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Description

About Branches

At Branches, we believe every child should thrive and every family and community member can achieve financial wellness. We partner with families to build educational and financial assets, community, and hope; creating a safe, welcoming space where relationships come first, transformation is possible, and everyone is valued.

From serving over 550 students daily through our Grow and Climb programs, to reaching 10,000+ adults each year with our Achieve financial wellness services, to empowering local entrepreneurs through our MicroBusiness program, we are making a lasting impact in South Florida and we are excited about it.

We are a faith-based organization; keeping people at the heart of everything we do. Our culture is agile, collaborative, and fueled by purpose, we're passionate about transforming lives, fearless in pursuing what's possible, and driven by the entrepreneurial spirit it takes to meet challenges head-on. If you're inspired by impact, energized by growth, and ready to help co-create brighter futures, we encourage you to join our amazing mission-driven team, where your work doesn't just make a difference, it changes lives.

Position summary:

The Data Systems & Technology Manager is a technical leader who drives operational excellence through CRM management and technology adoption. Reporting to the Director of Organizational Effectiveness, this position combines technical expertise in data systems, analytics, and AI automation with a deep commitment to Branches' mission of partnering with families to build educational and financial assets, community, and hope. Key responsibilities include translating complex technical solutions into practical value for program staff, leadership, and stakeholders.

Primary Responsibilities:  

• Lead the implementation, configuration, and optimization of the organization's CRM platform
• Support the administration of program-specific data systems, ensuring data quality, integrity, and security
• Design and document data workflows, standardized processes, and user guides that ensure consistent, accurate data entry and management
• Configure automated reporting systems and maintain calendar of recurring data deliverables
• Develop and maintain interactive dashboards and data visualization tools that display key organizational metrics and program outcomes
• Provide technical support for data analysis, trend identification, and program evaluation activities
• Implement and manage enterprise technology applications, including Microsoft 365
• Ensure technology systems are accessible, user-friendly, and aligned with organizational needs
• Establish and manage ticketing systems for support requests and track resolution times and user satisfaction
• Design, deploy, and manage AI workflows that automate repetitive processes and enhance productivity
• Build and maintain AI automation systems using low-code/no-code platforms and AI frameworks
• Develop automation solutions for data entry, report generation, and participant tracking
• Design and deliver comprehensive training programs on data systems, AI tools, and technology applications
• Create documentation, video tutorials, and knowledge base resources that enable staff self-service and reduce support burden
• Provide ongoing technical coaching and support to build organizational data literacy and AI fluency

Key Measures Of Success : 

• Implements fully operational CRM with 100% data migration and staff adoption.
• Achieves 95%+ data quality and completeness rates across all critical organizational data fields.
• Delivers quarterly impact dashboards aligned to strategic plan KPIs.
• Maintains 90%+ team satisfaction with technology tools and data systems.
• Resolves support requests and achieves 90%+ user satisfaction with minimal operational disruptions.
• Deploys automation workflows with measurable efficiency gains.
• Strengthens cross-functional collaboration by delivering timely, accurate data support with clear communication of commitments and timelines.
• Positions Branches as a technology leader by implementing AI solutions that enhance operational capacity.

Why join us?

Joining Branches means becoming part of a community that truly invests in your whole self, offering a Market Competitive benefits package that balances comprehensive support with a deep sense of purpose. We prioritize your long term security through a Top Benefits rated retirement plan, featuring a voluntary 403(b) with a generous dollar-for-dollar match up to 6%, . Your wellbeing is at the heart of our Service-Life Harmony culture, supported by Market Leading leave policies that include 15 paid holidays, 10 days of sick/personal time, a floating holiday for self-care, and 10 days of vacation that increases with your tenure. Beyond traditional healthcare and Market Leading voluntary offerings like dental, vision, and accident insurance, we provide exclusive access to dedicated EY financial advisors through our retirement plan and program designed for your wellbeing. At Branches, you are a Branchie empowered by a culture to serve that celebrates your growth, honors your presence, and provides the foundational stability you need to thrive both professionally and personally.

Beyond the Job Ad

At Branches, we recognize it's unrealistic for candidates to fulfill 100% of the criteria in a job ad. We encourage you to apply if you meet the majority of the requirements because we know that skills evolve over time. If you're willing to learn and evolve alongside us, join our team!

While most of the work for this position happens in a vibrant, collaborative office setting, we embrace flexibility, offering opportunities for remote or hybrid work when possible. Because our mission connects us deeply to our community, you'll occasionally travel to other Branches sites or attend meetings with our Partners, with some evenings and weekends dedicated to special events or community needs. Reliable transportation is essential to support this work.

Branches is committed to the policy that all people have equal access to its programs, facilities and employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Please note: This role is dynamic, and responsibilities may evolve as we work together to meet the growing needs of the organization and the community we serve.

Requirements

• Bachelor's degree in Information Technology, Data Science, Business Analytics, or related field
• 3-5 years of progressive experience in data systems and technology management and business intelligence
• Demonstrated experience implementing and managing CRM platforms or impact measurement systems
• Hands-on experience with automation and workflow orchestration using AI tools
• Proficiency in prompt engineering and practical application of LLMs for automation
• Strong understanding of data visualization and dashboard creation using tools
• Experience with Microsoft 365 ecosystem (SharePoint, Teams) and cloud-based collaboration tools
• Exceptional analytical and problem-solving skills with ability to translate complex technical concepts for non-technical audiences
• Excellent project management skills with demonstrated ability to manage multiple priorities and meet deadlines
• Strong communication skills, both written and verbal, with ability to conduct effective training sessions
• Collaborative mindset with proven ability to work cross-functionally and build relationships with diverse stakeholders