Manager, CRM & Program Enablement

Responsibilities

• Program and Team Operations - Coordinate assigned Corporate Programs, Nonprofit and Impact Programs, and cross-functional meetings, including scheduling, materials, decision and action tracking, and follow-through. - Maintain related standard operating procedures, documentation and SharePoint resources. - Manage routine operational handoffs through agreed workflows and provide Finance with complete and timely program information needed for invoicing and revenue recognition. Finance retains responsibility for accounting decisions. - Prepare CSC membership contracts using approved templates; coordinate the supporting documentation and handoffs required for approval, signature, invoicing and revenue recognition; and provide related CSC reporting and operational support as needed.
• CRM and Program Enableme nt - Translate Corporate Programs and Nonprofit and Impact Programs needs into clear Salesforce requirements and support the rollout and adoption of approved workflows in partnership with the Senior Director, Salesforce Platform & Governance. - Maintain Corporate Programs and Nonprofit and Impact Programs data quality, reports and dashboards; develop reports as needed; monitor adoption and data completeness.
• Training Adoption and Client Support - Provide role-based Salesforce training to Programs teams and monitor adoption, data completeness and consistent use of agreed processes. - Serve as the primary business-facing CRM resource for Corporate Programs earned-income users, providing day-to-day process support and troubleshooting, and preparing relevant program data to inform sales conversations.
• Continous Improvement and Platform Partnership - Work with supervisor and Enterprise Operations Group leadership to assess program enablement requests and recommend priorities based on impact, feasibility, client needs and approved enterprise priorities; document clear requirements and acceptance criteria. - Partner with the Senior Director, Salesforce Platform & Governance on configuration, integrations, releases, testing and technical implementation. - Test and validate system changes with affected users before adoption and maintain process documentation and role-based guidance. - As assigned, serve as project manager for time-bound cross-functional Tiger Teams with a defined purpose, executive sponsor, scope, capacity plan and end date. - Support additional CRM and program operations requests and contribute to projects, with scope and priority agreed with the Senior Director alongside existing responsibilities.
• Other - If Atlanta-based, onsite Points of Light office support, as needed.

Requirements

• 3-5 years of experience in CRM enablement, program operations, project coordination, database management, or a related field.
• Experience using Salesforce or a comparable CRM; experience building reports or dashboards preferred.
• Experience coordinating cross-functional workflows, meetings and documentation.
• Strong proficiency in Microsoft Office and SharePoint.
• Ability to create a welcoming work environment for all.

Preferred

• Experience building reports or dashboards preferred.

Benefits

• What We Offer: Competitive compensation and excellent benefits including a robust PTO program: 18 days of PTO (increases to 20 days after three years of service) and 10 holidays; plus, we are closed December 25-January 1. Medical, dental and vision benefits offered, free life insurance, along with long-term and short-term disability, a 403(b) program with employer match, parental leave and one day of volunteer time off per month.