Program Associate, Data and Technology

Company: Compass Working Capital
Location: Boston
Posted on: February 18, 2025

Job Description:

Partially - Remote - Full-Time - Preferred location in Boston, MA or Philadelphia, PAAbout CompassCompass is an innovative, mission-driven organization that supports families with low incomes to save for their future and access greater economic opportunity. We believe in our clients and in their ability to achieve their goals and dreams. We operate high-quality financial coaching and savings programs and pursue opportunities to shape the national approach to poverty through practice and policy change. Compass is also an emerging leader in a national effort to leverage housing assistance as a platform for economic mobility. We are looking for people who want to be part of taking our programs and our impact to the next level. Our mission is to partner with families with low incomes to build assets as a pathway out of poverty. We focus on reaching families led by Black and/or Latina women. To achieve our mission, we operate client-centered savings and financial coaching programs, deliver training and technical assistance to other practitioners, and shape policy solutions that dismantle barriers to asset building.About The Family Self-Sufficiency (FSS) ProgramCongress created the FSS program in 1990 as an employment and savings program for families in federally subsidized housing. The program combines a powerful savings incentive with service delivery to support residents in reaching their goals. It is the nation's largest asset-building program for families with low incomes. Since 2010, Compass has partnered with public housing agencies and other affordable housing providers to operate an asset-building model for the FSS program - the first nonprofit organization in the country to do so.About the JobAs 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. The Program Associate will also leverage tools to assist with calendar management, survey development, and data management. 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 Director of Impact and Innovation and the Chief Strategy Officer. This role reports to the Data and Technology Manager.All Compass staff embody the following core competencies:

• Ownership: Steps up and follows through to consistently deliver high-quality work.
• Diversity, Equity, and Inclusion: Champions the value of diversity and the creation of inclusive spaces.
• Growth Mindset: Embraces challenges and setbacks as fuel for learning and development.
• Teamwork: Contributes actively and collaboratively with colleagues to achieve shared goals.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.
  • Learn, manage, and oversee training of other technical tools, such as Calendly, Alchemer, Apsona, 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.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.Qualifications and Skills:
    • 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, PowerBI, R, Salesforce Analytics, etc.).
    • Comfort with Excel, relationship databases, or statistical tools (R, SPSS, Stata, etc.).
    • Commitment to the mission and values of the organization, with a passion for working with families with low incomes.
    • Excellent written and verbal communication skills, including ability to explain technical concepts to non-technical colleagues.
    • Cultural humility and an openness to and respect for others' cultures, identities, and lived experiences.
    • Strong interpersonal skills and a demonstrated ability to establish and build strong, trusting partnerships with colleagues.
    • Excellent organizational skills and attention to detail, with the ability to prioritize and manage competing priorities to complete work accurately and efficiently.Compass requires all staff to travel to Boston for a multi-day convening once per year, and staff within 100 miles of our Boston or Philadelphia offices are required to attend quarterly meetings in person.BenefitsThe 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 six (6) 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 off as an organizational-wide holiday. 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).
      • Office closed the final week of the calendar year.
      • Equipment: $200 one-time stipend for work from home expenses.
      • Internet Reimbursement: Up to $40 per month for personal internet expenses.Equal Opportunity StatementCompass 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 .As a contractor of Philadelphia Housing Authority, Compass also provides hiring preference to Section 3 residents. Section 3 Residency is defined as being an authorized resident of Philadelphia Housing Authority or 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 .
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Keywords: Compass Working Capital, Boston , Program Associate, Data and Technology, IT / Software / Systems , Boston, Massachusetts