Lead monthly operational meetings with customers, reviewing progress, adoption, and upcoming milestones.
Manage project timelines for major initiatives
Coordinate internal dependencies
Deliver training and enablement on new and existing product features
Execute adoption playbooks that drive GDV lift
Monitor usage metrics, donor behavior patterns, and campaign performance
Ensure client’s CRM integration is functional
Translate customer needs into clear, reproducible technical requests
Communicate status updates back to customers
Monitor platform usage, donor conversion, recurring health, campaign activity, and technical dependencies
Maintain detailed documentation of customer requirements
Provide organized, proactive communication to keep customers confident, informed, and engaged.

Requirements

3-5 years helping Enterprise level clients navigate technical requirements, best product fit and solutioning
3-5 years experience managing or troubleshooting CRM, preferably Salesforce Non Profit Cloud (NPC) or Non Profit Success Pack (NPSP) integrations
Strong understanding of APIs
Strong product expertise and ability to translate technical concepts for customer audiences
Outstanding communication skills (verbal and written)
Highly organized, with the ability to manage multiple projects and deadlines
Experience coordinating with Support, Solution Engineers, Product, and Data teams
Familiarity with data analysis, fundraising best practices, or nonprofit operations is a plus
Enthusiasm for helping mission-driven organizations achieve transformational results.

Benefits

Health insurance
401(k) matching
Flexible work arrangements
Paid time off
Professional development opportunities

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

CRM managementSalesforce Non Profit CloudSalesforce Non Profit Success PackAPI understandingdata analysisproject managementtechnical documentationcampaign performance monitoringadoption playbooks executionusage metrics monitoring

Soft Skills

communication skillsorganizational skillsproactive communicationcustomer engagementproblem-solvingmultitaskingtraining and enablementcustomer needs translationcollaborationadaptability