Senior Strategist, Constituent Data Integrations

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the technical design, documentation, and implementation of integration architecture across the CRM, HubSpot, and interconnected platform ecosystem.

• Assist in the execution of integrations involving Workday, HubSpot, ShelterLuv, FundraiseUp, Snowflake, Airtable, Digital Cheetah, Maestro, Checkfront, Cvent, ControlShift, Cloud4Wi, Outlook, and prospective platforms.

• Develop data mapping, synchronization logic, APIs, and error handling, while assessing downstream effects.

• Convert business requirements into technical specifications and verify that implementations align with the outlined documentation.

• Keep an updated inventory of current integrations and maintain documentation for future-state architecture.

• Aid in CRM modernization by outlining integration requirements, documenting existing architecture, and designing integration patterns for the future.

• Create identity resolution and system-of-record rules for the future platform.

• Assess CRM vendors for compatibility with data models, integration/API capabilities, and migration technical risks.

• Facilitate technical reviews and approvals during migration phase gates.

• Manage technical resolutions for CRM migration and modernization efforts once business direction is established.

• Identify, prioritize, and define AI use cases within the integration ecosystem.

• Assist in the delivery of AI-driven tools and workflows, including LLM applications, retrieval systems, and automation pipelines.

• Participate in build-versus-buy decisions, vendor selection, model assessment, cost/benefit analysis, and responsible AI frameworks.

• Investigate emerging technologies and implement AI-powered solutions where suitable.

• Provide technical insights to the Constituent Systems Governance Committee and highlight governance implications of design decisions.

⛳️ Requirements

• A minimum of 5 years of experience in a technical position related to CRM or business systems.

• Capability to convert business needs into precise technical requirements and articulate technical trade-offs to non-technical stakeholders.

• Excellent written and verbal communication abilities.

• Practical experience with REST APIs, data mapping, and synchronization logic.

• Familiarity with at least one major CRM platform: HubSpot, Blackbaud CRM or Raiser's Edge, Salesforce, or a comparable system.

• Proficient in SQL and data models.

• Experience in creating documentation for technical and business audiences, such as data flow diagrams, integration inventories, and requirements documentation.

• Proven track record of collaborating with system owners, IT teams, and external vendors during implementation.

• Sound judgment concerning AI or automation, with an understanding of data privacy and security considerations.

• Bachelor’s degree or equivalent practical experience.

• Authorization for U.S. employment that does not currently require and will not in the future necessitate visa sponsorship.

• Preferred: Experience in CRM or enterprise system migration, implementation, or vendor assessment.

• Preferred: Knowledge of Blackbaud CRM and BrightVine Data Link.

• Preferred: Familiarity with HubSpot integrations, including bidirectional synchronization with a CRM of record.

• Preferred: Experience with Snowflake or another cloud data warehouse, along with Tableau or Sigma.

• Preferred: Proficiency in Boomi, MuleSoft, Workato, Make, Zapier, or n8n.

• Preferred: Knowledge of LLM APIs, retrieval systems, or automation pipelines.

• Preferred: Understanding of fundraising, donor, or constituent engagement processes, ideally within a nonprofit or animal welfare context.

🏝️ Benefits

• Excellent benefits package.

• Equal opportunity employer.