Job Title: Ops/Tech Solutions Specialist (Contractor)
Location: Remote (U.S. residents and/or authorized to work in the U.S.)
Status: Contract (no healthcare or retirement benefits)
Hours: Part-time: 60-100 hrs/month. Six-month contract to start, with a preference for a longer-term extension.
Compensation: $50-55/hr + $250/yr professional development stipend.
Your Future Team
A to Be Partners, LLC is a dynamic, small consultancy dedicated to empowering nonprofits through tailored fundraising services, with a primary focus on foundation grants.
Job Description: Solutions Specialist
A to Be Partners, LLC (ABP) is a dynamic, small consultancy dedicated to empowering nonprofits with tailored fundraising services, helping organizations of all sizes achieve their missions. We are seeking a highly organized and tech-savvy Solutions Specialist to manage our operations, collaboration systems, and technology initiatives. A core responsibility of this role is maintaining and optimizing our CRM system, hosted on Airtable, to ensure seamless communication and efficient workflows across the team.
Key Responsibilities
Operations Management
- Oversee day-to-day operational processes to ensure smooth business functions.
- Monitor and improve internal workflows to enhance productivity.
- Maintain team calendars and scheduling tools (e.g. Zoom, Calendly), and coordinate schedules for internal and external meetings.
- Onboard and offboard associate contractors and ABP clients.
- Update and maintain standard operating procedures and operations manual(s) for various workflows and technology
Collaboration Systems & Technology
- Manage and optimize the CRM system (Airtable) to meet the team’s needs, including data organization, quality assurance, reporting, and integrations.
- Troubleshoot technical issues across the tech stack, and provide training and/or responsive support for team members on collaboration tools.
- Recommend and implement technology solutions to improve operations and communication.
Administrative Support
- Organize and maintain digital files, ensuring secure and easy access for team members—Troubleshoot issues when they arise.
- Manage permissions and access within shared systems to uphold data privacy.
- Draft meeting agendas for the monthly ABP and Operations & Systems team meetings.
Qualifications
- Proven experience in operations, systems management, or a related role
- Proficiency with Airtable or similar CRM/database platforms
- Strong organizational and project management skills
- Excellent written and verbal communication abilities
- Comfortable working independently and in a remote team environment
- Strong research and analytical abilities
- Familiarity with Google Workspace, Zoom, and project management software (i.e. Asana)
Desired Qualifications
- Experience working with nonprofits or a background in fundraising
- Knowledge of data privacy and cybersecurity best practices
- Ability to think proactively about technology needs and solutions, and adapt to different systems
- Ability to communicate with, and create and deliver training materials for, non-technical users
- Familiarity with Portland/Oregon/Pacific Northwest nonprofit and funder landscape encouraged but not required
Expectations for the First 90 Days
First 30 Days
- Gain a deep understanding of ABP’s mission, values, culture, and workflows.
- Build a Client Portal associated with the current CRM system (Airtable), identifying areas to facilitate internal workflows.
- Cultivate relationships with team members to understand their collaboration needs.
First 60 Days
- Implement initial improvements to the CRM system based on team feedback.
- Update the CRM training guide and lead training sessions during team meetings as needed to ensure associates maximize their use of Airtable.
- Continue documenting standard operating procedures (SOPs) for key systems and processes.
First 90 Days
- Establish a regular maintenance plan for the CRM and other collaboration tools.
- Propose and execute at least one technology or operations enhancement project.
- Complete a review of organizational workflows and recommend further optimizations.
Hiring Process Summary
- Application review
- Screening call (15-minute)
- In-depth interview (60-minute)
- Reference check
- Offer
Interviews and onboarding are conducted virtually, a part of being a distributed-first team. Ideally, you will start in Spring 2025 as the new Solutions Specialist at A to Be Partners!
To Apply
Interested candidates should submit a resume using the form provided with two references and a cover letter detailing their experience with CRM systems and why they’re excited to join A to Be Partners, LLC.
