Reporting and Data Associate Boston, MA
Job Location:
Job Location:
Boston, NH - USA
Monthly Salary:
$ 58000 - 62000
Monthly Salary:
Posted on:
15 days ago
Posted on:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
The Boston Foundation believes that one of the great strengths of the Greater Boston community is the rich diversity of its residents in race religion national origin ethnicity sex sexual orientation gender identity genetic information age and physical abilities. The Foundation seeks to enhance and support that diversity not only by its grant making but also by adopting and implementing employment policies and practices designed to recognize and respond to such diversity.
The Boston Foundation is an Equal Opportunity Employer. We encourage applications from people with diverse backgrounds and experience.
Job Description
Title: Reporting and Data Associate
Department: Philanthropy Group
Reports To: Assistant Director Reporting and Data
FLSA Classification: Exempt FTE: 1
Supervises: None
Hybrid Schedule (subject to change): In office 2 days a week Tuesday and Thursday. Remote Monday Wednesdays and Friday. This schedule may change based on departments needs and meetings.
Position Budgeted: $58000.00 to $62000.00
Position Summary:
The Reporting and Data Associate plays a key role supporting the Philanthropy Group by producing accurate Salesforce reports and dashboards maintaining highquality constituent data and ensuring consistent data hygiene across the department. This position helps prepare datasets and visualizations for internal use while also serving as a resource for Salesforce inquiries and data entry support. The Associate contributes to the adoption of new technology tools by assisting with testing documentation and process updates. They also support departmental communications events and daytoday operations through list development technical assistance and general administrative tasks.
Essential Functions:
Other Duties and Responsibilities:
Qualifications
Preparation Knowledge Previous Experience:
Skills Abilities Competencies:
Working Conditions & Physical Demands:
The content is intended to describe the general nature and level of work being performed by persons assigned to this job. It is not intended to constitute an exhaustive list of all responsibilities and duties required.
External and internal applicants as well as position incumbents who are or become disabled as defined under the Americans with Disabilities Act or applicable state law must be able to perform the essential functions of the job (including those listed above) either with or without reasonable accommodation. Reasonable accommodation if any will be determined by management in consultation with the employee on a case-by-case basis.
This job description is intended to be general and may be revised from time to time. At managements discretion the employee may be assigned different or additional duties from time to time.
The Boston Foundation is an Equal Opportunity Employer. We encourage applications from people with diverse backgrounds and experience.
Job Description
Title: Reporting and Data Associate
Department: Philanthropy Group
Reports To: Assistant Director Reporting and Data
FLSA Classification: Exempt FTE: 1
Supervises: None
Hybrid Schedule (subject to change): In office 2 days a week Tuesday and Thursday. Remote Monday Wednesdays and Friday. This schedule may change based on departments needs and meetings.
Position Budgeted: $58000.00 to $62000.00
Position Summary:
The Reporting and Data Associate plays a key role supporting the Philanthropy Group by producing accurate Salesforce reports and dashboards maintaining highquality constituent data and ensuring consistent data hygiene across the department. This position helps prepare datasets and visualizations for internal use while also serving as a resource for Salesforce inquiries and data entry support. The Associate contributes to the adoption of new technology tools by assisting with testing documentation and process updates. They also support departmental communications events and daytoday operations through list development technical assistance and general administrative tasks.
Essential Functions:
- Build update and maintain weekly monthly quarterly ad hoc reports and dashboards in Salesforce to support fundraising prospecting and departmental decisionmaking;
- Run routine data audits and assist in monitoring KPIs activity tracking gift data and pipeline reports;
- Assist with preparing datasets and visualizations for internal meetings presentations and performance reporting;
- Regularly enter update and maintain constituent and giftrelated data in Salesforce ensuring accuracy completeness and adherence to established data standards;
- Conduct routine data hygiene tasks including updating contact information coding activities logging interactions and ensuring consistent recordkeeping;
- Work with IT to identify and resolve duplicate records and support broader data integrity efforts;
- Serve as a departmental resource for Salesforce data entry record creation and basic reporting needs helping colleagues troubleshoot routine database questions;
- Support the implementation testing and rollout of new technology toolsincluding email marketing event management financial management and grants management platforms;
- Maintain and contribute to internal knowledge documentation that records essential workflows data standards and reporting processes;
- Collaborate with the Communications team to develop filter and maintain email distribution lists and segmentation files for departmental outreach; and
- Support departmental events research and day-to-day operations through list development technical assistance and general administrative tasks.
Other Duties and Responsibilities:
- Individuals assigned to this position may perform other duties as assigned.
Qualifications
Preparation Knowledge Previous Experience:
- College degree or equivalent experience; and
- At least 1 year of office-based administrative work experience preferred.
Skills Abilities Competencies:
- Excellent written and verbal communication skills;
- Strong customer service orientation;
- Strong knowledge of Microsoft Office products including proficiency in Excel running and creating functions pivot tables and charts strongly preferred;
- CRM database experience (Salesforce strongly preferred);
- Strong interest in using AI tools to optimize CRM functionality and unlock deeper insights from internal data systems;
- Professional and mature interpersonal work style ability to interact well with a diverse range of people;
- Knowledge and experience working with diverse communities of Boston preferred;
- Strong organizational skills and attention to detail;
- Ability to adjust work activity to various management styles;
- Ability to make decisions regarding organizing own workload and managing multiple tasks with unique timelines;
- Participatory work style and team player;
- Ability to give and receive feedback;
- Strong goal orientation with flexibility to adapt to changing priorities; and
- Willingness and ability to handle confidential information.
Working Conditions & Physical Demands:
- Ability to sit for long periods of time;
- Ability to use a keyboard for extended periods of time.
The content is intended to describe the general nature and level of work being performed by persons assigned to this job. It is not intended to constitute an exhaustive list of all responsibilities and duties required.
External and internal applicants as well as position incumbents who are or become disabled as defined under the Americans with Disabilities Act or applicable state law must be able to perform the essential functions of the job (including those listed above) either with or without reasonable accommodation. Reasonable accommodation if any will be determined by management in consultation with the employee on a case-by-case basis.
This job description is intended to be general and may be revised from time to time. At managements discretion the employee may be assigned different or additional duties from time to time.
Required Experience:
IC
About Company
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