CRM & Power Platform Administrator

Position Summary The CRM & Power Platform Administrator is the organization's resident expert on our Microsoft Dynamics 365 environment and the wider Microsoft Power Platform. Reporting to the Executive Director, Development Strategy & Systems, this role owns the day-to-day administration, configuration, security, and continuous improvement of the CRM as the central system supporting donor relations, fundraising, gift processing, charitable tax-receipting, and constituent engagement. Working across departments, the Administrator translates business needs into reliable, well-documented technical solutions — automating data entry, safeguarding data integrity, building reporting and analytics, and enabling staff through training and standard operating procedures. Because the environment is maintained within a shared, centrally-governed framework, the role delivers enhancements and customizations without compromising the stability, security, or integrity of core CRM functionality, and coordinates with the Jewish Federations of North America (JFNA) collective — distinguishing between local configuration and changes managed centrally. Key Responsibilities Responsibilities include, but are not limited to, the following. Platform Administration Administer the Dynamics 365 environment day-to-day, including Dataverse tables, forms, views, business rules, and solution/environment management (development, test, and production). Configure and maintain the core Dynamics 365 customer engagement apps in line with organizational processes and the shared, centrally-governed build. Manage application lifecycle and release practices — testing centrally-managed build updates and Microsoft releases before deployment, and communicating changes to affected staff. Distinguish between locally configurable elements and centrally-managed build components, escalating and coordinating accordingly. Security, Permissions & Compliance Own the CRM security model: security roles, teams, business units, field-level security, and least-privilege access provisioning and reviews. Apply cybersecurity best practices across the platform (access control, MFA/conditional access alignment with Entra ID/M365, audit logging, and periodic access recertification). In collaboration with Marketing, Finance, and other stakeholders, support data privacy and regulatory compliance relevant to Canadian charities — including BC PIPA/PIPEDA for personal information and CASL consent management for electronic marketing — by implementing and maintaining the supporting technical controls. Maintain the integrity of gift-processing and charitable tax-receipting workflows to ensure they remain accurate, auditable, and CRA-compliant. Reporting & Analytics (Power BI) Design, build, and maintain Power BI reports and dashboards tailored to individual, departmental, and leadership needs. Develop robust data models and measures (Power Query / DAX), and review and streamline existing reports to reduce duplication and improve reliability. Deliver fundraising, campaign, and donor analytics, and support reconciliation between the CRM and finance systems where required. Automation & Solution Building (Power Apps & Power Automate) Build and maintain Power Automate flows and Power Apps (canvas and model-driven) to optimize data entry, reduce manual effort, and enforce data integrity. Design, build, and deploy in-house enhancements and customizations within Dynamics 365 without compromising the stability, security, or integrity of core CRM functionality. Apply light coding and configuration (e.g., Power FX, JavaScript, or basic C#) to extend CRM functionality where needed. This is not a full software-development role, but comfort with light, hands-on technical work is essential. Evaluate proposed enhancements for downstream impact on data integrity, reporting, and existing integrations before implementation. Design guided data-entry experiences, validation, and duplicate-detection logic to keep records clean at the point of entry. Document, version, and monitor automations, resolving failures promptly and avoiding single points of failure (e.g., service-account and connection ownership). Marketing Automation (Customer Insights – Data & Journeys) Administer and support Dynamics 365 Customer Insights (Data and Journeys), including segments, customer journeys, email marketing, and event or campaign flows. In partnership with Marketing, support CASL-compliant marketing execution — consent capture, subscription management, and unsubscribe handling. Integrations & Data Quality Manage and support third-party integrations to the CRM, including document generation (DocumentsCorePack) and address/data-validation tooling (e.g., Loqate or Melissa Data). Work with stakeholders across departments (Foundation, Finance, Marketing, etc.) to determine appropriate coding and categorization of CRM data. Oversee data hygiene and quality — deduplication, standardization, validation, and enrichment — and implement and document the standards that maintain it. Design and manage data imports, exports, transformations, and migrations using platform and supported third-party tools. Training, Documentation & Support Serve as the primary point of contact and liaison for CRM issues across departments; triage, troubleshoot, and resolve or escalate as appropriate. Author and maintain standard operating procedures (SOPs) for CRM business processes, plus a searchable internal knowledge base. Deliver onboarding and ongoing training so staff can use the platform confidently and consistently for role-related tasks. Collaboration & Continuous Improvement Partner with departments to understand their goals, challenges, and deliverables, and translate them into practical CRM solutions. Participate in the JFNA Dynamics 365 collective — user groups, enhancement requests, and shared solutions — and bring back relevant improvements. Maintain vendor and partner relationships (integration providers, Microsoft, and the JFNA collective) and track deliverables and issues to resolution. Required Qualifications & Experience 4–6 years of hands-on experience administering a CRM platform in a medium-to-large organization, including at least 2–3 years with Microsoft Dynamics 365 (Customer Engagement / CE). Demonstrated expertise across the Microsoft Power Platform: Dataverse, Power BI (data modeling, Power Query, DAX), Power Automate, and Power Apps. Working knowledge of the Dynamics 365 security model (security roles, business units, teams, field-level security). Experience administering within Microsoft 365 and Entra ID (identity, access, and cybersecurity best practices). Comfort with light coding and app-integration work (e.g., Power FX, JavaScript, or basic scripting) to build and support in-house enhancements — a full software-development background is not required. Proven experience building automations and improving data integrity, data quality, and business-process efficiency. Strong analytical and problem-solving skills, with the ability to produce clear documentation and SOPs. Excellent written and verbal communication, and the ability to train and support non-technical users. Post-secondary education in Computer Science, Information Systems, or a related field — or equivalent professional experience. Preferred / Asset Qualifications Experience with Dynamics 365 Customer Insights (Data and/or Journeys) and marketing automation. Experience with CRM integrations including, but not limited to, DocumentsCorePack and address/data-validation services (Loqate, Melissa Data). Familiarity with nonprofit or fundraising operations, gift processing, and charitable tax-receipting (CRA). Knowledge of CASL, BC PIPA, and PIPEDA as they apply to donor data and communications. Exposure to shared or centrally-governed Dynamics 365 environments (e.g., multi-affiliate or federated builds). SQL and reporting fundamentals; experience with application lifecycle management (ALM) / solution deployment. Relevant Certifications (an asset) PL-200: Microsoft Power Platform Functional Consultant PL-300: Microsoft Power BI Data Analyst MB-910 / MB-210: Dynamics 365 Fundamentals / Sales Functional Consultant PL-600: Power Platform Solution Architect SC-300 / MS-102: Identity & Access Administrator / M365 Administrator About Us Jewish Federation of British Columbia is the central planning, convening, facilitating, and fundraising organization for the local Jewish community and works collaboratively with more than three dozen partner organizations, unifying their work. Together, we touch the lives of thousands of community members—Jewish and non-Jewish—locally, in Israel, and around the world. Our work is inspired by the following core values: Chesed – loving kindness Tzedakah – justice, charity Klal Israel – unity of the Jewish people Tikkun Olam – repairing the world Why Work for Jewish Federation Meaningful work that strengthens and protects the Jewish community A supportive, values-driven workplace grounded in collaboration, excellence, and care, reflected in 91% of employees reporting a strong sense of belonging. Investment in employee growth through training and professional development Competitive compensation package, including comprehensive extended health benefits and a group RRSP with employer matching up to 5% Extended Healthcare, including Vision & Dental Life & Travel Insurance 4 Weeks Paid Vacation in addition to Jewish Holiday, and Statutory Holiday Closures Early Office Closures at 3 PM on Fridays Competitive Maternity/Paternal Leave Bridging & Top-Up after 2 years of service Free Staff Parking Membership Discount to the Jewish Community Centre of British Columbia Salary range: $70,000 to $90,000 per annum, commensurate to experience Schedule: Full-time, Permanent - based on a 35-hour work week Work location: In-person, Vancouver #J-18808-Ljbffr Jewish Federation of Greater Vancouver