CRM Database Manager
Center for Jewish Philanthropy of Greater Phoenix, Scottsdale, AZ, United States
The Center for Jewish Philanthropy has an opening for a CRM Database Manager to join our team. This is a full-time exempt position based in Scottsdale, Arizona.
Our full-time employees are eligible for our benefits package which includes medical, dental, life, short and long-term disability insurances, voluntary insurance options, paid vacation, sick and holiday time, 401K, and health savings account.
Direct Report:
Vice President, Finance and Operations
Essential Duties and Responsibilities CRM Administration & Data Management
Administer the organization's Microsoft Dynamics 365 CRM system, ensuring data accuracy and accessibility for all staff
Administer the organization's Community Suite by Foundant system, ensuring data accuracy and accessibility for all staff
Support ongoing system migration from Blackbaud CRM to Dynamics 365, including post‑go‑live stabilization
Coordinate standardization of data entry procedures and train staff accordingly
Manage data updates and enhancements through third‑party vendors and integrations
Facilitate year‑end activities and processes related to the databases
Monitor databases for functional use, security, KPIs, dashboards, and reporting optimization
Data Governance
Establish and enforce data governance policies: naming conventions, data entry standards, duplicate management
Define and monitor data quality metrics and KPIs
Manage data retention and archival policies in compliance with organizational and legal requirements
Develop and maintain data dictionaries and field definition documentation
Ensure compliance with donor privacy standards and PCI requirements for gift processing
Reporting & Analytics
Develop and maintain Power BI dashboards connected to Dynamics 365/Dataverse
Create and manage reports, database queries, and analytics to support fundraising and program needs
Produce mailing lists for donor communications, e‑blasts, and special events
Provide statistical analysis and data insights to support organizational decision‑making
System Support & Development
Monitor, identify, and investigate system issues; coordinate solutions with JFNA Help Desk, support teams, or vendors
Support and maintain CRM applications, system tuning, performance monitoring, and database maintenance
Manage system enhancement projects: planning, implementation, and cross‑departmental coordination
Explore and implement AI‑powered automation tools (Copilot, Power Automate, AI Builder) to improve efficiency
Maintain system security, updates, and version control
Assist staff with minor IT issues
Training & Collaboration
Serve as internal trainer, providing effective instruction so staff can independently use the database to meet their responsibilities
Work with Senior Staff on strategies to support fundraising efforts and donor relationship management
Interact with other Federations in the CRM Collective
Coordinate with JFNA on shared configurations and best practices
Required Skills & Abilities
Microsoft Dynamics 365
experience required; Dataverse and model‑driven app familiarity strongly preferred
Power Platform
experience: Power BI (dashboard development), Power Automate (workflow automation)
SQL
proficiency for data analysis, queries, and validation
Strong analytical skills to identify and resolve database system issues
Proven ability to train individuals effectively in technical areas
Comfort translating between end‑user needs and database/system output
Ability to manage multiple projects, shifting priorities, and produce accurate work
Handle confidential information with discretion and integrity
Any transferable CRM skills from other platforms are valued
Preferred Skills
Blackbaud CRM experience (helpful for historical data context)
Data migration project experience
Data lifecycle management and retention policy experience
SharePoint integration experience
Experience with AI tools: Copilot for Dynamics 365, AI Builder, or similar
Previous experience in creation of process flow and workflow documentation
Knowledge of fundraising, development, and nonprofit organizations
Familiarity with donor privacy standards and PCI compliance
Bookkeeping or accounting basics
Technical Proficiency
Microsoft 365 suite (advanced Excel, Word, Outlook)
Power BI
SQL query writing
Adobe Acrobat
SharePoint
Education & Experience
B.S. or B.A. preferred; business or computer‑related study preferred
3‑5 years of database management experience
Extensive CRM database knowledge required
Schedule: This is a full‑time position.
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Our full-time employees are eligible for our benefits package which includes medical, dental, life, short and long-term disability insurances, voluntary insurance options, paid vacation, sick and holiday time, 401K, and health savings account.
Direct Report:
Vice President, Finance and Operations
Essential Duties and Responsibilities CRM Administration & Data Management
Administer the organization's Microsoft Dynamics 365 CRM system, ensuring data accuracy and accessibility for all staff
Administer the organization's Community Suite by Foundant system, ensuring data accuracy and accessibility for all staff
Support ongoing system migration from Blackbaud CRM to Dynamics 365, including post‑go‑live stabilization
Coordinate standardization of data entry procedures and train staff accordingly
Manage data updates and enhancements through third‑party vendors and integrations
Facilitate year‑end activities and processes related to the databases
Monitor databases for functional use, security, KPIs, dashboards, and reporting optimization
Data Governance
Establish and enforce data governance policies: naming conventions, data entry standards, duplicate management
Define and monitor data quality metrics and KPIs
Manage data retention and archival policies in compliance with organizational and legal requirements
Develop and maintain data dictionaries and field definition documentation
Ensure compliance with donor privacy standards and PCI requirements for gift processing
Reporting & Analytics
Develop and maintain Power BI dashboards connected to Dynamics 365/Dataverse
Create and manage reports, database queries, and analytics to support fundraising and program needs
Produce mailing lists for donor communications, e‑blasts, and special events
Provide statistical analysis and data insights to support organizational decision‑making
System Support & Development
Monitor, identify, and investigate system issues; coordinate solutions with JFNA Help Desk, support teams, or vendors
Support and maintain CRM applications, system tuning, performance monitoring, and database maintenance
Manage system enhancement projects: planning, implementation, and cross‑departmental coordination
Explore and implement AI‑powered automation tools (Copilot, Power Automate, AI Builder) to improve efficiency
Maintain system security, updates, and version control
Assist staff with minor IT issues
Training & Collaboration
Serve as internal trainer, providing effective instruction so staff can independently use the database to meet their responsibilities
Work with Senior Staff on strategies to support fundraising efforts and donor relationship management
Interact with other Federations in the CRM Collective
Coordinate with JFNA on shared configurations and best practices
Required Skills & Abilities
Microsoft Dynamics 365
experience required; Dataverse and model‑driven app familiarity strongly preferred
Power Platform
experience: Power BI (dashboard development), Power Automate (workflow automation)
SQL
proficiency for data analysis, queries, and validation
Strong analytical skills to identify and resolve database system issues
Proven ability to train individuals effectively in technical areas
Comfort translating between end‑user needs and database/system output
Ability to manage multiple projects, shifting priorities, and produce accurate work
Handle confidential information with discretion and integrity
Any transferable CRM skills from other platforms are valued
Preferred Skills
Blackbaud CRM experience (helpful for historical data context)
Data migration project experience
Data lifecycle management and retention policy experience
SharePoint integration experience
Experience with AI tools: Copilot for Dynamics 365, AI Builder, or similar
Previous experience in creation of process flow and workflow documentation
Knowledge of fundraising, development, and nonprofit organizations
Familiarity with donor privacy standards and PCI compliance
Bookkeeping or accounting basics
Technical Proficiency
Microsoft 365 suite (advanced Excel, Word, Outlook)
Power BI
SQL query writing
Adobe Acrobat
SharePoint
Education & Experience
B.S. or B.A. preferred; business or computer‑related study preferred
3‑5 years of database management experience
Extensive CRM database knowledge required
Schedule: This is a full‑time position.
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