Salesforce CRM • Documentation • Administrative Support
Organization
Chabad Concierge
Duration
May 2026 – Present
Role
Executive Assistant
Industry
Nonprofit / Community Organization
Platforms Used
Salesforce • ChabadOne • QuickBooks • Google Workspace • Canva • Mattermost
Overview
Through Chabad Concierge, I provide administrative and CRM support for a nonprofit organization. My responsibilities span Salesforce CRM administration, ChabadOne management, QuickBooks support, event page administration, documentation, and recurring payment workflows, helping maintain organized systems and efficient day-to-day operations.
Core Responsibilities
Salesforce CRM Administration • Executive Support • Community Platform Management • Financial Administration • Communications
Key Contributions
CRM Management
Keeping CRM Records Accurate
Maintains and organizes Salesforce CRM records by updating contact information, reviewing duplicate records, and supporting accurate database management.
Platform: Salesforce
Database Maintenance
Improving CRM Data Quality
Improves CRM organization through contact record maintenance, data verification, and ongoing database cleanup to support accurate reporting and communication.
Platforms: Google Sheets + Salesforce
Event Administration
Supporting Community Events
Creates and maintains event registration pages while ensuring event information remains accurate, organized, and easy for participants to access.
Platform: Ovante.app
Communications
Keeping Members Informed
Updates newsletter content and event information to support timely communication and maintain consistency across organizational updates.
Platform: Chabadone Communicator
Website Administration
Managing Website Content
Maintains website content and administrative updates through ChabadOne, ensuring information remains current and organized.
Platform: Chabadone Sites
Financial Administration
Supporting Financial Operations
Assists with administrative bookkeeping tasks, payment tracking, and internal financial record organization through QuickBooks.
Platform: QuickBooks
Next project
Customer Journey & Lead Capture System