{"id":103609,"date":"2026-07-24T17:42:22","date_gmt":"2026-07-24T17:42:22","guid":{"rendered":"https:\/\/jobs.dataaxisnode.com\/kenya\/uncategorized\/salesforce-operations-specialist\/"},"modified":"2026-07-24T17:42:22","modified_gmt":"2026-07-24T17:42:22","slug":"salesforce-operations-specialist","status":"publish","type":"post","link":"https:\/\/jobs.dataaxisnode.com\/kenya\/jobs\/nairobi\/salesforce-operations-specialist\/","title":{"rendered":"Salesforce Operations Specialist"},"content":{"rendered":"<p><script type=\"application\/ld+json\">{\"@context\": \"https:\/\/schema.org\/\", \"@type\": \"JobPosting\", \"title\": \"Salesforce Operations Specialist\", \"description\": \"Responsibilities\\nSystem Setup and Configuration\\nWorking within the existing Salesforce environment, you will:\\nConfigure 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\\nVerify 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\\nTest and document the \u201cRelate to Salesforce\u201d Slack workflow for lead and opportunity creation\\nIdentify and flag data hygiene gaps or configuration issues for escalation to the system administrator\\nRecommend AI-enabled workflows to increase efficiency, team capacity, and ease of uptake\\nTraining Design and Delivery\\nDesign a training curriculum tailored to at least two user segments: power users External Affairs, Chiefs of Staff and light-touch users senior staff, directors\\nBuild training materials that center on Slack as the primary interface, supplemented by direct Salesforce access where needed\\nCreate short, reusable training assets written guides, annotated screenshots, short video walkthroughs designed for delivery in Slack and for ongoing reference\\nSupport at least one live onboarding session per user group and a feedback loop to capture friction points after initial use\\nSOP Development and Documentation\\nContribute 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\\nTranslate existing workflow documentation into clear, step-by-step user guides written in plain, accessible language\\nReview and document naming conventions and data entry standards to prevent duplicate records and maintain pipeline integrity\\nTroubleshooting and Ongoing Support\\nServe as a first-line resource for the fundraising team\u2019s questions and troubleshooting during the rollout period\\nTriage issues clearly between user error, configuration issues for escalation to the admin\/implementation partner, and training gaps\\nDocument recurring issues and their resolutions to inform a living FAQ or internal knowledge base\\nQualifications\\nRequired\\nDemonstrated experience operationalizing a CRM within an organization, including documentation, training, and user enablement Salesforce experience required; fundraising environment preferred\\nExpert knowledge of Salesforce-Slack integration and Salesforce-Google Workspace Gmail, Google Calendar, Google Drive integration\\nExperience creating training materials for non-technical users, with an emphasis on building user confidence and reducing system aversion\\nAbility 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\\nExcellent written communication; SOPs and training materials you have produced should be available as work samples\\nComfort operating across a globally distributed team\\nPreferred\\nStrong understanding of change management dynamics, including strategies for building user confidence and overcoming system aversion\\nSignificant experience in a nonprofit fundraising environment, specifically with donor or funder relationship management\\nFamiliarity with Salesforce Nonprofit Success Pack NPSP objects and fundraising-specific workflows Accounts, Contacts, Opportunities, Gift Commitments\\nExperience managing CRM rollouts where the primary challenge is user adoption and change management rather than technical build\\nPrior work at a research organization, international NGO, or social sector advisory firm\", \"datePosted\": \"2026-07-24\", \"hiringOrganization\": {\"@type\": \"Organization\", \"name\": \"IDinsight\"}, \"jobLocation\": {\"@type\": \"Place\", \"address\": {\"@type\": \"PostalAddress\", \"addressLocality\": \"Nairobi\", \"addressCountry\": \"KE\"}}, \"directApply\": true, \"validThrough\": \"2026-08-07T23:59:59\", \"employmentType\": \"FULL_TIME\"}<\/script><\/p>\n<p><strong>Company:<\/strong> IDinsight<\/p>\n<p><strong>Location:<\/strong> Nairobi<\/p>\n<p><strong>Job Type:<\/strong> Contract , Full Time<\/p>\n<p><strong>Apply Before:<\/strong> 2026-08-07<\/p>\n<h3>Job Description<\/h3>\n<p>Responsibilities<br \/>System Setup and Configuration<br \/>Working within the existing Salesforce environment, you will:<br \/>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<br \/>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<br \/>Test and document the \u201cRelate to Salesforce\u201d Slack workflow for lead and opportunity creation<br \/>Identify and flag data hygiene gaps or configuration issues for escalation to the system administrator<br \/>Recommend AI-enabled workflows to increase efficiency, team capacity, and ease of uptake<br \/>Training Design and Delivery<br \/>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<br \/>Build training materials that center on Slack as the primary interface, supplemented by direct Salesforce access where needed<br \/>Create short, reusable training assets written guides, annotated screenshots, short video walkthroughs designed for delivery in Slack and for ongoing reference<br \/>Support at least one live onboarding session per user group and a feedback loop to capture friction points after initial use<br \/>SOP Development and Documentation<br \/>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<br \/>Translate existing workflow documentation into clear, step-by-step user guides written in plain, accessible language<br \/>Review and document naming conventions and data entry standards to prevent duplicate records and maintain pipeline integrity<br \/>Troubleshooting and Ongoing Support<br \/>Serve as a first-line resource for the fundraising team\u2019s questions and troubleshooting during the rollout period<br \/>Triage issues clearly between user error, configuration issues for escalation to the admin\/implementation partner, and training gaps<br \/>Document recurring issues and their resolutions to inform a living FAQ or internal knowledge base<br \/>Qualifications<br \/>Required<br \/>Demonstrated experience operationalizing a CRM within an organization, including documentation, training, and user enablement Salesforce experience required; fundraising environment preferred<br \/>Expert knowledge of Salesforce-Slack integration and Salesforce-Google Workspace Gmail, Google Calendar, Google Drive integration<br \/>Experience creating training materials for non-technical users, with an emphasis on building user confidence and reducing system aversion<br \/>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<br \/>Excellent written communication; SOPs and training materials you have produced should be available as work samples<br \/>Comfort operating across a globally distributed team<br \/>Preferred<br \/>Strong understanding of change management dynamics, including strategies for building user confidence and overcoming system aversion<br \/>Significant experience in a nonprofit fundraising environment, specifically with donor or funder relationship management<br \/>Familiarity with Salesforce Nonprofit Success Pack NPSP objects and fundraising-specific workflows Accounts, Contacts, Opportunities, Gift Commitments<br \/>Experience managing CRM rollouts where the primary challenge is user adoption and change management rather than technical build<br \/>Prior work at a research organization, international NGO, or social sector advisory firm<\/p>\n<h3>How to Apply<\/h3>\n<p>Interested and qualified? Go to IDinsight on idinsight.bamboohr.com to apply<br \/>Build your CV for free. Download in different templates.<\/p>\n<p><a href=\"https:\/\/www.myjobmag.co.ke\/apply-now\/1287393\" target=\"_blank\" rel=\"noopener\" style=\"display:inline-block;padding:10px 20px;background:#2271b1;color:#fff;text-decoration:none;border-radius:4px;\">Apply Now<\/a><\/p>\n<p><small>Source: MyJobMag<\/small><\/p>\n<p><!-- job-expiry: 2026-08-07 --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Company: IDinsight Location: Nairobi Job Type: Contract , Full Time Apply Before: 2026-08-07 Job Description ResponsibilitiesSystem Setup and ConfigurationWorking 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 reportVerify and refine the Slack-to-Salesforce and [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1408,1409],"tags":[1451,2442,1413,1412],"class_list":["post-103609","post","type-post","status-publish","format-standard","hentry","category-jobs","category-nairobi","tag-contract-full-time","tag-idinsight","tag-job-listing","tag-myjobmag"],"_links":{"self":[{"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/posts\/103609","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/comments?post=103609"}],"version-history":[{"count":0,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/posts\/103609\/revisions"}],"wp:attachment":[{"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/media?parent=103609"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/categories?post=103609"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/tags?post=103609"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}