Technical Project Manager - CRM
Summary
Owns CRM project intake, requirements, and stakeholder management for a nonprofit, translating fundraising needs into Salesforce deliverables while ensuring clear scoping and structured project tracking.
The Technical Project Manager (TPM) serves as the primary interface between JED's Salesforce delivery team and every department across the organization. This role owns intake, requirements definition, and stakeholder management for all CRM-related projects and requests, translating organizational needs into clearly scoped, ready-to-work deliverables for the Salesforce team. Working in close partnership with the CRM Strategy & Operations Lead, the TPM ensures that departments across JED, particularly ACE (Development/Fundraising), receive consistent, well-managed project support while protecting the Salesforce delivery team's capacity to execute planned work. This role requires someone who can speak fluently to fundraising and development stakeholders, hold firm boundaries around scope and readiness, and bring increased structure to a high-volume, cross-functional intake process.
Intake, Requirements & Scoping
- 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 before it reaches the delivery team
Stakeholder Management & Communication
- Hold boundaries with stakeholders, communicating when a request isn’t ready or timelines need to shift
- 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
Project & Delivery Coordination
- 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
- Track and report on growth-related metrics tied to CRM-driven initiatives (e.g., donor growth, campaign performance, fundraising pipeline movement) to help departments and leadership understand the impact of delivered work
Functional Ownership
This role owns the intake, requirements-definition, and stakeholder-management function for JED's CRM/Salesforce environment. The TPM is accountable for the health and clarity of the project pipeline, including how requests enter the system, how they're scoped, and how stakeholders are communicated with throughout delivery. This role does not own technical configuration, Salesforce administration, or platform architecture; those remain with the CRM Strategy & Operations Lead and the Salesforce Administration team.
Decision Rights & Collaboration
Decides independently: whether an incoming request is sufficiently scoped and ready to enter the delivery pipeline; sequencing and prioritization of intake and requirements-gathering work; day-to-day stakeholder communication and expectation-setting; structure and maintenance of the delivery board.
Requires input or approval: final architecture or platform-strategy decisions (owned by the CRM Strategy & Operations Lead); prioritization calls that affect the broader team's workload (made in partnership with the CRM Strategy & Operations Lead); scope changes that expand a project beyond CRM/Salesforce.
Collaborates closely with: the CRM Strategy & Operations Lead, to ensure scoped projects align with overall CRM roadmap and architecture; the Salesforce Administration team, to hand off clearly defined, ready-to-work tasks; department stakeholders (especially ACE), as the primary point of contact for requests, requirements, and status updates.
Required
- 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 hold boundaries and manage competing stakeholder demands without escalating every conflict
- 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
Preferred
- 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
Success Metrics
Success will be measured across three areas.
Intake & Delivery Health
Requests move from intake to "ready to work" status within a consistent, defined timeframe, and the delivery board reflects accurate, current status at all times.
Stakeholder Trust & Expectation Management
Departments report clear understanding of project status and timelines, measured through stakeholder feedback and a reduction in escalations or ad hoc requests routed outside the intake process.
Growth Impact
CRM-driven initiatives show measurable contributions to organizational growth metrics (e.g., donor growth, campaign performance) that this role helped track and surface to stakeholders and leadership.
Salary Range (by Location):
Salary Range (by Location):
- New York (Geo A): $105,000 - 135,000
- San Francisco (Geo SF): $110,000 - 142,000
- Remote/Other Metros (Geo B,C,D): $89,000 - 128,000