Client Success Lead for Salesforce — Nonprofit

Craftsman Technology Group LLC; Boston (MA); Hybrid; USD 90,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, vision

Disability insurance

401k & Roth IRA with company match

Employee ownership

4 weeks PTO per year

10 holidays + 2 floating holidays

Job summary

Craftsman Technology Group LLC in Boston, MA (hybrid) is seeking a Client Success Manager to oversee a portfolio of nonprofit clients, drive Salesforce adoption, and deliver strategic CRM guidance. You'll respond to tickets, anticipate client needs, and build trusted advisor relationships while coordinating with Consultants and Technical Analysts.

You will manage engagements, lead quarterly roadmaps, deliver small projects, provide end-user training, and contribute to the Craftsman

Qualifications

• Salesforce Admin certification required.
• Claude Associate-Foundations certification within 60 days of hire.
• 3+ years Salesforce administration or configuration experience.
• Experience in nonprofit or public sector.
• Proven ability to manage client relationships at multiple levels.
• Ability to work in a deadline-driven environment and multitask.
• Strong listening and questioning skills for meetings.
• Willingness to travel occasionally.

Responsibilities

• Maintain a portfolio of CTG clients and grow CRM adoption.
• Proactively manage relationships to ensure client satisfaction.
• Serve as trusted advisor across client operations.
• Represent client interests in CTG planning and prioritization.
• Understand client processes and propose solutions within their tech stack.
• Lead client meetings and gather requirements.
• Oversee billable work across CTG resources.
• Lead quarterly roadmaps and identify expansion opportunities.
• Plan and deliver small projects with Consultants.
• Deliver end-user training or coordinate with Tech teams.
• Create business process documentation for Craftsman knowledgebase.
• Adapt responsibilities as firm/client needs evolve.

Skills

Salesforce administration

Client relationship management

Nonprofit sector experience

Requirements gathering

Travel readiness

AI tools usage

Effective communication

Education

Salesforce Administrator certification

Claude Associate-Foundations certification

Tools

Salesforce

FormAssembly

GoFundMe Pro

Apsona

Claude AI tools

Job description

Craftsman Technology Group LLC in Boston, MA (hybrid) is seeking a Client Success Manager to oversee a portfolio of nonprofit clients, drive Salesforce adoption, and deliver strategic CRM guidance. You'll respond to tickets, anticipate client needs, and build trusted advisor relationships while coordinating with Consultants and Technical Analysts.

You will manage engagements, lead quarterly roadmaps, deliver small projects, provide end-user training, and contribute to the Craftsman