Remote - Nonprofit Salesforce & Operations Consultant - Catholic Church

This position is contingent on contract award. Candidates will be contacted if contract is awarded to BSI.

Beta Systems International is seeking an experienced independent consultant to support the Church Engagement team of a major U.S.-based Catholic international humanitarian organization. This is a short, high-impact engagement of roughly 100 hours over about eight weeks starting in December (an average of 12–13 hours per week, flexible around the holidays). You will be the named lead consultant on the engagement, working directly with the team’s director and staff.

What You Will Do

Salesforce and data systems

• Develop a consistent nomenclature guide for entering engagements into Salesforce, and train and support team members in using it.
• Build Salesforce reports for different areas of work and a monitoring dashboard aligned with team objectives and key activities.
• Finalize and test a reporting tool for partners.
• Provide ongoing data entry, data quality control and assurance.

Microsoft Teams and team operations

• Redesign the team’s MS Teams file architecture to reflect current priorities.
• Develop a practical structure and process guide for managing collaborative team work, including calendaring.

Strategy and measurement

• Facilitate development of team-wide OKRs for the next quarter and set up a simple way to monitor them.
• Design a monthly team progress review meeting, write its facilitation guide, and facilitate the first session(s) to review results and capture learning.

What You Bring

Required

• Hands-on Salesforce experience: building reports and dashboards, defining data entry standards, and cleaning data (Salesforce Administrator certification or equivalent experience preferred).
• Advanced proficiency with Microsoft 365, especially Teams, SharePoint and Outlook calendaring, plus web conferencing tools.
• Experience leading strategy and measurement work: OKRs or similar goal frameworks, MEAL (monitoring, evaluation, accountability and learning), and data analysis.
• Proven facilitation skills with small teams, in person and virtually.
• In-depth knowledge of the Catholic Church in the United States and Catholic Social Teaching.
• Demonstrated project management skills: you deliver clear, usable products on tight timelines.
• Strong interpersonal, communication and organizational skills; comfortable training non-technical colleagues.

Preferred

• Prior consulting work with Catholic dioceses, parishes, or faith-based nonprofits.
• Experience with Salesforce Nonprofit Cloud / NPSP or Experience Cloud partner reporting.
• A prior assignment you can point to that combined data systems, strategy and operations support.

Contract (1099) | Remote, U.S.-based, occasional travel possible | Approx. 100 hours, December 1, 2026 – January 29, 2027