Reporting and Data Associate
The Boston Foundation is a philanthropic organization seeking a Reporting and Data Associate to support their Philanthropy Group. This role involves producing Salesforce reports, maintaining data hygiene, and assisting with the implementation of new technology tools while supporting departmental operations and communications.
Responsibilities
- Build, update, and maintain weekly, monthly, quarterly ad hoc reports and dashboards in Salesforce to support fundraising, prospecting, and departmental decision‑making
- Run routine data audits and assist in monitoring KPIs, activity tracking, gift data, and pipeline reports
- Assist with preparing datasets and visualizations for internal meetings, presentations, and performance reporting
- Regularly enter, update, and maintain constituent and gift‑related data in Salesforce, ensuring accuracy, completeness, and adherence to established data standards
- Conduct routine data hygiene tasks, including updating contact information, coding activities, logging interactions, and ensuring consistent record‑keeping
- Work with IT to identify and resolve duplicate records and support broader data integrity efforts
- Serve as a departmental resource for Salesforce data entry, record creation, and basic reporting needs, helping colleagues troubleshoot routine database questions
- Support the implementation, testing, and rollout of new technology tools—including email marketing, event management, financial management, and grants management platforms
- Maintain and contribute to internal knowledge documentation that records essential workflows, data standards, and reporting processes
- Collaborate with the Communications team to develop, filter, and maintain email distribution lists and segmentation files for departmental outreach; and
- Support departmental events, research and day-to-day operations through list development, technical assistance, and general administrative tasks
Skills
- College degree or equivalent experience
- Excellent written and verbal communication skills
- Strong customer service orientation
- Strong organizational skills and attention to detail
- Ability to adjust work activity to various management styles
- Ability to make decisions regarding organizing own workload and managing multiple tasks with unique timelines
- Participatory work style and team player
- Ability to give and receive feedback
- Strong goal orientation with flexibility to adapt to changing priorities
- Willingness and ability to handle confidential information
- At least 1 year of office-based administrative work experience
- Strong knowledge of Microsoft Office products including proficiency in Excel, running and creating functions, pivot tables and charts
- CRM database experience (Salesforce strongly preferred)
- Strong interest in using AI tools to optimize CRM functionality and unlock deeper insights from internal data systems
- Knowledge and experience working with diverse communities of Boston
Benefits
- Hybrid Schedule (subject to change): In office 2 days a week, Tuesday, and Thursday. Remote Monday, Wednesdays and Friday. This schedule may change based on department’s needs and meetings.
Company Overview