CRM ImplementationProject Manager Consultant

Silver Spring, MD - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Position Summary

A Wider Circle seeks an experienced CRM Implementation/Project Manager Consultant to lead the transition from several legacy systems to a modern CRM platform LiveImpact. This consulting engagement will guide the organization through the planning data preparation migration implementation and adoption of the new CRM.

This role requires a consultant who can combine technical data migration expertise with strong project leadership to ensure a successful CRM implementation across multiple departments.

The consultant will collaborate closely with internal stakeholders and the LiveImpact implementation team to ensure the CRM system enhances operational efficiency strengthens data integrity and supports the organizations mission.

Legacy systems currently in use include:

Acuity
Apricot
Galaxy Digital
Little Green Light
Other programmatic databases

The objective is to have these systems consolidated into LiveImpact. The consultant will be responsible for guiding the project life cycle from discovery and planning through full implementation and adoption.

Consulting Responsibilities

Project Planning and Implementation

Define project scope milestones deliverables and implementation timeline
Develop and manage the CRM implementation roadmap
Coordinate CRM configuration deployment and system rollout
Collaborate with the LiveImpact implementation team and internal project stakeholders.
Facilitate user acceptance testing (UAT) and deployment readiness.
Support integration with external platforms and APIs as needed.

Data Migration and Strategy and Execution

Lead development of data migration strategy from legacy systems.
Oversee data extraction mapping transformation and validation.
Identify and resolve data inconsistencies or quality issues.
Ensure high-quality data normalization and integrity in the new CRM.
Coordinate migration validation with the LiveImpact implementation team.

Stakeholder Collaboration and Communication

Serve as the primary liaison between A Wider Circle leadership internal teams and LiveImpact.
Provide regular project status updates risk assessments and milestone reports.
Facilitate stakeholder meetings and cross-functional planning sessions.
Support change management and user adoption.

CRM Configuration and Optimization

Translate business requirements into CRM functional configurations.
Support system customization and workflow optimization.
Establish data governance and security best practices.
Ensure CRM structure aligns with programmatic fundraising and operational needs.

Training and Documentation

Develop user training materials and onboarding guides.
Conduct CRM training sessions for internal staff.
Document system workflows and operational procedures.

SOP Development

The consultant will develop Standard Operating Procedures (SOPs).

CRM data entry standards
Data governance policies
Reporting and dashboard usage
System maintenance processes
User access and permissions management

Key Deliverables

CRM Implementation Project Plan
Data Migration Strategy and Mapping Documentation
Clean and validated data migration into LiveImpact
Configure and operational CRM Platform
User Training Sessions and Materials
CRM Governance and Data Standards Documentation
Standard Operating Procedures (SOP)
Final Implementation Report and Recommendations

Preferred Consultant Qualifications

Education and Experience

Bachelors Degree in: Computer Science Information Systems or related field
PMP Project Management Professional
Certified Scrum Master (CSM)
Minimum 5 years leading CRM implementations
Experience managing data migrations across multiple systems
Experience working with nonprofit CRM platforms
Experience with LiveImpact preferred

Technical Skills

Strong understanding of database Structures
Data extraction mapping transformation and validation
CRM architecture and system integrations
Data governance best practices

Project Management

Proven experience managing cross-functional technology projects
Familiarity with project management tools such as:

o Monday

o Asana

o Smartsheet

o Jira

How to Apply

Qualified consultants should submit:

Resume
Cover Letter outlining relevant CRM implementation experience
Please provide a proposed consulting rate including an approximate daily or monthly rate for services.
Note: Final consulting rate will be negotiated based on experience scope and project requirements.

Apply at: Experience:

Position SummaryA Wider Circle seeks an experienced CRM Implementation/Project Manager Consultant to lead the transition from several legacy systems to a modern CRM platform LiveImpact. This consulting engagement will guide the organization through the planning data preparation migration implementat...