Impact Associate (24 hours/week)

Compass Family Services; San Francisco (CA); Hybrid; USD 48,216 - 50,971; Part time

Benefits offered by this job

Health, dental, and vision insurance

Paid time off: 4 weeks in the first year

5% retirement account contribution after one year

Job summary

Compass Family Services in San Francisco is seeking an Impact Associate to manage Salesforce reporting and train new staff. This part-time position requires at least one year of Salesforce experience and strong Excel skills. The role is hybrid, with on-site requirements and offers flexible hours.

The successful candidate will contribute to critical reporting processes that support families facing homelessness, ensuring accuracy and effective communication across teams.

Qualifications

• At least one year of experience building complex reports in Salesforce OR two years’ experience building reports in another database.
• Strong analytical skills with the ability to communicate well across various levels.
• Ability to thrive in a fast-changing, multi-program environment.

Responsibilities

• Manage reporting requests and build new reports as needed.
• Train all new program hires on using the Salesforce database.
• Pull weekly, monthly, and quarterly reports for funders.

Skills

Salesforce reporting

Data manipulation

Excel proficiency

Analytical skills

Attention to detail

Education

Salesforce Administrator certificate preferred

Tools

Salesforce

Excel

Job description

About the organization: Compass Family Services is a 100+ year old nonprofit working on the front lines of San Francisco’s homeless crisis. We provide families experiencing or at risk of homelessness with comprehensive support to address immediate needs and ensure long-term success.

Compensation: $35 - $37 per hour plus full benefits

Schedule: Part time, 24 hours per week. Flexible hours between Mon-Fri, 9 am-5 pm

Location: 37 Grove St., San Francisco

Organizational Core Competencies: Accountable / Adaptable / Client-centered / Collaborative / Committed to diversity, equity, inclusion and belonging / Resourceful

Position Overview: The Impact Associate is responsible for fulfilling Salesforce reporting requests for all Compass programs, training new program staff on Salesforce, responding to Salesforce tickets, and working on special projects. Working closely with the Assistant Director of Impact and Learning, Senior Salesforce Administrator and program staff, this is a highly collaborative position requiring discipline and keen attention to detail to manage multiple projects simultaneously.

Specific Responsibilities Include:

Compass Reporting Needs:

• Manage reporting requests, including building new reports, editing and ensuring accuracy of existing reports and formulas, and working with program and development staff to meet their reporting needs
• Pull data for the quarterly data meeting
• Stay up to date on how programs are using the database in order to create and analyze reports correctly
• Pull weekly, monthly, and quarterly reports for funders, clean and transform data, and upload into funder databases
• Familiarize with external funder databases to support programs in meeting their reporting requirements

Salesforce Support:

• Train all new program hires on using the Salesforce database
• Respond to Salesforce Compass help desk tickets
• Build custom fields and objects for program use
• Support Salesforce app usage (i.e., Adobe Sign, Apsona)
• Document processes to support training purposes
• Support the team through needs which may include one-off special projects

Qualifications:

• At least one year of experience building complex reports in Salesforce OR two years’ experience building reports in another database.
• Salesforce Administrator certificate preferred but not required
• Ability to manipulate data, produce summary statistics, and create visuals in excel (e.g., averages, percentages, trend lines, distributions)
• Proficiency in Excel with pivot tables, VLOOKUP/ XLOOKUP, basic formulas)
• Ability to identify, investigate, and resolve data discrepancies or anomalies in reports
• Ability to communicate well across various levels in an organization and work collaboratively with people with a varying range of technical competencies
• Strong analytical skills, customer-service orientation, and ability to juggle multiple projects simultaneously
• Impeccable attention to detail
• Ability to thrive in a fast-changing, multi-program environment
• An excitement about technology and its ability to positively impact the organization
• Demonstrated commitment to diversity, equity, inclusion and belonging work
• Passion for the mission of Compass Family Services

Compensation and Benefits:

• Salary: $35 - $37 per hour, 24 hours per week
• Paid time off: 4 weeks of vacation your first year, 5 in your second. Also paid holidays, sick time, family leave.
• Insurance: health, dental and vision insurance are fully covered by Compass for employees and dependent children. We also provide long term disability and life insurance.
• Retirement: after one year of work, Compass contributes an amount equal to 5% of your salary into a retirement account; this vests during years 2-6.
• Membership in OPEIU/Local 29 union.

Additional Details:

• Office location: 37 Grove St., San Francisco, less than a block from Civic Center BART/MUNI station.
• This is a hybrid role, with 1-2 on-site days required each week (more during training period). Fully remote is not possible.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. We are an equal opportunity employer and actively seek to recruit a diverse workforce. Employees must embrace the idea that Diversity, Equity, Inclusion, and Belonging contribute to the success of our underserved communities, and therefore to shared prosperity in our city and region. Compass Family Services is committed to the continuous work of implementing specific actions that will disrupt systemic prejudice and improve equity across programs and departments, to become an example to partners who also believe in a culture of inclusion that leverages diversity.

Consistent with the Americans with Disabilities Act and California civil rights law, Compass Family Services will provide reasonable accommodation when requested by a qualified applicant or candidate with a disability, unless such accommodation would cause an undue hardship for the agency. Requests for reasonable accommodation apply to all aspects of the hiring process. If reasonable accommodation is needed, please use the answer box for the final question of the job application to let us know.