Consultant - CRM Strategy & Implementation

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About the Organization

Impact Investment Exchange (IIX) is a pioneer in impact investing, dedicated to reshaping finance for sustainable development. Over the past 15+ years, IIX has built the sustainable investing market through:

• Capital Mobilization – Including the Women’s Livelihood Bond™ Series (6 listed bonds and growing).
• Enterprise Technical Assistance – Supporting impact enterprises across Asia, Africa, and the Pacific.
• Data & Impact Measurement – Leveraging IIX Values™, an impact verification tech solution.
• Global Advocacy & Innovation – Such as the Orange Movement™, which integrates gender equality and climate action in financial markets.

Job Description

IIX is seeking a consultant to lead a 6–8 month project focused on optimizing and implementing its CRM system. The primary goal is to transform Salesforce into IIX’s central CRM platform and ensure effective integration with Mailchimp. This role requires both strategic planning and hands-on execution — from diagnosing current gaps to delivering a fully operational, user-adopted system.

The consultant will report to an internal CRM Implementation Team led by the COO, with representation from Marketing, Technology, and Business Development.

Education Qualification/Required Skills & Experience

• 10+ years of CRM strategy, implementation, and sales/marketing operations experience.
• Proven track record with Salesforce and Mailchimp integration projects.
• Experience in boutique or mid-sized firms, preferably in B2B financial services or investment sectors.
• Strong cross-functional communication skills; ability to work with both technical and non-technical teams.
• Prior consulting or project-based work preferred.
• Experience working with impact-driven organizations is a plus

For more information please check the Link

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