Author - Team Heller

1
Did I Choose the Wrong Nonprofit CRM Platform?
2
CRM Technology: Strategic Planning vs. Strategic Management
3
Webinar – Flash Class: Using Change Management to Ensure Success in Your Technology Initiative
4
Salesforce Implementation Project Manager
5
2018 Reflections
6
3 Ways to Minimize a Productivity Dip
7
Guest Post: 8 Dos and Don’ts for Crafting Your Fundraising Strategy
8
Michael Marquez
9
Jonelle Bowers
10
Lillian Fleer

Did I Choose the Wrong Nonprofit CRM Platform?

This is a question that causes many executive decision-makers and nonprofit IT managers  to lose sleep at night. After springing for an expensive constituent relationship management (CRM) solution, the gnawing doubt sets in about the decision to invest in that particular platform. Is this software too much or too little for what we need it to do? How hard will it be for our people to get up to speed on it and have it start making a significant – and positive – difference in how we interact with our donors, volunteers, and other key constituents?

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CRM Technology: Strategic Planning vs. Strategic Management

When considering the CRM landscape today, it’s important to think about both technology and the context that drives it. Ideally, we’d say that the strategic needs of organizations have driven technological development. While that’s partially true, it remains the case that some organizations allow technology to drive their strategies instead.

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Webinar – Flash Class: Using Change Management to Ensure Success in Your Technology Initiative

Have you ever championed or a led a project to introduce new fundraising technology at your organization, only to have users ask for things to stay exactly the same?

Getting leadership approval and budget in place may seem like the largest hurdles, but a lesser known challenge is ensuring all stakeholders are on board. Ultimately, the success of any technology project lies in whether people adopt and use the tools to improve their work.

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Salesforce Implementation Project Manager

Heller Consulting’s work within the non-profit sector combines technical expertise with hands-on understanding of nonprofit operations. Project Managers are a key component to a project’s success at Heller, ensuring that the stated project objectives are met, the project comes in on time and in budget, and that we deliver a high-quality solution. Project Managers are accountable for driving projects to success while delivering them on time and on budget.  Project Managers are responsible for obtaining client satisfaction, managing client expectations, effectively leading project teams, furthering the firm’s goals, improving our methodology.

This position requires sophisticated project management skills and the ability to handle a portfolio of projects concurrently. Because most of the work has a high level of client engagement, strong interpersonal and written communication skills as well as a genuine interest in helping people and nonprofits are very important. The ability to collaborate closely with peers and clients while building consensus is also critical for success in this position.

Responsibilities

  • Manage project life cycle for Salesforce implementations, Constituent Relationship Management (CRM) roadmap and strategy services, and other Heller service offerings
  • Provide strategic support and guidance on projects to the team and client
  • Develop project plans based on scoped business process and technical requirements
  • Manage project scope delivery from inception to closure
  • Define, develop and actively manage implementation schedules and project budgets
  • Coordinate & manage Heller internal resources and occasional external subcontractors
  • Integrate project plans and timeline from client and vendors into a master project plan
  • Mitigate project risk by utilizing proactive communication, budget analytics and by gaining trust from the client
  • Lead effective communications with client and project team
  • Manage project teams & foster collaboration and effective team performance
  • Develop and maintain accurate and consistent project reporting for internal reporting standards and client reporting requirements
  • Actively participate in Heller Consulting’s knowledge base
  • Contribute to the refinement of existing services and development of new service lines at Heller Consulting

Required Skills

  • Minimum of 2-3 years of direct project management experience
  • Previous experience with Salesforce as an end user, experience as a system administrator is a strong plus
  • Strong written and verbal communication skills
  • Experience managing projects with technical and cross functional/departmental components
  • Knowledge of cloud-based tools, techniques, systems and solutions
  • Experience managing implementations of Salesforce.com required
  • Previous experience working with nonprofits, experience working in fundraising and program management is a plus
  • Exposure to and knowledge of Change Management practices and approaches
  • Experience managing large implementation projects with multiple stakeholder groups is strongly preferred

Preferred Qualifications

  • PMP Certification

Additional Information

We offer competitive compensation packages commensurate with experience, health and retirement benefits, educational opportunities for continual growth, and a strong team support framework.

This is a regular, full-time, management (“exempt”) position.  In a standard workweek, an average of 30 hours should be spent on projects & tasks billable to a client. Additional non-billable hours are expected and may include staff training or enrichment, client cultivation or general administration.

This position requires travel up to 30% of the time.

Click here to apply.

Heller Consulting is an Equal Opportunity Employer. In keeping with our beliefs and goals, no employee or applicant will face discrimination/harassment based on: race, color, ancestry, national origin, religion, age, gender, marital domestic partner status, sexual orientation, gender identity, disability status, or veteran status.

2018 Reflections

It’s hard to believe that 2018 has come and almost gone. We’ve tackled big problems for our clients, solved challenging technology puzzles and collaborated to put forth some of our best work to date. Before we look ahead to an exciting 2019, we chatted with some of our team members about their 2018 reflections and what work inspired them this year.

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3 Ways to Minimize a Productivity Dip

There’s a reason many of us put off getting a cell phone until we have to: for the first couple days (or weeks, in some cases), everything takes longer. There’s the upfront investment of time to set preferences the way you like them, authenticate passwords, and learn which buttons do what when. Getting a new device makes you think again, makes you pay attention. It can be tiresome, inconvenient and sometimes frustrating. This same scenario plays out on a large scale across organizations when making a large technology change, and it’s called a productivity dip.

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Guest Post: 8 Dos and Don’ts for Crafting Your Fundraising Strategy

No matter if your team is planning this year’s annual fund campaign or gearing up for a long capital campaign, you need to start planning your fundraising strategy to ensure your success.

Bob Happy from Averill Solutions shares these tips for managing successful fundraising campaigns.

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Michael Marquez

Michael Marquez
Consultant

Before joining Team Heller, Michael worked for California based nonprofits in various roles. These include Data Analyst at CASA of Los Angeles, Salesforce Manager at the 2015 Special Olympics World Games, CRM Manager at U.S. Vets, and Data Systems manager at the California Charter Schools Association. He also held a role of Senior Project Manager for a Salesforce consulting firm specializing in for-profit businesses. Michael holds a Bachelor of Arts in Economics from California State University at Los Angeles. During his free time, Michael enjoys camping, hiking, traveling, and exploring the great city of Los Angeles with his wife and young son. Most weekend nights, you will find Michael at a local L.A. venue with one of the two Latino bands in which he plays bass.

Jonelle Bowers

Jonelle Bowers
Consultant

Before joining Heller, Jonelle worked in the nonprofit sector for over twelve years, primarily in donor development for organizations of all sizes and missions. She served as Development Director for the Watershed Center Grand Traverse Bay where she led a major Salesforce Implementation project. She then went on to overhaul the Salesforce Data Management processes for Interlochen Center for the Arts’ extensive Annual Fund. Jonelle has a passion for marrying her in depth knowledge of nonprofit operations and fundraising with the most cutting-edge technology to streamline the important work of mission-based organizations. As a native northern California who has settled in Rural Northern Michigan, she spends her free time cooking and hunting for the perfect skipping stone with her children and partner on the shores of Lake Michigan.

Lillian Fleer

Lillian Fleer
Consultant

Prior to joining Heller in 2018, Lillian worked in the nonprofit sector for over twelve years. She served as the Education and Outreach Director at Heyday, a nonprofit publisher, where she made sure books were not just published, but read, discussed, and debated. It was in this role where she led a major Salesforce implementation and became more interested in using her nonprofit expertise alongside her technical expertise to expand the impact of mission-driven organizations. She went on to work for the nonprofit Butler Koshland Fellowships managing donor relations as well as their Salesforce environment and also worked for the San Francisco Public Utilities Commission’s Community Benefits department where she managed and helped build out the Social Impact Partnership’s Salesforce solution. Lillian’s passion for applying her technology skills to support social justice causes shows up in her professional work as well as her volunteer work at places such as Showing Up for Racial Justice (SURJ) SF and Our Family Coalition. A proud rural Vermonter living in the Bay Area, Lillian spends her free time outside in the woods, on the mountains, and at the beach with her wife and son.

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