Reporting and Data Associate

The Boston Foundation believes that one of the great strengths of the Greater Boston community is the rich diversity of its residents in race, religion, national origin, ethnicity, sex, sexual orientation, gender identity, genetic information, age and physical abilities. The Foundation seeks to enhance and support that diversity, not only by its grant making, but also by adopting and implementing employment policies and practices designed to recognize and respond to such diversity.

The Boston Foundation is an Equal Opportunity Employer. We encourage applications from people with diverse backgrounds and experience.

All applications should be submitted online. https://(Use the "Apply for this Job" box below)./careers

Reporting and Data Associate

Philanthropy Group

Assistant Director, Reporting and Data

Exempt

1

None

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.

$58,000.00 to $62,000.00

The Reporting and Data Associate plays a key role supporting the Philanthropy Group by producing accurate Salesforce reports and dashboards, maintaining high‑quality constituent data, and ensuring consistent data hygiene across the department. This position helps prepare datasets and visualizations for internal use, while also serving as a resource for Salesforce inquiries and data entry support. The Associate contributes to the adoption of new technology tools by assisting with testing, documentation, and process updates.

They also support departmental communications, events, and day‑to‑day operations through list development, technical assistance, and general administrative tasks.

• 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.

• Individuals assigned to this position may perform other duties as assigned.

• College degree or equivalent experience;
• At least 1 year of office‑based administrative work experience preferred.

• 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 strongly preferred;
• CRM database experience (Salesforce strongly preferred);
• 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…