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Director of CRM Conversion - Remote

Posted 6 days ago
Sales / Business
Full Time
USA

Overview

The Director of CRM Conversion will have a strong background in customer relationship management (CRM) and will be responsible for leading the development and implementation of CRM solutions that align with our business objectives and deliver an exceptional customer experience. The Director of CRM Conversion will work closely with business stakeholders to identify and understand their CRM requirements and will collaborate with other departments to ensure the integration of CRM solutions with other business systems.

In Short

  • Guide discovery for project deliverables including software configuration, custom development, and integration.
  • Analyze client needs and business processes. Identify functional and technical requirements needed to meet the client’s goals.
  • Develop and execute a comprehensive CRM strategy that aligns with our business objectives and delivers an exceptional customer experience.
  • Define and prioritize CRM initiatives based on business needs and customer feedback.
  • Work closely with business stakeholders to identify and understand their CRM requirements.
  • Develop and maintain a deep understanding of CRM technology trends and best practices.
  • Work closely with other departments to ensure the integration of CRM solutions with other business systems.
  • Develop and maintain a CRM roadmap that outlines the short-term and long-term vision for CRM solutions.
  • Oversee the development and maintenance of the CRM data model and ensure data accuracy and consistency.
  • Ensure that CRM solutions comply with regulatory requirements and data privacy policies.

Requirements

  • Bachelor's degree in Computer Science, Information Technology, or a related field; Master's degree preferred.
  • 10+ years of experience in CRM development and implementation.
  • Experience with CRM platforms such as Salesforce, Microsoft Dynamics, Blackbaud, etc.
  • Experience with CRM data modeling and integration.
  • Highly analytical, technically proficient, and able to learn new tools and software quickly.
  • Drive to solve problems efficiently, creatively, and independently.
  • Ability to collaborate with colleagues for broader solutioning of client/project needs.
  • Proficiency with Microsoft Office applications and relational database applications.
  • Professional proficiency in written and spoken communication.
  • Demonstrated commitment to diversity, inclusion, and belonging.

Benefits

  • The above statements are not intended to be a complete statement of job content, rather to act as a guide to the essential functions performed by the employee assigned to this classification.
  • Management retains the discretion to add or change the duties of the position at any time.
Zuri Group logo

Zuri Group

Zuri Group is a consulting firm specializing in providing functional support and best practice guidance for nonprofit and higher education clients, particularly in the realm of Salesforce CRM implementations. The company focuses on enhancing the operational efficiency of fundraising software systems through expert advice on business process design, system configuration, and user training. Zuri Group collaborates with a diverse range of clients, including large healthcare systems, universities, and cultural organizations, positioning itself as a thought leader in the industry. With a commitment to fostering an inclusive environment, Zuri Group emphasizes strong communication and analytical skills, ensuring that its consultants effectively lead projects and drive meaningful change.

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