Philanthropy Tech Project Manager (Salesforce focus)

Philanthropy Tech Project Manager (Salesforce focus)

At Grantbook, we celebrate, support, and thrive on diversity, and we strive to create an inclusive environment for our teammates, our client partners, and our communities. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We welcome and encourage applications from all qualified candidates.

We want to remove barriers that may limit you from joining Grantbook. Email us at hiring@grantbook.org to let us know how we can provide you with reasonable accommodations through our application process.

WHO WE ARE

Grantbook is a strategic tech consultancy and Certified B Corp exclusively serving philanthropy. Our diverse team of techies and do-gooders work closely with grantmakers to transform and optimize their grantmaking operations—the suite of people, process, data, and tech that empowers changemakers worldwide to achieve their full potential. 

We’ve worked with some of the world’s largest foundations, including David and Lucile Packard Foundation, Margaret A. Cargill Philanthropies, and George Kaiser Family Foundation.

HOW WE WORK

We’re an ideal match if you seek autonomy, mastery, and purpose in your work. We take pride in a participatory work culture, where learning trumps ego. Curiosity, experimentation and a human-centered approach are core to how we do meaningful work together and to how we respond to the evolving needs of our clients.

We live our values of accountability, candour, empathy and daring. Policies are transparent and team members are empowered to make decisions about areas that affect them most. This allows our team to work flexible hours and from where they are most inspired (even pre COVID-19!). We trust each other to stay accountable and get stuff done. 

WHO YOU ARE

You are a self-motivated Philanthropy Tech Project Manager (Tech PM) who is equally adept at communicating with computers as you are at communicating with people. You are passionate about how technology can help grantmakers have a greater impact on causes you care about, and bring experience with Salesforce in particular. You thrive on creating structure from chaos and are always thinking proactively about how to smoothly navigate the road ahead. You are comfortable navigating changing situations and will jump in and learn when you encounter unfamiliar topics. 

WHAT YOU’LL DO

You’ll be a part of the Delivery team providing consulting services to grantmaker clients. The main objective of this role is to manage a portfolio of system implementation and ongoing support projects, with a focus on Salesforce implementations. Given your Salesforce experience, you’ll be a go-to project manager on Salesforce projects, though you may manage projects for other systems as well. As the project manager, you will be the primary liaison between the client and Grantbook. You are responsible for planning and managing client technology implementations from initiation to completion, and managing the ongoing success of our long-term support clients. 

Some projects may be small projects where you work with one other team member, others may involve larger teams of 4-8 consultants. On smaller projects you may also take on the Business Analyst role, contributing to the client facilitation, requirements elicitation, analysis, and creation of project deliverables. On larger projects you will be working with other roles that may include an Architect, Implementation Consultants, Business Analyst, Quality Assurance, Change Readiness Specialist and a Learning & Development Specialist.

Our large Salesforce implementations can span 9-18 months and are typically a hybrid of waterfall and agile methodologies. They have complex requirements and interconnected components to build. Situations may arise during the project that require changes to resourcing, scope, timelines, etc. Your responsibilities include keeping the project organized and progressing, maintaining clear lines of communication with your team and the client, and helping everyone navigate uncertain situations. Due to the project size, you will need to be comfortable understanding the system architecture but not every technical detail.

YOUR PRIMARY RESPONSIBILITIES:

• Build and maintain trusting client relationships through project delivery, leveraging a human-centered approach and strong communication skills. 
• Generate and maintain project plans, estimated timelines and milestones necessary for the success of projects informed by your knowledge of the software development lifecycle (SDLC) and the client’s business context.  
• Prioritize & coordinate project work to ensure that key deadlines and deliverables are met throughout a project’s life cycle: requirements gathering, design, build, UAT and defect management, data migration, learning & development, system deployment, and ongoing maintenance and enhancements.
• Proactively manage and mitigate project risks, including navigating changes to scope, budget and staffing; facilitate difficult conversations and collaborative decision making.
• Organize and lead regular check-in meetings and frequently communicate with clients, Grantbook team members, and 3rd party partners, tailoring your communication style to meet the client’s needs.
• Track and evaluate technology adoption of implemented cloud solutions.

ADDITIONAL RESPONSIBILITIES:

• Lead the solicitation of detailed client requirements, probe areas of complexity, document requirements, analyze requirements and recommend solutions.
• Assist Growth team in scoping follow-on work with the same client, and share information with client about Grantbook's other services that may be relevant to them.
• Occasional travel to client sites across North America as required (optional).

• Support Grantbook’s marketing & sales efforts through sharing of your expertise.
• Participate in our culture of learning and striving for excellence by contributing to service innovation and development, and proactively sharing your knowledge with the rest of our team.
• Log your working time in Grantbook’s time tracking system as billable hours are the basis for revenue as Grantbook is a consultancy.
• Co-create your own personal and professional development plan.

• Have fun, work as a team, and "get it done."

WHAT YOU CAN OFFER - Experience & Skills

• 2-3+ years of project management experience in a leadership capacity on technology implementations. 
• Experience managing comparable sized Salesforce implementations (9-18 months, teams of 4-8 people) is ideal.
• Formal project management education or certification, for example in agile project management methodologies (e.g. Scrum) or Project Management Professional (PMP) certification is an asset but not required.
• Experience with Salesforce, e.g. through managing a Salesforce implementation or as a Salesforce admin.
• Knowledge of Salesforce architecture and data model. Salesforce certifications are of interest but not required.
• Able to understand Salesforce architecture/design conversations and extract key implications for a project, e.g. general level of effort.
• Consulting experience, especially in client-facing roles, is an asset. You are comfortable working with multiple diverse clients in parallel, managing ambiguity and helping clients define problems and collaboratively find solutions. 
• 2-3 years of philanthropy sector and/or nonprofit experience would be advantageous, ideally with a grants management, technology, process or data focus.
• Experience translating, designing and prioritizing user requirements in a comprehensive and systematic, human-centered way is an asset. Effectively act as a translator between design requirements and technical considerations for a system configuration/build.
• High proficiency in the use of cloud solutions such as G Suite, Office 365, Asana, and Jira; able to quickly learn any tools you aren’t already familiar with.
• Demonstrated ability to work in a dynamic hybrid/remote environment. You’ve developed strategies to manage the continual intake of requests for your attention, self-organize to prioritize your tasks to meet tight deadlines across multiple projects, and communicate proactively your progress with team members. You are a keen independent problem-solver, but also know when it’s appropriate to seek help to deliver efficiently.
• Exceptional written and oral communication skills, including ability to translate technical information into plain English and presentation skills.
• Proven interpersonal skills and a customer service oriented approach.
• Eligibility to work in Canada, and ideally to travel to and work in client offices across North America.

HOW YOU’LL BENEFIT

SALARY & BENEFITS

Grantbook has a transparent salary structure with 6 levels, from A through F. We are looking for skilled and experienced candidates at level C. We consider various factors in determining our salary offer including your years of experience with technology project management, Salesforce implementation project management, consulting, and the philanthropy sector. The start of the C level, CAD$78,000 - CAD$85,000, often aligns with candidates with at least 2 years of experience project managing system implementations. The middle of the C level ranges from CAD$85,000 - CAD$93,000, which may be suitable for candidates with several years of experience project managing Salesforce implementations with consulting and/or philanthropy experience. Candidates with many years of experience project managing complex Salesforce implementations, with substantial consulting and/or philanthropy sector experience, may be considered for the top of the C level, CAD$93,000 - CAD$100,000.

Throughout your interview process, we’ll learn more about your skills and experience and determine your starting salary based on what you bring to the team.

In addition, Grantbook boasts an Employee Ownership Trust which allows team members to participate in profit sharing (after the probation period).

We take pay equity at Grantbook very seriously and strive to ensure everyone on our team is accurately and fairly compensated for their work. This means someone who is less comfortable negotiating a higher salary won’t be financially penalized compared to someone who readily argues for higher pay. Our salary bands are tied to similar roles in the market. We scan similar organizations—size, sector, culture— with the goal to provide competitive compensation. Each level reflects a stage of progress at Grantbook defined by expected experience and skills for that level. 

Grantbook also boasts a flexible work culture (even pre-COVID-19), and all team members receive four weeks of paid vacation per year, and a comprehensive benefits package with health spending account. For more information, visit our Culture & Careers page.

CAREER & PROFESSIONAL DEVELOPMENT

As a growing organization there are continual opportunities to learn, whether it is developing a new skill set or bringing a new product/service offering to market. You, along with the rest of our team, will be key to driving our impact on philanthropy forward.

We also have a professional development pool that team members can access after their first three months of employment, in order to help them reach their career goals at Grantbook.

WHERE WE WORK

We are a mostly remote-first team, with a fantastic office for collaborating (and having pizza lunches) centrally located by the Sherbourne subway station in Toronto. The majority of our staff is located in and around Toronto and have the option to work hybrid. We have team members across Canada, with several clustered in Vancouver and Calgary. These team members work with us fully remotely. We're happy to discuss your individual work situation with you during our recruitment process.

HOW WE HIRE

As a company dedicated to social good for our clients, our team, and the world, we try to be as transparent as possible about how we work. That includes how we hire. 

A word of advice: we greatly value communication skills, empathy, and self-awareness in our team. This means the cover letter is a major factor when we hire. Please keep this in mind as you prepare your application!