Impact Associate (24 hours/week)

Compass Family Services•San Francisco, CA

1d•Hybrid

About The Position

The Impact Associate is responsible for fulfilling Salesforce reporting requests for all Compass programs, training new program staff on Salesforce, responding to Salesforce tickets, and working on special projects. This is a highly collaborative position requiring discipline and keen attention to detail to manage multiple projects simultaneously, working closely with the Assistant Director of Impact and Learning, Senior Salesforce Administrator and program staff.

Requirements

At least one year of experience building complex reports in Salesforce OR two years’ experience building reports in another database.
Ability to manipulate data, produce summary statistics, and create visuals in excel (e.g., averages, percentages, trend lines, distributions)
Proficiency in Excel with pivot tables, VLOOKUP/ XLOOKUP, basic formulas)
Ability to identify, investigate, and resolve data discrepancies or anomalies in reports
Ability to communicate well across various levels in an organization and work collaboratively with people with a varying range of technical competencies
Strong analytical skills, customer-service orientation, and ability to juggle multiple projects simultaneously
Impeccable attention to detail
Ability to thrive in a fast-changing, multi-program environment
An excitement about technology and its ability to positively impact the organization
Demonstrated commitment to diversity, equity, inclusion and belonging work
Passion for the mission of Compass Family Services

Nice To Haves

Salesforce Administrator certificate preferred but not required

Responsibilities

Manage reporting requests, including building new reports, editing and ensuring accuracy of existing reports and formulas, and working with program and development staff to meet their reporting needs
Pull data for the quarterly data meeting
Stay up to date on how programs are using the database in order to create and analyze reports correctly
Pull weekly, monthly, and quarterly reports for funders, clean and transform data, and upload into funder databases
Familiarize with external funder databases to support programs in meeting their reporting requirements
Train all new program hires on using the Salesforce database
Respond to Salesforce Compass help desk tickets
Build custom fields and objects for program use
Support Salesforce app usage (i.e., Adobe Sign, Apsona)
Document processes to support training purposes
Support the team through needs which may include one-off special projects

Benefits

4 weeks of vacation your first year, 5 in your second
Paid holidays
Sick time
Family leave
Health insurance
Dental insurance
Vision insurance
Long term disability insurance
Life insurance
Retirement account contribution (5% of salary after one year, vests during years 2-6)
Membership in OPEIU/Local 29 union