CRM MANAGER

CRM MANAGER

CRM MANAGER

  • Full Time
  • Mid-Level
  • Applications have closed
Job Category: Administrative, IT, Other
Location: Manhattan
Job Sectors: Other
Salary Range:

Reports to: Deputy Director
Salary: $75k/year

Transportation Alternatives (TA), New York City’s advocate for walking, bicycling and public transportation, seeks a CRM Manager to maintain the organization’s CRM and related technologies.  Situated within the General Operations team of TA, the CRM Manager will report to TA’s Deputy Director.

Position Overview

TA’s CRM Manager is responsible for the integrity, implementation, and maintenance of the organization’s CRM and related technologies.

More than 25 staff members use TA’s CRM to track relationships, engage with constituents, manage gifts and memberships, and report results. In addition to CRM, TA uses other tools to manage its advocacy, fundraising, email, social media, event registration, and petitions.

The CRM Manager will be responsible for: 

  • *Maintaining TA’s database and associated technology

  • *Leading a database migration to a new system

  • *Maintaining the integrity of TA’s data

  • *Training and support of users across all departments

  • *Training and support on associated technology

  • *Maintaining business processes related to training, data management, technology maintenance and enhancement

  • *Leading the scoping, research, and onboarding of new tech tools as need arises

The CRM Manager will stay current on new releases and tools, and will provide documentation and training to staff as needed. TA users have a range of comfort and familiarity with using Salesforce, EveryAction and comparable tools. It is imperative that the CRM Manager proactively ask the right questions to identify needs and is able to translate “tech speak” into user-friendly language. 

Specific Responsibilities of the Job:

CRM Management

  • *Keep up-to-date on our CRM and related technology releases, provide recommendations for systems improvements, and implement new functionalities

  • *Lead a database migration from Salesforce to a TBD system in the coming year

  • *Manage CRM user security settings—licenses, profiles, roles, permissions and groups—across TA

  • *Provide help-desk support for CRM users, including login issues, basic functionality, navigation, and analytics support

  • *Maintain 3rd party integrations; improve and troubleshoot their use and applications

  • *Onboard new staff and provide staff across the organization with ongoing training and ad hoc support 

Create strong internal processes

  • *Proactively gather requirements and feedback to meet staff needs and improve the system

  • *Work closely with the Technology Coordinator and Senior Staff to define data policies, procedures and standards; communicate them across the organization; and enforce their compliance

  • *Work with key staff to evaluate processes, systems, and related technology on a regular basis to ensure they are meeting TA’s priorities and strategies 

  • *Systematize current processes—such as building onboarding training templates, building out TA’s internal knowledge base, etc.

Maintain data integrity

  • *Develop intuitive reports and dashboards to support monitoring, analysis and action; create customized reports as necessary

  • *Prepare reports as necessary and perform monthly reconciliation with finance department

  • *Oversee routine data cleaning and data quality checks, including de-duplication, mass updates and uploads, data validation and general cleaning

  • *Manage part-time data-entry employees—direct their work and establish the policies and procedures that they follow

  • *Assist with petition and other ad hoc data-entry as needed

Qualified Candidates will bring with them:

  • *At least three years of experience with Salesforce, EveryAction or similar platforms plus experience managing websites, third-party applications, and integrations

  • *A demonstrated ability to identify and create processes where none previously existed

  • *Strong communication skills; the ability to communicate requirements, understand personalities, build consensus, and deliver training

  • *Strong customer service aptitude; the ability to collaborate and build relationships with all departments within TA and identify/manage compromises where needed

  • *Excellent organization and project management skills; constantly striving to plan and understand the next step. Manage vendors externally and “manage up” internally

Exceptional candidates will also bring with them:

  • *Familiarity and interest in TA’s work and advocacy areas

  • *Desire to work in a mission-driven, non-profit organization

  • *Experience with advocacy-based SMS technology

  • *Experience with Asana or another team-oriented project management system

This position is included in the bargaining unit of TA employees represented by the Technical, Office and Professional Union, T.O.P. Local 2110 UAW.

To Apply:

Please send a resume and a cover letter to [email protected] with “CRM Manager” in the subject line.

Transportation Alternatives is committed to workplace diversity and inclusion. We are an equal opportunity employer and do not discriminate on the basis of race, ethnicity, age, religion, gender, gender identity, marital status, sexual orientation, disability, veteran status, political orientation or any other characteristic protected by federal state or local law. We value having diverse staff in gender, ethnicity, background and modal preference. BIPOC and LGBTQIA+ candidates are strongly encouraged to apply.

Transportation Alternatives

Better walking, biking and public transit for all NYC

  • 111 John St
  • New York, NY 10038
  • Phone: 212-629-8080