Impact Associate (24 hours/week)

Compass Reporting Needs:

• →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

Salesforce Support:

• →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

• At least one year of experience building complex reports in Salesforce OR two years’ experience building reports in another database.
• Salesforce Administrator certificate preferred but not required
• 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

• Office location: 37 Grove St., San Francisco, less than a block from Civic Center BART/MUNI station.
• Fully in person for the first three months
• Option to move to hybrid schedule after first three months, minimum 2 days per week in the office, pending manager approval.

Please apply through our online application.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. We are an equal opportunity employer and actively seek to recruit a diverse workforce. Employees must embrace the idea that Diversity, Equity, Inclusion, and Belonging contribute to the success of our underserved communities, and therefore to shared prosperity in our city and region. Compass Family Services is committed to the continuous work of implementing specific actions that will disrupt systemic prejudice and improve equity across programs and departments, to become an example to partners who also believe in a culture of inclusion that leverages diversity.

Consistent with the Americans with Disabilities Act and California civil rights law, Compass Family Services will provide reasonable accommodation when requested by a qualified applicant or candidate with a disability, unless such accommodation would cause an undue hardship for the agency. Requests for reasonable accommodation apply to all aspects of the hiring process. If reasonable accommodation is needed, please use the answer box for the final question of the job application to let us know.

#LI-DNI