Company: IDinsight
Location: Nairobi
Job Type: Contract , Full Time
Apply Before: 2026-08-07
Job Description
Responsibilities
System Setup and Configuration
Working within the existing Salesforce 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 check, and a meeting activity report
Verify and refine the Slack-to-Salesforce and Gmail/Google Calendar-to-Salesforce integration flows so that everyday interactions emails, Slack threads, calendar events are correctly logging to Account and Opportunity records
Test and document the “Relate to Salesforce” Slack workflow for lead 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 capacity, 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 Slack as the primary interface, supplemented by direct Salesforce access where needed
Create short, reusable training assets written guides, annotated screenshots, short video walkthroughs designed for delivery in Slack and for ongoing reference
Support at least one live onboarding session per user group and a feedback loop 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 via Slack
Translate existing workflow documentation into clear, step-by-step user guides written in plain, accessible language
Review and document naming conventions and data entry standards to prevent duplicate records and maintain pipeline integrity
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 base
Qualifications
Required
Demonstrated experience operationalizing a CRM within an organization, including documentation, training, and user enablement Salesforce experience required; fundraising environment preferred
Expert knowledge of Salesforce-Slack integration and Salesforce-Google Workspace Gmail, Google Calendar, Google Drive integration
Experience creating training materials for non-technical users, with an emphasis on building user confidence and reducing system aversion
Ability to work within a configured environment without admin-level system build privileges: you will work with what exists, document it, and escalate clearly when 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 Salesforce Nonprofit Success Pack NPSP objects and fundraising-specific workflows Accounts, Contacts, Opportunities, Gift 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
How to Apply
Interested and qualified? Go to IDinsight on idinsight.bamboohr.com to apply
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Source: MyJobMag