CRM Systems and Data Operations Manager | Center for Black Educator Development

The Customer Relationship Manager (CRM) Systems & Data Strategy Manager will serve as the operational owner and primary administrator of CBED’s CRM and related data systems, leading ongoing implementation, optimization, adoption, and cross-functional integration efforts across the organization. Reporting to the Managing Director of Development, this role will strengthen CBED’s fundraising, program, and organizational data infrastructure through effective CRM administration, data governance, reporting, systems alignment, and user enablement.

This position combines hands-on technical execution with strategic thinking. The CRM Systems & Data Strategy Manager will design, implement, maintain, and continuously improve database processes, workflows, reporting infrastructure, dashboards, and integrations that support fundraising, program delivery, stakeholder engagement, operational planning, and organizational decision-making.

As a key cross-functional partner, this role will collaborate closely with leadership, development, program, finance, communications, and administration teams to ensure the integrity, accessibility, security, consistency, and strategic use of organizational data across systems. The CRM Systems & Data Strategy Manager will also help drive organization-wide CRM adoption by establishing sustainable processes, supporting staff training and change management, and ensuring the CRM evolves into a reliable, scalable, and actionable system that supports CBED’s long-term growth and impact.

This role is ideal for a detail-oriented, tech-savvy systems builder who can translate organizational needs into practical data tools and actionable insights and who thrives in a collaborative, growing organization.

Core Responsibilities

CRM Administration & Systems Management

• Serve as the organizational lead responsible for the ongoing implementation(user setup, permissions, workflows, fields, reports, dashboards, and system configuration),administration, optimization, and long-term adoption of CBED’s CRM ecosystem.
• Support the continued build-out and maturation of CBED’s CRM infrastructure, ensuring systems and processes can scale alongside organizational growth.
• Manage and maintain CBED’s CRM system, ensuring data hygiene, integrity, accessibility, and security.
• Oversee integrations between the CRM and other organizational and third-party systems, including finance, communications, program, event, and Microsoft 365 tools, as applicable.
• Ensure compliance with data privacy, security, access, and retention standards.
• Develop and maintain system documentation, data dictionaries, standard operating procedures, and user protocols.

Data Governance & System Standards

• Establish and maintain CRM data governance standards, including naming conventions, required fields, data entry protocols, user permissions, reporting definitions, and quality assurance processes.
• Clarify source-of-truth rules across Development, Programs, Finance, Communications, and Operations so that organizational data is reliable, consistent, and actionable.
• Monitor data quality and lead routine audits, clean-up processes, and corrective actions to improve accuracy and reporting confidence.
• Maintain documentation and training resources that support sustainable system use and reduce reliance on individual knowledge.

Data Management, Reporting & Insights

• Ensure consistent data entry, quality assurance, and source-of-truth practices across departments.
• Generate regular reports and dashboards for leadership, development, program teams, finance, and board-facing use, as appropriate.
• Translate data insights into clear, actionable recommendations that inform fundraising, program delivery, stakeholder engagement, and organizational strategy.
• Train staff on effective, consistent, and secure use of the CRM and related data systems.

Cross-Functional Collaboration

• Drive organization-wide CRM adoption by supporting staff onboarding, training, change management, and consistent system utilization practices across departments.
• Partner with theManagingDirector of Development to align CRM use with fundraising strategy and donor management, including gift entry processes, donor cycles, stewardship, campaign tracking, and funder reporting needs.
• Partner with departmental leaders to align workflows, reporting needs, and operational processes within the CRM environment.
• Collaborate with program, finance, communications, and administration teams to ensure the system supports participant tracking, partner engagement, reporting, and cross-functional planning across the organization.

Continuous Improvement

• Proactively assess CRM performance, identify operational gaps, and lead system enhancements, automation efforts, and workflow improvements that increase efficiency, data quality, and user adoption.

• Stay informed on CRM best practices, emerging technologies, data management trends, and responsible uses of automation and AI-enabled tools.

• Support alignment between the CRM and CBED’s broader Microsoft 365 environment, including Excel, SharePoint, Teams, Power BI, Power Automate, and related reporting or collaboration workflows.

• Bachelor’s degree required or equivalent combination of education, training, certification, and relevant experience required; relevantCRM, data analytics, or project management certifications preferred.
• 5-7 years of professional experience with CRM systems administration, preferably withSalesforce or a similar platform.
• Strong technical skills in CRM configuration, data management, reporting, dashboard development, and data quality control.
• Experience integrating CRMs with other systems, including finance, marketing, communications, program, event, or business intelligence tools.
• Experience supporting fundraising, donor management, program data, or stakeholder relationship workflows in a nonprofit, education, advocacy, or mission-driven setting preferred
• Proficiency with Microsoft 365 tools, including Excel, SharePoint, Teams, and reporting tools such as Power BI or similar platforms preferred.
• Ability to analyze complex data, identify patterns, and present insights in clear, actionable waysfor technical and non-technical audiences.
• Strong project management and organizational skills, with the ability to manage multiple priorities, document processes, and move system improvements from idea to implementation.
• Excellent interpersonal and training skills, with the ability to support colleagues at varying levels of technical comfort.
• Commitment to CBED’s mission and a passion for leveraging data and systems to drive impact.

Other work requirements:

• Occasional travel for organizational events, team meetings, and other role-related responsibilities.
• Must be able tolift upto 20lbs as needed for events or role-related materials.

• Comprehensive benefits package, including health, dental, and vision coverage
• Generous paid time off and organizational holidays
• Remote work environment with a mission-driven team

Working at CBED

CBED is a mission-driven organization committed to equity, collaboration, and continuous improvement. We value team members who bring both technical excellence and a commitment to advancing our work in service of Black educators and students.