Salesforce CRM Transition Project Manager (1099 Independent Contractor)

Contract Type: 1099 Independent Contractor Engagement: Project-based (Fixed-term) Target Duration: Through successful go-live and stabilization (Estimated through June 2027; Target Go-Live April 1, 2027)Position OverviewWe are seeking an experienced, independent Salesforce CRM Project Manager to lead the coordination and successful implementation of a full Salesforce.com CRM transition from the Foundation’s current instance to the Salesforce Nonprofit Cloud edition. In addition to core project management duties, this independent contractor will ensure that CRM data architecture aligns cleanly with the organization's corporate partnership pipelines, marketing activities, and business development tracking.As a 1099 contractor, you will operate with a high degree of autonomy, flexibility, and accountability. You will serve as the central point of project leadership—collaborating with an independent third-party implementation consultant—while reporting project milestones directly to the CFO.Key ResponsibilitiesSalesforce CRM Transition Project Management· Lead end-to-end project management of the Salesforce CRM transition, including discovery, requirements gathering, and the management of solution design, configuration, data migration, testing, training, and go-live.· Partner with an independent third-party consultant to execute technical deliverables and ensure alignment with organizational goals.· Develop and maintain a comprehensive project plan outlining clear milestones, timelines, dependencies, and risks to ensure the implementation target of April 1, 2027 is met.· Collaborating closely with department leads (Sales, Marketing, Operations, and Finance) to map business needs, prioritize system features, and drive consensus on CRM requirements.· Track project progress, manage scope, monitor project budget timelines, and provide regular milestone status reports to leadership.· Identify and mitigate risks, resolve blockers, and escalate project issues appropriately.Partnership & Business Development Integration· Align CRM data structures to accurately support and track partnership activation, renewal processes, and pipeline management.· Consult on the data architecture required for partnership proposals and recaps, ensuring that proposal decks and recap materials accurately reflect CRM data capabilities.· Work with internal teams to ensure CRM insights and reporting structures effectively position future partnership opportunities.Marketing & Communications Integration· Coordinate CRM-driven insights for digital platforms, collaborating with the Marketing and Communications teams to ensure web-to-lead and external digital content aligns with the new system.· Ensure technical alignment between the CRM system and website capabilities (e.g., highlighting new donor/partner portals, success metrics, etc.).Required Qualifications & Experience· Demonstrated experience managing complex, cross-functional CRM implementations or migrations with firm deadlines (Salesforce Nonprofit Cloud experience highly preferred).· Excellent written and verbal communication skills, with a proven ability to translate complex data processes into professional presentations and documentation.· Strong project management expertise, including risk mitigation, scope management, and stakeholder alignment.· Ability to work independently with minimal supervision while maintaining a results-oriented focus.Preferred Skills· Experience with corporate partnership pipelines, fundraising data, or nonprofit change management frameworks.· Proficiency in creating professional presentations (PowerPoint, Google Slides, or similar) to communicate project data.· Advanced proficiency with project management tools and data analysis methods (including Microsoft Excel).Contract Details· Independent Status: This is a fully independent 1099 contractor position. The contractor is responsible for their own taxes, insurance, tools, and workspace.· Expected Commitment: 25–40 hours per week depending on the project phase. Schedule is highly flexible and entirely results-oriented.· Location: HybridWe are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, age, disability, gender identity, marital or veteran status, or any other protected class.Contract Type: 1099 Independent Contractor Engagement: Project-based (Fixed-term) Target Duration: Through successful go-live and stabilization (Estimated through June 2027; Target Go-Live April 1, 2027)Position OverviewWe are seeking an experienced, independent Salesforce CRM Project Manager to lead the coordination and successful implementation of a full Salesforce.com CRM transition from the Foundation’s current instance to the Salesforce Nonprofit Cloud edition. In addition to core project management duties, this independent contractor will ensure that CRM data architecture aligns cleanly with the organization's corporate partnership pipelines, marketing activities, and business development tracking.As a 1099 contractor, you will operate with a high degree of autonomy, flexibility, and accountability. You will serve as the central point of project leadership—collaborating with an independent third-party implementation consultant—while reporting project milestones directly to the CFO.Key ResponsibilitiesSalesforce CRM Transition Project Management· Lead end-to-end project management of the Salesforce CRM transition, including discovery, requirements gathering, and the management of solution design, configuration, data migration, testing, training, and go-live.· Partner with an independent third-party consultant to execute technical deliverables and ensure alignment with organizational goals.· Develop and maintain a comprehensive project plan outlining clear milestones, timelines, dependencies, and risks to ensure the implementation target of April 1, 2027 is met.· Collaborating closely with department leads (Sales, Marketing, Operations, and Finance) to map business needs, prioritize system features, and drive consensus on CRM requirements.· Track project progress, manage scope, monitor project budget timelines, and provide regular milestone status reports to leadership.· Identify and mitigate risks, resolve blockers, and escalate project issues appropriately.Partnership & Business Development Integration· Align CRM data structures to accurately support and track partnership activation, renewal processes, and pipeline management.· Consult on the data architecture required for partnership proposals and recaps, ensuring that proposal decks and recap materials accurately reflect CRM data capabilities.· Work with internal teams to ensure CRM insights and reporting structures effectively position future partnership opportunities.Marketing & Communications Integration· Coordinate CRM-driven insights for digital platforms, collaborating with the Marketing and Communications teams to ensure web-to-lead and external digital content aligns with the new system.· Ensure technical alignment between the CRM system and website capabilities (e.g., highlighting new donor/partner portals, success metrics, etc.).Required Qualifications & Experience· Demonstrated experience managing complex, cross-functional CRM implementations or migrations with firm deadlines (Salesforce Nonprofit Cloud experience highly preferred).· Excellent written and verbal communication skills, with a proven ability to translate complex data processes into professional presentations and documentation.· Strong project management expertise, including risk mitigation, scope management, and stakeholder alignment.· Ability to work independently with minimal supervision while maintaining a results-oriented focus.Preferred Skills· Experience with corporate partnership pipelines, fundraising data, or nonprofit change management frameworks.· Proficiency in creating professional presentations (PowerPoint, Google Slides, or similar) to communicate project data.· Advanced proficiency with project management tools and data analysis methods (including Microsoft Excel).Contract Details· Independent Status: This is a fully independent 1099 contractor position. The contractor is responsible for their own taxes, insurance, tools, and workspace.· Expected Commitment: 25–40 hours per week depending on the project phase. Schedule is highly flexible and entirely results-oriented.· Location: HybridWe are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, age, disability, gender identity, marital or veteran status, or any other protected class.