Director, CRM Systems

1 week ago


Beachwood, United States Jewish Federation of Cleveland Full time

POSITION SUMMARY

The Jewish Federation of Cleveland is embarking on a comprehensive, multi-year transformation of its entire business enterprise. Through this initiative, we will greatly enhance the efficiency and effectiveness of our current workstreams, while designing and implementing new approaches to propel the work of the Federation and support the needs of the communities it serves.


The Director, CRM Systems and Strategy reports to the Managing Director, Business Systems and will help ensure the success of this transformation by participating in the design, migration, change enablement, and ongoing oversight and management of our new CRM platform that powers our robust fundraising and engagement efforts. The Director will work collaboratively with Federation staff members, as well as with process and business partners, vendors, leadership, and information technology staff throughout the transformation, and beyond, to ensure the optimal use of the CRM to support the organization’s vision.


ESSENTIAL JOB FUNCTIONS

CRM Transformation Activities:

  • Serve as a subject matter expert for CRM and related systems during the design, implementation, rollout, and beyond.
  • Work directly with Program Management resources and external partners on the CRM system implementation to manage scope, schedule, and resources necessary to deliver the desired outcomes in accordance with business needs.
  • Oversee the collection of CRM systems requirements to confirm they meet the needs of the stakeholders; partnering with the technical resources to ensure they are implemented according to requirements.
  • Assist in coordination and execution of training and change management activities.
  • Participate in new system software evaluations, including supporting the development of requirements, creating RFPs, and software selection activities.
  • Lead post implementation support and training activities for CRM and related systems to optimize user adoption and configuration.

Ongoing Activities:

  • Accountable for the optimization, configuration, administration, maintenance, usage, roadmap, and support of Federation’s CRM and related engagement systems with the objective of ensuring stability, interconnectedness, efficiency, and data integrity of solutions.
  • Partner closely with key marketing, fundraising, community, finance, and executive stakeholders to understand needs and optimize the use of CRM to meet objectives.
  • Mentor and lead a dedicated team of CRM and data professionals, fostering a culture of continuous learning and professional growth.
  • Manage the ongoing CRM and related systems lifecycle, enhancements and ongoing software updates; adhering to best practices related to systems support and development.
  • Work in partnership with the IT solutions architects to identify, design, and implement CRM and engagement solutions that meet business needs.
  • Maintain appropriate documentation of design, use-cases, process flows, and enhancements.
  • Develop and oversee CRM data management and governance policies to ensure the highest quality and up to date data exists in these systems.
  • Create and maintain standard practices for the use of CRM to cultivate and expand constituent engagement.
  • Oversee an ongoing staff education program for utilizing the CRM in an effective and appropriate manner.


QUALIFICATIONS

  • Bachelor’s degree in information systems or relevant experience. Advanced degree, a plus.
  • 5+ years of related experience.


Knowledge, Skills & Abilities:

  • Experience managing and/or the implementation of enterprise CRM software (including Salesforce or Microsoft Dynamics). Relevant consulting and/or experience within a non-profit organization is a plus.
  • Experience optimizing an enterprise CRM to maximize customer / constituent engagement.
  • Strong communication and collaboration skills, with the ability to lead discussions, articulate problems, brainstorm solutions, and drive change in how people think and approach work.
  • Strong analytical and problem-solving skills, with proven ability to translate business requirements into solutions.
  • Proven experience managing, mentoring, and developing employees.
  • Ability to work independently, prioritize, and engage in a variety of tasks simultaneously.
  • High attention to detail, follow-up, self-motivated, proactive, and solution minded.
  • Strong customer service and interpersonal skills, exercising poise, tact, and diplomacy.
  • Experience in project management and execution of complex system implementations a plus.


ABOUT THE FEDERATION

The Jewish Federation of Cleveland is the only organization in Cleveland that focuses on the health and vitality of the entire Jewish community. For more than 120 years, the Federation has created the critical scale necessary to drive meaningful social change and provide relief in times of crisis in ways no one person or organization could do alone. As Jewish Cleveland’s hub for innovative solutions and collaborative services, the Federation is able to change and improve lives in Cleveland, Israel, and around the world.


A leader in non-profit technology, the Federation’s Technology team provides solutions and services that support the Federation’s mission and drives organizational growth. The ideal candidate for this position brings a passion for solving complex problems and wants to apply that passion in a mission-based organization.


  • Director, CRM Systems

    2 weeks ago


    Beachwood, United States Jewish Federation of Cleveland Full time

    POSITION SUMMARY The Jewish Federation of Cleveland is embarking on a comprehensive, multi-year transformation of its entire business enterprise. Through this initiative, we will greatly enhance the efficiency and effectiveness of our current workstreams, while designing and implementing new approaches to propel the work of the Federation and support the...


  • Beachwood, Ohio, United States Everstaff Full time

    Job Overview">The Director, CRM Systems and Strategy plays a pivotal role in the success of Everstaff's transformation by participating in design, migration, change enablement, and ongoing oversight and management of our new CRM platform.">Key Responsibilities">Serve as a subject matter expert for CRM and related systems during the design, implementation,...


  • Beachwood, Ohio, United States Jewish Federation of Cleveland Full time

    Job SummaryWe're looking for a seasoned professional to oversee the design, implementation, and ongoing management of our CRM platform. The ideal candidate will have experience with enterprise CRM software and a passion for driving business results.


  • Beachwood, Ohio, United States Everstaff Full time

    As the Director, CRM Systems and Strategy, you will have the opportunity to make a significant impact on the success of our organization by overseeing the collection of CRM systems requirements, partnering with technical resources to ensure implementation according to requirements, and assisting in coordination and execution of training and change management...


  • Beachwood, United States Jewish Federation of Cleveland Full time

    ABOUT THE FEDERATIONThe Jewish Federation of Cleveland is the only organization in Cleveland that focuses on the health and vitality of the entire Jewish community. For more than 120 years, the Federation has created the critical scale necessary to drive meaningful social change and provide relief in times of crisis in ways no one person or organization...


  • Beachwood, United States Jewish Federation of Cleveland Full time

    ABOUT THE FEDERATIONThe Jewish Federation of Cleveland is the only organization in Cleveland that focuses on the health and vitality of the entire Jewish community. For more than 120 years, the Federation has created the critical scale necessary to drive meaningful social change and provide relief in times of crisis in ways no one person or organization...


  • Beachwood, Ohio, United States Jewish Federation of Cleveland Full time

    About UsThe Jewish Federation of Cleveland is a leader in non-profit technology, dedicated to improving lives in Cleveland, Israel, and around the world. We're seeking an expert to lead our CRM efforts.


  • Beachwood, Ohio, United States Jewish Federation of Cleveland Full time

    Job SummaryThe Director, Finance Business Systems plays a pivotal role in supporting the design, migration, and change enablement efforts of our financial business systems. This position will work collaboratively with process and business owners, partners, vendors, leadership, and information technology staff throughout the transformation, and beyond, to...


  • Beachwood, Ohio, United States Cleveland Clinic Full time

    Job OverviewCleveland Clinic Health System is a world-renowned healthcare organization committed to delivering exceptional patient care. As Program Director of Sterile Processing Quality and Education, you will play a critical role in ensuring the highest standards of quality, safety, and operational efficiency in our Sterile Processing departments.


  • Beachwood, Ohio, United States Everstaff Full time

    Job DescriptionWe are seeking a highly skilled and experienced Chief Financial Systems Strategist to join our team at Everstaff. The successful candidate will play an integral leadership role within the IT department, reporting directly to the Managing Director of Business Systems.The ideal candidate will have extensive experience with Oracle NetSuite and...


  • Beachwood, United States JCC Association Full time

    Principal Responsibilities: Summary: The Assistant Director, Day Camp supports the administration of the day camp program. These responsibilities include program development and implementation, marketing and recruitment, hiring, development and supervision of staff, site management, financial management. This position supervises seasonal staff in the Day...


  • Beachwood, United States Cleveland Clinic Full time

    At Cleveland Clinic Health System, we believe in a better future for healthcare. And each of us is responsible for honoring our commitment to excellence, pushing the boundaries and transforming the patient experience, every day. We all have the power to help, heal and change lives - beginning with our own. That's the power of the Cleveland Clinic Health...


  • Beachwood, United States Advanced Behavioral Therapy Full time

    Advanced Behavioral Therapy is a BCBA owned and operated company. We understand the dynamics of the ABA therapeutic process and provide support and collaboration for all our staff. We are excited to announce an opportunity for an experienced ABA Clinical Director to join our team at Advanced Behavioral Therapy. As a leading provider of Applied Behavior...


  • Beachwood, United States Advanced Behavioral Therapy Full time

    Advanced Behavioral Therapy is a BCBA owned and operated company. We understand the dynamics of the ABA therapeutic process and provide support and collaboration for all our staff. We are excited to announce an opportunity for an experienced ABA Clinical Director to join our team at Advanced Behavioral Therapy. As a leading provider of Applied Behavior...


  • Beachwood, United States Advanced Behavioral Therapy Full time

    Job DescriptionJob DescriptionAdvanced Behavioral Therapy is a BCBA owned and operated company. We understand the dynamics of the ABA therapeutic process and provide support and collaboration for all our staff. We are excited to announce an opportunity for an experienced ABA Clinical Director to join our team at Advanced Behavioral Therapy.As a leading...


  • Beachwood, United States Staffing Solutions Enterprises Full time

    Staffing Solutions Enterprises is excited to work with our local client to identify a driven and resourcefulEvent and Marketing Specialist . This individual will lead, own, and execute multiple training events annually while working closely with leadership to expand the practice and foster a positive, high-performing culture.Why you'll love working...


  • Beachwood, United States Advanced Behavioral Therapy - OH Full time

    Advanced Behavioral Therapy is a BCBA owned and operated company. We understand the dynamics of the ABA therapeutic process and provide support and collaboration for all our staff. We are excited to announce an opportunity for an experienced ABA Clinical Director to join our team at Advanced Behavioral Therapy. As a leading provider of Applied Behavior...


  • Beachwood, United States Advanced Behavioral Therapy - OH Full time

    Advanced Behavioral Therapy is a BCBA owned and operated company. We understand the dynamics of the ABA therapeutic process and provide support and collaboration for all our staff. We are excited to announce an opportunity for an experienced ABA Clinical Director to join our team at Advanced Behavioral Therapy. As a leading provider of Applied Behavior...


  • Beachwood, United States Advanced Behavioral Therapy - OH Full time

    Advanced Behavioral Therapy is a BCBA owned and operated company. We understand the dynamics of the ABA therapeutic process and provide support and collaboration for all our staff. We are excited to announce an opportunity for an experienced ABA Clinical Director to join our team at Advanced Behavioral Therapy. As a leading provider of Applied Behavior...


  • Beachwood, United States Staffing Solutions Enterprises Full time

    Staffing Solutions Enterprises is excited to work with our local client to identify a driven and resourceful Event and Marketing Specialist. This individual will lead, own, and execute multiple training events annually while working closely with leadership to expand the practice and foster a positive, high-performing culture.Why you'll love working...