CRM Implementation/Project Manager Consultant

A Wider Circle•Silver Spring, MD

10d

About The Position

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 organization's 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.

Requirements

Education and Experience Bachelor's 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
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

Nice To Haves

Experience with LiveImpact preferred

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 API's 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 (SOP's).
CRM data entry standards
Data governance policies
Reporting and dashboard usage
System maintenance processes
User access and permissions management