Senior Manager, CRM and Business Systems

Accountabilities

• • Serve as the primary functional owner and strategic administrator for Salesforce and related membership and business systems, managing access, security, permissions, workflows, automation, objects, reporting, dashboards, and data quality.
  • Maintain and continuously improve CRM architecture, operational workflows, member lifecycle processes, documentation, and system procedures.
  • Oversee and coordinate integrations between Salesforce and connected platforms, including event, marketing, website, finance, learning, and member-facing systems.
  • Partner with internal system owners, vendors, and technical resources to improve interoperability, automation, and data flows across platforms.
  • Monitor and troubleshoot integration failures, synchronization issues, workflow bottlenecks, and other business systems problems.
  • Support API-based integrations and middleware solutions where appropriate while helping establish strong data governance, consistency, and quality standards.
  • Develop and maintain operational dashboards, reports, segmentation, and analytics supporting membership, events, sponsorship, marketing, education, finance, and executive decision-making.
  • Translate business requirements into scalable reporting, data, workflow, and technology solutions that address operational needs.
  • Identify opportunities to reduce manual work through automation, improved workflows, system integration, and thoughtful process redesign.
  • Collaborate with stakeholders across departments to assess business needs, prioritize initiatives, coordinate system changes, and support testing, deployment, and change management.
  • Provide training, guidance, and ongoing support to staff using CRM and other business applications.
  • Act as a bridge between business stakeholders, vendors, consultants, and technical resources, translating technical concepts and system impacts into clear, practical recommendations.
  • Manage relationships with CRM, integration, and operational technology vendors and consultants, including scopes of work, implementation plans, timelines, testing, issue resolution, and delivery quality.
  • Evaluate vendor recommendations and determine when work should be completed internally, delegated externally, or redesigned to create simpler and more sustainable solutions.
  • Support long-term improvements in operational efficiency, data quality, system reliability, and cross-functional technology adoption.

  Requirements

  • 5+ years of experience administering Salesforce or comparable CRM and business systems.
  • Strong understanding of CRM data structures, workflows, automation, reporting, and operational processes.
  • Demonstrated experience managing or coordinating integrations between SaaS business platforms.
  • Experience working with external vendors, consultants, implementation partners, or technology service providers.
  • Strong analytical, troubleshooting, organizational, and problem-solving skills.
  • Ability to balance strategic systems thinking with hands-on administration and execution.
  • Excellent communication skills, with the ability to translate technical concepts, system impacts, and tradeoffs into practical guidance for non-technical stakeholders.
  • Ability to manage competing priorities across multiple departments, systems, vendors, and business initiatives.
  • Strong understanding of data quality, governance, reporting, and operational efficiency principles.
  • Comfortable working in an evolving environment where processes and systems may require continuous improvement and refinement.
  • Salesforce Certified Administrator certification is preferred.
  • Experience with association management systems, membership organizations, nonprofit operations, or event technology is preferred.
  • Familiarity with platforms such as HubSpot, Cvent, Sitecore, learning management systems, and financial system integrations is a plus.
  • Experience with middleware, APIs, business intelligence tools, reporting strategy, or systems architecture documentation is advantageous.
  • A pragmatic, collaborative, outcome-oriented mindset with the ability to build trust across technical and non-technical teams.

  Benefits

  • Base salary of $90,000–$105,000 annually, based on relevant experience, skills, and qualifications.
  • Competitive full-time benefits package.
  • Eligibility for an annual performance bonus.
  • Opportunity to take ownership of a broad CRM and business systems ecosystem with significant organizational impact.
  • Cross-functional exposure across membership, events, finance, marketing, education, sponsorship, and technology.
  • Opportunity to lead systems modernization, automation, integration, reporting, and operational improvement initiatives.
  • Collaborative environment focused on practical, scalable technology solutions.
  • Business travel supported by applicable international safety protocols.
  • Business travelers must meet vaccination requirements applicable to the destination state or country.