Data Operations Associate

Job Description

REQUIREMENTS

• Proficiency in:
  • Administration and data management of a major CRM platform (e.g., Salesforce NPSP, Raiser’s Edge, Dynamics).
  • Working with data querying languages or tools (e.g., SQL, SOQL, or advanced Excel/Google Sheets functions) for data extraction and manipulation.
  • Experience with data integration or ETL tools (e.g., Mulesoft, Zapier, Informatica) to connect disparate systems.
  • Spoken and written English
• Demonstrate successful planning and problem-solving skills, including multitasking and working well within tight timelines

RESPONSIBILITIES

• Manage and execute data syncs and ETL (Extract, Transform, Load) processes between the primary CRM (e.g., Salesforce) and various third-party revenue channels, ensuring data consistency and accuracy (DSAI, Direct Mail, NCOA)
• Develop, maintain, and execute reports and data extracts to support finance, development, and marketing teams for reconciliation, campaign analysis, and list generation.
• Be the main point of contact for data requests from the advancement team and channel leaders.
• Provide first-line technical troubleshooting and resolution for data integrity issues, system errors, and integration failures across donor systems.
• Handle duplicate merges, regular data updates and answering basic system questions.
• Configure efficient ways to batch data into Salesforce when integration is not possible or to disaggregate third party data flows.
• Administer and configure donor-facing technology platforms and internal CRM settings (e.g., user profiles, custom objects, validation rules) in partnership with the development and technology teams.
• Work closely with revenue teams and marketing and content on all systems support.
• Maintain comprehensive documentation of all data flows, system integrations, reporting processes, and data quality standards.
• Work, communicate, and collaborate effectively with others
• Demonstrate attention to detail and accuracy in all work
• Demonstrate a commitment to fostering and maintaining an environment of belonging

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