CRM and Data Systems Manager | Apex for Youth

CRM and Data Systems Manager

ABOUT US

Apex for Youth empowers underserved Asian and immigrant youth from low-income families in NYC to unlock their potential and a world of possibility. Through programming focusing on health and well-being, education, and community engagement, Apex for Youth creates transformative social connections and celebrates cultural identity to build the confidence and self-efficacy of future generations.

Apex serves approximately 2,000 students annually from Kindergarten through their post-secondary years. We provide children and young adults with opportunities to develop strong relationships with adults who volunteer as consistent and caring mentors and role models.

 

JOB OVERVIEW

The CRM Manager is a key role responsible for managing Apex’s data systems and ensuring that systems are implemented to Apex’s strategic goals. The Manager will oversee the implementation of new systems as well as the maintenance of Apex’s Salesforce instance. At Apex, Salesforce serves two primary roles – it is the registration and data management system for youth programs  (including tracking enrollment, attendance, and demographics of youth and volunteers), as well as the CRM for all development activities and transactions. Apex’s program and development teams use Salesforce on a daily basis to manage and track all activities and relationships. The manager will be responsible for maintaining the system, developing new functionalities, producing reports and responding to service requests. The Manager will serve as the in-house expert and lead for Salesforce, and develop capacity on teams to meet data goals and needs. The Manager will report to the Director of Operations, and work closely with the program, data and development teams. 

The ideal candidate will be a Certified Salesforce Administrator, an experienced IT project manager, extremely organized, comfortable working with and cleaning up large sets of data, have great communication skills and enjoy working in a small and engaging team environment.

 

RESPONSIBILITIES

Strategic Initiatives:

  • Support Apex’s strategic goal of developing robust and comprehensive data systems by assessing needs across the organization, identifying appropriate systems, and mapping and documenting processes
  • Support the ongoing development of Apex’s team by providing best practices and tips on Salesforce and other data systems usage including training, documentation and support as necessary and help ensure that data is maintained properly
  • Lead trainings for staff, develop trainings and resources for new and existing functionalities, and address ongoing learning and questions. Develop self-service tools for staff to build a consistent approach to data management across Apex.
  • Collaborate with teams to build and improve sustainable systems for reporting, dashboard management, targeted marketing and development efforts

General Responsibilities:

  • Act as an administrator of the Salesforce database, including the creation and maintenance of workflows, custom fields and objects, reports, dashboard development, and data flow management
  • Perform administrator functions such as user profiles, roles, and permissions, storage and backup management, as well as cleanup and updates of unused fields and objects
  • Engage in data conversion and implementation processes and develop business processes with relevant stakeholders
  • Clean, validate, and import different data sets into Salesforce
  • Serve as the internal liaison with external salesforce consultants / developers as applicable
  • Stay current with Salesforce releases and corresponding documentation and roll out new functionalities as appropriate

Managing Salesforce for Apex Teams:

  • Develop, organize and document department-specific views, processes, fields, notifications, reports, custom objects, page layouts and workflows
  • Manage and maintain relevant third-party integrations, including Titan, JotForms, DemandTools, OmaticCloud, Classy, and others
  • Receive and manage change requests and troubleshooting error requests from program staff
  • Act as primary contact for all Salesforce reporting requests and work with teams to develop and maintain templates
  • Manage dashboards, reports, forms, templates, page layouts, workflows and approvals
  • Support the Operations Department to ensure Development revenue records are accurate and maintain reporting integrity

 

QUALIFICATIONS

  • Certification in Salesforce Administration is strongly preferred. Additional certifications are a plus
  • Minimum 3+ years of relevant experience in implementing Salesforce NPSP or comparable implementations
  • Experience with IT project management, particularly around implementation and documentation
  • Experience with building dashboards via a variety of data visualization tools
  • Experience supporting programming and development teams is a plus
  • Strong google sheets/excel skills
  • Superior attention to detail
  • Excellent interpersonal skills, with a hospitality and customer-service orientation toward internal stakeholders
  • Strong written and verbal communication skills
  • Ability to work independently and efficiently under strict deadlines

Other qualifications:

  • Ability to be proactive and think strategically across multiple, concurrent projects
  • Prior experience with Salesforce supporting programming and program data management is a plus
  • Positive “can do” attitude, flexible, team-oriented, results-driven, and shows initiative
  • A problem-solver that is solution-oriented
  • Ability to prioritize a large volume of tasks

 

Salary range: The salary range for this position is $70,000-80,000, depending on experience.

 

Overview of Benefits:

Paid time off: In the first year of employment, employees are eligible for approximately a combined 40 days of vacation, holiday, personal, and sick leave (10 vacation days, 12 paid holidays, org-wide closures for one week over the winter holidays and one week during the Fourth of July, 5 sick days per year, 3 personal days a year). Additional vacation days accrue according to years worked in the organization.

Medical and other benefits: Employees are eligible to participate in a range of medical, dental and vision insurance plans with Apex covering the majority of the cost for employees; 401K plan with employer matching; flexible spending account; commuter benefits; paid parental leave; and professional development stipend. 

Hybrid workplace: Apex provides for a flexible remote work schedule on specific days of the week and requires employees to be on-site for other days of the week, and for special events and programs.

Organizational Culture: Apex is a highly collaborative, flexible, and employee-centered workplace. We are committed to diversity, inclusion, and equity both within our organization and in how we collaborate with others. If you love to work with a team and have exciting ideas you would like to explore and grow, we encourage you to join Apex for Youth!

 

HOW TO APPLY

Please send your resume and cover letter explaining your reasons for pursuing this opportunity to devjobs@apexforyouth.org. Please include “CRM Manager” in the subject line.