Reporting and Data Associate
The Boston Foundation is a philanthropic organization seeking a Reporting and Data Associate to support the Philanthropy Group. This role involves producing Salesforce reports, maintaining data quality, and assisting with departmental communications and operations.
Responsibilities
- Build, update, and maintain weekly, monthly, quarterly ad hoc reports and dashboards in Salesforce to support fundraising, prospecting, and departmental decision‑making
- 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 gift‑related 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 record‑keeping
- 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 tools—including 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
- Support departmental events, research and day-to-day operations through list development, technical assistance, and general administrative tasks
Skills
- College degree or equivalent experience
- 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
- CRM database experience (Salesforce)
- 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
- 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
- Willingness and ability to handle confidential information
- At least 1 year of office-based administrative work experience
- CRM database experience (Salesforce strongly preferred)
- Knowledge and experience working with diverse communities of Boston
Benefits
- 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 department’s needs and meetings.
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