Salesforce Product Manager (Part- Time)

Summary

Climate Lead is seeking a strategic and detail-oriented Salesforce Product Manager to support the development of specific features in our Salesforce ecosystem. This Part-Time role serves as an important link between our Philanthropic Advising team and our implementation partner, Exponent Partners. In partnership with the Associate Director, Business Systems, you will be responsible for the full lifecycle of feature development for prioritized projects. A primary focus of this role is evaluating Climate Lead’s growing workflows and strategically thinking about how our technology tools can better support our Philanthropic Advising team with their business processes.

Managerial Responsibilities

This role does not have any managerial or lead responsibilities. 

Essential Duties and Responsibilities

Project Management 

• Directly manage a portfolio of Salesforce implementation projects through the full project lifecycle including: gathering feedback, preparing requirements in user story format, scoping, implementation, testing, deployment, documentation, and training. This portfolio will be focused on supporting our philanthropic advising team and will include delivering enhancements to engagement tracking tools, revised donor journey tracking, optimized prospect research and segmentation functions, and streamlined data entry and bulk loading tools. 
• Manage project scope and budget, anticipate risks, identify opportunities, and lead proactive solutions to keep project on track. Develop and maintain project plans in Asana 
• Manage project documentation, communications, deliverables, and partner engagements
• Collaborate with implementation partner on solution design to ensure technical builds meet business needs.

Business Analysis & Requirement Gathering 

• Facilitate discovery sessions with stakeholders to translate business needs into actionable requirements.
• Document technical process workflows and research solutions needed for system enhancements 
• Prepare user stories, acceptance criteria, process flow diagrams, and other requirement documentation needed to communicate needs and scope to implementation partner
• Manage prioritization and backlog of user stories for specific projects

Vendor & Stakeholder Management 

• Proactively communicate with internal project stakeholders
• Serve as primary point of contact for implementation partner for assigned projects 

• In partnership with Associate Director, Business Systems, assign work items to implementation partner and approve time estimates

Quality Assurance & Training 

• Test changes delivered by implementation partner 
• Lead internal testing of newly developed features and coordinate User Acceptance Testing
• Partner with Salesforce Administrator to develop end-user documentation and lead training sessions to ensure high system adoption.

Success Criteria

• Technical Project Management - Sets project timelines, assigns work, and manages project risks and budgets. 
• Product Management - Translates team processes and requests into actionable technical requirements. Skilled at estimating effort and managing ongoing prioritization as new information comes to light. 
• Communicates effectively - Effective in various communication settings: one-on-one, small and large groups, or among diverse styles and position levels. Attentively listens to others. Provides timely and helpful information to others across the organization. 
• Manages complexity - Makes sense of complex and sometimes contradictory information to effectively solve problems. Asks the right questions and acquires data from multiple and diverse sources when solving problems. Evaluates the pros and cons, risks, and benefits of different solution options.
• Vendor & Stakeholder Management - Uses strong communication skills to manage vendor relationships, including contract negotiation and performance oversight. Proven experience coordinating work across internal departments and external consultants. 

Qualifications

Knowledge, Skills, Abilities

• Experience: Technical Knowledge: Familiarity with Salesforce NPSP (Nonprofit Success Pack), prospect research tools, and relationship mapping tools 
• Project Leadership: Proven track record of managing external implementation partners and delivering projects on schedule. 
• Communication: Ability to bridge the gap between technical developers and non-technical relationship managers. 
• Analytical Rigor: Strong experience in data architecture and creating reports/dashboards that reflect sophisticated business KPIs. 
• Self-Starter: Ability to work independently in a fast-paced, remote environment while managing multiple competing priorities.

Education and Experience

• 3-5 years of Product Management or Business Analyst experience, specifically within nonprofit fundraising or philanthropic advising for High Net Worth Individuals (HNWI) preferred
• 2+ years of experience working with Salesforce platform required
• Experience supporting technology at a nonprofit organization is required.
• Experience with Salesforce NPSP (Nonprofit Success Pack), Salesforce Activities, prospect research tools, and relationship mapping tools preferred. 

Work Environment

Climate Lead is headquartered in San Francisco, CA. There is an option for this position to be remote for candidates based in the Washington, DC Metropolitan Area. 

Full-Time Salary Range $110,000-$120,000