Impact Associate (24 hours/week)

Compass Family Services • San Francisco, CA

2d • $35 - $37 • 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. Working closely with the Assistant Director of Impact and Learning, Senior Salesforce Administrator and program staff, this is a highly collaborative position requiring discipline and keen attention to detail to manage multiple projects simultaneously.

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, dental and vision insurance are fully covered by Compass for employees and dependent children.
• long term disability and life insurance.
• after one year of work, Compass contributes an amount equal to 5% of your salary into a retirement account; this vests during years 2-6.
• Membership in OPEIU/Local 29 union.

What This Job Offers

• Job Type: Part-time
• Career Level: Mid Level
• Education Level: No Education Listed