The Senior Director of CRM Technology is a pivotal role within our organization, responsible for ensuring the successful implementation and ongoing optimization of the Slate CRM platform for our clients. This individual will be deeply involved in the technical aspects of Slate implementations, including leading migration, build and configuration sprints to customize the system according to client-specific needs, build and guide query and reporting building and advising on integration efforts. The role requires translating complex business requirements into detailed system architecture and design, assisting clients with troubleshooting technical issues, configuring client portals, managing data migration processes, and addressing various technical challenges as they arise throughout the project lifecycle. This position will work closely with clients to understand their unique needs and provide tailored, high-quality technical solutions. This position reports to the Senior Director of CRM Technology and collaborates with clients, consultants, and support staff to ensure seamless project execution. As part of BWF’s Technology and Operations division, you will have the opportunity to partner with and learn from industry-leading consultants as they help clients discover solutions to their operations challenges.

• Lead or advise on Slate or similar CRM system architecture, data migrations, reports and integration with multiple client and team members. 
• Lead and mentor clients through technical transformations. Serve as a team member on engagements as needed. 
• Lead business needs analysis, document requirements and turn requirements into delivered solutions. 
• Be adaptable to changing client requirements and capable of customizing solutions to address unique challenges as they arise.
• Stay informed about the latest developments and best practices in CRM technology, particularly related to Slate, and apply this knowledge to drive innovation and improvement in client projects.
• Troubleshoot operational issues, present findings to clients and collaborate with or implement solutions. 
• Work effectively as part of a team, both internally within BWF and externally with clients, to deliver seamless and integrated services.
• Meet goals by completing quality work efficiently. 
• Contribute to company-generated thought leadership by creating written content and engage in speaking opportunities to promote expertise in philanthropy through company and industry publications, conferences, or events.
• Participate in ongoing internal activities as a productive and active member of the company. These may include orientation and ongoing trainings, company-wide client review meetings, and other skill-building activities.
• Develop and maintain a robust network of potential clients, initiate conversations with potential clients, and actively respond to sales opportunities, including writing proposals and participating in sales presentations. 
• Other duties as assigned.

Qualifications

• Possess deep knowledge of CRM systems, particularly Slate, with the ability to configure, troubleshoot, and optimize the platform to meet client needs.
• At least three years of experience using current DBMS technologies, application design utilizing various database management systems.  Slate experience is a plus.
• Must have five years of experience in DBMS systems analysis and programming.
• Powerful analytical skills, both qualitative and quantitative, and a solid strategic thinking ability.
• Must be able to manage multiple projects and deadlines simultaneously.
• Possess an entrepreneurial spirit that can be directed to product development, managing staff and generating revenue. 
• Demonstrate excellent communication and presentations skills, both written and verbal.
• Ability to create a strong, positive initial impression and maintain a solid professional credibility.
• Possess solid time management skills and the ability to manage multiple priorities simultaneously.
• Commitment to diversity, equity, and inclusion.
• Willingness to travel up to 35% of the time.
• Possess a bachelor’s degree from an accredited institution or equivalent working experience.

Compensation and Benefits Annual base salary range of $87,000 to $150,000 based on qualifications and experience.  This position is eligible for an annual performance bonus based on transparently defined performance metrics including client satisfaction, work quality, team attainment, and firm contribution metrics. 
 

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.   

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 hours 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 company meetings is sometimes required (up to 50%).
• 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

As an organization that exists to advance our world through the empowerment of nonprofits, we will serve our clients and industry from a sustainable space that is diverse, equitable, and inclusive. We are committed to making our organization a place of collaboration, integrity, and discovery, where everyone can thrive as individuals, with unique perspectives and be a part of something great. This commitment drives our ability to provide innovative solutions and create the best outcomes.