Overview
The CRM Migration Lead will spearhead a vital data and CRM transformation initiative within a non-profit organization. This hands-on role involves evaluating existing CRM and data processes, elevating data quality, and executing a comprehensive migration to a new platform. Collaborating with various stakeholders, the contractor will shape key project decisions and drive impactful changes in the organization's data management approach.
Responsibilities
- Lead the review of the current CRM platform and associated data landscape.
- Assess data quality, identify gaps, and recommend actions for migration preparation.
- Define and oversee the CRM migration strategy from discovery through implementation.
- Manage third-party suppliers and stakeholders throughout the programme.
- Ensure data is cleansed, structured, and suitable for migration.
- Provide leadership and ownership of the CRM transformation project end-to-end.
Requirements
- Proven experience in delivering CRM migrations from discovery to go-live.
- Strong background in data quality, data governance, and data migration.
- Experience with CRM platforms such as Access ThankQ or Microsoft Dynamics 365.
- Ability to independently lead projects and manage multiple stakeholder groups.
- Experience working with suppliers and external partners.
- Prior experience in charities or not-for-profit organizations is highly desirable.