Offer summary

Qualifications:

Over 10 years of experience in CRM strategy, implementation, and sales/marketing operations., Proven track record with Salesforce and Mailchimp integration projects., Experience working in boutique or mid-sized firms, preferably in B2B financial services or investment sectors., Strong communication skills to collaborate with technical and non-technical teams..

Key responsibilities:

Assess and audit current CRM systems and workflows.

Develop a CRM strategy and implementation roadmap tailored to organizational needs.

Lead the reconfiguration, integration, and setup of the CRM system.

Train and support teams to adopt the new CRM system and monitor its performance.

Job description

About Impact Investment Exchange

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.

Our Impact:

✅ Mobilized nearly $500M in private-sector capital
✅ Positively impacted over 160 million lives
✅ Avoided over 1.9 million metric tons of carbon
✅ Collected over 90,000+ data points on sustainable MSMEs

In 2024, IIX launched IIX Intelligence™, a global data hub evaluating gender diversity, ESG, and climate action among MSMEs. Our work has been recognized by accolades such as the Oslo Business for Peace Award and the UN Global Climate Action Award.

www.iixglobal.com

About the Role

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.

Scope of Work

Phase 1: Assessment & Strategy

Audit IIX’s current Salesforce and Mailchimp setup, usage, workflows, and team engagement.
Map contacts, pipelines, and communication touchpoints.
Identify inefficiencies, data hygiene issues, and underutilized features.
Recommend optimal CRM structure, including segmentation and governance protocols.

Phase 2: Roadmap Development

Develop a clear CRM strategy and implementation roadmap tailored to IIX’s growth and business objectives.
Design SOPs, workflows, usage guidelines, and a Mailchimp–Salesforce integration plan.

Phase 3: Execution & Change Management

Implement system reconfiguration, integration, and workflow setup.
Lead team onboarding, training, and adoption support.
Monitor system performance, troubleshoot issues, and fine-tune processes as needed.
Deliver final handover, including documentation and recommendations for future growth.

Key Deliverables:

CRM Audit Report with actionable insights.
CRM Strategy and Implementation Roadmap.
Reconfigured Salesforce platform with integrated Mailchimp.
User adoption training materials and post-implementation review.

Required Qualifications

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

Why Join IIX?

💡 Hands-on exposure to impact investing and sustainable finance
🌍 Opportunity to drive global change in gender equality and climate action
📈 Fast-track professional growth with training, mentorship, and leadership opportunities
🤝 Work with leading institutions – from UN agencies to top financial institutions

At IIX, we look for individuals who are:

✔ Passionate – Dedicated to impact investing and social finance
✔ Resilient – Able to navigate challenges in emerging markets
✔ Equitable – Committed to maximizing measurable social and financial impact
✔ Maverick – Independent, innovative, and bold in their approach

Application Process

Please submit a cover letter and resume via email. Only shortlisted candidates will be contacted.

IIX is an equal-opportunity employer. All personal data provided will be used strictly for recruitment purposes.

Required profile