Role Description Idea Entity, LLC is looking for an experienced Microsoft Dynamics 365 developer to support and extend our Finance & Operations (F&O) and Project Operations environments on a flexible, part-time basis. This is an ongoing engagement of roughly 10–20 hours per month, ideal for a seasoned developer who can work independently, scope solutions accurately, and deliver clean, well-tested work without heavy day-to-day oversight. You will be responsible for understanding business requirements, designing solutions, and carrying them through the full development lifecycle; develop, test, and deploy — while keeping our integrations and data flows reliable. Responsibilities - Understand existing F&O and Project Operations solutions and translate business requirements into technical designs. - Develop, configure, and customize Dynamics 365 Finance & Operations and Project Operations. - Build and maintain integrations and data synchronization using Dual-write and Dataverse. - Test changes thoroughly (unit and integration) and deploy through established release processes. - Manage source control, builds, and releases through Azure DevOps. - Troubleshoot issues, document work, and recommend improvements to existing implementations. Qualifications - 5+ years of Microsoft Dynamics 365 development experience, including 3+ years hands-on with Finance & Operations (F&O). - Experience with Dynamics 365 Project Operations. - Working knowledge of Dual-write for synchronizing data between F&O and Dataverse. - Solid understanding of Dataverse (data model, tables, relationships, and customization). - Proficiency with Azure DevOps for source control, build pipelines, and release/deployment. - Ability to independently take a solution from requirement through development, testing, and deployment. - Strong communication skills and the ability to work effectively in a low-supervision, part-time arrangement. Eligibility Requirements - Must be a U.S. citizen. - Must be able to pass and maintain a clean background check. Nice to Have - X++ development experience within F&O. - Familiarity with Power Platform (Power Automate, Power Apps). - Experience integrating third-party systems via APIs. - Relevant Microsoft certifications (e.g., MB-500, MB-700). EEO Statement At Idea Entity, our culture is centered around diversity and inclusion where our employees are valued and empowered. We are an Equal Opportunity Employer and employment decisions are made without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military/veteran status or other characteristics protected by law.

• Lead and motivate assigned direct reports to innovate and process improve assigned processes while maintaining high service level and timely responses of existing work by a motivated workforce. • Research and resolve escalated complaints associated with assigned processes. • Complete investigation of the issue and respond timely and thoroughly. • Serve as a subject matter expert for assigned processes. • Manage internal and external Audit reviews and findings. • Develop and maintain policies and procedures for assigned area of responsibility and drive compliance and accountability within the team. • Analyze and respond to trends in volume fluctuation, product mix, regulatory changes and client requirements. • Perform QA monitoring as a mechanism to identify risk and to ensure that procedures are followed and risk controls maintained. • Collaborate and be the voice of the customer with other departments to ensure that customer complaint feedback is broadly known and corrective steps are actioned for improved customer experience. • Provide back-up support for procedures processed. • Provide on-the-job or up-training as needed. • Ensure team strictly adheres to department standards for maintenance of customer accounts and consistently maintain current customer information on all accounts. • Benchmark team performance and maintain dashboard of team performance monthly. • Ensure that underperforming employees meet departmental expectations through the creation and implementation of written action plans. • Other duties as assigned #LI-VW1 , # LI-Remote

Role Description The Technology Operations Specialist is a cross-functional technologist supporting data, systems, IT operations, security, and platform administration within a lean environment. This role blends Salesforce administration, helpdesk support, data governance, and operational process improvement to ensure reliable, secure, and well-governed technology operations. Key Responsibilities - Data & Systems Administration - Administer Salesforce (users, data, reports, dashboards) - Maintain data integrity, quality, and governance standards - Perform data analysis and support reporting needs - Develop dashboards, metrics, and data documentation - Lead data cleanup and quality improvement initiatives - IT Operations & Security - Manage helpdesk tickets (triage, resolution, escalation) - Support end-user systems and technology operations - Administer IAM solutions (Okta, Azure AD, SSO, user lifecycle) - Manage MDM platforms, assets, and device lifecycle - Support cybersecurity, vulnerability remediation, and compliance - Process Improvement & Documentation - Create SOPs, workflows, and technical documentation - Standardize processes and improve operational efficiency - Maintain knowledge base and documentation standards - Drive continuous improvement initiatives - Web & Platform Support - Support website administration and CMS (e.g., Drupal) - Perform updates, troubleshooting, and performance improvements - Ensure platform security and functionality Qualifications - Core Experience - 5+ years supporting enterprise IT or operations environments - Experience in cross-functional IT roles (systems, support, operations) - Strong ability to manage multiple priorities in a fast-paced environment - Salesforce & Data - Hands-on Salesforce administration and reporting experience - Strong data management, analysis, and data quality expertise - Advanced Excel and reporting/dashboard development skills - IT Operations & IAM - Experience with helpdesk tools (ServiceNow, Jira, Freshdesk, etc.) - Experience with identity management (Okta, Azure AD, SSO) - Experience with user lifecycle management and access governance - Documentation & Process Design - Experience creating SOPs, workflows, and technical documentation - Strong process improvement and operational efficiency mindset Preferred Qualifications - Experience with Drupal or other CMS platforms - Knowledge of cybersecurity fundamentals and risk management - SQL or database querying experience - Experience with MDM platforms and asset management - Familiarity with data governance practices Core Skills & Attributes - Strong “technology generalist” mindset across systems, data, and operations - Excellent organizational and multitasking abilities - Strong problem-solving and analytical skills - Clear communication and stakeholder support focus - High attention to detail and documentation discipline - Ability to work independently in a lean, collaborative team environment Ideal Candidate Profile - Hands-on Salesforce admin with strong data governance awareness - Experience supporting IAM, helpdesk, and IT operations - Comfortable spanning multiple domains (data, security, web, systems) - Process-oriented with strong documentation skills - Thrives in small teams with broad, high-impact responsibilities This is a remote position.

Role Description The Development Operations Associate supports the fundraising operations, donor stewardship, and executive coordination functions that keep WomenHeart's development efforts moving forward. This role also plays a broader organizational role, ensuring that donor relationships are tracked and advanced, grant submissions are managed with precision, and senior leadership has the scheduling and logistical support needed to focus on high-impact work. Working under the direction of the Sr. Director of Fundraising and Development, the Development Operations Associate helps strengthen the operational backbone of WomenHeart's development function and ensures consistent, high-quality execution across fundraising and stakeholder engagement priorities. Duties & Responsibilities - Donor Relations and Stewardship - Process all gifts in a timely and accurate manner, including entry into the CRM. - Generate and send donor acknowledgments, ensuring they are personalized, accurate, and aligned with WomenHeart messaging. - Maintain clean and up-to-date donor records, including contact information, giving history, and notes. - Support donor moves management, tracking portfolio progress, flagging next steps, and updating records to advance donor relationships. - Support donor segmentation, reporting, and list pulls for campaigns and outreach. - Track pledges, payments, and campaign progress. - Support development of proposals, sponsorship decks, and briefing materials for donor meetings and partnership outreach. - Conduct research to support fundraising strategies and donor engagement initiatives. - Grants and Foundations Relations - Manage grant submission workflows, including entering applications into grant portals, tracking deadlines, and maintaining a submission calendar. - Monitor reporting requirements and deadlines for active grants, ensuring timely and accurate follow-through. - Maintain organized grant records in the CRM, including submission history, outcomes, and follow-up notes. - Executive and Board Coordination - Manage scheduling and calendar coordination for the Development team including internal meetings and external stakeholder appointments. - Serve as the primary liaison to the Board of Directors for scheduling and coordination. - Coordinate board and committee meetings, including scheduling, calendar management, and logistics. - Prepare and distribute meeting materials, including agendas, pre-reads, and follow-up notes. - Support communication with board members, including reminders, updates, and follow-ups. - Assist with onboarding new board members and maintaining board resources. - Support the Development team on special projects, presentations, and correspondence. - Data Systems and Operations - Maintain accurate and up-to-date records in the CRM system (Salesforce, Raiser's Edge, EveryAction, Virtuous, or similar). - Generate reports, dashboards, and donor lists to support stewardship, fundraising, and development tracking. - Take initiative in improving systems and workflows, contributing to a more organized and efficient team environment. - Help manage competing priorities and ensure the team is prepared and organized for upcoming work. Qualifications - 1–3 years of experience supporting nonprofit development, fundraising, or executive operations. - Experience supporting stewardship strategies, including tracking, follow-through, and operationalizing engagement plans. - Experience managing senior executive calendars, meetings, and travel logistics. - CRM/database experience (EveryAction, Salesforce, Raiser’s Edge, or similar). - Strong written and verbal communication skills. - Highly organized, proactive, detail-oriented, and able to manage multiple priorities. - Professionalism, discretion, and ability to handle confidential information. - Passion for mission-driven work and supporting donor and stakeholder engagement. - Ability to travel occasionally to WomenHeart events or convenings (less than 10%).