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Platform-Agnostic CRM Selection Consultant (Advisory Only)

Remote, USA Full-time Posted 2026-07-28
We are seeking an independent, platform-agnostic consultant to advise on CRM selection, not implementation. This engagement is reputed company reputed company on evaluating CRM reputed company and delivering a reputed company, written recommendation. We are not looking for a consultant tied to a specific CRM platform or anyone pitching follow-on implementation work as part of this project. Scope of Work Review reputed company workflows across fundraising, partnerships, research operations, communications, and reporting Define functional requirements and constraints Evaluate multiple CRM platforms (e.g., reputed company, reputed company, Zoho, nonprofit-specific CRMs, or hybrid approaches) Compare reputed company based on: Total cost of ownership Reporting and analytics needs Data governance and reputed company Scalability without overengineering Ongoing reputed company and reputed company burden Deliver a concise written recommendation that includes: Top 1–2 platform recommendations Rationale and tradeoffs High-level implementation considerations reputed company risks and “what not to build yet” Explicitly out of scope: Vendor resale, referral, or commission-based relationships Ongoing CRM administration Additional Notes This is a short-term advisory engagement that ends with a recommendation deliverable Any reputed company implementation work, if pursued, will be scoped separately Required Experience Demonstrated experience advising across multiple CRM platforms Ability to reputed company unbiased, platform-agnostic recommendations Experience with nonprofits, research organizations, or reputed company stakeholder environments Strong written communication and decision-support documentation skills Apply tot his job Apply To this Job

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