Position Summary:

The Reporting and Data Associate plays a key role supporting the Philanthropy Group by producing accurate Salesforce reports and dashboards, maintaining high‑quality 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 day‑to‑day 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 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; 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 management’s discretion, the employee may be assigned different or additional duties from time to time.