UNDP: CRM Developer & Optimization Support – Washington DC

Conservation International

JOB DESCRIPTION

Organization Mission

UNDP’s Global Programme on Nature for Development brings together three different initiatives under one program – the Equator Initiative, the National Biodiversity Initiative, and the Global Forest Initiative – in order to identify, foster, showcase and celebrate nature-based solutions that help achieve the 2030 Agenda for Sustainable Development at local, national and international levels. The work of the Global Programme on Nature for Development contributes to UNDP’s Strategic Plan 2014-2017 by charting sustainable development pathways through the conservation, restoration and sustainable management of biodiversity and ecosystems; and by promoting inclusive and effective democratic governance in the area of natural resources.

Context

The National Biodiversity Strategies and Action Plan (NBSAP) Accelerator Partnership is a global, country-led initiative supporting accelerated implementation of NBSAPs to halt and reverse biodiversity loss by 2030.

The Partnership’s MatchMaking Mechanism (MMM) connects country requests for technical and financial support with a global network of partners. As the mechanism scales, its CRM system—currently built in monday.com—requires optimization to better support:

– Multi-partner engagement across multiple requests
– Structured tracking of supplier engagement
– Aggregated insights for decision-making
– Improved workflows and automation

Phase 1 of the CRM is operational but limited in its ability to track relational data and generate actionable insights. Phase 2 will focus on system optimization, relational structuring, and improved reporting capabilities.

Key Responsibilities

The Online Volunteer will support the technical implementation and optimization of the existing CRM system by translating a defined CRM strategy into a functional, scalable system within monday.com.

The OV’s support will focus on system configuration, data structuring, and workflow implementation, ensuring the CRM becomes:

-Relational (multi-request, multi-partner tracking)
-Structured and searchable
-Capable of generating aggregated insights
-Usable for both operational and strategic decision-making

By the end of the assignment, the volunteer will deliver:

An improved CRM structure within monday.com, including:
– One engagement tracking system (board) (Supplier ↔ Request)
– At least 3 operational dashboards for tracking supplier engagement, request pipeline, match progress
– One documented system structure and guidance for internal users

Required Skills and Experience

The assignment is open to candidates of all nationalities. Strong background in UX design, HR processes, digital optimization, and product management, AI, and/or web design and development. A preference will be given to candidates with experience in developing digital platforms or services. A demonstrated ability to think strategically about UX and user engagement is required.

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