents its members on issues involving the capital markets, separately managed accounts (SMAs) and collective investment trusts (CITs). ICI’s mission is to strengthen the foundation of the asset management industry for the ultimate benefit of the long-term individual investor.
The Membership Database Administrator supports the ongoing enhancement of Microsoft Dynamics 365 CRM database and related tools to optimize member experiences. The individual analyzes data, supports system enhancements, and collaborates with IT to resolve issues. Additionally, they maintain accurate records within the membership database and respond to inquiries in a timely manner.
Essential functions of this role include:
- 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.
If you have the following credentials, we encourage you to apply:
- 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.
ICI offers a competitive compensation and benefits package. Compensation is based on several factors, including but not limited to, qualifications for the position, experience, education, and internal peer compensation comparisons. Base pay is one component of ICI’s total compensation, which also includes healthcare benefits, generous 401(k) plan, transit subsidy, and paid leave.
Based in Washington, DC, ICI is conveniently located next to McPherson Square Metro station. This is a hybrid position with three days in the office and two working from home.
To be considered for the position, please provide your cover letter and resume.
ICI is an Equal Opportunity Employer that values diversity and inclusion in the workplace.
Salary : $76,000 - $84,000