Senior Director - CRM Technology

November 4

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BWF

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Description

• The Senior Director of CRM Technology is a key role focused on the successful implementation and ongoing optimization of the Slate CRM platform for clients. • While primarily responsible for Slate CRM projects, this position may also be involved in other CRM implementation projects as well as internal BWF initiatives. • The role requires expertise in configuring, troubleshooting, and integrating Slate with other systems, as well as designing both front-end and back-end solutions. • The Senior Director of CRM Technology will participate in data migration processes, develop custom workflows, and ensure system optimization. • The role involves close collaboration with internal teams and clients, providing tailored technical solutions based on specific client needs. • As a part of BWF’s Technology and Operations division, this position offers opportunities to work with industry-leading experts and contribute to innovative solutions that transform nonprofit operations. • This position reports to the Associate Managing Vice President of Implementations and Managed Services and collaborates with clients, consultants, and support staff to ensure seamless project execution. • Engage in pre-sales activities, writing proposals, and participating in client presentations as needed. • Meet goals by completing quality work efficiently. • These may include orientation and ongoing trainings, company-wide client review meetings, and other skill-building activities.

Requirements

• Extensive experience with Slate CRM or comparable CRM solutions, with a strong ability to configure and optimize CRM platforms. • Proficiency in SQL and data integration tools for managing databases and ensuring data integrity across systems. • Experience with front-end technologies (HTML, CSS, JavaScript) and back-end functionality (API integrations, custom scripts) to manage portals and workflows. • Demonstrated ability to build dashboards and reports using tools utilizing enterprise reporting tools. • Strong project management skills, with experience leading data migration and system integration projects. • Demonstrate excellent communication and presentations skills, both written and verbal. • Ability to create a strong, positive initial impression and maintain a solid professional credibility. • Possess solid time management skills and the ability to manage multiple priorities simultaneously. • Commitment to diversity, equity, and inclusion. • Willingness to travel up to 35% of the time. • Possess a bachelor’s degree from an accredited institution or equivalent working experience.

Benefits

• Paid holidays, PTO and volunteer time off. • 401(k) retirement plan with employer contribution. • Health insurance with HSA and FSA (medical and dependent care) options. • Employer paid dental and vision insurance, 100% employer life insurance, short and long-term disability, Long Term Care insurance, and paid parental leave.