📌 Core Information
🔹 Job Title: Director, CRM Conversion
🔹 Company: Zuri Group
🔹 Location: United States - Remote Flexibility
🔹 Job Type: Full-time
🔹 Category: Business Consulting and Services
🔹 Date Posted: April 22, 2025
🔹 Experience Level: 10+ years
🔹 Remote Status: Remote Solely
🚀 Job Overview
Key aspects of this role include:
- Leading CRM strategy and implementation to enhance customer experience
- Collaborating with stakeholders to understand and meet CRM needs
- Overseeing CRM data model and ensuring data accuracy and consistency
- Managing CRM roadmap and vendor relationships
- Ensuring compliance with regulatory requirements and data privacy policies
ASSUMPTION: This role requires a high level of technical proficiency and experience in CRM development and implementation. The ideal candidate will have a strong background in customer relationship management and be able to work effectively with both technical and non-technical stakeholders.
📋 Key Responsibilities
✅ Guide discovery for project deliverables including software configuration, custom development, and integration
✅ Analyze client needs and business processes. Identify functional and technical requirements needed to meet the client’s goals
✅ Develop and execute a comprehensive CRM strategy that aligns with our business objectives and delivers an exceptional customer experience
✅ Define and prioritize CRM initiatives based on business needs and customer feedback
✅ Work closely with business stakeholders to identify and understand their CRM requirements
✅ Develop and maintain a deep understanding of CRM technology trends and best practices
✅ Work closely with other departments to ensure the integration of CRM solutions with other business systems
✅ Develop and maintain a CRM roadmap that outlines the short-term and long-term vision for CRM solutions
✅ Oversee the development and maintenance of the CRM data model and ensure data accuracy and consistency
✅ Develop and maintain CRM documentation and user manuals
✅ Collaborate with other departments to identify opportunities to leverage CRM data for business insights and analytics
✅ Ensure that CRM solutions comply with regulatory requirements and data privacy policies
✅ Develop and maintain relationships with CRM vendors and service providers
ASSUMPTION: This role involves a mix of strategic planning, technical implementation, and stakeholder management. The ideal candidate will be able to balance these responsibilities effectively.
🎯 Required Qualifications
Education: Bachelor's degree in Computer Science, Information Technology, or a related field; Master's degree preferred
Experience: 10+ years of experience in CRM development and implementation
Required Skills:
- Proficient in CRM platforms such as Salesforce, Microsoft Dynamics, Blackbaud, etc.
- Experience with CRM data modeling and integration
- Highly analytical, technically proficient, and able to learn new tools and software quickly
- Drive to solve problems efficiently, creatively, and independently
- Ability to collaborate with colleagues for broader solutioning of client/project needs
- Proficiency with Microsoft Office applications and relational database applications
- Professional proficiency in written and spoken communication
- Demonstrated commitment to fostering and maintaining an environment of diversity, inclusion, and belonging
Preferred Skills:
- Experience with CRM platforms specific to the non-profit sector
- Knowledge of fundraising strategies and best practices
ASSUMPTION: Given the role's focus on CRM conversion, a strong background in CRM development and implementation is essential. Experience in the non-profit sector or with non-profit CRM platforms would be a significant advantage.
💰 Compensation & Benefits
Salary Range: $155,000 to $170,000 per year, depending on experience
Benefits:
- Medical, Dental, and Vision insurance, some plans covered 100% by Zuri Group
- Health Savings Account (HSA) contribution by Zuri Group on eligible plans
- Basic Life Insurance provided by Zuri Group
- Group plans for voluntary coverage including Short-Term Disability, Long-Term Disability, Life, Accident, Critical Illness, and Supplemental Vision
- 401(k) Plan with 3% employer contribution
- Flexible Spending Accounts (FSA) for health and dependent care expenses
- Company cell-phone plans and work-from-home equipment
- Wellness program and an emphasis on work-life balance
- Continuing education time and reimbursement
Working Hours: Full-time, typically 40 hours per week
ASSUMPTION: The salary range provided is based on industry standards for a Director-level role in CRM conversion. Benefits are comprehensive and competitive for a company of Zuri Group's size.
📌 Applicant Insights
🔍 Company Context
Industry: Business Consulting and Services, specifically focused on non-profit organizations
Company Size: 51-200 employees. This size allows for a mid-sized company culture with opportunities for growth and collaboration
Founded: 2007. Zuri Group has over a decade of experience in the non-profit sector
Company Description:
- Zuri Group partners with non-profit organizations to turn big ideas into reality
- Their team of strategic and technical consultants have extensive experience in non-profit fundraising, operations, and digital strategy
- They help organizations streamline reporting, implement CRM systems, and use the best-in-class fundraising and digital tools to their fullest potential
Company Specialties:
- Fundraising Strategy
- Software Implementation
- CRM Consulting & Customization
- Technical Support
- Business Process Improvement
- Project Management
- Business Intelligence & Data Visualization
- Campaign Consulting
- Website Design & Development
- Peer to Peer Fundraising
- Nonprofit Technology Consulting
- System Selection
- Google Analytics
- UX/UI Design
- Web Accessibility
- and Data Conversion
Company Website: https://www.zurigroup.com
ASSUMPTION: Zuri Group's focus on the non-profit sector sets it apart from other consulting firms. Their comprehensive range of services and expertise in the non-profit industry make them a strong choice for candidates interested in this sector.
📊 Role Analysis
Career Level: This role is at the Director level, indicating a high level of responsibility and strategic decision-making
Reporting Structure: The Director of CRM Conversion will report directly to the CEO or a senior executive within the organization
Work Arrangement: This role is remote solely, offering flexibility and the ability to work from anywhere within the approved states
Growth Opportunities:
- As a Director-level role, there may be opportunities to move into a VP or C-level position within the organization
- Zuri Group's focus on employee development and continuing education provides opportunities for professional growth
- The diverse range of services offered by Zuri Group presents opportunities to expand one's skillset and take on new challenges
ASSUMPTION: Given the remote nature of this role and Zuri Group's focus on employee development, there are ample opportunities for growth and advancement within the organization.
🌍 Location & Work Environment
Office Type: Remote solely, with no physical office location
Office Location(s): Applicants may reside in the following states: AR, CA, CO, CT, DC, FL, GA, IL, KS, MA, MD, MO, NE, NH, NJ, NV, OR, PA, SC, TN, TX, VA, WI, WV
Geographic Context:
- Zuri Group's remote work policy allows for a flexible work-life balance
- The approved states for this role offer a range of living costs and quality of life options
- Zuri Group's focus on diversity, inclusion, and belonging creates a welcoming work environment for employees from various backgrounds
Work Schedule: Full-time, typically 40 hours per week, with flexibility for a remote work arrangement
ASSUMPTION: Zuri Group's remote work policy and focus on diversity and inclusion create a supportive and flexible work environment for employees.
💼 Interview & Application Insights
Typical Process:
- Phone or video screen with the HR team
- Technical interview with the IT department
- Final interview with the CEO or a senior executive
Key Assessment Areas:
- Technical proficiency in CRM development and implementation
- Strategic thinking and problem-solving skills
- Communication and collaboration skills
- Alignment with Zuri Group's mission and values
Application Tips:
- Highlight your relevant experience in CRM development and implementation
- Tailor your resume and cover letter to emphasize your technical skills and strategic thinking
- Prepare for behavioral and situational interview questions that focus on your problem-solving skills and ability to work with stakeholders
ATS Keywords: CRM, conversion, strategy, implementation, data modeling, integration, stakeholder management, non-profit, fundraising, analytics
ASSUMPTION: Zuri Group's interview process is designed to assess both technical skills and cultural fit. Applicants should be prepared to discuss their relevant experience and demonstrate their ability to work effectively with stakeholders.
🛠️ Tools & Technologies
- CRM platforms such as Salesforce, Microsoft Dynamics, Blackbaud, etc.
- Microsoft Office applications
- Relational database applications
- Project management tools
- Data visualization tools
ASSUMPTION: The specific tools and technologies required for this role will depend on the CRM platforms and other software used by Zuri Group's clients. Applicants should be prepared to work with a variety of tools and technologies as needed.
👔 Cultural Fit Considerations
Company Values:
- Mission-driven: Zuri Group is committed to helping non-profit organizations achieve their fundraising goals and make a bigger impact on their missions
- Inclusive: Zuri Group values diversity, inclusion, and belonging, and strives to create a welcoming and supportive work environment for employees from all backgrounds
- Collaborative: Zuri Group fosters a culture of collaboration and teamwork, both internally and with clients
Work Style:
- Remote work: Zuri Group's remote work policy offers flexibility and the ability to work from anywhere within the approved states
- Results-driven: Zuri Group values employees who are able to work independently and achieve results
- Continuous learning: Zuri Group encourages employees to pursue continuing education and professional development opportunities
Self-Assessment Questions:
- Do I share Zuri Group's commitment to helping non-profit organizations achieve their missions?
- Am I comfortable working in a remote, results-driven environment?
- Do I have the technical skills and strategic thinking required to succeed in this role?
ASSUMPTION: Zuri Group's values and work style create a supportive and inclusive work environment that prioritizes results and continuous learning.
⚠️ Potential Challenges
- Managing multiple projects and priorities simultaneously
- Working with a diverse range of clients and stakeholders, each with their own unique needs and requirements
- Keeping up with the latest CRM trends and best practices
- Ensuring compliance with regulatory requirements and data privacy policies
ASSUMPTION: The potential challenges of this role are primarily related to the dynamic and fast-paced nature of the CRM industry and the need to balance multiple priorities and stakeholders.
📈 Similar Roles Comparison
- This role is unique in its focus on CRM conversion and strategic planning within the non-profit sector
- Similar roles in other industries may have a broader focus on CRM implementation and management, rather than conversion
- Career progression in this role may involve moving into a VP or C-level position within the organization, rather than transitioning to a similar role in another company
ASSUMPTION: The unique focus of this role on CRM conversion and strategic planning within the non-profit sector sets it apart from similar roles in other industries.
📝 Sample Projects
- Leading a CRM conversion project for a major non-profit healthcare organization, involving the migration of data and the integration of multiple systems
- Developing a comprehensive CRM strategy for a non-profit education organization, including the implementation of new fundraising tools and the optimization of existing processes
- Managing a CRM data modeling project for a non-profit social impact organization, ensuring data accuracy and consistency across multiple platforms
ASSUMPTION: The specific projects required for this role will depend on the needs and priorities of Zuri Group's clients. Applicants should be prepared to discuss their relevant experience and demonstrate their ability to manage complex projects and deliver results.
❓ Key Questions to Ask During Interview
- Can you describe the typical CRM conversion projects that Zuri Group works on, and how this role would be involved in managing them?
- How does Zuri Group ensure that its CRM solutions comply with regulatory requirements and data privacy policies?
- What opportunities are there for professional growth and development within the organization?
- How does Zuri Group support its employees in working remotely and maintaining a healthy work-life balance?
- Can you describe the company's culture and work environment, and how it fosters diversity, inclusion, and belonging?
ASSUMPTION: The key questions to ask during the interview should focus on understanding the specific requirements and expectations of the role, as well as the company's culture and work environment.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight your relevant experience in CRM development and implementation, as well as your strategic thinking and problem-solving skills
- Prepare for the interview by researching Zuri Group's mission, values, and work style, and by practicing your responses to common interview questions
- Follow up with the HR team after your interview to express your interest in the role and reiterate your qualifications
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
