Salesforce Data & Donor Insights Specialist

The Boston Foundation; Boston (MA); On-site; USD 55,000 - 75,000; Full time

Job summary

The Boston Foundation seeks a Research, Reporting and Data Associate to strengthen the Development and Donor Services team with data integrity, research and analysis in Salesforce. You will help ensure accurate reporting on donors, prospects, gifts and grants while supporting data-driven decisions.

You will coordinate data management, run reports and dashboards, and assist with research briefings and events.

Qualifications

• College degree or equivalent.
• At least 3 years of office-based work experience, with a focus on data integrity and analysis.
• Excellent data management and reporting skills.
• Constituent Relationship Management (CRM) database experience (Salesforce) strongly preferred.
• Strong knowledge of Microsoft Office products especially Word, Excel, Outlook and Power Point.
• Willingness and ability to work outside the regularly scheduled work day as needed.
• Professional and mature interpersonal work style, ability to interact well with a diverse range of people.
• Ability to adjust work activity to various management styles.
• Ability to make decisions regarding organizing own workload and managing multiple tasks.
• Must be independent, proactive and able to work under the pressure of tight deadlines.
• Participatory work style; team player and sense of humor; ability to give and receive feedback.
• Strong goal orientation with flexibility to adapt to changing priorities.
• Willingness and ability to handle confidential information.

Responsibilities

• Coordinate constituent and activity data management in Salesforce, in collaboration with the Philanthropy Operations Officer.
• Serve as a key departmental resource for the Salesforce database and various reporting needs.
• Create, run, and analyze weekly, monthly, quarterly, and ad hoc reports and dashboards in Salesforce to monitor data integrity and consistency related to donor and prospect activities, gifts, and grants.
• Conduct research and create research briefings on individuals and organizations to support donor stewardship as well as prospect identification and qualification for the Development and Donor Services team.
• Work closely with the IT team to identify duplicate records in the Salesforce database and resolve integration issues.
• Maintain prospect and donor research files, updating periodically as needed.
• Enter and clean prospect, donor and departmental activity records in Salesforce database.
• Ensure timely entry of activities in Salesforce database and contribute to maintaining a 90% deliverable rate for all Development and Donor Services mailings.
• Participate in the implementation of new technology solutions, such as email marketing and event management tools, for the Development and Donor Services team.
• Provide technical and administrative support for events including assisting with occasional events in the mornings (prior to 9:00am) and evenings (after 5:00pm); and
• Provide general administrative support to other department team members as requested.

Skills

Strong organization skills

Attention to detail

Excellent written and verbal skills

Customer service orientation

Ability to work under pressure

Proactive

Team player

Handle confidential information

Education

Bachelor or equivalent

3+ years office experience focusing on data integrity and analysis

Tools

Salesforce

Microsoft Office

CRM reporting tools

Job description

The Boston Foundation seeks a Research, Reporting and Data Associate to strengthen the Development and Donor Services team with data integrity, research and analysis in Salesforce. You will help ensure accurate reporting on donors, prospects, gifts and grants while supporting data-driven decisions.

You will coordinate data management, run reports and dashboards, and assist with research briefings and events.