Assistant Director, CRM Special Projects

Hadassah; New York (NY); On-site; USD 120,000 - 160,000; Full time

Job summary

Hadassah in New York seeks an Assistant Director, CRM Special Projects to lead strategic CRM initiatives across the organization and drive scalable solutions from planning through implementation.

You will partner with global and domestic stakeholders, manage budgets and timelines, ensure Salesforce and data migration best practices, and guide adoption with training and change readiness.

Qualifications

• Bachelor’s degree required in IT, business, or related field; master’s preferred.
• 5+ years of project or program management experience, including CRM implementations.
• Experience leading cross-functional technology programs, global or multi-country initiatives preferred.
• Strong business analysis, requirements gathering, and UAT support.
• Familiarity with Salesforce, data migrations, and system integrations.
• Knowledge of Agile, Waterfall, and hybrid delivery methodologies.

Responsibilities

• Partner with stakeholders to elicit and document CRM requirements and success metrics.
• Lead projects from discovery to implementation, managing scope, timelines, budgets, and risks.
• Assess current processes, identify gaps, and translate findings into solutions.
• Facilitate discovery sessions and present evidence-based recommendations.
• Ensure Salesforce best practices, security standards, and adoption readiness.
• Develop communication, training, and go-live plans.
• Support business readiness and transition to ongoing support.
• Perform other duties as required.

Skills

Project leadership

Business analysis

Stakeholder management

Communication & presentation

Education

Bachelor’s degree in information systems, CS, business, or related field

Master’s degree preferred

Tools

Salesforce

Microsoft 365

Jira

Azure DevOps

Smartsheet

Job description

Hadassah is seeking an Assistant Director, CRM Special Projects to lead strategic CRM initiatives that support the organization’s operational priorities and drive improvements in systems and processes. This role will oversee CRM projects from planning through implementation, partnering with business leaders, technical teams, and stakeholders across the organization to develop and deliver effective, scalable solutions.

The Assistant Director will play a key role in implementing new CRM capabilities, improving business processes, and supporting successful system adoption across Hadassah.

Key Responsibilities

• Partner with global and domestic stakeholders to elicit, analyze, validate, and document business needs, processes, requirements, and success measures for implementation of assigned CRM initiatives and strategic projects.
• Lead assigned projects from discovery through implementation, developing and managing scope, timelines, budgets, resources, risks, dependencies, and governance structures.
• Assess current-state business processes and systems, identify gaps and improvement opportunities, and translate findings into recommended solutions.
• Facilitate discovery sessions, evaluate solution options, define acceptance criteria, and present evidence-based recommendations and tradeoffs to business and technical leaders.
• Ensure solutions align with Salesforce best practices, security standards, and business requirements.
• Develop and execute communication, training, and adoption strategies.
• Support business readiness, go-live planning, and transition to ongoing support.
• Other duties as required.

Required Knowledge, Education, Experience

• Bachelor’s degree in information systems, Computer Science, Business Administration, or related field; master’s degree preferred.
• 5+ years of project or program management experience, including significant experience leading CRM implementations, enhancements, or transformation initiatives.
• Experience managing complex, cross-functional technology programs; experience with global or multi-country initiatives is preferred.
• Demonstrated business analysis experience, including requirements gathering, process analysis, solution assessment, documentation, and support for user acceptance testing.
• Skilled in facilitating stakeholder workshops, synthesizing diverse perspectives, documenting decisions, and producing concise materials for executive, business, and technical audiences.
• Experience with Salesforce platforms, system integrations, and data migration.
• Knowledge of Agile, Waterfall, and hybrid delivery methodologies.
• Proficiency with Microsoft 365, Jira, Azure DevOps, Smartsheet, and related project management tools.
• PMP, Salesforce, Scrum, or related certifications preferred.

Required Skills

• Strong project leadership, planning, and execution capabilities.
• Strong business analysis skills, including critical thinking, structured problem solving, process mapping, requirements traceability, data-informed decision-making, and clear translation between business and technical teams.
• Excellent stakeholder management, communication, and presentation skills.