New

Project Manager

United Way of Greater Milwaukee & Waukesha County
$95,000 - Temporary role, full-time, hybrid schedule.
United States, Wisconsin, Milwaukee
225 West Vine Street (Show on map)
Mar 26, 2026
SUMMARY The Project Manager position is a 15-month role (May 2026 - July 2027) which will lead the delivery of an organization-wide CRM implementation. The CRM is a Microsoft Dynamics solution and includes donor management, reporting and analytics, transaction capture and payment distribution and integration with fundraising software. This is a 100% dedicated role responsible for driving execution, coordinating cross-functional teams, managing vendors, and ensuring the solution is delivered on time, on budget, and adopted by the business. The Project Manager reports to the VP, Digital Innovation and provides strong leadership, structure, communication and transparency through all phases of the project lifecycle. PROJECT LEADERSHIP & PARTNER MANAGEMENT Responsible for the strategic leadership and day-to-day execution CRM implementation project, including oversight of the internal project team and 3^rd party vendor partnerships. Maintain ownership of critical implementation milestones, including data migration, system configuration, testing, training, and go-live; proactively address and mitigate risks impacting milestones. Establish and maintain relationships with internal project team and organizational key stakeholders, including business analysts, data team, finance and fundraising staff and senior leadership. Establish and maintain strong relationships with key 3^rd party vendors and partners. Ensure vendor deliverables, timelines, and contractual commitments are met. Manages and escalates vendor performance issues. Control project scope, schedules, milestones, resources, budget and potential issues. Ensure that adequate resources are available for planned discovery, configuration, testing, training and post-implementation phases. Provide regular status reporting to leadership. Publish status reports for project sponsors and other stakeholders so that issues and solutions are clearly understood. Partner with senior leadership to define and track ROI post-launch. Facilitate stakeholder, vendor, and leadership meetings, including developing clear agendas, managing conflicts, supporting decision-making and capturing deliverables. PLANNING, SCOPE & DELIVERY Develop and maintain detailed tracking plans for managing milestones, deliverables, project scope, schedule, costs, issues, risks and dependencies. Identify priorities and manage multiple workstreams coordinating activities across departments ensuring deliverables are tracked in line with due dates. Enforce scope control and manage change requests. Conduct regular status meetings with project teams to manage progress against the project plan and keep members informed of updates and changes. RISK MANAGEMENT Own and manage technical, budget and timeline risks; proactively escalate high-impact risks with actionable recommendations. Provide effective resolution of issues, providing strategic direction and, when needed, escalating to senior leadership. Maintain decision, risk, and issue logs and drive timely resolution. DATA AND WORKFLOW MAPPING & MIGRATION Identify business processes performed in legacy system using requirements gathering techniques. Partner with department leaders to redesign business processes aligned with CRM capabilities. Identify and map system integration workflows. Manage and direct data mapping, cleansing, and migration activities. Lead data validation and reconciliation deliverables during testing and go-live. TESTING, TRAINING & CHANGE MANAGEMENT Create test plans and coordinate end user testing. Track issues and work with vendor to resolve, escalating as appropriate. Validate CRM configuration meets defined user requirements. Manage training planning and execution, including identifying training groups, creating training documentation and training deliverables. Drive organizational change management and organizational readiness activities to ensure successful adoption of CRM. EDUCATION, SKILLS & COMPETENCIES Bachelor's degree in IT, Business, Communication or a related field. 5+ years experience in IT project management required. 3-5 years experience in data migration and/or system integrations required. 3-5 years hands-on experience with Microsoft Dynamics, or similar CRM platform strongly preferred. PMP certification, or other similar project management certification strongly preferred. Demonstrated success in CRM or enterprise system implementations. Demonstrated experience in managing risk, timelines and deliverables while leading complex, multi-stakeholder initiatives that require strong coordination with 3^rd party vendors. Strong experience managing cross-functional team and vendor relationships. Excellent communication, facilitation, and stakeholder management skills. Experience leading organizational change management. Experience with Agile methodologies a plus. Experience or familiarity with nonprofit fundraising and/or financial workflows strongly desired. PERFORMANCE STANDARD All United Way information is held confidential. There is no disclosure of any internal United Way strategic information, or volunteer, vendor and donor information. SUPERVISORY RESPONSIBILITIES None CORE COMPETENCIES Mission-Focused. The top priority for all United Way professionals is to create real social change that leads to better lives and healthier communities. This drives their performance and professional motivations. Relationship-Oriented. United Way professionals understand that people come before process and is astute in cultivating and managing relationships toward a common goal. Collaborator. United Way professionals understand the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement. Results-Driven. United Way professionals are dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact. Brand Steward. United Way professionals are stewards of the brand and understand their role in growing and protecting the reputation and results of the greater network. PHYSICAL DEMANDS The physical demands at UWGMWC are representative of what is needed to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear, and use hands and fingers to operate a computer and telephone keyboard, reach, stoop and occasionally kneel. Specific vision abilities required by this job include close vision requirements due to computer work. Light to moderate lifting is required (such as loading paper into a paper tray). Ability to uphold to the stress of traveling (in designated positions). Regular, predictable attendance is required; including additional overtime as business demands dictate. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Moderate noise (business office with computers, phone, printers and light traffic). Ability to work in a confined area. Ability to sit at a computer terminal for an extended period of time. AMERICANS WITH DISABILITIES It is the policy of UWGMWC to comply with all relevant and applicable provisions of the Americans With Disabilities Act (ADA), as amended. UWGMWC will not discriminate against any qualified applicant with respect to any terms, privileges or conditions of employment based upon an individual's physical or mental disability. UWGMWC will also make reasonable accommodation whenever and wherever possible for all employees or applicants with disabilities provided that the individual is otherwise qualified to safely perform the duties and assignments required by the job, and provided that any accommodation does not require significant difficulty or expense. UWGMWC's policy of non-discrimination applies to all personnel and employment practices including, but not limited to, job application procedures, hiring, advancement, termination, compensation, job training and other terms, conditions and privileges of employment. EQUAL OPPORTUNITY EMPLOYER It is the policy of UWGMWC to provide equal employment opportunity to all individuals regardless of their race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, veteran status or military service, or other nonmerit factor or other legally protected characteristic. This applies to all recruiting, hiring, placement, training, promotion, compensation, transfers and other employment-relat https://www.bls.gov/opub/geographic-profile/home.htm https://www.bls.gov/opub/geographic-profile/home.htm ed programs and personnel actions. BELONGING & INCLUSION STATEMENT: Belonging & Inclusion is a core value at United Way of Greater Milwaukee & Waukesha County. We strive every day to enhance the culture of belonging and are passionate about building and sustaining an inclusive and equitable working environment. We believe this allows us to attract, retain the best possible colleagues to use their full gifts to serve our community. We are looking for other great colleagues who are excited about this important work. This job description indicates the general nature and work level performed by employees within this position. It is not designed to be a comprehensive inventory of all duties and qualifications required. The duties and/or requirements of this position may be modified, added, or deleted at any time. Other duties may be assigned.