Salesforce CRM Project Manager

The CRM Project Manager will be part of the Engagement Directorate, which is also comprised of Membership Development, Communications & Policy, and Monitoring, Evaluation & Learning functions. The role will work alongside all areas of the organisation.

This is a new role, created in recognition of the organisation's commitment to embed and enhance data-driven decision making and engagement with our audiences. Development of our current CRM system, Salesforce, will play a pivotal role in our delivery and service moving forward.

To lead the development and utilisation of our new Salesforce estate. We are looking for an experienced CRM Project Manager who understands how to champion Salesforce to deliver positive outcomes for our audiences and organisational impact and success. You will bring with you hands-on Salesforce project management expertise, as well as experience across business analysis, stakeholder management, data and data protection, IT, and system integration.

You will be comfortable managing multiple work streams, managing our Salesforce partner, and working alongside our wider colleagues to define and deliver our CRM needs. You will work across the full project lifecycle as well as the transition into BAU, ongoing change management, user training and ongoing support - ensuring an embedded refreshed Salesforce estate.

• Experience in project delivery and managing projects across multi-site organisations, both larger multi-year projects as well as smaller quick start projects (E).
• Experience in, and a good understanding of, both the front-end and back-end of the Salesforce estate including Nonprofit products (E).
• Experience in managing Salesforce configuration, integration, and implementation projects - proven knowledge of the Salesforce development lifecycle, process and workflow capabilities, apps and best practice design and practices (E).
• A passionate advocate and champion for Salesforce and the power of CRM systems to help us achieve our goals, working alongside and developing knowledgeable teams (E).
• Experience of managing data migration and parallel running phases in technical projects (E).
• Knowledgeable in Salesforce system testing and business acceptance (E).
• Experience with data collection, cleansing, loading tools/apps and processes (E).
• Experience with journey mapping, data, process, and workflow mapping (E).
• Demonstrates understanding of, and responding to, different viewpoints and taking a crossorganisational perspective - with the ability to motivate, collaborate with, and support diverse teams (E).
• Excellent communication skills. Ability to interact with both IT and non-IT staff at all levels and manage third-party partners and suppliers (E).
• Capable of producing technical documents, proposals, reports, guides, project plans, etc. (E).
• Proven experience of budgetary control and management, and risk and issue control and management (E).
• Experience of planning, monitoring, reporting, and delivering benefits and outcomes (E).
• Business analysis knowledge (E).
• Commercial awareness and ability to manage for value (E).
• Detailed knowledge of the Data Protection Regulations (including GDPR and PECR). (E).
• Experience of working in a charity or membership organisation (E).
• A broad understanding of digital products and services including websites and CMSs such as WordPress (D).

• Degree in Business/operations management, IT/IS, Computer Science or equivalent - or able to demonstrate equivalent expertise and skills through experience (E)
• Salesforce Administrator Certified (D)
• Project management qualification (D)

The successful candidate will have the above skills, experience, and attributes, together with relevant qualifications (E=essential, D=desirable):