Senior Associate, Data-Focused

Role Description

The Senior Associate (Salesforce-Focused) plays a lead role in managing all data analysis tasks for the 10KSB team. They will manage our CRM system and lead project management, analytics, technology, and process optimization efforts. This role includes overseeing strategic advising for program sites, defining and implementing data and process strategies, and managing the program’s Salesforce platform to enhance impact. The Senior Associate will engage regularly with external stakeholders, including the Goldman Sachs Foundation and Babson College, the program’s educational partner. This position reports to the 10KSB Program Director.

Essential Duties and Responsibilities

• Data Analysis (15%)
  • Ensure and uphold data integrity and quality across the platform.
  • Manage all 10KSB data requests and ensure high levels of data quality and consistency.
  • Interpret data and analyze results to create internal and external reports and identify any patterns or inconsistencies.
  • Streamline back-end data-related processes to increase efficiency.
• CRM Management (50%)
  • Manage and maintain the Salesforce system supporting the 10KSB program, including ~15 internal users and 200 outreach licenses.
  • Perform all Salesforce administrative functions, including user maintenance, permissions management, generation of reports and dashboards, and routine platform tasks.
  • Serve as the primary contact for system troubleshooting, leveraging expert knowledge to diagnose and resolve technical issues.
  • Proactively identify and implement system improvements based on user feedback.
  • Lead the design, development, and implementation of training programs for all users, including creating detailed guides and facilitating training sessions to enhance user proficiency and independence with Salesforce.
  • Conduct office hours for users who may require additional support/training.
• 10KSB Site Management (25%)
  • Oversee the implementation of the 10KSB program across one to two locations, building a deeper understanding of Salesforce use cases through direct program experience.
  • Manage outreach and the selection process for three cohorts, totaling 120 participants per market.
  • Ensure the accuracy and quality of program data across these sites.
  • Serve as the primary point of contact for Goldman Sachs at designated locations.
  • Participate in applicant evaluation and selection, including facilitating interviews with candidates and site partners.
  • Provide peer leadership and mentorship to junior staff within the 10KSB program.
• Travel (10%)
  • Travel to local 10KSB sites to interview candidates for the program.
  • Attend conferences and sponsored partner events to promote the program.

Qualifications

• Bachelor’s degree and 4+ years of relevant experience OR 6+ years of relevant experience in lieu of a degree.
• Experience in program management, communications, capacity building, or partnership-based work.
• Salesforce Administrator Certification required, with demonstrated Salesforce experience.
• 2-3 years of data analysis experience.
• Proficiency in Microsoft Office Suite, including Excel, Word, PowerPoint, and Outlook.
• Excellent written, editing and verbal communication skills, including experience presenting to external partners and stakeholders.
• Demonstrated ability to work collaboratively and solve problems jointly across teams, departments, and external partners.
• Strong organizational skills and ability to manage multiple, shifting priorities under time pressure.
• Ability to travel up to 10% of the year, nationally.

Benefits

• Three weeks of vacation per year to start, with an additional day added for each year of service up to 5 years.
• Thirteen days of paid holidays, half days on Fridays before long weekends, plus one floating holiday.
• Ten days of paid sick leave and two days paid personal leave each calendar year.
• Health, Dental, Vision Insurance (70% paid by ICIC).
• 401(k) Retirement Plan with employer matching up to 4% after the first year of employment.
• Up to 16 weeks of paid Parental leave.
• Individual Professional Development benefit of $1000 each year.