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About the Role
Lead strategic CRM initiatives that support operational priorities and drive improvements in systems and processes. Oversee CRM projects from planning through implementation, partnering with business leaders, technical teams, and stakeholders to develop and deliver effective, scalable solutions. Play a key role in implementing new CRM capabilities, improving business processes, and supporting successful system adoption.
Responsibilities
- Partner with global and domestic stakeholders to elicit, analyze, validate, and document business needs, processes, requirements, and success measures for CRM initiatives and strategic projects.
- Lead assigned projects from discovery through implementation, managing scope, timelines, budgets, resources, risks, dependencies, and governance structures.
- Assess current-state business processes and systems, identify gaps and improvement opportunities, and translate findings into recommended solutions.
- Facilitate discovery sessions, evaluate solution options, define acceptance criteria, and present evidence-based recommendations and tradeoffs.
- Ensure solutions align with Salesforce best practices, security standards, and business requirements.
- Develop and execute communication, training, and adoption strategies.
- Support business readiness, go-live planning, and transition to ongoing support.
- Perform other duties as required.
Requirements
- Bachelor’s degree in information systems, Computer Science, Business Administration, or related field.
- 5+ years of project or program management experience, including significant experience leading CRM implementations, enhancements, or transformation initiatives.
- Experience managing complex, cross-functional technology programs.
- Demonstrated business analysis experience, including requirements gathering, process analysis, solution assessment, documentation, and support for user acceptance testing.
- Skilled in facilitating stakeholder workshops, synthesizing diverse perspectives, documenting decisions, and producing concise materials for executive, business, and technical audiences.
- Experience with Salesforce platforms, system integrations, and data migration.
- Knowledge of Agile, Waterfall, and hybrid delivery methodologies.
- Proficiency with Microsoft 365, Jira, Azure DevOps, Smartsheet, and related project management tools.
Skills
- Strong project leadership, planning, and execution capabilities.
- Strong business analysis skills, including critical thinking, structured problem solving, process mapping, requirements traceability, data-informed decision-making, and clear translation between business and technical teams.
- Excellent stakeholder management, communication, and presentation skills.
Experience Level
- 5+ years of project or program management experience
Education Level
- Bachelor’s degree in information systems, Computer Science, Business Administration, or related field
- Master’s degree preferred
- PMP, Salesforce, Scrum, or related certifications preferred
About the Company
- Hadassah is seeking an Assistant Director, CRM Special Projects.