Data Management Jr. Associate, Systems & Processes

About ClimateWorks Foundation

ClimateWorks Foundation is a global organization committed to our mission: to end the climate crisis by amplifying the power of philanthropy. Since our founding in 2008, we have awarded over $1.3 billion in grants to more than 600 organizations advancing climate solutions around the world. We helped grow the field of climate philanthropy to where it stands today, establishing infrastructure, global networks, and momentum for continued growth. Through our Global Programs and Services, we equip philanthropy with global knowledge, networks, and solutions to drive climate progress.

• Scaling solutions: Our collaborative Global Programs — focused on solution areas including carbon dioxide removal, cooling, industry, transportation, and more — produce results that are bending the greenhouse gas emissions curve. From the U.S. to Europe, China, Brazil, and beyond, we collaborate with a diverse community of funders, NGOs, and climate leaders to accelerate just and equitable climate solutions.
• Guiding and supporting funders: Our Global Services provide funders with comprehensive resources to assess, build, evolve, and execute high-impact climate-giving strategies. Our Global Intelligence service equips funders and the climate community with climate insights to pinpoint opportunities for impact and philanthropic insights to help identify investment priorities. We facilitate Global Collaborations that enable funders to increase individual and collective impact. Our Global Grantmaking services enable funders to invest in climate solutions around the world.
• Fostering collaboration, exploration, and growth: Our collaborative approach and commitment to learning ensures that we continuously explore innovative ideas and emerging opportunities — all with the aim of scaling philanthropy-supported initiatives to help end the climate crisis.

As experts in climate science, public policy, economic and social analysis, and strategic philanthropy, ClimateWorks’ staff understands the multi-faceted challenges and opportunities of climate change. We are researchers, strategists, collaborators, and grant makers who care passionately about our mission. For more information, please visit www.climateworks.org.

The Systems & Processes team works collaboratively across all departments within ClimateWorks to provide system training, implementation of process improvements, and ongoing support of projects for new features or functionality within key business systems and related data streams. The S&P team also works very closely with the Global Intelligence team to curate and maintain the systems and processes that we use to collect, store, analyze and share climate and philanthropic insight related data with internal staff and our partners. The philanthropic insights function of the Global Intelligence service is one of many shared responsibilities between the Global Intelligence team and the Systems & Processes team in support of the Global Intelligence Service.

Job Summary

The Data Management Jr. Associate, reporting to the Director, Systems & Processes will support the Systems & Processes team (a division of the Operations & Planning Department) in addition to other internal departments as needed, in order to own, maintain and improve core datasets that provide information and insights to staff, donors and grantees in our shared goal of mobilizing philanthropy to solve the climate crisis. The Data Management Jr. Associate will identify opportunities for efficiencies, cross-database connections, and participate in the design of solutions for improved data input and ongoing analysis in ClimateWorks’ internal database.

Essential Tasks and Responsibilities:

• Data owner for multiple streams of data related to Organizations within MS Excel and Salesforce databases; responsible for all processes related to this data.
  • Responsible for data quality and systems related to new Organization/Account creation and maintenance in Salesforce.
  • Own the processes for receiving and collecting data from multiple systems and sources.
  • Gather key Organization/Account information (address, contact information, legal status etc.), become skilled in internal categorization processes which support Global Intelligence analysis.
  • Manage day-to-day time sensitive requests from across ClimateWorks.
  • Maintain and continually improve documentation related to Organization/Account data and processes

• Participate in design and maintenance of user-facing Salesforce database
  • Work with multiple teams on long term projects supporting process improvement or data quality.
  • Work with team members to identify and address any data inaccuracies through regular audits. Document clear policies and communicate with team members to ensure future data errors are prevented
  • Work with our Salesforce Administrator to create intelligent validation rules for data inputs
  • Assist in testing and implementation of new database features
  • Participate in ongoing data architecture processes and governance projects (database structure, security, documentation, process and procedure development)

Requirements

Required Qualifications

• A bachelor’s degree or equivalent
• 2-3 years of experience in an operations, research, or database support role; experience working in the environmental field a plus
• A passion for clean and organized data, including the innate curiosity and drive to identify the source of data errors and their solutions
• Immaculate attention to detail and strong organizational, analytical, and critical thinking skills
• Salesforce CRM experience highly preferred
• ClimateWorks heavily relies on MS Excel for our data functions: Proficiency or demonstrated ability to learn MS Excel using math, lookup, logical, information, and text functions
• Ability to quickly learn new technologies; experience with Salesforce or other CRM systems a plus
• Excellent verbal and written communication skills; able to communicate in a friendly, patient, and professional manner with other CWF departments and with foundation partners. Experience providing high level customer service to clients or partners a plus.
• Ability to handle sensitive matters with discretion, as well as an understanding of donor confidentiality issues
• Ability to work effectively and efficiently (both virtually and in-person) with minimal supervision and collectively as part of a team with colleagues at all levels
• Demonstrated success multi-tasking in a fast-paced environment, meeting deadlines and managing changing priorities
• Willingness to take initiative, help problem-solve and work cross-functionally across departments to support short-term and long-term Global Intelligence and organizational goals
• Commitment to ClimateWorks’ mission and values
• A commitment to a diverse, inclusive and equitable work environment
• ClimateWorks Foundation is committed to building a staff that reflects the global community our mission serves. Candidates from underrepresented backgrounds are encouraged to apply.

Compensation

ClimateWorks offers an excellent benefits package and a competitive salary that is commensurate with experience (geographic differential applied based on location).

Location

ClimateWorks Foundation is based in the San Francisco Financial District. This position is classified as US Flexible. Exceptional candidates can work from the SF office or from other locations, geographic differential applied to compensation based on local cost of labor.

Commitment to Racial and Social Justice

At ClimateWorks Foundation, we are driven by our vision of creating a thriving planet for all living beings for generations to come. We aim to foster an inclusive workplace that values diverse lived experiences and emphasizes the voices of marginalized people — especially Black, Indigenous, and People of Color — who are most vulnerable to climate impacts, and whose voices, ideas, and leadership are crucial to winning the climate fight.

To ensure that we are making meaningful progress, we have made a set of diversity, equity, and inclusion commitments across all dimensions of our work to further our mission and realize our vision. For more information, please visit: Fostering Racial and Social Justice in Pursuit of our Mission

Equal Employment Opportunity

Equal employment opportunity and having a diverse staff are fundamental principles at ClimateWorks Foundation and as such we are committed to creating a diverse and multi-cultural work environment. We strongly encourage and seek applications from women, people of color, and bilingual and bicultural individuals, as well as members of the lesbian, gay, bisexual, and transgender communities. We are committed to providing equal employment opportunities to all employees and applicants without regard to race (including traits historically associated with race), ethnicity, religion, color, sex (including childbirth, breast feeding, and related medical conditions), gender, gender identity or expression, sexual orientation, national origin, ancestry, citizenship status, uniform service member and veteran status, marital status, pregnancy, age, protected medical condition, genetic information, disability, or any other protected status in accordance with all applicable federal, state, and local laws.

This policy extends to all aspects of our employment practices including, but not limited to, recruiting, hiring, discipline, termination, promotions, transfers, compensation, benefits, training, leaves of absence, and other terms and conditions of employment.

ClimateWorks Foundation is committed to complying with all laws protecting qualified individuals with disabilities, as well as employees’ religious beliefs and practices. This policy extends to all aspects of our employment practices including, but not limited to, recruiting, hiring, discipline, termination, promotions, transfers, compensation, benefits, training, leaves of absence, and other terms and conditions of employment. ClimateWorks Foundation will provide a reasonable accommodation for any known physical or mental disability of a qualified individual and/or employees’ religious beliefs and practices, as required by law.

If you require an accommodation, please notify Human Resources. Once ClimateWorks Foundation is aware of the need for an accommodation, it will engage in an interactive process to identify possible accommodations.

Application Process

All qualified candidates are encouraged to apply as soon as possible. To be considered for this position, interested candidates must submit a resume and cover letter. This position will remain open until filled. Employment at the ClimateWorks Foundation is at-will. This position will start in January 2023.

Benefits

ClimateWorks offers an excellent benefits package and a competitive salary that is commensurate with experience (geographic differential applied based on location).

Healthcare Plans:

Multiple options available through Kaiser & UHC

• HMO - 100% coverage for employee and dependents
• POS - Employee pays difference beyond HMO coverage (3 out of 4 POS options are at 100% coverage for employee and dependents)
• Dental –100% coverage for employee and dependents
• Vision – 100% coverage for employee and dependents

Fertility Benefit

• Fertility care through Carrot Fertility. Access to on-demand doctor-approved content, pregnancy support, and virtual chats with medical, legal, and regulatory experts.

Disability Benefit (long and short-term)

Life Insurance (3x base salary up to $750k for employee only)

PTO

• 20 days (1st year)
• 25 days (2nd - 8th year)
• 30 days (9th year)

Holidays

• 11 Observed and 2 floating

401k Plan

• After 6 months of service, CWF automatically contributes 9% of gross earnings per pay period to retirement fund*
• After 6 months of service, CWF matches 100% of employee contributions up to a max of 6% of gross earnings per pay period*