Partner Success Data Specialist-Full Time Remote

Cdpcommunity; Boston, Northern (MA, KY); Hybrid; USD 34,000 - 41,000; Full time

Job summary

CDP, a Boston-based public benefit corporation, seeks a Partner Success Data Specialist for a remote, full-time role. You will manage onboarding, data submissions, and client coordination for NRF, NPR Basic Donor Data Matching, CDP Insights, Epiphany, and related services.

You will build relationships with stations, guide timelines and documentation, and ensure a superior client experience across cross-functional teams.

Qualifications

• 3-5 years of experience in client success, account management, project coordination, fundraising operations, data services, nonprofit technology, public media, or related field.
• Proven track record of driving projects to completion, proactively following up on commitments, tracking deliverables, and ensuring successful outcomes for clients and stakeholders.
• Ability to collaborate across teams and build internal/external partnerships.
• Excellent written and verbal communication skills.
• Experience with CRM platforms, Salesforce, Tableau, data management, or reporting systems.
• Proficiency in Microsoft Excel and Microsoft Office.
• Ability to navigate technical and operational conversations with a diverse range of users.

Responsibilities

• Serve as the primary onboarding contact for public media organizations participating in NRF, NPR’s Basic Donor Data Matching Program, and other CDP data services.
• Guide organizations through onboarding requirements, timelines, documentation, and implementation steps.
• Build strong relationships with station staff and provide consultative support throughout the client lifecycle.
• Establish clear milestones and follow-up processes to ensure successful onboarding and adoption.
• Maintain accurate records within Salesforce and ensure client information remains current.
• Coordinate, generate, and track the execution of legal agreements, service orders, and related documentation through established workflows.
• Support client administration activities related to NRF, NPR’s Basic Donor Data Matching Program, CDP Insights, and Epiphany; manage user access and reporting tools.

Skills

Client success

Account management

Project coordination

Relationship management

Data services

Education

Bachelor's Degree or equivalent

Tools

Salesforce

Tableau

Excel

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Partner Success Data Specialist-Full Time Remote

Full Time Associate Boston, MA, US

17 days ago Requisition ID: 1185

Salary Range: $25.00 To $29.80 Hourly

Partner Success Data Specialist- Full Time Remote

Our Organization

CDP, a Boston-based public benefit corporation, uses the collaborative fundraising model to improve the operational efficiency and revenue generation capacity of the public media system. CDP currently provides more than 230 NPR and PBS public media organizations (PMOs) with outsourced marketing, data analytics, fundraising, and technology services. These services help PMOs raise more net income, grow their donor files faster, lower their fundraising costs, and free up development talent allowing stations to better focus on local engagement. Since its inception, CDP has delivered more than $785 million in membership revenue for local PMOs participating in its services and has become the most widely adopted Public Media service in the history of public broadcasting.

Just as CDP is committed to supporting public media organizations around the country, we are equally committed to supporting each of our team in their own professional development.

The Partner Services team works collaboratively with stations, vendor partners, and internal teams to deliver high-quality fundraising, analytics, and data services to the public media system. Reporting to the Senior Partner Success Manager, the Partner Success Data Specialist will serve as a primary point of contact for stations participating in CDP's data products and services, including the National Reference File (NRF), NPR Basic Donor Data Matching Program, CDP Insights, Epiphany and related offerings.

This is a client-facing role that combines relationship management, onboarding, project coordination, operational administration, and data support. The successful candidate will help organizations successfully adopt and utilize CDP's data products by managing onboarding, facilitating data submissions, resolving issues, coordinating internal resources, and ensuring an exceptional client experience.

The ideal candidate enjoys building relationships, keeping complex projects moving forward, and helping clients navigate processes and requirements. They are highly organized, proactive, and comfortable serving as a liaison between clients, technical teams, and vendor partners.

Key Responsibilities

• Serve as the primary onboarding contact for public media organizations participating in NRF, NPR’s Basic Donor Data Matching Program, and other CDP data services.
• Guide organizations through onboarding requirements, timelines, documentation, and implementation steps.
• Build strong relationships with station staff and provide consultative support throughout the client lifecycle.
• Establish clear milestones and follow-up processes to ensure successful onboarding and adoption.

Administrative & Process Management

• Maintain accurate records within Salesforce and ensure client information remains current.
• Coordinate, generate, and track the execution of legal agreements, service orders, and related documentation through established workflows.
• Support and coordinate related client administration activities related to the NRF, NPR’s Basic Donor Data Matching Program, CDP Insights, and Epiphany. Support ongoing administration of CDP data and analytics products, including user access and reporting tools (Tableau, Salesforce, & other communication platforms.
• Support organizations with file creation, submission requirements, and onboarding processes.
• Coordinate setup of user access, file transfer systems, and reporting platforms.
• Monitor monthly data submissions and proactively follow up with participating organizations.
• Manage recurring client communications related to submissions, refreshes, and reporting schedules.
• Serve as the liaison between stations and internal teams to resolve data quality, file submission, and reporting issues.
• Coordinate troubleshooting efforts with business intelligence, analytics, technology, and vendor partners.
• Track client inquiries and ensure timely resolution of issues.
• Identify opportunities to improve onboarding experiences, client communications, and operational workflows

Preferred Experience & Qualifications

• 3-5 years of experience in client success, account management, project coordination, fundraising operations, data services, nonprofit technology, public media, or a related field.
• Proven track record of driving projects to completion, proactively following up on commitments, tracking deliverables, and ensuring successful outcomes for clients and stakeholders.
• Demonstrated ability to collaborate effectively across teams, build strong internal and external partnerships, and bring people together around shared goals and priorities.
• Excellent written and verbal communication skills.
• Ability to build trust and maintain productive client relationships.
• Comfortable navigating technical and operational conversations with a diverse range of users.
• Experience with CRM platforms, Salesforce, Tableau, data management, or reporting systems preferred.
• Proficiency in Microsoft Excel and Microsoft Office required.
• Strong problem-solving and time management skills.
• Ability to thrive in a fast-paced, evolving environment while balancing competing priorities.

Educational Requirements

• Bachelor’s Degree or equivalent work experience preferred

Commitment to Inclusion

We strongly encourage individuals from historically marginalized and underrepresented groups to apply, even if you don’t meet every qualification. We value diverse perspectives, lived experiences, and commitment to public service. All CDP people have unique talents and experiences that create our company culture where we can all thrive and bring our whole selves to work each day.

Successful candidates will identify easily with a set of character attributes, as listed below:

• Inclusive mindset: You embrace and demonstrate an inclusion mindset and role model these behaviors for the organization.
• A Communicator: You possess strong communication skills and have great customer service skills; you like people and want to help.
• A Critical Thinker: You regularly look for ways to find efficiencies, innovate, and make improvements where you can.
• Process Oriented: You’re able to understand, work in, create, and improve processes.
• A Collaborator: You’re a team player willing to help where needed; a relationship builder whose can-do attitude inspires others; you actively share your job knowledge with team members.
• Someone Who Seeks to Learn: You are eager to listen, study, and learn new things quickly; you are resourceful and are open to regularly accepting and growing from feedback.
• Enterprising: You have proven success working in a fast-paced and changing environment; you have a strong work ethic and are excited to add value to the organization and its mission.

CDP is proud to be an equal opportunity workplace and employer. We are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, national origin, nationality, immigration status, citizenship, religion or religious creed (or belief, where acceptable), sex/gender, sexual orientation, gender identity and gender expression, pregnancy, marital status, age, citizenship, marital status, handicap or disability, genetic information or characteristics (or those of a family member), Veteran or military status, political belief, or socio-economic status. CDP does not discriminate against individuals on the basis of those characteristics or any other characteristic protected by law.

CDP provides reasonable accommodations for applicants with a disability in completing job application procedures. Please notify CDP Human Resources in advance so necessary arrangements can be made. If you need assistance or accommodation due to a disability, you may contact us at [e-mail].