Data and Projects Coordinator, Resource Operations and Insights

This is a fully remote position, open to applicants in California.

📋 Description

• Oversee projects and departmental initiatives by organizing meetings, creating materials, monitoring action items and deadlines, maintaining project documentation, and following up with stakeholders.

• Manage project tasks and workflows utilizing Asana and other project management tools, including overseeing project boards, updating task statuses, tracking outstanding items, and ensuring timely completion of deliverables.

• Collaborate across teams and stakeholders to facilitate meetings, projects, operational requirements, and department-wide initiatives.

• Assist in the development and enhancement of departmental processes, systems, and workflows, which includes documenting procedures, identifying operational inefficiencies, and aiding in the implementation of solutions.

• Ensure accurate and up-to-date data in Salesforce, covering opportunity, account, contact, and pipeline records.

• Aid in data quality, cleanup, reconciliation, and governance efforts.

• Generate reports, data extracts, and other materials from Salesforce and related systems to assist with decision-making, reporting, stewardship, and project requirements.

• Collaborate with Business Systems and internal teams to resolve data quality and system concerns, address user needs, support system improvements, and maintain training and reference documentation.

• Provide administrative and operational support across the Resource Development Department, which includes scheduling, document preparation, team-building activities, departmental logistics, and special projects.

⛳️ Requirements

• A minimum of two years of experience in project coordination, operational support, data/database coordination, or a related field is preferred.

• Strong project coordination and organizational abilities, with experience in tracking tasks, deadlines, documentation, and follow-ups across various projects or stakeholders.

• Capability to prioritize competing responsibilities, maintain meticulous attention to detail, and consistently deliver precise, timely work.

• Excellent communication and collaboration skills, with the capacity to coordinate effectively across teams and departments.

• Familiarity with project management or task-tracking tools such as Asana or equivalent platforms.

• Experience with Salesforce or another CRM, including data entry, database coordination, reporting, or data quality activities.

• Willingness and ability to rapidly learn new systems and technology, and troubleshoot basic operational or system issues.

• Exceptional attention to detail and organizational capabilities, ensuring accuracy, professionalism, and timeliness in all data management tasks.

• Knowledge of and capability to apply database management and data entry principles, including experience with data quality and reconciliation processes.

• Experience with Workday or similar ERP software is preferred.

• Must be a California resident.

• A cover letter is required.

🏝️ Benefits

• Competitive compensation.

• Generous PTO.

• Holidays.

• Medical, dental, and vision plans.

• Flexible Spending Accounts.

• Health Savings Accounts (HSA).

• Employee Assistance Program (EAP).

• Wellness offerings.

• CalPERS retirement program.

• Optional 403(b) and 457 Retirement plans.

• Tuition reimbursement.

• Public Service Loan Forgiveness certified employer.

• Fully remote positions available across California.

• Commitment to professional development and emphasis on shared leadership.