CRM Manager; TFN

The Funders’ Network for Smart Growth and Livable Communities (TFN) is a network of more than 170 member foundations across the United States and Canada. TFN works in support of efforts to create communities that are sustainable, prosperous, resilient — and above all, equitable and inclusive. With a mission to inspire, strengthen, and expand funding and philanthropic leadership that yield environmentally sustainable, socially equitable, and economically prosperous regions and communities, TFN delivers member services, supports funder working groups and grantmaking initiatives, and facilitates leadership development.

TFN has 12 full-time employees.

In order to best fulfill our mission, TFN strives for excellence in our use of our Salesforce CRM. The CRM Manager will lead the organization in this area, serving as the individual responsible for helping ensure that our team and organization meet the following goals:

• High data quality (i.e., the system is trusted)

• Good user adoption (i.e., the system is used)

• Strategic usefulness (i.e., the system reflects and supports our evolving strategies and processes)

Salesforce is TFN’s primary system of record and the source of truth for data related to membership, working groups, grants and events. The CRM Manager will help build an organizational culture around Salesforce and help ensure the system and its users are equipped to manage relevant processes.

Initially reporting to the President & CEO, the primary focus and area of emphasis within the first year of this new position is implementing recommendations that address TFN’s Salesforce Needs Analysis and to help create an organizational culture around Salesforce. We envision that this role will evolve over time to focus on membership strategy, learning and evaluation.

The CRM Manager will serve in leadership, project management, support and technical capacity roles. From a technical perspective, this role will work within Salesforce and related technologies to ensure a high quality, high functioning and secure system on an ongoing basis. From a support perspective, this person will be the primary contact for Salesforce support, working proactively across the organization to ensure team members are successful within Salesforce and serving as the liaison with an external Salesforce CRM consultant.

From a leadership perspective, this person will periodically meet with stakeholders across the organization to ensure Salesforce usage and solutions align to organizational priorities and to develop and maintain a roadmap of enhancements in line with each team’s evolving strategies. This position will represent TFN in the United Philanthropy Forum’s Knowledge Management (KM) Collaborative, participating in this peer learning and action

network to build and strengthen individual skills, suggest and identify technical and strategic system improvements, and share knowledge with TFN staff.

Responsibilities

The primary responsibilities of the CRM Manager are:

• o Leadership
  • Provide strategic advice to the CEO and senior leadership team on the best way to collect, manage, and analyze data that support short-andlong-termstrategies, and continually improve systems fordata-driven decision making.
  • Provide strategic advice to the CEO and senior leadership on analyzing member engagement and partner with the Vice President and membership services team to formalize and coordinate TFN’s member engagement and recruitment strategies.
  • Partner with colleagues across the organization to strategize and implement database processes that support operational and programmatic goals.
  • Partner with the Vice President and membership services team to analyze and report on membership engagement statistics to the Board of Directors.
  • Use Salesforce data to verify and monitor regular and time-specificgoals for departments
  • Manage outside consultants for high-quality outcomes within budget
  • Participate in the United Philanthropy Forum’s Knowledge Management Collaborative
• Project Management
  • Check in with users, executives, and key stakeholders on a regular schedule to gather feedback, identify opportunities for improvement, and…