Crm Implementation Specialist

BWF is a mission-driven for-profit company serving the nonprofit sector, offering a comprehensive suite of solutions that ensures all nonprofit strategic, technical, and functional needs are met. Our mission is Empowering nonprofits to achieve impact and imagine new possibilities. Structured yet agile services in the core areas of campaign and fundraising strategy, technology and operations, fundraising marketing and engagement, and enterprise strategic planning allow BWF to deliver on its mission. Clients include universities, health systems, arts & culture organizations, faith-based organizations, and NGOs throughout North America, Europe, Africa, Australia, and the Pacific Rim. As a truly comprehensive solutions provider, BWF has a team of consultants with extensive background and experience in every facet of philanthropy.

Job Summary
We are seeking a Slate CRM Implementation Specialist to play a pivotal role in driving client success through the effective implementation of Slate CRM systems. This position, focused on ensuring client objectives are met, involves close collaboration with the AVP of Implementation Services and requires interfacing with technical resources for executing and deploying project customizations. Key responsibilities include conducting business process analysis, managing data mapping and migration, and developing tailored training programs. A crucial aspect of the role is maintaining the project timeline and identifying potential threats, ensuring smooth implementation and delivery of results that align with client goals in the nonprofit sector. This position requires strong analytical skills, excellent communication abilities, and a commitment to delivering high-quality results.
This position works collaboratively with clients, consultants, and support staff. This position will frequently partner with and learn from industry-leading consultants as they help clients to discover solutions to their implementation challenges.
Why should you choose BWF? We advance our world through collaboration with great nonprofit organizations. Our commitment to transforming philanthropy begins with building a team of the most talented, passionate, forward-thinking people our industry can offer. BWF truly has the best employees who care and want to make a difference.
Responsibilities

• Perform client work independently and as a part of a team.
• Collaborate with clients to understand their business needs and tailor Slate CRM implementations to meet those needs.
• Conduct detailed business process analysis to identify areas for improvement and efficiency gains through Slate CRM.
• Adhere to and provide input to BWF implementation methodology, configuration and program development standards. Assist with the creation and maintenance of associated implementation artifacts.
• Manage data mapping and migration processes, ensuring accuracy and integrity of data during system transitions.
• Collaborate regularly with internal team members and clients to ensure delivery of cohesive and quality work product delivered by deadline.
• Manage project artifacts, including updating workplans, project plans and resource requests where applicable. Provide project coordination with client and engagement team to ensure project tasks and dependencies are set and met, decision and risk logs are maintained, raise risks that impact project success.
• Prepare presentations or training curriculum material for delivery during client meetings, training sessions and conferences.
• Provide ongoing support and guidance to clients during and after implementation, addressing any issues or concerns.
• Meet utilization goals related to billable client work.
• Identify opportunities to foster new and on-going services and revenue generating initiatives.
• Contribute to the development of BWFs thought leadership in CRM technology and implementation practices.
• Participate in ongoing internal activities as a productive and active member of the firm. These may include orientation and ongoing trainings, firm-wide client review meetings, and other skill-building activities.
• Other duties as assigned.

Qualifications

• Demonstrated experience related to fundraising operations in higher education, healthcare, and/or other nonprofit settings.
• A minimum of 3 years of experience in CRM implementation, with a strong preference for experience in Slate CRM.
• Deep understanding of nonprofit operations and fundraising processes.
• Excellent communication and presentation skills, both written and verbal.
• Exceptional project coordination skills and ability to manage activities related to multiple projects simultaneously.
• Ability to work in high pressure situations.
• Ability to work independently with minimal supervision as well as being a strong cross-functional team player.
• Analytical skills, both qualitative and quantitative, and a solid strategic thinking ability for developing client recommendations and other deliverables.
• Solid time management skills and the ability to manage multiple priorities simultaneously.
• Commitment to diversity, equity, and inclusion.
• Bachelors degree or equivalent work experience; professional certification welcome.

Work Environment/Conditions

• This position can be remote or based in our Minneapolis office (locally based employees are expected to maintain a hybrid office presence).
• Position requires ability to work in a stationary position for majority of workday.
• Continuous use of computer.
• Frequent communication with team and clients via zoom and in person.
• This is an exempt position that requires at least 40 hour of work per week but due to the nature of this role, additional hours are required when deadlines need to be met.
• Overnight travel to client sites, conferences or firm meetings is sometimes required (up to 15%).
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Diversity, Equity, and Inclusion
BWF exists to empower nonprofits to achieve impact and imagine new possibilities, we are committed to collaboration, integrity, and discovery creating a workplace where everyone can thrive as individuals with unique perspectives. Our commitment to diversity, equity, and inclusion drives our ability to provide innovative solutions and create the best outcomes.
Compensation and Benefits
Annual base salary range of $70,000 to $95,000 based on qualifications and experience.
BWF offers a comprehensive benefits package including:

• 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.

To apply please submit a resume and cover letter. Applications will be reviewed on a rolling basis and accepted until the position is filled. Interested applicants are encouraged to apply early.