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CRM Project Manager

Company: The College Crusade of Rhode Island
Location: Providence
Posted on: August 4, 2022

Job Description:

Purpose of the Position Primary functions and purpose of this position including overall objectives of the position The CRM Project Manager serves as the point person on the design and implementation of Onward We Learn's Customer Relationship Management (CRM) platform: including events management, new student admissions, scholarship utilization, and other modules to be developed in the future. The CRM Project Manager will work with staff from various departments to understand organizational needs, develop new modules to support them, explore other types of technology-platforms to enhance communications and operations, and to provide training to staff on how to effectively use the CRM system. The CRM Project Manager will work closely with the CRM vendor (currently Blackburn Labs) to ensure that all components of the system are well designed and that project tasks are completed on time and according to expectations. Major responsibilities, essential functions and/or activities required to perform the position including the portion of time spent needed to perform each responsibility and how the work of the position should be accomplished.

  • Major Responsibility and Percentage of Time: Management of and coordination with the CRM vendor Supporting Actions:
  • Work closely with the CRM vendor to communicate established operational needs and ensure that technology systems are designed to support them.
  • Attend biweekly sprint meetings and other ad hoc meetings and coordinate the work of the Onward We Learn members of the CRM development virtual team.
  • Develop and oversee project workplans related to all aspects of technology design and implementation. Ensure that all tasks are completed on time and according to expectations.
  • Report to the leadership team about progress on technology implementation and identify and communicate about project risks and challenges in a timely manner.
  • Test new modules and related functions as they are developed and report bugs to the vendor as soon as possible 2. Major Responsibility and Percentage of Time: Work with organizational staff to identify and define organizational needs related to the CRM, including but not limited to maintenance and enhancements of existing CRM modules and development of new CRM modules Supporting Actions:
    • Coordinate with Directors and other staff to determine their needs related to technology system support.
    • Develop and utilize detailed, user-friendly templates for documenting key information related to program needs and system requirements in a clear and coherent manner.
    • Serve as the primary point of coordination among organizational leadership and other departments to ensure that program/department-specific requirements align with cross-functional needs, reporting requirements, etc.
    • Coordinate with communications staff about messaging to external stakeholders around new product and module releases. 3. Major Responsibility and Percentage of Time: Provide training and implementation support on CRM modules and functions Supporting Actions:
      • Identify and map (in conjunction with staff) all system users and functional needs related to CRM modules
      • Work with the CRM vendor to understand all program functions and interfaces, troubleshooting and resolving issues or concerns in a timely manner
      • Design training modules and related materials for all system users, ensuring that they are accessible to and easily understood by all members of the intended audience
      • Conduct live (in-person or virtual) trainings for segmented stakeholder groups on relevant CRM functions 4. Required KSOC's (knowledge, skills, abilities, and other characteristics)
        • A commitment to Onward We Learn's mission and an ability to communicate this mission to others.
        • Demonstrated experience managing projects, especially related to technology and systems implementation. Vendor management experience a plus.
        • A high level of organization and attention to detail.
        • Excellent time management skills.
        • Willingness to conduct diligent and consistent follow-up with colleagues to collect necessary input and assignments.
        • Comfort working with a variety of stakeholder groups to understand their needs and translate them into technology system requirements.
        • Familiarity with technology-related language and terminology. Knowledge of SQL and other programming languages is a plus.
        • Bilingual (English/Spanish) fluency is a plus. Education and Experience Requirements:
          • At least two years of experience managing projects with a significant technology component.
          • Bachelor's degree required, preferably in a business or technology-related field. 5. Each employee of Onward We Learn is expected to demonstrate the following in the regular performance of his or her job duties:
            • Commitment to the vision, mission, and values of Onward We Learn.
            • A positive attitude and willingness to contribute productively to the success of your team and the organization as a whole.
            • An understanding of and commitment to Onward We Learn's core competencies of accountability, collaboration, communication, institutional values and service.
            • Active participation in efforts geared toward directing and improving the overall operations of Onward We Learn, such as strategic planning, organizational development and performance improvement.
            • Commitment to acting as an advocate and ambassador for Onward We Learn.
            • Knowledge of the barriers and obstacles that low-income families and first-generation students encounter in the journey to higher education is preferred.
            • Sense of ownership and pride in personal performance.
            • Adherence to all existing company policies and procedures.
            • Skills related to day-to-day organizational technology platforms (Office365)
            • Perform additional duties as needed. Vaccination Requirement To prioritize and maintain the health and safety of our staff, students, and families, as well as comply with the vaccination requirements of our partners, employees of Onward We Learn are required to have or obtain vaccination against COVID -19. In accordance with Equal Employment Opportunity laws, exemptions for medical reasons will be considered. Applications will be reviewed as they are received, and the deadline to submit an application is Friday, July 22nd at 5 pm. Salary Range; $65,000 to $75,000 PI185450600

Keywords: The College Crusade of Rhode Island, Providence , CRM Project Manager, Executive , Providence, Rhode Island

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