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The role manages scalable system configurations, third-party integrations for email, events, and donations, and technology change management. It includes user support and training, training documentation, CRM best practices, and data integrity through audits, migrations, cleanup, and deduplication. 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Passionate, provocative, and deeply Jewish, our community engagesin spirited debate and activism: rejoicing in diversity, denouncing social injustice wherever it exists, and striving for civil rights for all people.  \nJob Summary:  \nThe CRM/Salesforce Manager at CBST will oversee the administration and ongoing development of CBST’s Salesforce platform and related technologies, ensuring alignment with the organization's mission and strategic goals. This role will be pivotal in aligning Salesforce with CBST’s mission and strategic goals by enhancing data systems, driving technology improvements, and collaborating across departments, including programs, development, operations, and finance.  \nThe ideal candidate will have strong technical expertise, a passion for process  \nimprovement, and the ability to translate complex requirements into practical solutions.  \nKey Responsibilities:  \nSalesforce Administration and System Improvement (50%)  \n• Oversee day-to-day Salesforce administration, including system configuration, maintenance, and enhancements.  \n• Collaborate with stakeholders to design and implement scalable solutions that support programmatic, operational, and fundraising goals.  \n• Configure custom objects, fields, workflows, validation rules, and automation tools to optimize platform performance.  \n• Integrate Salesforce with third-party tools for event management, email marketing, donation processing, and more.  \n• Lead technology change management initiatives, ensuring smooth adoption and alignment with organizational priorities.  \n• Engage in relevant professional development opportunities to stay current with Salesforce advancements and nonprofit technology trends.  \n• Build relationships within the wider Salesforce, synagogue, and nonprofit tech communities to leverage shared knowledge and best practices.  \nUser Support and Training (20%)  \n• Provide user support to staff, ensuring effective usage and troubleshooting of Salesforce and related technologies.  \n• Design and deliver training sessions and user documentation to empower staff with best practices and ongoing development of skills in use of CRM.  \n• Foster a culture of learning and continuous improvement across teams regarding CRM practices and data management.  \nData Management and Integrity (20%)  \n• Develop and execute data integrity protocols to maintain clean, accurate, and reliable data.  \n• Lead data migration projects from legacy systems into Salesforce, ensuring quality and consistency.  \n• Regularly audit and monitor data quality, addressing issues proactively. System Maintenance and Security (10%)  \n• Manage user permissions, profiles, backups, and security settings to ensure appropriate access and data protection.  \n• Stay up-to-date on Salesforce updates and best practices to incorporate new features effectively.  \n• Maintain and oversee sandbox environments for development and testing. Year 1 Primary Goals:  \n• Build a third-party integration between SF and an email marketing solution (such as Mailchimp) to allow for curated and thoughtful donor and member journeys.  \n• Improve revenue tracking and generation processes via third-party integrations and automations.  \n• Improve event registration systems and processes, particularly in the lead up to High Holidays 2025.  \n• Restructure Salesforce to allow for moves management, portfolio management and meaningful engagement tracking.  \n• Conduct a full database audit and implement a c","cbCailzIPdZQCHdf","https://ap.wps.com/l/cbCailzIPdZQCHdf","pdf",176248,"English","# Job Summary\n## Key Responsibilities\n### Salesforce Administration and System Improvement\n### User Support and Training\n### Data Management and Integrity\n### System Maintenance and Security\n## Year 1 Primary Goals\n## Qualifications and Qualities\n## Employment Details","[{\"question\":\"What are the main responsibilities of the CRM/Salesforce Manager?\",\"answer\":\"Oversee day-to-day Salesforce administration and enhancements, manage integrations and automation, support staff users and training, and ensure data integrity through audits and migration planning.\"},{\"question\":\"What year 1 goals are listed for this role?\",\"answer\":\"Build key third-party integrations (e.g., email marketing), improve revenue tracking, enhance event registration processes for High Holidays 2025, restructure Salesforce for management and engagement tracking, and perform a full database audit with cleanup and deduplication.\"},{\"question\":\"What experience and skills are preferred for the position?\",\"answer\":\"The posting prefers 5+ years of progressive Salesforce administration experience, ideally with Nonprofit Success Pack (NPSP), familiarity with nonprofit CRM processes, strong reporting ability, experience with integrated third-party tools, and strong project management and communication skills.\"}]","CRM/Salesforce Manager - Job Description - Responsibilities and Qualifications | PDF",1789339951]