Reporting and Data Associate

The Boston Foundation is a philanthropic organization seeking a Reporting and Data Associate to support the Philanthropy Group. This role involves producing Salesforce reports, maintaining data quality, and assisting with departmental communications and operations.

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
• 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 knowledge of Microsoft Office products including proficiency in Excel, running and creating functions, pivot tables and charts
• CRM database experience (Salesforce)
• Strong interest in using AI tools to optimize CRM functionality and unlock deeper insights from internal data systems
• Professional and mature interpersonal work style, ability to interact well with a diverse range of people
• 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
• CRM database experience (Salesforce strongly preferred)
• 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