# Job descriptions

Last updated: 2024-11-04
URL for this page: https://hackmd.io/@investinopen/job-descriptions
URL for this site: https://hackmd.io/@investinopen/how-we-work

Below are current job descriptions for IOI staff roles including the dates when they were last reviewed.

## Current roles

### Engagement and Communications Coordinator
*Last updated: 2024-05-17*

Key tasks for this role include:
* Relationship building and cultivation: Develop and maintain relationships with key stakeholders of IOI’s work, including but not limited to networks, consortia, and alliances, to understand their needs and priorities, and ensure that these are taken into account in IOI’s plans and strategies.
* Digital engagement strategy development and execution: Design and execute engagement strategy to keep IOI’s stakeholders informed about and engaged with IOI products, events, and opportunities, and to raise awareness for open infrastructure. This includes:
* Communication campaign planning and execution: writing communication plans and developing tailored messages to engage our key stakeholders in support of our objectives.
* Content and asset development: working with the Engagement lead to create blog posts, social media posts, and other communication assets.
* Growth and engagement metrics development and tracking: ensuring that engagement and communication activities are aligned with IOI’s mission and goals.
* Project management: Support the Executive Director, Business Development and Partnerships Leads, and Engagement Lead in developing and executing IOI’s funding pilots, specifically in building and maintaining points of access for network partners and potential fundees.
* Meeting and event coordination: manage communication and logistics for IOI’s events, including supporting events’ technical set-up, maintaining RSVPs, and ensuring information flow between invitees, participants, partners and staff.
* Communications and engagement workflows and systems development and maintenance: including keeping IOI’s customer relationship management (CRM) system clean and up-to-date.
Being an external face of IOI: attend and speak at relevant in-person and virtual events to present IOI’s work and invite community feedback and contribution to our work.
* Maintaining a deep knowledge of IOI’s products, services, and funding opportunities.

### Operations Specialist and Admin Support
*Last updated: 2024-09-23*

Administrative support
* Support the ED in preparing committee meeting agendas and materials, creating minutes, then organizing materials in Google Drive and HackMD
* Support the ED in preparing summaries of key decisions, meeting minutes, and follow up for committee meetings
* Draft, review, and send communications on behalf of the ED and Leadership team, as needed
* Maintain various records and documents for the IOI Team in Google Drive and Sync
* Provide scheduling support for the Executive Director and Leadership, with emphasis on Business Development and Research meetings, and provide scheduling support for the team as needed
* Lead travel arrangements, bookings, and logistics for Leadership, and as needed for the team
* Plan, manage, and facilitate logistics and event planning for team retreat, including budget research
* Manage team and organization purchases with the IOI General card and support the ED in Ramp tasks, such as reimbursements, receipts, and approvals
* Provide basic GitHub admin support for Research and the team, as needed
* Provide Admin support for IOI’s Slack, Asana, Mural, GitHub, etc.
* Provide primary calendar management for the ED and team calendar, and Leadership as needed

Knowledge management
* Maintain and update Business Development activities and data entry in Airtable
* Maintain and update IOI’s HackMD instance
* Organize and maintain documents in IOI shared drives; Management, Governance, Team, and temporary shared drives as needed
* Clean out and maintain IOI’s Sync instance for removal and oversight on artifact retention
* Create new documentation for new policies and procedures to be reviewed by ED, then finalize in Google Drive and/or HackMD and Sync
* Update on a quarterly and annual basis HackMD, team calendar, Google Drive, and IOI processes and procedures to ensure they are updated and reflect the current processes of IOI

Operations support

* Serve as a liaison with team and Code for Science & Society to facilitate and support IOI-wide purchasing, travel booking, vendor tracking, invoices, and contracts
* Oversee invoicing and filing of receipts, including tracking and monitoring standing bills for the organization, supporting the ED in filing and approving expenses via Ramp. Help with systematizing tech invoices (for expenses as well as tracking ongoing costs / flagging)
* Develop and manage project and program procedures, routines, templates and/or shared documentation to enhance and streamline operations in collaboration with the Leadership team
* Support project teams at the direction of the Leadership team with required evaluation and reporting processes and procedures necessary that lead to high-quality and timely on-time reporting to the ED and Leadership team
* Lead the management of work management platforms, including exploration of additional functionality to update and streamline operations
* Facilitate the initiation of annual performance reviews, including communication, forms, and document organization
* Serve as an admin for IOI credit card, Ramp, Management Drive, and 1Password between Leadership and the team
* Work with the Director of Finance and Operations in identifying and liaising with bookkeepers, auditors, HR support, legal support, and other service providers to support IOI’s maturation
* Work with the Director of Finance and Operations on incoming, new operations needs to support IOI’s maturation

Project Management support

* Work with Leadership to support organizational goal and milestone tracking and tasking to ensure that project goals and outcomes are delivered on time and within budget
* Support project teams (including hired consultants) with operations and project management processes for successful project planning, execution and monitoring
* Create, maintain, update, and review Asana boards, including task delegation, for IOI Projects with the ability to subtask and prioritize based on deliverables
* Provide scheduling support for project meetings
* Facilitate multi-stakeholder collaboration and draft email communications for the project team
* Facilitate communication between IOI and external project partners, arranging regular project meetings, and coordinating communications around project administrative issues
* Project management for the IOI Fund
* Work with Director of Finance and Operations and Engagement and Communications Coordinator on managing the IOI Fund, including developing and managing the application and due diligence, and post-application processes, and facilitating the involvement of IOI Steering and additional Fund governance in the Fund management process

Human Resources support
* Create, update, draft, and maintain contracts (contractors, third-parties, internal staff, etc.) directly with IOI, CS&S, and IOI’s employer of record
* Working directly with payroll and benefits provider in case of transition
* Overseeing professional development requests
* Hiring & Recruitment
* Assist ED and Leadership to recruit and retain talent, in setting up hiring templates, liaising with hiring committees, following up with candidates, and supporting Leadership with scheduling
* Support managers with onboarding and offboarding team members and contractors to ensure they’re set up and trained on work management platforms, and that access permissions are tracked and updated
* Add and maintain onboarding and offboarding documentation on HackMD
* Collaborate with Leadership and staff to coordinate and facilitate IOI-wide team building and annual offsite planning support, as well as additional event-support as needed
* Administer permissions and passwords
* Support ED in new hire onboarding calls and onboarding checklists

### Director of Programs
*Last updated: 2024-09-24*

Invest in Open Infrastructure (IOI) seeks a Director of Programs to join us in our work to increase the investment in and adoption of open infrastructure to further equitable access to and participation in research. This crucial role helps IOI to fulfil its commitments to a broad range of stakeholders, including funders, publishers, libraries, research institutions, and administrators, as we encourage, facilitate, and make more visible the support of open infrastructure.

The Director of Programs is responsible for operationalizing IOI’s core aims, building and scaling IOI’s projects and programs to accelerate the adoption, investment, and sustainability of open infrastructure serving research and scholarship. This role provides structure and scaffolding to enable our team to conduct robust research and provide targeted client services to funders, adopters, and creators of open infrastructure. The Director of Programs also works closely with other members of the leadership team to explore how to convert successful research initiatives and pilot programs into ongoing products with earned revenue streams that enrich the resilience of IOI’s business model.

This leadership position will cultivate a team that specializes in landscape and market mapping, funding trend analysis, assessment, business and governance design, capacity building, and investment modeling. Its outputs will inform and motivate funders, institutions, and creators of open infrastructure to work collectively in support of maintaining and sustaining a common core of open standards, tools, and services. The team will also provide strategic support services to infrastructure providers to help them structure, scale, and sustain their offerings so that open approaches become the default for scholarship and knowledge sharing.

Reporting to the Executive Director, and serving as part of the leadership team, the Director of Programs works to cultivate a strong, diverse, and distributed environment where every member is expected to be highly collaborative, regularly sharing and receiving feedback on our full range of work and offering input on both strategy and implementation.

This is a full-time role with benefits, designed to build on IOI’s existing research and strategic support work to expand its depth, breadth, and impact. The Director of Programs will empower IOI to provide in-depth analysis for institutional decision makers, infrastructure providers, and funders on the costs, benefits, and successful implementation of open infrastructure for research and scholarship.

Responsibilities include:
* Cultivate, manage and support a strong, skilled team of staff and contractors;
* Articulate a coherent vision for IOI’s applied research and strategic support efforts with clear alignment across a diverse portfolio of projects and clients;
* Develop and maintain collaborative relationships with researchers and institutions in all of our stakeholder groups;
* Successfully design, attract collaborators, secure funding, and lead the execution of quantitative and qualitative research, alongside and in support of the core team;
* Ensure that IOI’s research outputs are strategically aligned, accessible, and actionable;
* Direct and facilitate individual and cohort-based work for open infrastructure clients in targeted areas, e.g., fundraising, financial management, governance, change management, and organizational development;
* Keep current regarding funding requirements for data collection and reporting and put into place local methods to ensure reliable, accurate compliance which reflects service activities;
* Work with the IOI Executive Director and key stakeholder groups to convert successful research initiatives and pilot programs into IOI products with earned revenue streams;
* Serve as part of IOI’s leadership team and contribute to the development and execution of strategic decisions and offerings;
* Provide a backbone intelligence arm for our work, including research to support IOI products (State of Open Infrastructure, Infra Finder) and funding approaches (the Fund);
* Collaborate with the Executive Director, other members of IOI staff, and external collaborators to determine resources available, resources needed, and evaluation outcome goals for projects and programs.

Necessary Skills and Experience:
* Advanced degree or equivalent experience in designing, executing, and reporting findings of complex research projects;
* Experience mentoring and facilitating teams that include both internal staff and external collaborative partners;
* Experience conducting data-intensive research and analysis, both quantitative and qualitative;
* Knowledge and experience of community-based and participatory research methods to inform program development and design of product offerings;
* Knowledge and experience of program assessment principles, theories, concepts, and practices;
* Ability to analyze, distill, and storify findings and recommendations, presenting them in ways that are both easily understandable to and actionable for decision-makers;
* Program or organizational-level leadership, with a thoughtful approach to staff management in remote settings.

### Director of Development
*Last updated: 2024-10-02*

Invest in Open Infrastructure (IOI) seeks a Director of Development to join us in our work to increase the investment in and adoption of open infrastructure to further equitable access to and participation in research. This crucial role helps IOI to fulfill its commitments to a broad range of stakeholders, including funders, publishers, libraries, research institutions, and administrators, as we encourage, facilitate, and make more visible the support of open infrastructure.

The Director of Development will play a pivotal role in driving the growth and sustainability of Invest in Open Infrastructure by overseeing both business development and product development.

Reporting to the Executive Director, the Director of Development works as part of a strong and knowledgeable distributed team where every member is expected to be highly collaborative, regularly sharing and receiving feedback on our full range of work and offering input on our strategy and implementation.

This is a full-time remote role with benefits.

Responsibilities include:
* Strategic Planning:
* Contribute to the development and implementation of the organization's strategic plan.
* Develop and implement a comprehensive development strategy that aligns with IOI’s mission, vision, and goals.
* Support market research and analysis to identify opportunities for growth and expansion.
* Monitor industry trends and best practices to ensure the organization remains competitive.
* Identify and assess emerging trends and opportunities in the field.
* Team Leadership:
* Manage and mentor a team of business development and product professionals.
* Provide guidance and support to team members in achieving their goals.
* Foster a positive and collaborative work environment.

* Business Development:
* Develop and implement strategies to increase and diversify revenue and secure sustainable funding sources
* Develop new funding models to support the overall missions of IOI
* Identify and cultivate new funding relationships, including mission-aligned organsiations, corporations and foundations.
* Manage existing donor relationships and ensure their satisfaction.
* Fundraising:
* Develop and execute fundraising plans, including proposal writing, grant writing and new fundraising models.
* Manage internal communication databases and track funding engagements.
* Provide analysis and recommendations to the executive team and board of directors.

* Product Development:
* Oversee the development and implementation of new products or services that align with IOIs mission and goals.
* Support Product lead in market research to identify unmet needs and opportunities.
* With Director of Finance and Operations, develop business proposals and financial projections for new products or services.
* Collaborate with cross-functional teams to ensure successful product launches and ongoing management.
* Partnership Development:
* Build and maintain relationships with key stakeholders, including donors, partners, and other organizations.
* Collaborate on joint initiatives and partnerships to expand the organization's reach and impact.

Necessary Skills and Experience:
* Strong leadership experience in a small, cross-functional, collaborative team.
* Excellent communication skills.
* Broad-based knowledge of various development and partnership activities including: membership/subscription-based models, fee-for-service opportunities, grants and philanthropic support.
* Experience building relationships with and through mission-supporting ventures.
* Experience and understanding of good product development practices.
* Experience preparing and making effective presentations to diverse groups large and small.
* Experience costing out proposals, conducting market research and business analysis to better map total addressable markets and provide insights.
* Past experience at a philanthropy or public sector funder, managing a portfolio of at least $3-5M.
* Experience creating and implementing successful long-term fundraising and partnership strategies with a diverse set of partners.
* Ability to create and maintain strong internal relationships and balance the needs of multiple stakeholders.
* Demonstrable track record as an exceptional communicator, in writing as well as verbally, adept at preparing proposals, donor correspondence, slide decks and background research to support business development conversations.
* Desire to work in a dynamic and mission-driven organization.
* Ability to maintain confidentiality of donor information and a finely-tuned sense of discretion.
* Ability to work with a high degree of autonomy and accountability.
* Comfort and experience in a technology-driven environment.

Nice to have:
* Data analysis
* CRM software proficiency
* Knowledge of fundraising best practices

### Director of Finance and Operations
*Last updated: 2024-09-26*

Invest in Open Infrastructure (IOI) seeks a Director of Finance and Operations to join us in our work to increase the investment in and adoption of open infrastructure to further equitable access to and participation in research. This crucial role helps IOI to fulfil its commitments to a broad range of stakeholders, including funders, publishers, libraries, research institutions, and administrators, as we encourage, facilitate, and make more visible the support of open infrastructure.

The Director of Finance and Operations leads the Operations team at IOI to support IOI’s Executive Director, Steering Committee, and Programs and Development teams in advancing IOI’s mission and executing our strategic plan effectively and efficiently, through iteratively developing and maintaining processes and tooling to manage IOI’s finances and budget, projects, resources, knowledge, risks, infrastructure, etc. Additionally, the Director of Finance and Operations plays a critical role in the planning and execution of the IOI Fund for Network Adoption, by managing the network pipeline and related processes to ensure that the Fund achieves its goals and maximal impact in furthering investment in and adoption of open infrastructures. In the fiscal year 2024/25, the role also oversees the preparation work for IOI’s maturation into an independent entity.

Reporting to the Executive Director, and serving as part of the leadership team, the Director of Finance and Operations works to cultivate a strong, diverse, and distributed environment where every member is expected to be highly collaborative, regularly sharing and receiving feedback on our full range of work and offering input on both strategy and implementation.

Responsibilities include:
* Financial Management: Oversee budgeting, forecasting, and financial planning to ensure alignment with IOI’s strategic plan, goals, and mission.
* Financial Reporting: Prepare and present financial statements, budget reports, and cash flow projections to IOI’s Executive Director, Leadership team, Steering Committee, fiscal sponsor, and other stakeholders and help inform decision making.
* Grant Management: Work with IOI’s fiscal host to monitor grant income, track funding allocations, and ensure proper use of restricted and unrestricted funds
* Payroll and Benefits Administration: Manage payroll processing and employee benefits.
* Risk Management: Identify financial and operational risks and recommend strategies and processes to mitigate them; maintain or risk register.
* Operational Efficiency: Develop, implement, and maintain policies and procedures to improve organizational efficiency and ensure smooth daily operations in alignment with organizational values and mission.
* Human Resources Oversight: Support HR functions, including recruitment, onboarding and offboarding, and performance management; work with fiscal host and payroll and benefits provider(s) to manage payroll processing and employee benefits.
* Vendor and Contract Management: Manage contracts with contractors, vendors, and service providers to ensure cost-effectiveness.
* Technology and Infrastructure: Oversee IT systems and infrastructure, including conducting internal discovery and needs assessment for tooling, identifying and comparing options, developing related workflows and training, and maintaining and evaluating technologies against organizational needs,
* Internal and External Communications: Oversee and facilitate clear and consistent communication between staff, governance, and external stakeholders, ensuring transparency and alignment with organizational objectives.
* Fund management: Oversee the IOI Fund’s execution, including developing and maintaining the application, due diligence, and reporting processes, managing communications with Fund stakeholders, and monitoring, evaluating, and communicating the Fund’s impact.
* Transition planning: Lead the preparation for IOI’s transition into an independent entity, including developing and managing the roadmap and cost estimates for the transition, developing necessary policies, processes, and tooling, and liaising with vendors.
* Strategic planning: Serve as part of IOI’s leadership team and contribute to the development and execution of strategic decisions and offerings.

Necessary Skills and Experience:
* Nonprofit Financial Management: Experience managing finances in a nonprofit environment, including experience with audits and grant management.
* Grant Reporting and Compliance: Experience with grant compliance, financial reporting, and understanding of restricted/unrestricted funding.
* HR in a distributed setting: Knowledge of hiring practices and labour regulations applicable for an international, distributed organization
* Communication: Excellent written and verbal communication skills to effectively convey information to non-financial stakeholders (staff, board members, funders).
* Board Reporting: Experience working closely with executive leadership and governance bodies, presenting financial reports and operational updates.
* Contract Management: Experience in negotiating and managing contracts with vendors, consultants, and service providers.
* Risk Management: Experience identifying, managing, and mitigating financial, operational, reputational, programmatic, and governance risks.
* Leadership: Demonstrated experience in leading teams, particularly in a cross-functional, fast-paced, distributed environment.

Nice to have:
* Regulatory Compliance: Knowledge of nonprofit regulations, IRS reporting (e.g., Form 990), and employment laws.
* Fund management: Experience managing funding programmes end-to-end, from application to reporting.

### Research Engagement Manager
*Last updated: 2024-09-24*

The Research Engagement Manager brings community engagement and cultivation skills and focus into IOI’s research, strategic support, and product work to increase the investment in and adoption of open infrastructure. This crucial role helps IOI to build and maintain strong relationships with a broad range of stakeholders, including funders, publishers, libraries, research institutions, consortial leaders, and open infrastructure providers, as we encourage, facilitate, and incentivize funding and use of open infrastructure to further equitable access to and participation in research.

The Research Engagement Manager is a crucial part of the constellation of team members who are responsible for building, tracking, assessing, maintaining, and improving our networks of partners and clients. This work includes a blend of outreach, facilitation, ongoing engagement, and reporting (written and presentation). The Research Engagement Manager meticulously manages records of our engagement efforts and builds strategies and processes that help us to better understand and meet stakeholder needs; they also actively seek out engagement opportunities and help to matchmake between our active work (e.g., strategic support and research projects) and these engagement opportunities (e.g., presentations, article placement). The Research Engagement Manager also crafts evaluation methods to measure and share our progress toward goals, and assists with documentation, event, and communication asset creation.

Key tasks for this role include:
* Relationship building and cultivation: Develop and maintain relationships with key stakeholders of IOI’s programs, including but not limited to funders, publishers, libraries, research institutions, consortial leaders, and open infrastructure providers. Seek to understand their needs and priorities, and ensure that these are taken into account in IOI’s plans and strategies.
* Conduct research: Participate in research projects, including through desk research, creating surveys and research instruments, conducting interviews, and analyzing and writing results, especially as these activities relate to external research partners.
* Digital engagement strategy development and execution: Design and execute engagement strategy to keep IOI program stakeholders, especially our extended research teams, informed about and engaged with IOI products, events, and opportunities, and to raise awareness for open infrastructure. This is accomplished in alignment and consultation with a constellation team of IOI engagement staff members. This work includes:
* Communication campaign planning and execution: writing communication plans and developing tailored messages to engage our key stakeholders in support of our objectives.
* Presentation and reporting placement: scheduling and helping to develop a steady stream of outputs based on our programmatic efforts for placement in appropriate venues (e.g., forums, events, journals).
* Content and asset development: creating blog posts, social media posts, and other communication assets.
* Growth and engagement metrics development and tracking: ensuring that engagement and communication activities are aligned with IOI’s mission and goals.
* Communication and engagement workflows and systems development: including helping to structure IOI’s customer relationship management (CRM) system so that it is optimized for our work.
* Being an external face of IOI: attend and speak at relevant in-person and virtual events to present IOI’s work and invite community feedback and contribution to our work.
* Maintaining a deep knowledge of IOI’s products, services, and funding opportunities.

Necessary Skills and Experience:
* Familiarity with and ongoing curiosity about the open infrastructure and open research landscapes and their key stakeholders.
* Excellence in relationship building and relationship management across and between different stakeholder groups.
* Solid presentation skills, including in-person and remote presentation crafting and delivery as well as written publications.
* Experience and skill with community and event management.
* Comfort communicating at both technical and executive levels of detail, especially in explaining complex topics to those new to the subject area.
* Demonstrated commitment to working in the open: soliciting and incorporating feedback from colleagues and stakeholders in a transparent and equitable manner.
* Comfort and experience in a technology-driven environment.
* Experience working in an organization with a distributed workforce.
* Experience with CRM software and tracking, like CiviCRM.

### Business Development and Partnerships Lead
*Last updated: 2024-05*

Invest in Open Infrastructure (IOI) is seeking a Business Development & Partnerships Lead to join a dynamic team working to increase adoption, investment in, and the sustainability of open infrastructure in research and scholarship.

The Business Development & Partnerships Lead position is instrumental to the next phase of IOI’s growth and development as we look to diversify our funding modes and streams, as well as grow uptake and investment of open infrastructure by institutions and funders globally. Our aim is to direct as much support to the communities we serve while also ensuring our ability to sustain IOI’s core activities. This role will directly support and lead the expansion of IOI’s business activities to advance IOI’s mission.

This includes identifying fee-for service and funding opportunities to advance IOI’s strategic plan, conducting market analysis and prospect research to help prioritize new opportunities and partnerships, creating materials to support the Executive Director in business development, and managing processes and strategies to bring efficiency and clarity to this work. This role will also work closely with the Executive Director and Leadership team to build support for the IOI Fund for Network Adoption, set to launch in mid-to-late 2024.

This is an exciting role for someone passionate about deepening IOI’s impact and service to the research community, while also ensuring that we internally are being strategic about how we are supported alongside the pressing funding needs of the communities we serve. We see this role as critical in helping us identify mission-aligned ways we can support ongoing work, while also ensuring we’re maximizing and increasing investment in the open infrastructure ecosystem.

This position will work closely with the Executive Director and will serve as part of IOI’s Leadership team (which consists of Research, and Engagement, and Product Leads in addition to the Executive Director). This is a full-time, remote position, reporting to the Executive Director.

Key responsibilities:

- Support the Executive Director in furthering the development of IOI’s fundraising and business partnership strategy, including development of sustainable support for IOI via fee-for-service offerings, fund contributions, and core support via grants and donations.
- Build and manage a portfolio of funding prospects and partners including foundations, government agencies / national funding programs, industry partners, institutional leaders and budget holders, and other organizations with financial support potential through identification, cultivation, solicitation, reporting, and stewardship.
- Work with the IOI Leadership team to think strategically about how to grow the uptake and investment of open infrastructure among funders and institutions systematically, including via marketing efforts, network partnerships, and more.
- Manage and refine systems, processes, and tools for building and managing a business development pipeline that brings clarity to how we make decisions about opportunities, what the outcomes and deadlines are, and how we are measuring progress.
- Lead and support prospect research and prepare materials to support business development conversations led by the ED and/or other Leadership team members.
- Track engagement efforts and progress in CiviCRM.

Additional responsibilities could include:

- Ensure the cultivation and stewardship, with the support of the Executive Director and Engagement Lead, of a diverse portfolio of existing supporters and prospects, including taking meetings with current and prospective partners to understand their needs, keep them informed and engaged, and track reporting requirements.
- Support the ED and Leadership team with costing out proposals for new work, and prioritizing opportunities that weigh IOI’s capacity, financial need, and alignment with strategic objectives.
- Engage and manage short-term contractors, as needed, to augment market research and analysis needs to further bolster development activities and help deepen IOI’s understanding of core audiences and prospective partners.
- Work with IOI staff and/or short-term contractors to investigate financial, legal, and operational considerations associated with administering and deploying funds.

Necessary Skills and Experience:

- Knowledge of the funding landscape for research intensive environments and/or open source technology, including philanthropies, institutional funding, international development, and government funders.
- 5-7 years of successful fundraising experience, including direct experience and success in securing large grants and donations from individuals to support mission-oriented work and/or experience building consulting or fee-for-service offerings to offset core programmatic costs.
- Experience creating and implementing successful long-term fundraising and partnership strategies with a diverse set of partners.
- Ability to create and maintain strong internal relationships and balance the needs of multiple stakeholders.
- Demonstrable track record as an exceptional communicator, in writing as well as verbally, adept at preparing proposals (including for government and/or research funding), donor correspondence, slide decks and background research to support business development conversations.
- Desire to work in a dynamic and mission-driven organization.
- Ability to maintain confidentiality of donor information and a finely-tuned sense of discretion.
- Ability to work with a high degree of autonomy and accountability.
- Comfort and experience in a technology-driven environment.
- Experience working with technical and/or scientific donors.
- Experience working in an organization with a distributed workforce.
- Experience with CRM software and tracking, like CiviCRM.

Nice to have:

- Broad-based knowledge of various development and partnership activities including: membership/subscription based models, fee-for-service opportunities, grants and philanthropic support.
- Experience building relationships with and through mission-supporting ventures.
- Experience preparing and making effective presentations to diverse groups large and small.
- Experience costing out proposals, conducting market research and business analysis to better map total addressable markets and provide insights.
- Past experience at a philanthropy or public sector funder, managing a portfolio of at least $3-5M.

Additional details:

- This is a grant-funded position.
- CS&S is the fiscal sponsor and organizational home of IOI. CS&S offers employee benefits through TriNet for US-based employees, including health insurance and retirement.
- International applicants will be considered for a contract position.
- Candidates should already be able to work legally where they are based, we can not offer visa support for this position at this time.
- IOI is a fully remote organization, with project leadership based in US Eastern Standard time. Candidates should be available 3+ hours / day with project leadership.

### Executive Director
*Last updated: 2020-03*

Reports To: Invest in Open Infrastructure Advisory Committee at Code for Science & Society (CS&S).

Base of Operations: Fully remote, with ability to communicate regularly across Central European to US Pacific time zones, as well as occasional global engagement.

Call for Applicants

Invest in Open Infrastructure (IOI) is a coalition of organizations working to organize and deliver funding for open scholarly infrastructure at scale from the most obvious beneficiaries: the global institutions and agencies that form the bulk of academic support and funding today. This role will be responsible for coordinating the day-to-day activities of IOI, working with the Steering Committee to define and execute a plan to unlock substantial and durable funding for open scholarly infrastructure. This involves managing the program work, staff, and fundraising as needed for programmatic activities, developing and engaging with the IOI Steering Committee and the partner organizations.

We are looking for someone with an entrepreneurial spirit to work with the IOI Steering Committee to develop and launch new initiatives aimed at expanding support for open scholarly infrastructure. This role will engage in everything from strategic planning and communications, cross-org collaboration, day-to-day tasks, hiring processes, fundraising, and overall program design and management.

This role is responsible for managing the IOI project, a fiscally sponsored project of Code for Science & Society (CS&S). The role reports to the IOI Advisory Committee, part of the larger IOI Steering Committee.

Core Responsibilities
- Develop the vision for and scope of IOI in partnership with the IOI Steering Committee
- Arrange and oversee deliverables, time-tables, and budget allocation for program activities
- Manage personnel, contractors, and projects
- Act as a liaison between stakeholders, the project Steering Committee, and other staff
- Work with Steering Committee to develop and execute IOI program activities, including:
- Coordinate efforts to gather data on open scholarly infrastructure and the individual projects and organizations which provide it
- Map the institutions, agencies and foundations that can provide ongoing support for open scholarly infrastructure
- Develop models for how new projects or innovations might be identified, selected and seed funded
- Develop partnerships to test models of funding open infrastructure
- Engage with the potential participants and work with them to understand their needs and concerns
- Initiate, develop, and manage relationships with funders, stakeholders, and partners
- Develop a fundraising and sustainability plan
- Oversee search and hiring processes to grow the team, as needed
- Manage, encourage, and facilitate cross-organizational collaboration
- Participate in IOI governance and with appropriate committees or working groups to facilitate planning and strategy

Skills and Experience
- Ability to bring a vision into reality
- Strong organizational and leadership qualities
- Outstanding written and oral communication skills
- Extremely detail-oriented, thorough, and organized
- Deep knowledge of scholarly institutions, services, and their current sources of funding
- Deep knowledge of open source infrastructure
- Experience in assessing and understanding technology, related services, and standards
- A hands-on attitude towards understanding and explaining new technology and systems
- 7+ years experience working in one or more aspects of scholarly communication or open infrastructure
- Ability to interact with all levels of employees; strong collaboration and interpersonal skills; ability to work well within a team
- Ability to develop and manage relationships with funders, partners, and stakeholder communities and preferably a track record of successful fundraising
- Excellent time and project management skills
- Ability to problem solve under pressure and anticipate needs
- Experience working with distributed teams to develop and execute projects and programs

### Product Lead

*Last updated: 2023-04*
*[Link to archived posting, 2023-05](https://web.archive.org/web/20230515082749/https://investinopen.org/jobs)*
Position Type: Full time with benefits
Location: Remote, with supervisor based in New York.

Invest in Open Infrastructure (IOI) is seeking a Product Lead to join a growing team working to increase adoption, investment in, and the sustainability of open infrastructure in research and scholarship by leading our effort to develop our Catalog of Open Infrastructure Services (COIs) from a prototype into a full-featured application and supporting the delivery of other targeted research products to our key stakeholders.

You will be responsible for managing the technical aspects of the COIs application development as well as other similar digital products we may develop in the future to support our grant-funded work. You will help hire and manage contract technical staff, including designers, developers, data engineers, and UX researchers. You will enable the work of others through effective coordination, delegation, and task management towards building a quality product that fulfills our vision of an application that increases information sharing, improves discovery, and delivers value for users seeking to support open infrastructure services.

You should have experience directing a technical team through the steps in the software development life cycle towards a finished web-based application in fulfillment of documented technical requirements. You should also have familiarity with the key technical areas you will be managing (web development frameworks, visual design principles, database systems, and user research techniques). You should be familiar with open-source tools and technologies, particularly the technologies we’ve used in the prototype application (PostgreSQL, Django/Python, D3.js, and Ubuntu). Ideally, you will have experience or at least a keen interest in the process of scientific research and scholarly communication, particularly research using open tools and technologies.

You will report to the Executive Director and sit alongside the Engagement, Business Development & Partnerships, and Research Leads as part of the Leadership team. Despite being a distributed team, we expect you to be highly collaborative and a valuable participant in our weekly team meetings, providing updates and offering input to the full range of IOI’s work.

Key responsibilities
* Guide a multi-functional team of contract professionals to develop the Catalog of Open Infrastructure Services web-based application from a prototype to a full-featured application
* Manage product roadmaps, collaborate cross-functional business development and technical teams, and communicate technical concepts to non-technical stakeholders
* Immerse yourself in the work of IOI to understand the importance and value of COIs to our stakeholders
* Collaborate with others on the team to provide stakeholders with comprehensive documentation, training, troubleshooting, and support as necessary to fully utilize the COIs application
* Draft technical documentation to capture key learnings and functional details
* Present technical work to external stakeholders in virtual, online forums
* Conduct your work in the open, frequently sharing out results, process, and findings, and soliciting and incorporating feedback from the community in a transparent and equitable manner

Additional responsibilities could include:
* Provide input to IOI’s strategic design and operational planning efforts
* Help scope ongoing and planned IOI projects with expert knowledge and informed perspectives based on previous experience
* Assist with grant proposals and other business development opportunities by providing input on technical and staffing requirements for project success

Necessary Skills and Experience
* Successful delivery of 2-3 small-to-medium scale web applications with a team of at least 3 diverse technical specialists with demonstrated experience delivering on-time with high quality, measuring results, and achieving positive outcomes while adhering to software development best practices
* Demonstrable experience with requirements gathering and technical specification drafting for successful project execution
* Demonstrable familiarity with web development frameworks, visual design principles, database systems, and user research techniques that show an ability to guide the work of technical experts in each of these areas
* Solid problem-solving skills, creativity, and ability to break down a complex situation into pieces that can be resolved by the team
* Excellent written and oral presentation skills – for both technical and non-technical audiences
* Computer literate in common office productivity technologies (word processor, spreadsheet, presentation, email, and visual planning applications)
* Excellent time and project management skills
* Experience working as a part of a distributed team
* Flexibility and adaptability
* Action and results oriented

Nice to have
* Formal training and certification in Agile, Lean, Six Sigma, or other task management systems, as well as PMP or other project management certifications
* Deep technical skills in web development frameworks, visual design principles, database systems, and/or user research techniques
* Experience or at least a keen interest in the process of scientific research and scholarly communication, particularly research using open tools and technologies

Additional details
* This is a grant-funded position.
* CS&S is the fiscal sponsor and organizational home of IOI. CS&S offers employee benefits through TriNet for US-based employees, including health insurance and retirement.
* International applicants will be considered for a contract position.
* Candidates should already be able to work legally where they are based, we can not offer visa support for this position at this time.
* IOI is a fully remote organization, with project leadership based in US Eastern Standard time. Candidates should be available 3+ hours / day with project leadership.

This is a role for a strategy-minded practitioner, eager to help scale IOI's offerings and impact, as well as engage in research directly alongside the Research team. This includes scaling the [Catalog of Open Infrastructure Services (COIs)](https://investinopen.org/catalog/) as a resource for funders, decision makers, and infrastructures; working with existing infrastructure providers [to apply our existing research](https://2i2c.org/blog/2022/czi-global-communities-proposal/) to their growth and development; and mapping out research needs to underpin funding decisions (including for [IOI's 2024 Collective Fund](https://investinopen.org/blog/ioi-launches-fund-to-deepen-investment-in-open-infrastructure/)). This role will also involve piloting and testing IOI's core offerings to stakeholders, exploring earned revenue streams to diversify IOI's support, while working with the team to make research outputs as openly available and accessible as possible.

This position will play a central role in operationalizing IOI's core aim to provide funding recommendations and investment guidance for research infrastructure.

This is a management position, overseeing the research function at IOI, and managing a small team of Research Data Analysts, Research Project Manager, and a team of short-term Research Affiliates.

This is a full-time, remote position, reporting to the Executive Director.

Research responsibilities

- Work with the IOI Executive Director and key stakeholder groups to scope, operationalize, and iterate on IOI's core research product offerings to increase investment in open infrastructure;
- Manage and support the development of IOI's team of Research Data Analysts and contractors;
- Articulate a coherent vision for IOI's applied research efforts that supports clear alignment across a diverse portfolio of projects and clients;
- Maintain links and collaborate where possible with other external data collection, evaluation, and systems change efforts;
- Successfully design and lead the execution of quantitative and qualitative research, alongside and in support of the core team;
- Support and train staff and community partners that are unfamiliar with research design and evaluation to collect, manage and analyze data;
- Keep current regarding funding requirements for data collection and reporting and put into place local methods to ensure reliable, accurate compliance which reflects service activities.

Strategic responsibilities

- Serve as part of the organization's leadership team and contribute to the development and execution of strategic decisions and offerings;
- Own and manage IOI's research workflows, ensuring that research outputs are strategically aligned, accessible, and actionable;
- Develop, implement and monitor an evaluation plan addressing strategic and program evaluation questions, data collection methods, analysis, and reporting;
- Prioritize inbound requests for research support and analysis;
- Collaborate with the Executive Director, other members of IOI staff, and external collaborators to determine resources available, resources needed, and evaluation outcome goals for projects and programs.

Necessary skills and experience

- Bachelor's or Master's degree or equivalent experience in designing, executing, and reporting findings of complex research projects;
- Experience with data-intensive research and analysis, both quantitative and qualitative;
- Knowledge and experience of community-based and participatory research methods to inform program development and design of product offerings;
- Knowledge and experience of program evaluation principles, theories, concepts, and practices;
- Ability to analyze information, summarize findings, and present them in ways easily understandable to decision-makers;
- Program or organizational-level leadership, with a thoughtful approach to staff management in remote settings.

Additional details

- This is a grant-funded position.
- CS&S is the fiscal sponsor and organizational home of IOI. CS&S offers employee benefits through TriNet for US-based employees, including health insurance and retirement.
- International applicants will be considered for a contract position.
- Candidates should already be able to work legally where they are based, we can not offer visa support for this position at this time.
- IOI is a fully remote organization, with project leadership based in US Eastern Standard time. Candidates should be available 3+ hours / day with project leadership. 

## Organizational chart

*Last updated: 2024-10-01*

[**An organizational chart**](https://drive.google.com/file/d/18FssqDdw0f27PtJ5AwTlr0lexVKInJZ4/view?usp=drive_link) is available in our team drive.

**Leadership roles:**
1. Executive Director
2. Director of Programs
3. Director of Development
4. Director of Finance & Operations

**Non-leadership roles:**
1. Business Development & Partnerships Lead
2. Product Lead
3. Research Engagement Manager
4. Engagement and Communications Coordinator
5. Operations Specialist and Admin Support

## See also
* https://hackmd.io/@investinopen/who-is-who
* https://hackmd.io/@investinopen/performance-reviews
* Archived copy of this page (via the Internet Archive's Wayback Machine): https://web.archive.org/web/*/https://hackmd.io/@investinopen/job-descriptions

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This page first published: 2022-02-01

###### tags: `about-us`

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