Program Associate, Data and Technology

Program Associate, Data and Technology

Boston | Philadelphia | Chicago - Full-Time

About Compass

Compass 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.

For more information, please visit our website, www.compassworkingcapital.org, or click here to learn more about our strategic plan.

About The Family Self-Sufficiency (FSS) Program

Congress 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 Job

As 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. 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 Managing Director of Impact and Innovation. 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 the 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 and the adoption of Salesforce and other technology across the organization
• Create a deep understanding of