CRM Application Administrator

Elevate Engagement and Transform CRM Systems

We’re seeking a proactive and detail‑driven CRM Application Administrator to play a pivotal role in modernizing and optimizing our constituent engagement ecosystem. This is more than a technical role—it’s an opportunity to shape how data, fundraising operations, and digital engagement come together to drive our mission forward.

As the vital connector between Development, Finance, Marketing, and IT, you’ll lead the administration, configuration, and automation of our Microsoft Dynamics 365 Fundraising & Engagement (F&E) platform. Your expertise will empower teams with accurate data, streamlined processes, and powerful insights that strengthen donor relationships and enhance organizational impact.

As our CRM Application Administrator, you will ensure the reliability, accuracy, and strategic value of our CRM system. You’ll lead enhancements, build automated workflows, manage integrations, and support users throughout the organization. Your work will directly elevate fundraising operations, improve constituent engagement, and enable data‑driven decision‑making across departments.

• Serve as the primary administrator for Microsoft Dynamics 365 Fundraising & Engagement.
• Manage user accounts, roles, permissions, and system security.
• Configure entities, forms, views, dashboards, and business rules.
• Maintain and enhance donor, campaign, pledge, and event management processes.
• Oversee data quality through imports, exports, deduplication, and governance.
• Manage release updates, testing, and documentation.

• Build and maintain automated workflows using Power Automate to streamline acknowledgments, pledge tracking, campaign follow‑ups, and more.
• Develop and support Power Apps for internal data entry and reporting.
• Collaborate with vendors and technical partners to maintain integrations (e.g., event platforms, finance systems, marketing tools).
• Support data migration and transformation using tools like Kingsway Soft or SSIS.

• Enforce data governance and donor privacy best practices.
• Partner with Data/BI teams to support Power BI dashboards and campaign performance metrics.
• Document data models, workflows, and integrations to ensure scalability.

• Develop training materials, documentation, and best‑practice guides.
• Lead training sessions to improve CRM adoption and data literacy.

• Bachelor’s degree in Information Systems, Computer Science, or related field (or equivalent experience).
• Minimum 3 years administering Microsoft Dynamics 365 (Sales or F&E).
• Hands‑on experience with the Power Platform,
  Power Automate
  , Power Apps
  , Dataverse.
• Strong understanding of relational data models and CRM architecture.
• Excellent analytical, problem‑solving, and documentation skills.
• Ability to work independently, manage multiple priorities, and meet deadlines.
• Strong communication skills and comfort supporting users at all levels.

• Experience with nonprofit fundraising or donor management systems.
• Familiarity with Kingsway Soft, SSIS, or other ETL tools.
• Microsoft certifications such as PL‑200 or PL‑400.
• Experience integrating Dynamics 365 with ERP or marketing systems.

• Competitive salary and benefits
• Opportunities for professional development and certification
• The chance to lead impactful CRM enhancements and automation initiatives
• A collaborative culture committed to innovation and continuous improvement
• Work‑life balance and a supportive team that values your contributions

The Jewish Federation of South Palm Beach County is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability.