Salesforce Operations Specialist Job IDinsight Nairobi, Kenya

AI summary

IDinsight seeks a Salesforce Operations Specialist to configure Salesforce reports and dashboards, design training for user segments, develop SOPs, and provide troubleshooting support. The role requires Salesforce expertise, CRM operationalization experience, and strong training skills. Based in Nairobi.

• Configure Salesforce reports and dashboards for pipeline and data quality.
• Design training curriculum for power users and light-touch users.
• Develop role-based SOPs and user guides.
• Serve as first-line support for fundraising team during rollout.
• Expert knowledge of Salesforce-Slack and Google Workspace integration required.

Description

Home » Jobs In Kenya » Sales & Marketing Jobs In Kenya » Salesforce Operations Specialist Job IDinsight Nairobi, Kenya Job Title: Salesforce Operations Specialist Date Posted: 24/07/2026 Job Type: Full Time Job Level: Management Employer: IDinsight Industry: Sales Salary: Open Location: Nairobi Country: Kenya Deadline: 31/07/2026 Summary: Sales Jobs. IDinsight Jobs. Looking for a sales job in Kenya? IDinsight is recruiting a Salesforce Operations Specialist position. Proficiency in Salesforce configuration, CRM operations, and user training is required. 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 Click Here to Apply 🎯 Applying for This Job? Don’t Send a Generic CV. Don’t send the same CV to every job/employer. Have our recruitment team customize your CV to match the requirements of this specific job and improve your chances of getting an interview. Customise My CV For This Job . ⭐ 5-Star Reviews . Job Seeker Testimonials: Professionals Who Got Jobs Through Corporate Staffing Since 2011, Kenyan professionals have trusted Corporate Staffing Services to help them secure employment with leading employers in Kenya and beyond. Read testimonials from candidates who have experienced our recruitment process firsthan