CRM Systems and Data Operations Manager

Role Description

The Customer Relationship Manager (CRM) Systems & Data Strategy Manager will serve as the operational owner and primary administrator of CBED’s CRM and related data systems, leading ongoing implementation, optimization, adoption, and cross-functional integration efforts across the organization. Reporting to the Managing Director of Development, this role will strengthen CBED’s fundraising, program, and organizational data infrastructure through effective CRM administration, data governance, reporting, systems alignment, and user enablement.

This position combines hands-on technical execution with strategic thinking. The CRM Systems & Data Strategy Manager will design, implement, maintain, and continuously improve database processes, workflows, reporting infrastructure, dashboards, and integrations that support fundraising, program delivery, stakeholder engagement, operational planning, and organizational decision-making.

As a key cross-functional partner, this role will collaborate closely with leadership, development, program, finance, communications, and administration teams to ensure the integrity, accessibility, security, consistency, and strategic use of organizational data across systems. The CRM Systems & Data Strategy Manager will also help drive organization-wide CRM adoption by establishing sustainable processes, supporting staff training and change management, and ensuring the CRM evolves into a reliable, scalable, and actionable system that supports CBED’s long-term growth and impact.

This role is ideal for a detail-oriented, tech-savvy systems builder who can translate organizational needs into practical data tools and actionable insights and who thrives in a collaborative, growing organization.

Qualifications

• Bachelor’s degree required or equivalent combination of education, training, certification, and relevant experience required; relevant CRM, data analytics, or project management certifications preferred.
• 5–7 years of professional experience with CRM systems administration, preferably with Salesforce or a similar platform.
• Strong technical skills in CRM configuration, data management, reporting, dashboard development, and data quality control.
• Experience integrating CRMs with other systems, including finance, marketing, communications, program, event, or business intelligence tools.
• Experience supporting fundraising, donor management, program data, or stakeholder relationship workflows in a nonprofit, education, advocacy, or mission-driven setting preferred.
• Proficiency with Microsoft 365 tools, including Excel, SharePoint, Teams, and reporting tools such as Power BI or similar platforms preferred.
• Ability to analyze complex data, identify patterns, and present insights in clear, actionable ways for technical and non-technical audiences.
• Strong project management and organizational skills, with the ability to manage multiple priorities, document processes, and move system improvements from idea to implementation.
• Excellent interpersonal and training skills, with the ability to support colleagues at varying levels of technical comfort.
• Commitment to CBED’s mission and a passion for leveraging data and systems to drive impact.

Requirements

• Occasional travel for organizational events, team meetings, and other role-related responsibilities.
• Must be able to lift up to 20 lbs as needed for events or role-related materials.

Benefits

• Comprehensive benefits package, including health, dental, and vision coverage.
• Generous paid time off and organizational holidays.
• Remote work environment with a mission-driven team.