Operations & IT Director

Missionwell; United States; Remote; USD 140,000 - 190,000; Full time

Job summary

Missionwell is seeking an Operations & IT Director to partner with the President, optimizing technology, data reporting, and cross-functional processes for a nonprofit-focused professional services team.

The role is fully remote and full-time, requiring strong analytics, project management, and change-management skills to drive efficiency and scalable operations across clients.

Qualifications

• Strong analytical and business acumen with ability to organize operational metrics, budgets, pricing and risk information.
• Excellent project management, organization, collaboration, communication, and follow-through skills.
• Demonstrated success evaluating and leading systems implementations and organizational change.
• Experience coordinating AI, automation, or other technology-enabled improvements with IT governance and cybersecurity knowledge.

Responsibilities

• Establish and maintain operational data governance, reporting and analytics for leaders.
• Produce monthly corporate reporting including pricing, staffing metrics and capacity.
• Lead annual planning for budgets and service surveys.
• Own end-to-end business development process from proposal to invoicing.
• Manage HubSpot pipeline activity and handoffs to contracting and invoicing.
• Administer contracts, renewals and client onboarding/offboarding.
• Oversee IT operations, access, onboarding/offboarding and security controls.

Skills

Analytical thinking

Project management

Communication

Collaboration

Change management

AI/automation awareness

Education

Bachelor’s degree in related field

Tools

Microsoft 365

HubSpot

SaaS dashboards

Job description

Do you have a growth and improvement mindset? Are you business focused and hands on? Are you looking for a way to make a meaningful impact in the world but find yourself limited by job options that don't align with your desire to create positive change?

At Missionwell, we understand that most people want to contribute to something greater than themselves. That's why we offer our team members the opportunity to make a significant difference by serving the nonprofit community.

Missionwell provides full-service HR, accounting, finance, and administrative support services strictly to nonprofits.?We work primarily with public charities, private schools, including religious schools, and churches/religious organizations. Join us at Missionwell and be part of a growing organization that is dedicated to making the world a better place, one nonprofit at a time.

Position Summary

The Operations & IT Director is a strategic partner to the President and is directly responsible for improving cross-functional efficiency, optimizing Missionwell’s technology and operating systems, and turning data into actionable leadership reporting. The Director evaluates factors shaping current workflow and develops paths to strengthen organizational capacity, improve decision marking and infrastructure as Missionwell grows. This role provides the operational foundation for our teams who support multiple business partners (clients). Our organization is fast paced, and the role requires the ability to pivot between executing administrative tasks, thinking strategically about a business system and communicating collaboratively with internal leaders.

Primary Responsibilities

Data Governance, Analytics and Reporting

• Establish and maintain operational data governance, reporting and analytics to ensure Missionwell has accurate, timely, and useful operational data so leaders can make informed decisions and identify problems, opportunities, and trends.
• Produce standardized monthly corporate reporting for leadership and service-line teams, including: pricing, staffing metrics and capacity, operational performance, and progress against efficiency goals.
• Lead annual planning processes and reporting for inputs needed for budgets and annual deployment of customer service surveys.

Business Development Operations

• Own and continuously improve the end-to-end business development process flow from proposal development, contracting, invoicing setup, and handoff to service teams, while personally completing the administrative work needed to keep opportunities moving.
• Manage and optimize HubSpot including pipeline activity, proposal status, and handoffs to contracting, invoicing, setup, and service level agreements (SLAs).
• Once a contract has been signed, administer Missionwell’s operational contracts by maintaining organized records, renewal dates, and the transition to service teams.
• Lead back end client onboarding and offboarding including folder access, setting up shared mailboxes and set up in tech stack.
• Streamline and facilitate the monthly invoicing process, working with Team Leads to determine best practices, including client contract structure and billing schedules.

Technology Strategy and Controls

• Create and lead annual technology work plans with clear owners, milestones, dependencies, resource needs, and expected outcomes appropriately scaled to Missionwell’s size and capacity.
• Develop a plan for and lead a portfolio of cross-functional process and technology improvements designed to increase team efficiency by at least 30% within 12 months, with documented baselines, implementation milestones, and success metrics.
• Study how employees currently interact with Missionwell’s core systems, including: HubSpot, project management SaaS, timekeeping, and Microsoft 365 to identify patterns, barriers, and envision better ways for technology and human workflows to work together.

Automation and AI

• Envision, design and implement automation projects that support Missionwell’s operating priorities by working with external vendors or with internal teams.
• Lead and champion pilots testing, implementation, documentation, shared resources and transition to an appropriate ongoing owner.
• Serve as the first point of contact for AI tools and engines, responsible for troubleshooting and when needed coordinating light maintenance support with external vendors.

IT Operations and Systems Administration

• Manage Missionwell’s internal IT structure, systems administration, user access, onboarding/offboarding and permissions to lead operational efficiency, internal and client data security.
• Manage hardware and communications systems, including inventory, servicing, device lifecycle, purchasing, new-computer setup, and remote phone-system administration.
• Manage technology vendors across multiple systems, including billing, contracts, implementation, and ongoing optimization.
• Administer Missionwell’s systems, user access, folder permissions, and information-management standards; lead recurring cleanup and governance of shared files and server environments.
• Annually audit IT and operations against Missionwell policies and controls and track corrective actions to completion.

Requirements

Skills and Capabilities

• Strong analytical and business acumen, with the ability to organize operational metrics, budgets, pricing, profitability, capacity, project, and risk information for leadership review.
• Excellent project management, organization, collaboration, communication, and follow-through skills, with the judgment, discretion, and adaptability to balance hands on work with concurrent strategic priorities.
• Demonstrated success evaluating and leading systems implementations, vendor-supported projects, and organizational change from planning through adoption.
• Experience coordinating AI, automation, or other technology-enabled improvements, with practical knowledge of IT governance, cybersecurity, access management, data handling, vendor oversight, and business continuity.

Qualifications, Credentials and Experience

• Bachelor’s degree and five or more years of progressively responsible experience in business operations, technology coordination, project management, process improvement, or a related field, preferably in a small or mid-sized professional-services organization.
• Experience coordinating Microsoft 365 administration or governance, permissions, SaaS applications, dashboards, workflow automation, and external technology support.
• PMP, Lean Six Sigma, ITIL, change management, cybersecurity, AI certified or comparable training or certification is helpful but not required.

All Missionwell Staff Are Required To

• Maintain accurate project action items and status updates in Missionwell’s project management tools and complete timekeeping accurately and on time.
• Stay informed of organizational announcements, activities, and changes through Missionwell communication tools and participation in staff meetings.
• Maintain strict confidentiality in all aspects of the job.
• Attend and participate in staff and team meetings as requested.
• Perform other accounting and finance duties and responsibilities as assigned.

Schedule

This is a full-time position. The employee must maintain a consistent work schedule as agreed upon with the supervisor.

Work Location and Technology Requirements

• This is a fully remote position. Occasional travel may be required.
• A dedicated, distraction-free workspace that provides privacy for confidential conversations and payroll work.
• Reliable high-speed internet access and the ability to work effectively and securely in a remote environment.

Physical Requirements

• Ability to read, write, communicate effectively, and perform payroll-related mathematical calculations.
• Extended periods of sitting and working at a computer.
• Repetitive hand, arm, and finger movement when using a keyboard and mouse.
• Ability to lift and carry up to 25 pounds occasionally.