CRM Project Manager - Institutional Advancement

Job Details

Job Description

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ESSENTIAL FUNCTIONS:

* Provide day to day project management leadership for Enterprise CRM (Preferably Salesforce)

* Collaborate to determine and define project scope and objectives

* Develop and manage a detailed project schedule and work plan, including identifying roles and responsibilities, timelines, deliverables and tasks

* Manage project timelines, keeping owners accountable for deliverables and deadlines and escalating any risks for dependencies

* Prepare project status reports, including identifying risks and tracking open items

* Collaborate and contribute to documentation on business requirements, functional requirements, interface requirements, data conversion requirements, and reporting requirements

* Identify and manage the allocation of resources to meet project objectives, including collaboration with CRM administrators, staff and vendors to stay on track

* Schedule meetings and internal communication necessary to track and complete progress toward objectives

* Incorporate change requests and assess impacts to project completion

* Develop testing plan for various stakeholders for multiple rounds of testing, identifying and suggesting use cases, expected outcomes and tracking and reviewing issues

* Create new documentation and/or update existing documentation for Policy, Processes and Procedures in the CRM

* Schedule and manage CRM training for end users

* Create and deliver change management communication plan for the department

* Be the daily point of contact for questions about the CRM migration project

* Ensure best practices are developed and subject matter expertise is maintained on CRM functionality focusing on standardization across the enterprise

* Identify, create and manage project plan and tasks to support the CRM responsibilities for OIA Staff and vendor related tasks

* Participate, plan and distribute CRM based communication to the organization

* Identify and manage project tasks that are in support of the CRM implementation such as business intelligence reports, visual analytics dashboards, receipt letters, 3rd party tool integration, ETL tasks, etc.

* Working effectively with partners within University Advancement and across the university to accomplish goals.

* Partner with the implementation vendor on all tasks, policies, data integrity, and all other related requirements

* Providing the team with a significant depth of knowledge about University/higher education, fundraising, and alumni relations.

* 3+ years of project management skills required

* All other duties as assigned

QUALFICATIONS:

• College Degree Preferred but a combination of education and relevant experience from which comparable knowledge is demonstrated may be considered.
• Driver's License

• Experienced with CRM migration and implementation, with a focus on fundraising CRM systems

Comfortable with Agile development methodology and project management tools, such as JIRA

Strong communication and documentation skills

Ability to document decisions, policy and procedures and project tasks.

Strong ability to collaborate across teams and effectively communicate expectations and goals for projects, executing on time

Comfortable with multiple simultaneous project responsibilities and ability to manage reporting up and down the leadership ladder.

Proactive self-starter with experience prioritizing and managing multiple projects and resources

Work Shift

Worker Sub Type

Primary Location Address

Nationally ranked, Jefferson, which is principally located in the greater Philadelphia region, Lehigh Valley and Northeastern Pennsylvania and southern New Jersey, is reimagining health care and higher education to create unparalleled value. Jefferson is more than 65,000 people strong, dedicated to providing the highest-quality, compassionate clinical care for patients; making our communities healthier and stronger; preparing tomorrow's professional leaders for 21st-century careers; and creating new knowledge through basic/programmatic, clinical and applied research. Thomas Jefferson University, home of Sidney Kimmel Medical College, Jefferson College of Nursing, and the Kanbar College of Design, Engineering and Commerce, dates back to 1824 and today comprises 10 colleges and three schools offering 200+ undergraduate and graduate programs to more than 8,300 students. Jefferson Health, nationally ranked as one of the top 15 not-for-profit health care systems in the country and the largest provider in the Philadelphia and Lehigh Valley areas, serves patients through millions of encounters each year at 32 hospitals campuses and more than 700 outpatient and urgent care locations throughout the region. Jefferson Health Plans is a not-for-profit managed health care organization providing a broad range of health coverage options in Pennsylvania and New Jersey for more than 35 years.

Jefferson is committed to providing equal educational and employment opportunities for all persons without regard to age, race, color, religion, creed, sexual orientation, gender, gender identity, marital status, pregnancy, national origin, ancestry, citizenship, military status, veteran status, handicap or disability or any other protected group or status.