Mexico Operations Consultant (Contract)

Category: Contract
Reports to: Senior Financial Sector Specialist
Location: Mexico

Background is a U.S.‐based, non‐governmental organization working to increase access to water supply and sanitation (WSS). Since 1990, has been implementing WSS programs in conjunction with local NGOs and financial institutions (FIs). has significantly expanded its WaterCredit initiative over the last several years, which works by building the capacity of carefully‐selected local financial institutions and apex organizations to offer affordable financing for WSS facilities. Partner institutions develop and launch loan products to finance household level facilities such as toilets and water tanks. WaterCredit programs support Financial Institutions and apex organizations through a combination of financial assistance and technical support, or solely technical support.

In Mexico, completed a market assessment to gauge demand and need for WaterCredit at a country level in September 2017. In 2018, signed its first agreement with an apex organization to implement the first WaterCredit program in the country, and in 2020 it signed its second agreement with one of the largest inclusive finance institutions in the country. In 2021, aims at continuing to develop further partnerships to continue expanding the offer of WSS loan products in the country.

The Mexico Operations Consultant is located in Mexico and will report directly to the Senior Financial Sector Specialist based in the USA. The selected individual will also work closely with the Latin American Regional Team based in the USA, Brazil, and Peru.


The Mexico Operations Consultant will be responsible for the following objectives:

  1. Support the ongoing operations of in Mexico and its partners with weekly check-ins, and assist in training sessions, delivering tools and materials as needed.
  2. Network with potential partners and stakeholders to create a robust list of institutions interested in collaboration with
  3. Conduct due diligence on potential partners and support’s Mexico representative in cultivating new partnerships, including project plans and budgets.
  4. Identify training and technical assistance needs of our stakeholders in the country and facilitate the process of creating those materials.
  5. Act as direct support for’s country representative – assistance with stakeholders and in attending important sector events as needed.
  6. Conduct monthly performance reports for each of our projects in the country for internal and external reporting purposes.

The assignment will require frequent interaction with counterparts in financial institutions and WSS suppliers such as municipal governments, district governments and WSS suppliers. Travel within Mexico will be required to accomplish the responsibilities of this assignment.

Key Responsibilities  

The Consultant is expected to communicate regularly with the US‐based Latin American Regional team, and document progress toward a list of country objectives.

  • Create list of stakeholders and potential partners to target for future WaterCredit implementation
  • Support the country representative in cultivating relationships with potential partners for WaterCredit implementation
  • Understand WaterCredit model and develop tools to communicate the model with potential partners
  • Develop work plans and proposals for WaterCredit implementation in conjunction with partners and other stakeholders
  • Represent at national and local WSS and microfinance events and in meetings with sector stakeholders and donor visits, as needed
  • Identify training and technical assistance needs of current stakeholders and facilitate the process of creating those materials.  Participate in trainings as needed.
  • Help keep global staff apprised on trends in WSS and microfinance sectors in Mexico
  • Support country representative in engaging and cooperating with sector stakeholders such as local and national government, WSS product manufacturers, water service providers and WSS NGOs operating in Mexico

Required Qualifications and Experience

  • Bachelor’s degree in social sciences, economics, anthropology, international relations, or related field required; relevant Master’s degree strongly preferred but not required.
  • Minimum of five years of experience working in the private, public or non-profit sectors in related activities is required.
  • Bilingual in English and Spanish preferred.
  • Knowledge and experience with microfinance and/or WSS is preferred but not required.
  • Familiarity with the activities required for loan product development and scaling a plus
  • Proven ability to effectively design and manage technical assistance or capacity building programs, particularly in the financial or WSS sectors.
  • Minimum of three years of experience managing projects and tracking activities and expenditures against work‐plan and budget
  • Experience in creating strategic plans in new markets and products in a new market a plus.
  • Experience with donor‐funded international development initiatives a plus.
  • Experience in product development and Human-Centered Design (HCD) a strong plus
  • Innovative mindset oriented toward constructive problem‐solving and collaboration with stakeholders from various sectors.
  • Exceptional organizational skills, attention to detail, resourcefulness, and ability to multi‐task and adjust to changing priorities.
  • Ability to travel within Mexico, and possibly other countries in Latin America and the United States, as needed.

It will be an advantage for the candidate to also have:

  • Banking or financial sector consulting experience
  • Experience in training staff or implementing training programs

Payment Schedule

The assignment will be remunerated on a time plus expenses basis on delivery and acceptance of outputs by the Senior Financial Sector Specialist.

Timing/Assignment Duration

The consultancy assignment will be for 24 months, and is expected to start as soon as possible. Upon satisfactory performance and continued funding, this assignment may be extended for an additional 12-month extension.

Application Information

Interested candidates may send a copy of their CV and a cover letter describing relevant qualifications and daily rate requirements to [email protected]. Applications will be reviewed as they are received.  Please do not attempt to contact about the status of your application.