Administrative Associate
California Budget & Policy Center is a nonprofit organization dedicated to advancing public policies that improve the lives of Californians. The Administrative Associate role involves providing data, systems, and administrative support across the organization, including maintaining Salesforce records and organizing internal systems.
Responsibilities
- Enter, update, and maintain records in Salesforce, including contacts, opportunities, campaigns, and reports, following established processes
- Upload partner lists and other data from spreadsheets into Salesforce as directed
- Support routine data clean-up efforts, including identifying duplicate records, updating contact information, and maintaining consistent naming conventions
- Assist with running and reviewing reports to support internal tracking and planning
- Support implementation of recommendations from Salesforce consultants, including attending meetings and completing assigned follow-up tasks
- Pull recurring reports related to partner engagement, donor activity, and organizational metrics
- Assist with preparing quarterly and board-related reports by compiling requested data
- Support basic data organization and formatting for internal summaries and presentations
- Build and send emails using established templates and support ongoing mailing list maintenance
- Update media lists and pull coverage reports as directed
- Post publications and press releases to the website in accordance with established procedures
- Support slide deck formatting and uploading of digital content as assigned
- Assist with tracking legislative contacts, hearings, funder deadlines, and renewal timelines
- Conduct background research on prospective partners, donors, and funders as assigned, and compile findings for team use
- Support audits of internal systems, including login records, and grant deadlines
- Maintain and organize digital files and support periodic file clean-up and documentation projects
- Provide data entry support for grant tracking systems as assigned
- Complete scanning and digitization projects and other administrative tasks as directed
- Participate in internal equity-focused efforts and professional development activities, applying learnings to strengthen team collaboration and internal communications practices
- Engage in and contribute to the Budget Center’s race and gender equity efforts by supporting accurate, inclusive, and well-maintained data and systems
- Contribute and provide support to organizational initiatives such as Policy Insights, other events hosted by the organization, and internal staff events, as assigned
Skills
- Experience working with Salesforce or a similar CRM system required
- Experience providing administrative, data entry, or systems support in a team setting required
- Experience organizing and maintaining spreadsheets and digital files
- Strong commitment to the mission and values of the Budget Center, including advancing social, economic, and racial equity, with an interest in supporting research, data, and administrative systems that contribute to improved outcomes for historically marginalized communities
- Interest in nonprofit operations, data management, communications support, or administrative coordination
- Highly detail-oriented with strong organizational skills and the ability to follow established processes accurately
- Comfortable receiving direction, asking clarifying questions, and completing tasks independently once trained
- Ability to manage multiple assignments and meet deadlines in a structured, team-based environment
- Clear and professional written communication skills for internal coordination and basic external support
- Ability and willingness to learn new systems and software platforms with training and support
Benefits
- Excellent health insurance and dental and vision coverage (100% coverage of premiums for the employee; 90% coverage of premiums for dependents)
- Retirement benefits include a 403b plan and an annual SEP-IRA retirement contribution of at least 5% of salary (most recently set at 10% of salary); participation in the 403b plan is not required to receive an employer retirement contribution
- Annual paid leave benefits include: 12 vacation days, 12 sick days, 11 holidays, 4 personal days
- Yearly evaluation of additional time off benefits during summer (half-day Fridays) and winter (late December office closure)
- Flexible work arrangements that support alternative schedules and both in-person and remote work
- 16 weeks of family leave for parents or caregivers
- FSAs for health, childcare, and transportation costs
- Annual stipends to cover home office, transportation, and well-being expenses
- Annual allocations for professional development
Company Overview