Partner Success Data Specialist

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

📋 Description

• Act as the main onboarding contact for public media organizations involved in CDP data services.

• Lead organizations through the onboarding process, including requirements, timelines, documentation, and implementation steps.

• Foster relationships with station personnel and offer consultative support throughout the client lifecycle.

• Set up milestones and follow-up procedures to ensure successful onboarding and adoption.

• Keep precise client records in Salesforce.

• Manage, create, and monitor legal agreements, service orders, and associated documentation.

• Assist in the administration of NRF, NPR’s Basic Donor Data Matching Program, CDP Insights, and Epiphany.

• Aid in the administration of CDP data and analytics products, including user access and reporting tools.

• Provide support to organizations with file creation, submission requirements, and onboarding processes.

• Oversee the setup of user access, file transfer systems, and reporting platforms.

• Track monthly data submissions and follow up with participating organizations.

• Handle regular client communications regarding submissions, refreshes, and reporting schedules.

• Serve as a liaison between stations and internal teams to address data quality, file submission, and reporting issues.

• Coordinate troubleshooting efforts with business intelligence, analytics, technology, and vendor partners.

• Monitor client inquiries and ensure prompt resolution of issues.

• Recognize opportunities to enhance onboarding experiences, client communications, and operational workflows.

⛳️ Requirements

• 3–5 years of experience in client success, account management, project coordination, fundraising operations, data services, nonprofit technology, public media, or a related field.

• Capability to handle multiple projects and stakeholders while ensuring organization and attention to detail.

• Demonstrated ability to drive projects to completion, follow up on commitments, monitor deliverables, and secure successful client outcomes.

• Ability to collaborate across teams and cultivate internal and external partnerships.

• Outstanding written and verbal communication skills.

• Skill in building trust and sustaining productive client relationships.

• Comfort in navigating technical and operational discussions with diverse users.

• Experience with CRM platforms, Salesforce, Tableau, data management, or reporting systems is preferred.

• Proficiency in Microsoft Excel and Microsoft Office is required.

• Strong problem-solving abilities and time management skills.

• Ability to excel in a fast-paced, changing environment while managing competing priorities.

• Bachelor’s Degree or equivalent work experience is preferred.

• Commitment to inclusion, public service, learning, process improvement, collaboration, and effective functioning in a dynamic environment.

🏝️ Benefits

• Professional development support

• Equal employment opportunity workplace

• Reasonable accommodations for applicants with a disability

• Full-time remote work arrangement