Technical Project Manager - CRM

Department: OPS-Information Technology

Employment Type: Permanent - Full Time

Location: New York City, New York, Remote, Remote

Key Responsibilities

• Serve as the first point of contact for any incoming request or project from any department (ACE, Marketing & Communications, School Programs, Product) 
• Schedule, coordinate, and facilitate scoping and requirements-gathering meetings with stakeholders 
• Gather requirements and translate them into clear acceptance criteria, user stories, and tasks 
• Define what “done” and “ready to work” mean for each incoming request in partnership with requesting departments, before it reaches the delivery team 

• Communicate proactively and clearly with stakeholders when a request isn't yet ready or timelines need to shift, and provide a straightforward path to revisit that call if a department disagrees 
• Host weekly office hours, either per department or grouped by related departments, to help teams plan upcoming work and proactively surface dependencies, deadlines, and resource conflicts 
• Manage expectations proactively, ensuring stakeholders understand project status, scope, and delivery timing 
• Build credibility and fluency with fundraising and development teams (ACE) to translate their needs accurately into technical requirements, and share regular, transparent visibility into intake status and prioritization so ACE can plan effectively 
• Represent the IT team at the monthly Sync meeting where cross-team projects are discussed and planned. 

• Participate in Salesforce Delivery Team daily standups, backlog refinement, and sprint planning 
• Structure and maintain the Asana delivery board so intake, prioritization, and status are always visible and current 
• Manage day-to-day project tracking, sequencing, and status once work is defined and scoped 
• Coordinate handoffs between requirements definition and technical execution, looping in the CRM Strategy & Operations Lead on strategy, architecture or roadmap alignment as needed 

Skills, Knowledge & Expertise

• Extremely well-versed in Salesforce, with strong working knowledge of the platform's capabilities, limitations, and common configurations (prior hands-on Salesforce experience strongly preferred, even if not in an administrator capacity) 
• Demonstrated experience in fundraising, development, or philanthropy, with the ability to speak credibly to development staff about donor management, campaigns, and fundraising workflows 
• 3-5 years of project management or business analyst experience within a Salesforce, CRM, or nonprofit fundraising/development environment (required) 
• Proven experience managing technology or CRM projects from intake through delivery, including gathering requirements, defining acceptance criteria, and managing stakeholder expectations 
• Experience tracking and reporting on growth metrics (e.g., donor growth, fundraising performance, or similar KPIs tied to CRM data) 
• Excellent communication skills, with demonstrated ability to manage competing stakeholder priorities and resolve disagreements collaboratively 
• Strong organizational skills and comfort working in project management tools (Asana or similar) 
• Ability to work independently while collaborating closely with a technical delivery team 

• Project management certification (e.g., PMP, CAPM) 
• Salesforce certification (e.g., Administrator, Business Analyst) 
• Direct experience working in a nonprofit development or fundraising department 
• Familiarity with Google Workspace, Slack, and Gearset