Associate, Data Management

Milken Institute

New York (NY)

Hybrid

USD 45,000 - 60,000

Full time

22 hours ago

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Benefits offered by this job

Health Care Plan (Medical, Dental &amp

Retirement Plan - 403b (5% match)

Life Insurance

Paid Time Off

Family Leave

Fertility Support

Disability Insurance

Flexible Spending Account (FSAs)

Training & Development: LinkedIn  

Annual Mentor Program

Wellness Resources

Employee Assistance Program

CALM app membership

Job summary

Milken Institute in Santa Monica or New York City seeks an Associate to support its Business and Program Development team. The right candidate will be highly organized, analytical, and thrive at the intersection of data management and operations execution.

The Associate will report to the Associate Director and provide data entry support in Salesforce and other systems, perform quality control, and assist in creating contracts and letters for donors and sponsors.

Qualifications

Bachelor’s degree preferred.
Minimum of one to two years of relevant data entry experience.
A proactive, highly organized, detail oriented and enthusiastic individual.
Ability to validate and organize data in an accurate manner.
Motivated self-starter and hard worker displaying high productivity and follow-through in all areas of responsibility.
Team-oriented individual who seeks out tasks when work is completed and assists colleagues to ensure goals, requirements, and deadlines are achieved.
Effective oral and written communication skills.
Advanced proficiency in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint, etc.) and the ability to learn new software tools.
Experience working with Salesforce is a plus.
An attitude of "no job is too small" and attention to detail that ensures rewarding experiences and outcomes for supporters and other stakeholders.
Desire and ability to support relationships with senior-level decision-makers.
For the candidate with strong intellectual curiosity, extraordinary work ethic and drive to achieve, this is an opportunity to become a key player in an entrepreneurial, growing and dynamic global organization involved in the most important work of our time.
Comfortable using and actively experimenting with AI tools (e.g., Claude, Copilot, Agentforce) to support data entry, quality control, and document drafting — with an eagerness to keep learning and applying new implementations to improve efficiency and accuracy

Responsibilities

Add, update, and maintain account data in Salesforce accurately and on schedule.
Perform regular quality control checks to validate system data integrity.
Maintain Salesforce reports, making updates as needed to ensure data accuracy.
Draft and support the creation of business letters and contracts for donor and sponsor-facing materials.
Support day-to-day system operations and ad hoc data management requests within the department.
Collaborate across departments to ensure timely execution of milestones and deliverables.
Maintain and update internal process documentation as workflows evolve.
Duties as assigned

Skills

Data entry

Organized

Communication

AI tools literacy

Education

Bachelor’s degree preferred

Tools

Salesforce

Microsoft Office

Job description

About The Milken Institute

The Milken Institute is a globally minded, publicly supported, non-partisan, and nonprofit think tank headquartered in Santa Monica, with offices in Washington, DC, New York, London, Abu Dhabi, and Singapore. For the past three decades, the Milken Institute has served as a catalyst for practical, scalable solutions to global challenges by connecting human, financial, and educational resources to those who need them. Guided by a conviction that the best ideas, under-resourced, cannot succeed, we conduct research and analysis and convene top experts, innovators, and influencers from different backgrounds and competing viewpoints. We leverage this expertise and insight to construct programs and policy initiatives. These activities are designed to help people build meaningful lives, in which they can experience health and well-being, pursue effective education and gainful employment, and access the resources required to create ever-expanding opportunities for themselves and their broader communities. The Milken Institute’s events and programmatic activities involve the exchange of ideas with leaders from around the world. The Institute hosts more than 200 events each year, with our annual flagship event, Global Conference, bringing together 4,500+ participants from around the world, featuring more than 900+ speakers throughout 200+ sessions over the course of the event.

About The Position

The Milken Institute is seeking an Associate to support its Business and Program Development team in the Santa Monica or New York City office. The right candidate will be a highly organized, analytical professional who thrives at the intersection of data management and operations execution. The candidate will report to the Associate Director, Business and Program Development, and provide data entry support for the Development department, primarily in Salesforce and other systems. They will also conduct regular quality control of data and assist in creating contracts, acknowledgement letters, and other documents. This position will work closely with colleagues across Business and Program Development, Events, Finance, and IT.

Responsibilities

Add, update, and maintain account data in Salesforce accurately and on schedule

Perform regular quality control checks to validate system data integrity

Maintain Salesforce reports, making updates as needed to ensure data accuracy

Draft and support the creation of business letters and contracts for donor and sponsor-facing materials

Support day-to-day system operations and ad hoc data management requests within the department

Collaborate across departments to ensure timely execution of milestones and deliverables

Maintain and update internal process documentation as workflows evolve

Duties as assigned

Qualifications

Bachelor’s degree preferred

Minimum of one to two years of relevant data entry experience

A proactive, highly organized, detail oriented and enthusiastic individual

Ability to validate and organize data in an accurate manner

Motivated self-starter and hard worker displaying high productivity and follow-through in all areas of responsibility

Team-oriented individual who seeks out tasks when work is completed and assists colleagues to ensure goals, requirements, and deadlines are achieved

Effective oral and written communication skills

Advanced proficiency in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint, etc.) and the ability to learn new software tools

Experience working with Salesforce is a plus

An attitude of "no job is too small" and attention to detail that ensures rewarding experiences and outcomes for supporters and other stakeholders

Desire and ability to support relationships with senior-level decision-makers

For the candidate with strong intellectual curiosity, extraordinary work ethic and drive to achieve, this is an opportunity to become a key player in an entrepreneurial, growing and dynamic global organization involved in the most important work of our time

Comfortable using and actively experimenting with AI tools (e.g., Claude, Copilot, Agentforce) to support data entry, quality control, and document drafting — with an eagerness to keep learning and applying new implementations to improve efficiency and accuracy

Working Conditions & Travel Requirements

This position will work in a professional office environment on a hybrid schedule consisting of three (3) days per week reporting in-person to your respective office location (Tuesday – Thursday), with the remaining two (2) days working remotely. Please understand, this schedule is subject to change at the Institute’s sole discretion. This person will also be required to travel occasionally to other offices and/or venues to assist with events as needed, requiring occasional work outside of traditional hours. Additionally, this position requires interacting virtually on a regular basis with Milken Institute staff based in other locations in the United States and around the world.

Note

The statements herein are intended to describe the overall nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer. We are interested in qualified candidates who are eligible to work in the United States. Please note, we are not sponsoring visas at this time, being authorized to work in the U.S. is a precondition of employment. Please submit resume and cover letter illustrating how your experience and skills will contribute to the department and any unique qualities you bring to the position. If applying via Indeed, please upload your resume and any supporting documentation as one attachment. Any application that does not include both a resume and cover letter will be rejected. If you are unable to complete this application due to a disability, contact our Human Resources department to ask for an accommodation or an alternative application process.

Our Culture

The Milken Institute is proud to provide equal employment opportunities to all employees and qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national or ethnic origin, age, disability or status as a veteran. Every person at the Milken Institute is treated with respect, supported with resources and training, and exposed to a broad range of experiences. We foster a space for growth with opportunities to share knowledge and passion with both clients and colleagues. We are committed to building a diverse workforce and creating an inclusive environment where everyone can thrive. Our leadership is actively involved in our commitment to diversity and inclusion, and fostering a culture that creates opportunities for everyone.

Benefits