Research and Data Associate (TBF)

Department:  Philanthropy Group

Reports To: Senior Manager, Philanthropy Operations

FLSA Classification:    Exempt   FTE:  1

Supervises: None

Position Summary:

The Research and Data Associate will support and enhance the Development and Donor Services team’s capacity for data integrity, research and analysis. This individual will monitor and maintain the accuracy and consistency of constituent and activity data entered into the Salesforce database as well as conduct research on donors and prospects for the Development and Donor Services team.

Essential Functions:

  • Conduct research and create research briefings on individuals and organizations to support donor stewardship as well as prospect identification and qualification for the Development and Donor Services team;
  • Coordinate constituent and activity data management in Salesforce, in collaboration with the Senior Manager, Philanthropy Operations;
  • Serve as a key departmental resource for the Salesforce database and various reporting needs;
  • Implement and uphold data integrity protocols to ensure accurate reporting and inform departmental activities, in collaboration with colleagues;
  • Create, run, and analyze weekly, monthly, quarterly, and ad hoc reports in Salesforce to monitor data integrity and consistency related to donor and prospect activities, gifts, and grants;
  • Maintain prospect and donor research files, updating periodically as needed;
  • Enter and clean prospect, donor and departmental activity records in Salesforce database;
  • Ensure timely entry of activities in Salesforce database and maintain a 90% deliverable rate for all Development and Donor Services mailings;
  • Provide technical and administrative support for events including managing timelines and activities in coordination with the Events Team, tracking and coordination of guest lists, invitation mailings and follow up correspondence; assist with occasional events in the mornings (prior to 9:00am) and evenings (after 5:00pm); and
  • Provide general administrative support to other department team members as requested.

Other Duties and Responsibilities:

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


Preparation, Knowledge, Previous Experience:

  • College degree or equivalent; and
  • At least 3 years of office-based work experience, with a focus on data integrity and analysis.

Skills, Abilities, Competencies:

  • Strong organization skills and impeccable attention to detail and accuracy;
  • Excellent written and verbal skills; high level of customer service orientation;
  • Strong knowledge of Microsoft Office products especially Word, Excel, Outlook and Power Point; database experience (Salesforce) strongly preferred;
  • Excellent data management and reporting skills;
  • Willingness and ability to work outside the regularly scheduled work day as needed;
  • Professional and mature interpersonal work style, ability to interact well with a diverse range of people;
  • Ability to adjust work activity to various management styles;
  • Ability to make decisions regarding organizing own workload and managing multiple tasks;
  • Must be independent, proactive and able to work under the pressure of tight deadlines;
  • Participatory work style; team player and sense of humor; ability to give and receive feedback;
  • Strong goal orientation with flexibility to adapt to changing priorities; and
  • Willingness and ability to handle confidential information.

Working Conditions & Physical Demands:

  • Ability to sit for long periods of time;
  • Ability to use a keyboard for extended periods of time; and
  • Ability to lift and carry up to 25 pounds, occasionally.

To Apply

All applications should be submitted online. 

Go to

Select Research & Data Associate to complete our online application process.

Diversity candidates are strongly encouraged to apply. Equal Opportunity Employer.




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  • Biz Ghormley
    published this page in Job Board 2018-08-04 16:29:33 -0400