CRM & Case Documentation Consultant

Role Overview

• 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.