Technology Integration Intern

NLD Strategic is at an exciting inflection point.  Our community of practice for Black women business owners, The WELL is transitioning from a traditional membership model to a high-value quarterly retreat model, and the technology infrastructure that supports our community is evolving with it. We are moving from our current CRM (Insightly) to a new platform (Smart Match), and migrating The WELL member community and SWN program participant tools and content from Mighty Networks to the Smart Match platform.
 

This is a meaningful change management process that touches active member relationships, program communications, content libraries, and operational workflows. We are seeking a motivated, detail-oriented intern to serve as the project coordinator driving this transition.

Key Projects & Responsibilities

CRM Migration: Insightly → Smart Match

• Develop and maintain a detailed project plan and timeline for the full CRM migration, including milestones, dependencies, and risk flags
• Coordinate data cleanup, formatting, and transfer into Smart Match in coordination with the Smart Match team
• Serve as day-to-day liaison with the Smart Match team, managing tasks, open items, and communications
• Test migrated data for accuracy and completeness; document and resolve discrepancies

Platform Migration: Mighty Networks → Smart Match

• Map current program participant content, tools, and communication workflows on Mighty Networks
• Coordinate the migration of community content, resources, discussion forums, and program materials to the Smart Match platform
• Work with the Smart Match team to configure the new platform environment to match NLD’s community structure and communication needs
• Support member-facing communication planning as the transition is announced and rolled out (email drafts, FAQs, how-to guides)

Project Coordination & Change Management Support

• Maintain a master project tracker with status updates, blockers, and next steps for both migration workstreams
• Document processes and build internal SOPs and user guides for both platforms
• Identify gaps or risks in the migration process and proactively escalate recommendations to NLD leadership
• Participate in quality assurance testing prior to go-live on both platforms

Expected Outcomes

By the end of the internship, the intern will have delivered:

• A completed or substantially advanced CRM migration from Insightly to Smart Match
• A documented project plan with status tracking and a final transition summary memo
• Successfully migrated WELL member and SWN program content and tools from Mighty Networks to Smart Match
• Process documentation and user guides for both platforms to support NLD’s ongoing operations
• Direct, practical experience in change management, technology migration, and project leadership within a social enterprise context