Salesforce Data & Research Associate

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

Job summary

The Boston Foundation is seeking a Research, Reporting, and Data Associate to support the Development and Donor Services team. You will monitor data integrity in Salesforce, run reports and dashboards, and conduct donor and prospect research to inform stewardship and fundraising strategies.

Collaborating with IT, you will resolve data issues, maintain research files, and help implement new technologies for communications and events, while providing general administrative support as needed.

Qualifications

• College degree or equivalent; and at least 3 years of office-based work experience with data integrity and analysis.
• Strong organizational skills and impeccable attention to detail and accuracy.
• Excellent written and verbal skills; high level of customer service orientation.
• CRM/Salesforce experience preferred.
• Excellent data management and reporting skills; proficiency with Word/Excel/PowerPoint/Outlook.

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.
• Monitor and uphold data integrity protocols to ensure accurate reporting and inform departmental activities.
• Create, run, and analyze weekly, monthly, quarterly, and ad hoc reports and dashboards in Salesforce.
• Conduct research and create research briefings on individuals and organizations to support donor stewardship and prospect identification.
• Work closely with the IT team to identify duplicate records 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.
• Ensure timely entry of activities in Salesforce and contribute to delivering mailings.
• Participate in implementing new technology solutions for the team.
• Provide technical and administrative support for events and general department tasks.
• Perform other duties as assigned.

Skills

Data integrity

Salesforce

Reporting and analytics

Research

Attention to detail

Microsoft Excel

PowerPoint

Communication skills

Team collaboration

Time management

Education

Bachelor's degree or equivalent

Tools

Salesforce CRM

Microsoft Office

Excel

PowerPoint

Outlook

Job description

The Boston Foundation is seeking a Research, Reporting, and Data Associate to support the Development and Donor Services team. You will monitor data integrity in Salesforce, run reports and dashboards, and conduct donor and prospect research to inform stewardship and fundraising strategies.

Collaborating with IT, you will resolve data issues, maintain research files, and help implement new technologies for communications and events, while providing general administrative support as needed.