Customer Relationship Management (CRM), Systems, and Data Manager

Data Strategy & Analysis

• • Collaborate with CollegeBound leaders and advisors to establish, quality-check, and implement effective student-level data collection across all departments.
  • Analyze data to identify best practices, areas for growth, and cause/effect relationships.
  • Develop dashboards and reports to support program evaluation, fundraising, and strategic planning.
  • Manage a reporting calendar and produce regular and ad hoc reports for leadership, board members, and external stakeholders.
  • Communicate data insights to advisors, leadership, and external audiences to inform decision-making and share CollegeBound’s impact.
  • Perform regular tests and evaluations to ensure data security, privacy, and integrity.

CRM & Database Management

• • Serve as the primary administrator for the Salesforce CRM system, including user management, page layouts, reports, dashboards, and custom fields.
  • Ensure data accuracy and integrity across systems, including student, donor, and program data.
  • Document and enforce database policies, procedures, and standards.
  • Conduct regular audits, data clean-ups, and updates to maintain database health.
  • Manage integrations and apps within Salesforce to support communication, event management, and reporting.
  • Segment stakeholder data for targeted communications and campaigns.
  • Support financial reconciliation and coding of contributions in collaboration with finance staff.

Technology Systems & Infrastructure

• • Collaborate in the implementation and optimization of Microsoft 365 tools (Teams, SharePoint, Outlook, Excel, OneDrive) to improve staff workflows and collaboration.
  • Support Training staff in technology systems and tools, including onboarding new employees and ongoing support.
  • Ensure consistency and efficiency in technology use across the organization.
  • Monitor and implement data security policies and procedures.
  • Stay current on emerging technologies and trends in education and nonprofit data systems.

Research & Innovation

• • Monitor education research and trends to ensure CollegeBound staff are informed of relevant best practices.
  • Collaborate with the Technology Manager and leadership team to develop and implement a data and systems roadmap that aligns with the organization’s strategic plan and supports its rapid growth.
  • Build relationships with peer organizations to exchange ideas and identify innovative approaches.
  • Work with leadership to incorporate research findings into staff training and program development.
  • Recommend and implement new tools and systems to improve organizational effectiveness.
  • Lead efforts to integrate artificial intelligence (AI) tools and automation where appropriate.