Project Lead

CLC is looking for a committed Project Lead to manage a portfolio of clients in the nonprofit sector while designing accessible database solutions to support client project needs. This position collaborates with clients to surface issues and develop solutions, hosts trainings to support adoption, and surfaces best practices solutions for nonprofit database customization and management.

An ideal candidate will share our passion for creating a culture celebratory of problem-solving and skill-building with the team and our clients; a strong ability to communicate across various backgrounds and work styles; and an understanding of the unique data needs of nonprofit and movement organizations.

Expected hours per week: flexible—minimum 30, up to 40+

Location: Fully remote (Applicants must have the right to work in the US. Applicants with the right to work in Canada to be considered with employment through Remote EOR.)

Desired Start Date: Q1 2025

Reports To: Caitlin Lee, Firm Lead

Physical Requirements: Ability to work from computer a minimum of 30 hours per week, to host/participate in virtual meetings

POSITION RESPONSIBILITIES

Database Design and Implementation

• Unearth inconsistencies and opportunities for improvement in client databases via client interviews, database review, and existing process documentation
• Develop step-by-step solution plans
• Present solutions to clients to gain feedback and buy-in
• Design workflows to support client database use in line with their programs
• Structure workflows in databases
• Determine ways to check accuracy of set up
• Write best practice guides to document the structure of the system
• Lead change-management trainings with client teams on a variety of use case scenarios to operationalize customizations
• Make strategic decisions around data management from collection format to end reporting

Project Management

• Plan and track projects using Asana daily
• Keep your and collaborators’ tasks up to date with timelines so expectations are clearly communicated
• Delegate tasks to internal team and client teams
• Analyze and iterate on project structures to facilitate improvement and streamlining
• Manage multiple projects simultaneously and against project timelines and estimates
• Meet with clients virtually for training, office hours and check-ins
• Communicate project updates in a timely manner, including any shifts to timelines and adjustments to scope, soliciting client input when needed

Client Trainings and Adoption

• Develop workshop plan and timeline, including identifying varying levels of training needs by client role
• Conduct intensive database trainings on identified priority needs and hold ad-hoc trainings on client questions during office hours
• Develop visual and written guides, including handbooks, click-through guides, and presentations to meet a variety of learning styles
• Draft, edit and provide feedback on accessible technical guides to assure quality and consistency
• Measure client proficiency before and after trainings to gauge effectiveness and identify additional areas of support
• Create and execute a follow up plan to ensure client understanding and implementation

Required Skills

• Competency with EveryAction database, or comparable CRM
• Familiarity with Asana or other project management tools
• Design-thinking approach, with ability to communicate difficult concepts visually, verbally, and in writing
• Ability to handle confidential client data with discernment and care
• Self-directed and comfortable giving and receiving regular feedback
• Reliable, especially in a remote environment

Preferred Skills & Qualities

• Familiarity with NGP VAN and EveryAction
• Familiarity with other CRMs
• Familiarity with digital organizing tools for phone/text banking, email marketing, donation handling and event management (some of the tools we work with are Mobilize and ActBlue)
• Background in base building, community organizing, or labor organizing a plus!
• Curious
• Insightful
• Detail oriented
• Problem-solver
• Growth mindset

Applicants with substantial experience may also be considered via this application for the Senior Project Lead position. Responsibilities and pay info available upon request.

Caitlin Lee Consulting is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, veteran status, or any other characteristic protected by law.

All interested candidates are encouraged to apply even if they don't fulfill all requirements.