Program Associate, Data and Technology

About the Job

As the Program Associate, Data and Technology, you will serve as a day-to-day Salesforce Administrator for our Financial Coaches, and other members of the Compass team including Program Managers, marketing and development staff, and members of the executive team. You will provide training and support to Financial Coaches in maximizing their use in Salesforce, including how to input and interpret the rich data collected between Coaches and clients. You will produce reports and dashboards to provide insight into our data to support Compass staff, as well as to share important details about our work to stakeholders and partners. Through your work, you will help the Compass team identify and build new features that further support efficient team operations. You will thrive in this position if you are a curious, collaborative problem-solver who enjoys learning something new every day.

Through this role, you will receive training and support from the Compass team, including a close partnership with the Managing Director of Impact and Innovation. This role reports to the Data and Technology Manager.

Skills We are Looking For:

• Demonstrated curiosity, with a strong desire to explore data, troubleshoot technical issues, learn new systems, and continuously improve processes.
• Experience working with relational databases including querying, data extraction, data validation, and maintaining data integrity.
• Strong analytical skills, with the ability to interpret complex datasets, identify trends, generate insights, and support data-driven decision-making.
• Strong interpersonal skills and a demonstrated ability to establish and build strong, trusting partnerships with colleagues
• Excellent written and verbal communication skills, including ability to explain technical concepts to non-technical colleagues

Primary Responsibilities

• Spearhead data-driven learning to improve our client services
• Develop customized reports and dashboards for internal (program team, leadership, development team) and external stakeholders (partners, donors, and institutional funders)
• Oversee training of new users and grow Salesforce skills across the organization and the adoption of Salesforce and other technology across the organization
• Create a deep understanding of our data structure and definitions and support staff to develop fluency with our data and impact
• Define and develop new Salesforce features with program and other department staff that support efficient operations
• Oversee data integrity and ensure data is clean, accurate and complete
• Manage administrative functions related to Salesforce, including user security settings, day-to-day support, data integrations, and 3rd party applications

Qualifications

• Commitment to the mission and values of the organization, with a passion for working with families with low incomes
• Comfort with Excel, relationship databases, or statistical tools (R, SPSS, Stata, etc.)
• Cultural humility and an openness to and respect for others’ cultures, identities, and lived experiences
• Excellent organizational skills and attention to detail, with the ability to prioritize and manage competing priorities to complete work accurately and efficiently
• Strong data management abilities, with a passion for using data to improve processes.
• Prior experience working in or administering a CRM system and/or data visualization tools (Tableau, Power BI, R, Salesforce Analytics, etc.)

This job description is not intended to provide a comprehensive listing of all duties or responsibilities. Job duties and responsibilities may change at any time based on the needs of the organization.

Equal Opportunity Statement

Compass Working Capital is an Equal Opportunity Employer. We consider applications for all positions, without regard to age, race, color, ethnicity, national origin, ancestry, creed, religion, gender, gender identity or expression, sexual orientation, citizenship, physical or mental disability, medical condition, genetic information, marital status, veteran status, military status, or any other characteristic protected by applicable law.

Compass Working Capital is committed to ensuring individuals with disabilities receive the accommodations required for them to interview for a position on our team. Should you require accommodations, please contact hr@compassworkingcapital.org.

Compass also provides hiring preference to Section 3 residents. Section 3 Residency is defined as a “low-income resident” of the area where the HUD-assisted project is located.

For the purposes of Section 3, "low-income" is defined as 80% of the Area Median Income. To learn more information about Section 3 income eligibility, please refer to the Housing and Urban Development (HUD) Website.

The salary range for this role is $55,590 - $64,839, commensurate with experience. We’ll promote your professional growth and development by providing access to a competitive salary and benefits package and additional employee benefits that include but are not limited to:

• Healthcare: medical, dental, vision: Compass covers up to 80% of employee premiums and 80% for dependents. There is no waiting period to enroll in health insurance.
• Retirement plan 401(k) & 3% match
• Parental Leave: Employees who have been employed for at least three (3) months are eligible to take up to 12 weeks of unpaid leave. *Employee must be with the organization for six (6) months to receive up to twelve (12) weeks of full pay from the organization.
• Life insurance & disability insurance
• Paid time off: Employees receive up to 36 Wellness days and 8 holidays per calendar year, plus the final week of the calendar year, and Fridays in August off as organizational-wide holidays. All employees enjoy a two-hour early closure starting the Friday after Memorial Day through the week of Labor Day.
• Flexible Spending Account (FSA)
• Dependent Care Flexible Spending Account
• Professional development & certification
• Pre-tax commuter benefits
• Employee Assistance Program (EAP)
• Equipment: $200 one-time stipend for work from home expenses
• Internet Reimbursement: Up to $40 per month for personal internet expenses