Salesforce Product Manager (Part- Time)

Climate Lead•San Francisco, CA

2d•$110,000 - $120,000•Remote

About The Position

Climate Lead is seeking a strategic and detail-oriented Salesforce Product Manager to support the development of specific features in our Salesforce ecosystem. This Part-Time role serves as an important link between our Philanthropic Advising team and our implementation partner, Exponent Partners. In partnership with the Associate Director, Business Systems, you will be responsible for the full lifecycle of feature development for prioritized projects. A primary focus of this role is evaluating Climate Lead’s growing workflows and strategically thinking about how our technology tools can better support our Philanthropic Advising team with their business processes.

Requirements

3-5 years of Product Management or Business Analyst experience, specifically within nonprofit fundraising or philanthropic advising for High Net Worth Individuals (HNWI) preferred
2+ years of experience working with Salesforce platform required
Experience supporting technology at a nonprofit organization is required.
Technical Knowledge: Familiarity with Salesforce NPSP (Nonprofit Success Pack), prospect research tools, and relationship mapping tools
Project Leadership: Proven track record of managing external implementation partners and delivering projects on schedule.
Communication: Ability to bridge the gap between technical developers and non-technical relationship managers.
Analytical Rigor: Strong experience in data architecture and creating reports/dashboards that reflect sophisticated business KPIs.
Self-Starter: Ability to work independently in a fast-paced, remote environment while managing multiple competing priorities.

Nice To Haves

Experience with Salesforce NPSP (Nonprofit Success Pack), Salesforce Activities, prospect research tools, and relationship mapping tools preferred.

Responsibilities

Project Management Directly manage a portfolio of Salesforce implementation projects through the full project lifecycle including: gathering feedback, preparing requirements in user story format, scoping, implementation, testing, deployment, documentation, and training. This portfolio will be focused on supporting our philanthropic advising team and will include delivering enhancements to engagement tracking tools, revised donor journey tracking, optimized prospect research and segmentation functions, and streamlined data entry and bulk loading tools.
Manage project scope and budget, anticipate risks, identify opportunities, and lead proactive solutions to keep project on track.
Develop and maintain project plans in Asana
Manage project documentation, communications, deliverables, and partner engagements
Collaborate with implementation partner on solution design to ensure technical builds meet business needs.
Business Analysis & Requirement Gathering Facilitate discovery sessions with stakeholders to translate business needs into actionable requirements.
Document technical process workflows and research solutions needed for system enhancements
Prepare user stories, acceptance criteria, process flow diagrams, and other requirement documentation needed to communicate needs and scope to implementation partner
Manage prioritization and backlog of user stories for specific projects
Vendor & Stakeholder Management Proactively communicate with internal project stakeholders
Serve as primary point of contact for implementation partner for assigned projects
In partnership with Associate Director, Business Systems, assign work items to implementation partner and approve time estimates
Quality Assurance & Training Test changes delivered by implementation partner
Lead internal testing of newly developed features and coordinate User Acceptance Testing
Partner with Salesforce Administrator to develop end-user documentation and lead training sessions to ensure high system adoption.