CRM & Operations Intern
Position Overview
Turtle Island Community Capital is looking for a summer intern. The CRM & Operations Intern will play a critical role in building and maintaining the relational and data infrastructure that supports TICC’s fundraising, lending, and partnership work. This role is ideal for students interested in nonprofit operations, impact investing, data systems, or community development. Interns will gain hands-on experience with CRM systems, pipeline management, and real-world organizational operations.
Location: Remote with occasional work in Rhode Island
Commitment: 10–20 hours/week Semester-based, 20-30 Summer, option to extend
Compensation: Stipend or course credit
Reports To: TICC Team (Operations & Fundraising)
This is a systems-focused role, not an administrative assistant position. The intern will not be responsible for calendar management, scheduling, inbox management, or other executive support tasks.
Core Responsibilities
CRM Data Management & Integrity
● Research and verify contact information using LinkedIn, organization websites, and internal
documents
● Maintain accurate and complete records for individuals and organizations in Bloomerang
● Document sources of verified information and ensure data reliability
Organizational & Relationship Mapping
● Create and maintain organization records (foundations, nonprofits, tribal nations, corporate
partners)
● Link contacts to organizations and identify multi-contact relationships
● Support mapping of relationships across TICC’s network
Constituent Segmentation
● Assign contacts to appropriate groups based on:
○ Relationship type (funder, partner, community member, etc.)
○ Geographic region (Northeast, Mid-Atlantic)
○ Engagement stage (prospect, active, partner)
● Maintain consistent tagging to support outreach and reporting
Interaction & Relationship Logging
● Review meeting notes, email threads, and call summaries
● Enter structured interaction records into the CRM
● Ensure continuity and visibility of relationship history
Fundraising Pipeline Support
● Maintain and update funder and partner pipelines
● Track engagement stages, last touchpoints, and next steps
● Flag follow-ups and gaps in outreach
Loan & Program Tracking Support
● Support tracking of loan pipeline stages and borrower engagement
● Organize documentation related to borrowers and technical assistance
● Assist with internal reporting on program activity
Data Quality & System Audits
● Identify and merge duplicate records with care and accuracy
● Audit custom fields and ensure consistent use across records
● Review and correct coding for gifts, grants, and funding sources
Event & Engagement Tracking
● Track attendance and participation for events and convenings
● Support post-event follow-up tracking and relationship updates
Workflow Improvement & Documentation
● Identify repetitive or inefficient processes
● Support development of simple automations and workflow improvements
● Document procedures to support future scaling and team onboarding
Learning Outcomes
Interns will gain experience in:
● CRM system management and data infrastructure
● Fundraising and investor pipeline tracking
● Relationship-based organizational strategy
● Data integrity and reporting systems
● Community-centered financial and nonprofit operations