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Data and Reporting Analyst, CRM Operations
2 months ago
Position Title: Data and Reporting Analyst, CRM Operations
Reports to: Senior Manager, CRM Operations
Location: Boston, MA or Remote
Employment Type: Full Time
Application Instructions: a Cover Letter and Resume/CV are required in addition to the application.
Please note that we are not able to sponsor U.S. work authorization for this role.
Position Overview
The Data and Reporting Analyst serves a critical function at Partners In Health (PIH) as the lead for all revenue data analysis efforts supporting the design and implementation of data-driven fundraising strategies across all revenue streams (mass markets, major and principal donors, foundations, corporations, public sector partners, and legacy giving). As a member of the Resource Generation Branch (Development, Institutional Partnerships, Marketing and Communications), the Data and Reporting Analyst will apply their analytical expertise to track, analyze, and interpret data trends to inform strategic decisions that ensure we reach our ambitious fundraising goals. In addition to expert analytical skills, a successful candidate must also be highly detail-oriented and have experience using donor databases (preferably Salesforce) and Business Intelligence reporting tools (preferably Microsoft Power BI). The immediate focus of the Data and Reporting Analyst will be to design and coordinate the roll out of critical data reports and analysis to support our new data-driven strategies for the Resource Generation Branch, working in close partnership with leaders and key stakeholders across PIH.
Responsibilities:
- Provide relevant reports and analysis to encourage data discipline among frontline fundraisers and database end-users including data quality control reports.
- Understand source data and coding practices, report requirements, intended audience and the capabilities of available reporting tools and make recommendations on the appropriate reporting tool. Coordinate the branch's report prioritization process to facilitate the timely delivery of revenue reports.
- Build revenue and fundraising key performance indicator dashboards in Salesforce to help drive donor acquisition and engagement strategies.
- Build on existing revenue forecasting practices to design reports to support the Resource Generation Branch's shared data-driven projections methodology to provide clear revenue expectations and help inform sophisticated fundraising strategies.
- Partner with the Business Information Systems team to build user-friendly reports in Power BI to support fundraising leaders as they design and implement optimized fundraising strategies across all revenue streams.
- Partner with the Prospect Management and Research team and other members of the CRM Strategy and Operations team on how to best utilize Salesforce to support data analysis.
- 5+ years of experience in data analysis and reporting, preferably in a non-profit setting.
- Strong analytical curiosity and innovative problem-solving skills using a systems-thinking and data-driven approach.
- Solid computer skills in a PC environment and high proficiency using donor databases (Salesforce experience preferred.)
- Proficiency in data retrieval and reporting tools such as Salesforce native reports and Microsoft Excel including Pivot Tables. Experience with SOQL and Apsona reporting tools a plus.
- The ability to use Data visualization tools to tell a compelling story.
- Demonstrated ability to organize and prioritize tasks and projects in a complex environment in accordance with departmental procedures and priorities.
- Exemplary interpersonal and communication skills; ability to collaborate effectively with culturally diverse staff across departments and countries. Able to communicate effectively with colleagues of all technical abilities.
- Ability to handle confidential and sensitive information with integrity, maturity and good judgement.
- Interest in social justice strongly desirable.
Organizational Profile
Partners In Health (PIH) is a non-profit, global health organization that fights social injustice by bringing the benefits of modern medical science first and foremost to the most vulnerable communities around the world. PIH focuses on those who would not otherwise have access to quality health care. PIH partners with the world's leading academic institutions to create rigorous evidence that shapes more sound and all-inclusive global health policies. PIH also supports local governments' efforts to build capacity and strengthen national health systems.
As of today, PIH runs programs in 11 countries (Haiti, Kazakhstan, Lesotho, Liberia, Malawi, Mexico, Navajo Nation, Peru, Rwanda, Sierra Leone, United States), where it provides direct care to millions of patients, through public facilities and community engagement.
Partners In Health (PIH) is committed to the fundamental principle of equal opportunity and equal treatment for every prospective and current employee. It is the policy of PIH not to discriminate on the basis of race, color, national or ethnic origin, ancestry, age, religion, creed, disability, sex and gender, sexual orientation, gender identity and/or expression, military or veteran status, or any other characteristic protected under applicable federal, state or local law. PIH works in and with a number of governments in and outside the U.S., and to the extent applicable, this statement is intended to incorporate the prohibition of any unlawful discrimination covered by applicable laws in such countries, states and municipalities.
Partners In Health participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
Pay and Benefits
The pay range for this position at commencement of employment is expected to be between $60,000 and $75,000/year. The starting salary offered may vary depending on multiple individualized factors, including market for the position, job-related knowledge, skills and experience.
Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan with employer match, as well as participate in organization-sponsored medical, dental, vision, short-term and long-term disability insurance, and basic life insurance plans for the employee and the employee's eligible dependents. Full time employees will receive 15 days of vacation, 12 sick days, 3 personal days, and 3 volunteer days in addition to paid time off during the week between Christmas and New Year's Day, the week of July 4th, and 11 additional holidays annually.
