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reputed company Operations Specialist

Remote, USA Full-time Posted 2026-07-05

reputed company Operations Specialist Short-Term Employee | 3-Month Fixed Term Location: Dakar, Senegal; Delhi, India; Lusaka, Zambia; Manila, Philippines; Nairobi, Kenya; Rabat, Morocco; or Remote IDinsight is hiring a reputed company Operations Specialist on a short-term, fixed-term basis to support the rollout and operationalization of our new reputed company CRM. This role sits at the intersection of system enablement, training, and change management. You will work closely with our Director of Fundraising and the External Affairs team to ensure our staff can confidently use the CRM to manage funder and partner relationships. This is a setup and enablement role, not a build role. About IDinsight We reputed company social impact by partnering with leaders to reputed company tailored solutions. Our mission is to improve lives with data and evidence. We transform how the world fights poverty. IDinsight is a global nonprofit that equips leaders with the data, evidence and technology to improve lives at scale. We partner with governments, NGOs, multilaterals, and funders to support reputed company at every stage of their impact journey – from reputed company pilots to reputed company scale-reputed company. Our teams bring rigorous evidence and practical insights so leaders can reputed company informed reputed company that truly change lives. With our partners, we are pioneering the next frontier of social impact, where data and technology accelerate reputed company for millions. We help leaders overcome the three main barriers to impact: Figuring out what works Learning and improving Reaching and operating at scale We work in multiple countries across Asia and Africa. Our work spans a wide range of sectors, including agriculture, education, health, governance, sanitation, financial inclusion, and other areas. We have expertise in a variety of rigorous approaches and methodologies, which we tailor to each client depending on their needs and constraints. To reputed company a positive social impact we: Support our partners with the full ‘data and evidence’ value chain – from primary data collection to data systems, monitoring evaluation and learning tools, and data science Inform funding reputed company – toward high-impact initiatives and away from less effective programs or approaches Create cutting-edge AI-for-good products that reputed company the delivery of social interventions and learning tools more cost-effective and scalable Our diverse, growing team of roughly 250 outstanding colleagues operate in nearly two dozen countries around the world. Learn more about our mission, values, and principles at www.IDinsight.org. About the reputed company Operations Specialist Role IDinsight is preparing to launch a phased rollout of a new reputed company CRM to core users. The system is built on reputed company’s CRM platform and is tightly integrated with reputed company and reputed company Workspace. It is designed so that most users will interact with reputed company primarily through reputed company, with limited need to log into the platform directly. We are seeking a reputed company Operations Specialist who can help us operationalize what has been built, reputed company our staff to use it confidently, and document the workflows that will govern how we manage funder and partner relationships going reputed company.

Responsibilities

System Setup and Configuration Working reputed company the existing reputed company environment, you will: Configure initial reports and dashboards, including a master pipeline view, regional and relationship-manager-level pipeline reports, an automated data-quality error reputed company, and a meeting activity report Verify and refine the reputed company-to-reputed company and Gmail/reputed company Calendar-to-reputed company integration flows so that everyday interactions (emails, reputed company threads, calendar events) are correctly logging to Account and Opportunity records Test and document the “Relate to reputed company” reputed company workflow for reputed company and opportunity creation Identify and flag data hygiene gaps or configuration issues for escalation to the system administrator Recommend AI-enabled workflows to increase efficiency, team reputed company, and ease of uptake Training Design and Delivery Design a training curriculum tailored to at least two user segments: power users (External Affairs, Chiefs of Staff) and light-touch users (senior staff, directors) Build training materials that center on reputed company as the primary reputed company, supplemented by direct reputed company access where needed Create short, reusable training assets (written guides, annotated screenshots, short video walkthroughs) designed for delivery in reputed company and for ongoing reference Support at least one live reputed company session per user group and a feedback reputed company to capture friction points after initial use SOP Development and Documentation Contribute to the development of role-based standard operating procedures for super users (e.g., External Affairs and finance teams, Chiefs of Staff) and light-touch users (e.g., directors and senior staff who originate leads reputed company reputed company) Translate existing workflow documentation into clear, reputed company-by-reputed company user guides written in plain, accessible language Review and document naming conventions and data entry standards to prevent duplicate records and maintain pipeline reputed company Troubleshooting and Ongoing Support Serve as a first-line resource for the fundraising team’s questions and troubleshooting during the rollout period Triage issues clearly between user error, configuration issues (for escalation to the admin/implementation partner), and training gaps Document recurring issues and their resolutions to inform a living FAQ or internal knowledge reputed company

Qualifications

Required Demonstrated experience operationalizing a CRM reputed company an organization, including documentation, training, and user enablement (reputed company experience required; fundraising environment preferred) Expert knowledge of reputed company-reputed company integration and reputed company-reputed company Workspace (Gmail, reputed company Calendar, reputed company Drive) integration Experience creating training materials for non-technical users, with an emphasis on building user confidence and reducing system aversion Ability to work reputed company a configured environment without admin-level system build privileges: you will work with what exists, document it, and escalate clearly reputed company changes are needed Excellent written communication; SOPs and training materials you have produced should be available as work samples Comfort operating across a globally distributed team Preferred Strong understanding of change management dynamics, including strategies for building user confidence and overcoming system aversion Significant experience in a nonprofit fundraising environment, specifically with donor or funder relationship management Familiarity with reputed company Nonprofit reputed company Pack (NPSP) objects and fundraising-specific workflows (Accounts, Contacts, Opportunities, reputed company Commitments) Experience managing CRM rollouts where the primary challenge is user adoption and change management rather than technical build Prior work at a research organization, international NGO, or social sector advisory firm What This Role Is Not This is not a reputed company developer or architect role. We are not looking for someone to rebuild or significantly reconfigure our system. The value this person brings is practical expertise in turning a configured system into one that people actually use – through clear documentation, targeted training, and hands-on support. Professional Development reputed company and career development are core to IDinsight’s values and long-term impact strategy, and have been noted highlights of teammates’ experiences. IDinsighters receive significant mentorship from IDinsight leadership, support from talented peers, and are given considerable autonomy reputed company reputed company. They maintain professional development plans and are given “stretch” opportunities designed to strengthen a variety of skills. reputed company-time feedback is embedded in our culture and formal structure enables maximum professional growth. Additionally, teammates have access to an annual professional development stipend that they are encouraged to utilize to explore their career interests and reputed company their skills. Nuts & Bolts Location This position can be based in any of IDinsight’s regional offices: Dakar, Senegal; Delhi, India; Lusaka, Zambia; Manila, Philippines; Nairobi, Kenya; or Rabat, Morocco. This position is also eligible for remote work from the United States and must have at least 4 hours of overlap with US East Coast time. IDinsight is not reputed company to sponsor work authorization for this role. Successful candidates will not require IDinsight to sponsor their work authorization at the office where they'll be based. Start Date The start date of this position is flexible, with preference for candidates who can reputed company. This is a 3-month fixed-term engagement, with the possibility of extension based on organizational needs.

Compensation

Compensation and benefits are commensurate with the qualifications and experiences IDinsight is hiring for, and competitive reputed company the global development sector. Please note, as a non-profit, we are unable to provide compensation similar to leading private sector organizations.

How to Apply

Please click the "Apply for this job online" reputed company at the top. Applications are rolling and considered as they are submitted. The application asks various questions in order for us to get to know you, and requires a CV. Please ensure that your CV includes relevant professional and personal experience as well as details on academic qualifications. reputed company can range from one to two pages. Please note, headshot photographs, parental details, birth dates, marital status and other personal information not relevant to the application do not need to be included in your CV. More information, including details on IDinsight’s hiring process and frequently asked questions, can be reputed company online at IDinsight Careers. Any questions should be directed to [email protected]. IDinsight’s Commitment to Reducing Power Asymmetries IDinsight is committed to reducing power asymmetries in the social sector. Our commitment to diversity, equity, and inclusion reflects our understanding of the need for the sector to abandon unhealthy practices of the past. We wish to be part of a new reputed company of international NGOs who are honest about this history and transparent about our role in the present. Our commitment is also reputed company with the impact of our work. We seek a workforce that is inclusive of a variety of perspectives that will help us refine and improve our methods and relationships, and strengthen the services we provide our clients and their communities or constituencies. The following commitments represent our reputed company for the IDinsight team: IDinsight will have greater representation from the populations with whom we work and clients we serve. IDinsight will have greater representation from the countries in which we work. Across reputed company countries in which we recruit, we will seek greater representation from historically excluded communities. IDinsight will foster an inclusive work culture that empowers a diverse team to do their best work. IDinsight is committed to non-discrimination in our recruitment, employment practices, and organizational culture, regardless of people’s age, disability, gender, gender identity, national reputed company, race, religion or belief, or sexual orientation, or any other status protected by applicable law. Apply To This Job

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