CRM Implementation Consultant | The Forum
CRM Implementation Consultant | The Forum
Posted on :
16-06-2025
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1 Vacancy
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Job Description
Who is The Forum
The Forum is a Canadian charity that energizes educates mentors and connects women entrepreneurs to be wildly successful promoting strengthened economies and thriving communities. We are proud to have supported over 6100 women entrepreneurs since the pandemic began and have 22 years of experience supporting over 15000 entrepreneurs across the country. We are driven to make a meaningful impact and have fun while doing so.
About the role:
We are seeking an experienced CRM Implementation Consultant with strong project management experience and expertise in CRM implementation to lead the successful deployment and integration of our new CRM system (most likely Hubspot and Salesforce) and related technologies. This role will work closely with our implementation partner and internal teams to ensure data integrity streamline AI workflows and support operational efficiencies.
We are looking for an independent consultant to join us for one year on a part-time basis (approximately 20 hours a week). Ideally you have implemented CRM systems for other not-for-profit organizations or charities.
As part of the recruitment process you will be asked to submit a project or engagement proposal which will be used to assess your approach & alignment relevant experience and budget with our organizational goals.
What youll be responsible for:
- Leading the project management of CRM implementation and related system integrations collaborating closely with our external implementation partner.
- Coordinating and overseeing all phases of the CRM rollout ensuring timelines budgets and quality standards are met.
- Managing data migration processes including data scrubbing cleansing and analysis to ensure accuracy and usability.
- Developing maintaining and optimizing AI-driven workflows to enhance operational capabilities and service delivery.
- Acting as the primary liaison between the implementation partner and internal stakeholders to address technical needs and customization requests.
- Providing regular progress reports and insights to the VP Finance & Operations.
- Identifying opportunities for system improvements and efficiencies that align with organizational goals.
What you bring to the table:
- You are an experienced software implementation specialist with a focus on CRM systems. Bonus points if youve worked with a variety of not-for-profit organizations and charities and understand the unique operational needs of mission-driven teams.
- You are passionate about The Forums mission of supporting women entrepreneurs and are committed to contributing to its success.
- You understand Salesforce and Hubspot through and through.
- You are a strategic and operational professional with exceptional organizational and time-management skills.
- You thrive in fast-paced environments juggling multiple priorities and staying ahead of dynamic changes.
- You communicate clearly and professionally both in writing and verbally and excel at managing relationships with key stakeholders.
- You take full ownership of tasks and projects providing regular updates and finding solutions to potential roadblocks.
- You are highly proficient with software such as Google Suite and CRM systems and you quickly adapt to new platforms.
- You bring a how can I help attitude are resourceful and enjoy supporting a high-performing leadership team.
Engagement overview & budget
- We estimate that this transformation project will require part-time support approximately 23 days per week (or around 20 hours weekly) for one year.
- Our approximate budget for this 1-year engagement is between $70000$80000 CAD. As part of the recruitment process you will be asked to submit a project or engagement proposal which will be used to assess your approach and alignment relevant experience and proposed budget against our organizational goals. If selected you will be joining The Forum as an independent consultant.
- Ideally you are based in Vancouver or Toronto as most of our team members are located in these two cities.
- We care deeply about a great team experience and value an inclusive culture that embraces diversity. We are committed to fair workplace practices and will consider all qualified candidates fairly.
The recruitment process
- Please submit your application by 4 pm PST on Thursday July 10th.
- Video interview with Agnes HR Advisor from Bloom (our HR partner)
- Video interview with Kirsten Koppang Telford (CEO)
- Proposal delivery
- Final video or in-person interview with Kirsten which may also include a proposal presentation
- References
- Selection & Offer
We thank all who apply but only applicants selected for an interview will be contacted.
The Forum is a proud equal-opportunity workplace committed to equal employment opportunity regardless of race colour ancestry religion sex national origin sexual orientation age citizenship marital status disability gender identity or Veteran status. Were looking for motivated and compassionate people who can execute from the ground up and support the work that The Forum believes in.
The Forum is committed to developing an inclusive barrier-free recruitment process and work environment. Please inform us if you require any accommodation and we will work with you to meet your accessibility needs. For any accessibility-related assistance requests for information in accessible alternative formats or reports of any accessibility problems please share them in your application or send an email to
Required Experience:
Contract
Employment Type
Contract
Key Skills
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