Technical Project Manager - CRM

The Jed Foundation•New York, NY

1d•$105,000 - $135,000•Remote

About The Position

The Technical Project Manager (TPM) serves as the primary interface between JED's Salesforce delivery team and every department across the organization. This role owns intake, requirements definition, and stakeholder management for all CRM-related projects and requests, translating organizational needs into clearly scoped, ready-to-work deliverables for the Salesforce team. Working in close partnership with the CRM Strategy & Operations Lead, the TPM ensures that departments across JED, particularly ACE (Development/Fundraising), receive consistent, well-managed project support while protecting the Salesforce delivery team's capacity to execute planned work. This role requires someone who can speak fluently to fundraising and development stakeholders, hold firm boundaries around scope and readiness, and bring increased structure to a high-volume, cross-functional intake process. This role owns the intake, requirements-definition, and stakeholder-management function for JED's CRM/Salesforce environment. The TPM is accountable for the health and clarity of the project pipeline, including how requests enter the system, how they're scoped, and how stakeholders are communicated with throughout delivery. This role does not own technical configuration, Salesforce administration, or platform architecture; those remain with the CRM Strategy & Operations Lead and the Salesforce Administration team.

Requirements

Extremely well-versed in Salesforce, with strong working knowledge of the platform's capabilities, limitations, and common configurations (prior hands-on Salesforce experience strongly preferred, even if not in an administrator capacity)
Demonstrated experience in fundraising, development, or philanthropy, with the ability to speak credibly to development staff about donor management, campaigns, and fundraising workflows
3-5 years of project management or business analyst experience within a Salesforce, CRM, or nonprofit fundraising/development environment (required)
Proven experience managing technology or CRM projects from intake through delivery, including gathering requirements, defining acceptance criteria, and managing stakeholder expectations
Experience tracking and reporting on growth metrics (e.g., donor growth, fundraising performance, or similar KPIs tied to CRM data)
Excellent communication skills, with demonstrated ability to hold boundaries and manage competing stakeholder demands without escalating every conflict
Strong organizational skills and comfort working in project management tools (Asana or similar)
Ability to work independently while collaborating closely with a technical delivery team

Nice To Haves

Project management certification (e.g., PMP, CAPM)
Salesforce certification (e.g., Administrator, Business Analyst)
Direct experience working in a nonprofit development or fundraising department
Familiarity with Google Workspace, Slack, and Gearset

Responsibilities

Serve as the first point of contact for any incoming request or project from any department (ACE, Marketing & Communications, School Programs, Product)
Schedule, coordinate, and facilitate scoping and requirements-gathering meetings with stakeholders
Gather requirements and translate them into clear acceptance criteria, user stories, and tasks
Define what “done” and “ready to work” mean for each incoming request before it reaches the delivery team
Hold boundaries with stakeholders, communicating when a request isn’t ready or timelines need to shift
Host weekly office hours, either per department or grouped by related departments, to help teams plan upcoming work and proactively surface dependencies, deadlines, and resource conflicts
Manage expectations proactively, ensuring stakeholders understand project status, scope, and delivery timing
Build credibility and fluency with fundraising and development teams (ACE) to translate their needs accurately into technical requirements
Participate in Salesforce Delivery Team daily standups, backlog refinement, and sprint planning
Structure and maintain the Asana delivery board so intake, prioritization, and status are always visible and current
Manage day-to-day project tracking, sequencing, and status once work is defined and scoped
Coordinate handoffs between requirements definition and technical execution, looping in the CRM Strategy & Operations Lead on strategy, architecture or roadmap alignment as needed
Track and report on growth-related metrics tied to CRM-driven initiatives (e.g., donor growth, campaign performance, fundraising pipeline movement) to help departments and leadership understand the impact of delivered work