Technical Project Manager - CRM

Responsibilities

• 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, including ACE (Fundraising and School Partnerships), Marketing & Communications, School Programs, and Product, receive consistent, well-managed project support, while working with the Salesforce delivery team to plan a sustainable, predictable pace of execution. This role requires someone who understands the needs of a robust fundraising team and can hold firm boundaries around scope and readiness, and bring increased structure to a high volume, cross-functional intake process.
• Define what “done” and “ready to work” mean for each incoming request in partnership with requesting departments, before it reaches the delivery team
• Stakeholder Management & Communication
• 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, and share regular, transparent visibility into intake status and prioritization so ACE can plan effectively
• 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
• Functional OwnershipThis 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 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.
• Requires input or approval: final architecture or platform-strategy decisions (owned by the CRM Strategy & Operations Lead); prioritization calls that affect the broader team's workload (made in partnership with the CRM Strategy & Operations Lead); scope changes that expand a project beyond CRM/Salesforce.
• Collaborates closely with: the CRM Strategy & Operations Lead, to ensure scoped projects align with overall CRM roadmap and architecture; the Salesforce Administration team, to hand off clearly defined, ready-to-work tasks; department stakeholders (especially ACE), as the primary point of contact for requests, requirements, and status updates.

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