Director, CRM Partnerships & Strategy

Responsibilities

• Serve as the primary liaison between Global Development and Data & Technology, translating business needs into CRM requirements, system enhancements, field additions, and reporting logic improvements.
• Provide Global Development voice to our CRM strategy, data architecture, governance, and system performance across Global Development, ensuring CRM tools support fundraising effectiveness for Leadership Giving, Corporate & Institutional Giving, and Field Engagement.
• Champion Project OneView — a cross-system initiative to establish Salesforce as the organization's system of record and create data governance standards that ensure a single, authoritative view of every donor and prospect — on behalf of the Global Development team.
• Partner with Data & Technology to manage data security, user roles, and permissions within Salesforce — ensuring appropriate access controls are in place and that constituent data is protected in accordance with organizational and regulatory requirements, including donor privacy standards.
• Global Development's migration from Salesforce NPSP to NPC — defining fundraising business requirements, coordinating with implementation partners, managing User Acceptance Testing (UAT), and overseeing Global Development staff readiness and rollout.
• Serve as Global Development's internal NPC subject matter expert, identifying opportunities to modernize fundraising processes and leverage new platform capabilities to improve fundraising operations.
• Represent Global Development's requirements for Salesforce integrations with key BT1D systems — including Luminate Online Greater Giving/New Signature Events, Workday, and other enterprise platforms — ensuring accurate, reliable donor and revenue data flows into CRM.
• Lead requirements gathering and project management for new and enhanced integrations that support Global Development operations, translating Development's needs into technical specifications for implementation teams.
• Develop and maintain CRM reporting and dashboards to track staff performance, pipeline health, and historical and projected fundraising trends for senior leadership.
• Champion CRM adoption and data quality — designing training programs, Standard Operating Procedures, and change management resources that empower Development staff to use systems effectively.
• Evaluate and recommend CRM-adjacent technology updates and vendor solutions relevant to Global Development's evolving needs.
• Stay current on trends in CRM technology, data strategy, and nonprofit business intelligence; communicate insights to leadership.
• Identify and champion the integration of artificial intelligence (AI) tools and capabilities within Salesforce and connected systems — evaluating AI-powered features for prospect scoring, data enrichment, workflow automation, and fundraising insights — and partner with Data & Technology to pilot, implement, and scale solutions that increase Development team productivity and effectiveness.

Qualifications

• 7 years of Salesforce CRM and nonprofit development experience; demonstrated expertise in Salesforce NPSP, NPC, and CRM strategy in support of development operations.
• Proven ability to translate complex fundraising business needs into CRM requirements, integrations, and data solutions.
• Experience managing CRM migrations and system integrations in support of development operations.
• Proficiency with Business Intelligence and reporting tools (Tableau preferred); strong skills in data validation, governance, and quality control.
• Deep knowledge of nonprofit philanthropy, fundraising verticals, and constituent relationship management.
• Strong project management skills; ability to manage multiple cross-functional initiatives simultaneously.
• Excellent written and oral communication skills; able to present technical concepts to non-technical audiences.
• Familiarity with Luminate Online, Greater Giving/New Signature Events, Workday, or similar fundraising and development platforms preferred.
• Bachelor's degree or equivalent combination of education and experience.

Benefits

• Medical, dental, and vision coverage
• A 403(b) retirement plan
• Voluntary benefits
• Flexible spending and commuter benefit accounts
• Employee Assistance Program (EAP)
• Life and disability insurance
• Performance-based bonuses
• Generous paid time off

Essential Functions

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.
• The noise level in the work environment is usually moderate.

Additional Information

• Requests for medical, religious, and other exemptions will be considered on an individual basis.
• Breakthrough T1D will comply with all federal, state, and local laws.
• Breakthrough T1D supports a diverse and inclusive workforce.
• Breakthrough T1D is an Equal Opportunity Employer.