Director, CRM Partnerships & Strategy

 Posted 9 hours ago
     
 $95000 - $125K per year
  
5-10 years experience
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AI Summary

Lead the CRM strategy and migration from Salesforce NPSP to Nonprofit Cloud to support global fundraising efforts. Act as the primary liaison between Global Development and Data & Technology to translate business needs into scalable technical solutions.

As the leading global type 1 diabetes (T1D) research and advocacy organization, Breakthrough T1D helps make everyday life with T1D better while driving toward cures. We invest in the most promising research to turn ideas into life-changing therapies and devices. We work with government, regulatory officials, and insurance companies to address issues that impact the T1D community -- breaking through barriers that limit access to care worldwide. We provide resources and guidance that makes it easier to live and thrive with T1D. This is more than a moment -- we're empowering a movement for the T1D community. Share your support and help educate and empower individuals facing type 1 diabetes.

Our mission is to improve lives today and tomorrow by accelerating life changing breakthroughs to treat, prevent and ultimately, cure T1D and its complications. Always, we are guided by a single purpose: As we drive towards curing type 1 diabetes, we help make everyday life better for the people who face it.

The Director, CRM Partnerships & Strategy is the strategy lead for CRM strategy within Breakthrough T1D's Global Development Department, with a primary focus on Salesforce Nonprofit Success Pack (NPSP)/Nonprofit Cloud (NPC). A senior individual contributor and key member of the Philanthropic Intelligence & Analytics team, this role serves as the primary liaison between Global Development and Data & Technology — translating fundraising business needs into scalable CRM solutions and leading Global Development's readiness for the organization's migration to Salesforce Nonprofit Cloud.

Responsibilities

CRM Strategy & Governance

  • Serve as the primary liaison between Global Development and Data & Technology, translating business needs into CRM requirements, system enhancements, field additions, and reporting logic improvements.
  • Provide Global Development voice to our CRM strategy, data architecture, governance, and system performance across Global Development, ensuring CRM tools support fundraising effectiveness for Leadership Giving, Corporate & Institutional Giving, and Field Engagement.
  • Champion Project OneView — a cross-system initiative to establish Salesforce as the organization's system of record and create data governance standards that ensure a single, authoritative view of every donor and prospect — on behalf of the Global Development team.
  • Partner with Data & Technology to manage data security, user roles, and permissions within Salesforce — ensuring appropriate access controls are in place and that constituent data is protected in accordance with organizational and regulatory requirements, including donor privacy standards.

Salesforce NPC Migration

  • Lead Global Development's migration from Salesforce NPSP to NPC — defining fundraising business requirements, coordinating with implementation partners, managing User Acceptance Testing (UAT), and overseeing Global Development staff readiness and rollout.
  • Serve as Global Development's internal NPC subject matter expert, identifying opportunities to modernize fundraising processes and leverage new platform capabilities to improve fundraising operations.

Systems Integration & Architecture

  • Represent Global Development's requirements for Salesforce integrations with key BT1D systems — including Luminate Online Greater Giving/New Signature Events, Workday, and other enterprise platforms — ensuring accurate, reliable donor and revenue data flows into CRM.
  • Partner with Data & Technology to document integration requirements and troubleshoot data discrepancies, sync failures, and process gaps that affect fundraising data quality.
  • Lead requirements gathering and project management for new and enhanced integrations that support Global Development operations, translating Development's needs into technical specifications for implementation teams.

Reporting, Adoption & Innovation

  • Develop and maintain CRM reporting and dashboards to track staff performance, pipeline health, and historical and projected fundraising trends for senior leadership.
  • Champion CRM adoption and data quality — designing training programs, Standard Operating Procedures, and change management resources that empower Development staff to use systems effectively.
  • Evaluate and recommend CRM-adjacent technology updates and vendor solutions relevant to Global Development's evolving needs.
  • Stay current on trends in CRM technology, data strategy, and nonprofit business intelligence; communicate insights to leadership.
  • Identify and champion the integration of artificial intelligence (AI) tools and capabilities within Salesforce and connected systems — evaluating AI-powered features for prospect scoring, data enrichment, workflow automation, and fundraising insights — and partner with Data & Technology to pilot, implement, and scale solutions that increase Development team productivity and effectiveness.

Qualifications

  • 7 years of Salesforce CRM and nonprofit development experience; demonstrated expertise in Salesforce NPSP, NPC, and CRM strategy in support of development operations.
  • Proven ability to translate complex fundraising business needs into CRM requirements, integrations, and data solutions.
  • Experience managing CRM migrations and system integrations in support of development operations.
  • Proficiency with Business Intelligence and reporting tools (Tableau preferred); strong skills in data validation, governance, and quality control.
  • Deep knowledge of nonprofit philanthropy, fundraising verticals, and constituent relationship management.
  • Strong project management skills; ability to manage multiple cross-functional initiatives simultaneously.
  • Excellent written and oral communication skills; able to present technical concepts to non-technical audiences.
  • Familiarity with Luminate Online, Greater Giving/New Signature Events, Workday, or similar fundraising and development platforms preferred.
  • Bachelor's degree or equivalent combination of education and experience.

Target Salary - $95k - $125k

Essential Functions:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this position, the employee is regularly required to talk or hear.  The employee frequently is required to use hands or fingers, handle or feel objects, tools or controls.  The employee is occasionally required to stand, walk, sit, reach with hands and arms, climb or balance, and stoop, kneel, crouch or crawl.

The employee must occasionally lift and/or move up to 25 pounds, and infrequently up to 50 pounds.  Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus.

The noise level in the work environment is usually moderate.

Benefits:

Breakthrough T1D offers competitive benefits, including medical, dental, and vision coverage, a 403(b) retirement plan, voluntary benefits, flexible spending and commuter benefit accounts, an employee assistance program (EAP), life and disability insurance, performance-based bonuses, and generous paid time off. Benefits may vary by job level and full time or part time status.

Additional information:

Requests for medical, religious, and other exemptions will be considered on an individual basis. Breakthrough T1D will comply with all federal, state, and local laws.

Breakthrough T1D supports a diverse and inclusive workforce.
Breakthrough T1D is an Equal Opportunity Employer. 
All your information will be kept confidential according to EEO guidelines.

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