CRM Implementation Consultant | The Forum

Who is The Forum?

The Forum is a Canadian charity that energizes, educates, mentors and connects women entrepreneurs to be wildly successful, promoting strengthened economies and thriving communities. We are proud to have supported over 6,100 women entrepreneurs since the pandemic began and have 22 years of experience supporting over 15,000 entrepreneurs across the country. We are driven to make a meaningful impact and have fun while doing so.

We strive to work with intention, responding to the needs of women entrepreneurs and ensuring that they get the resources they need. We want everyone who accesses The Forum to walk away feeling like they have someone in their corner, championing them. We believe our communities are stronger and better cared for when they are diverse, inclusive, and just. We are dedicated to ensuring our initiatives reflect these beliefs by being committed to a journey towards anti-oppression and equity. We hope these principles encourage candidates who identify as Black, Indigenous, Women of Colour, and LGBTQIA2S+ to apply for this position.

About the role:

We are seeking an experienced CRM Implementation Consultant with strong project management experience and expertise in CRM implementation to lead the successful deployment and integration of our new CRM system (most likely Hubspot and Salesforce) and related technologies. This role will work closely with our implementation partner and internal teams to ensure data integrity, streamline AI workflows, and support operational efficiencies.

We are looking for an independent consultant to join us for one year on a part-time basis (approximately 20 hours a week). Ideally, you have implemented CRM systems for other not-for-profit organizations or charities.

As part of the recruitment process, you will be asked to submit a project or engagement proposal, which will be used to assess your approach & alignment, relevant experience, and budget with our organizational goals.

What you'll be responsible for:

- Leading the project management of CRM implementation and related system integrations, collaborating closely with our external implementation partner.
- Coordinating and overseeing all phases of the CRM rollout, ensuring timelines, budgets, and quality standards are met.
- Managing data migration processes, including data scrubbing, cleansing, and analysis to ensure accuracy and usability.
- Developing, maintaining, and optimizing AI-driven workflows to enhance operational capabilities and service delivery.
- Acting as the primary liaison between the implementation partner and internal stakeholders to address technical needs and customization requests.
- Providing regular progress reports and insights to the VP, Finance & Operations.
- Identifying opportunities for system improvements and efficiencies that align with organizational goals.

What you bring to the table:

- You are an experienced software implementation specialist with a focus on CRM systems. Bonus points if you’ve worked with a variety of not-for-profit organizations and charities, and understand the unique operational needs of mission-driven teams.
- You are passionate about The Forum’s mission of supporting women entrepreneurs and are committed to contributing to its success.
- You understand Salesforce and Hubspot through and through.
- You are a strategic and operational professional with exceptional organizational and time-management skills.
- You thrive in fast-paced environments, juggling multiple priorities and staying ahead of dynamic changes.
- You communicate clearly and professionally, both in writing and verbally, and excel at managing relationships with key stakeholders.
- You take full ownership of tasks and projects, providing regular updates and finding solutions to potential roadblocks.
- You are highly proficient with software such as Google Suite, and CRM systems, and you quickly adapt to new platforms.
- You bring a 'how can I help' attitude, are resourceful, and enjoy supporting a high-performing leadership team.

Engagement overview & budget

- We estimate that this transformation project will require part-time support, approximately 2–3 days per week (or around 20 hours weekly) for one year.
- Our approximate budget for this 1-year engagement is between $70,000–$80,000 CAD. As part of the recruitment process, you will be asked to submit a project or engagement proposal, which will be used to assess your approach and alignment, relevant experience, and proposed budget against our organizational goals. If selected, you will be joining The Forum as an independent consultant.
- Ideally, you are based in Vancouver or Toronto, as most of our team members are located in these two cities.
- We care deeply about a great team experience and value an inclusive culture that embraces diversity. We are committed to fair workplace practices and will consider all qualified candidates fairly.

The recruitment process

- Please submit your application by 4 pm PST on Thursday, July 10th.

- Video interview with Agnes, HR Advisor from Bloom (our HR partner)
- Video interview with Kirsten Koppang Telford (CEO)
- Proposal delivery
- Final video or in-person interview with Kirsten, which may also include a proposal presentation
- References
- Selection & Offer

We thank all who apply, but only applicants selected for an interview will be contacted.

The Forum is a proud equal-opportunity workplace committed to equal employment opportunity regardless of race, colour, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. We’re looking for motivated and compassionate people who can execute from the ground up and support the work that The Forum believes in.

The Forum is committed to developing an inclusive, barrier-free recruitment process and work environment. Please inform us if you require any accommodation, and we will work with you to meet your accessibility needs. For any accessibility-related assistance, requests for information in accessible alternative formats, or reports of any accessibility problems, please share them in your application or send an email to agnes@buildwithbloom.com.

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