The CRM Implementation Project Manager Consultant role at A Wider Circle is a high-level contract opportunity for experienced professionals specializing in technology-driven project management. This position focuses on leading a full-scale transition from multiple legacy systems to a unified Customer Relationship Management (CRM) platform, LiveImpact.
With compensation reaching up to $125,000 per year, the role reflects the technical complexity and leadership required. Unlike fully remote roles, this position is hybrid and must be performed in or near Silver Spring, Maryland. It is best suited for candidates with strong expertise in data migration, CRM systems, and cross-functional project coordination.
About A Wider Circle
A Wider Circle is a nonprofit organization dedicated to addressing poverty and promoting self-sufficiency. Its work spans several impact areas, including community development, housing, education, and economic empowerment.
The organization relies heavily on data and systems to manage programs and track outcomes. As such, the transition to a modern CRM platform is a critical initiative aimed at improving operational efficiency, data accuracy, and overall service delivery.
Purpose of the Role
The primary goal of this consulting engagement is to guide the organization through the full lifecycle of CRM implementation. This includes planning, data preparation, migration, system configuration, and user adoption.
The consultant will work closely with internal teams and the LiveImpact implementation partner to ensure a smooth transition. The end objective is to consolidate several outdated systems into a single, efficient platform that supports programmatic, fundraising, and operational needs.
Key Responsibilities
The role combines technical expertise with leadership and communication skills. Responsibilities are grouped into several core areas:
Project Planning and Implementation
- Define project scope, milestones, and deliverables
- Develop and manage a detailed CRM implementation roadmap
- Coordinate system configuration, deployment, and rollout
- Facilitate user acceptance testing (UAT) and readiness for launch
- Support integration with external systems and APIs
Data Migration Strategy and Execution
- Develop and oversee the data migration plan from legacy systems
- Manage data extraction, mapping, transformation, and validation
- Identify and resolve data inconsistencies and quality issues
- Ensure high levels of data accuracy and integrity
- Coordinate validation processes with implementation partners
Stakeholder Communication and Collaboration
- Act as the primary liaison between leadership, staff, and the CRM vendor
- Provide regular updates on project progress, risks, and milestones
- Lead meetings and cross-functional planning sessions
- Support change management and encourage user adoption
CRM Configuration and Optimization
- Translate business needs into CRM system configurations
- Customize workflows to align with organizational processes
- Establish data governance and security protocols
- Ensure the system supports fundraising, operations, and program delivery
Training and Documentation
- Develop user training materials and onboarding guides
- Conduct training sessions for staff across departments
- Document workflows and operational procedures
Standard Operating Procedures (SOPs)
- Create SOPs for data entry, governance, and reporting
- Define system maintenance processes
- Establish user access and permissions guidelines
Key Deliverables
The consultant will be responsible for delivering several critical outputs, including:
- A comprehensive CRM implementation project plan
- Data migration strategy and mapping documentation
- Clean, validated data successfully migrated into LiveImpact
- A fully configured and operational CRM system
- Training sessions and supporting materials for staff
- Documentation on CRM governance and data standards
- Standard Operating Procedures (SOPs)
- A final report with recommendations and lessons learned
These deliverables ensure both immediate implementation success and long-term sustainability.
Required Skills and Experience
The role requires a strong background in both project management and technical systems. Essential qualifications include:
- At least 5 years of experience leading CRM implementations
- Proven experience managing complex data migrations
- Strong understanding of database structures and system integrations
- Expertise in data extraction, transformation, and validation
- Experience working with nonprofit CRM platforms
- Proficiency in project management tools such as Asana, Jira, Smartsheet, or Monday
Candidates must also demonstrate the ability to manage cross-functional teams and deliver projects within defined timelines.
Preferred Qualifications
Additional qualifications that strengthen a candidate’s profile include:
- A bachelor’s degree in computer science, information systems, or a related field
- Project Management Professional (PMP) certification
- Certified Scrum Master (CSM) certification
- Experience with LiveImpact CRM
- Knowledge of data governance best practices
These credentials indicate advanced expertise and readiness for a leadership-level consulting role.
Work Environment and Expectations
This is a hybrid role requiring physical presence in or near Silver Spring, Maryland. The consultant will work closely with internal teams and external partners, requiring strong communication and collaboration skills.
The role demands a high level of accountability, as the CRM implementation is a critical organizational priority. Candidates should be comfortable navigating both technical challenges and organizational change.
Application Process
Interested candidates must submit:
- A resume
- A cover letter highlighting CRM implementation experience
- A proposed consulting rate (daily or monthly)
Final compensation will be negotiated based on experience, project scope, and deliverables.
Final Thoughts
This CRM Implementation Project Manager role is ideal for experienced professionals who enjoy combining technical expertise with strategic leadership. It offers the opportunity to lead a transformative project that will significantly enhance organizational effectiveness.
While the location requirement may limit accessibility for some candidates, those who qualify will find the role both challenging and impactful. It is particularly well-suited for individuals passionate about using technology to improve nonprofit operations and drive meaningful social change.
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