Associate II, Data Hub

Responsibilities

Client and Stakeholder Management & Engagements (85%)

• Provide project management and coordination support for client work and events, including tracking and ownership of deliverables to meet timelines, ensuring alignment with client and organizational goals, and managing logistics and follow-up for virtual and in-person meetings and events.
• In coordination with the data team, lead qualitative and quantitative research efforts, including facilitating small group discussions, working sessions, and/or interviews to help advance the work.  Synthesize key findings, and independently develop, refine, and update program materials, reports, presentations, case studies, communications and other knowledge products to advance client and program objectives.
• Manage relationships with clients and partners by leading stakeholder communications, coordinating meetings, and proactively capturing notes, identifying common themes, and generating relevant follow-up materials and communication to address client needs and strengthen engagement and collaboration.
• Organize meetings, prepare materials, and synthesize insights from secondary research, interviews, and other inputs to provide high-quality support to engagement leads and managers.
• Heavily supports client-facing, technology-driven problem solving from scoping through delivery. Partner with clients to understand their challenges, define project goals and timelines, and coordinate across workstreams to produce decision-ready outputs, including interactive dashboards, data visualizations, and tailored reports that communicate insights clearly to diverse stakeholders.
• Translate complex data into strategic deliverables with curiosity and initiative. Go beyond data preparation to identify what matters, synthesize findings across multiple sources, and present information in ways that are immediately usable by leadership and program teams. Actively engage with emerging tools and AI-powered workflows, bringing a self-directed, tech-savvy approach that adapts to new platforms and methods
• Engage with internal and external stakeholders to drive program initiatives and objectives.
• With guidance, lead the design and delivery of programmatic elements, including facilitating focus groups and trainings, providing consulting services and direct technical assistance, and developing content (e.g., client materials, presentations, reports, etc.) to ensure high-quality service delivery and impact.
• Independently analyze client-provided data, policy documents, and governance structures to identify key implications and actionable opportunities, providing strategic insights that drive impact in education, opportunity, and well-being.
• Drive alignment with emerging trends and best practices by actively staying informed on developments in data, evidence-based policy, education, and the nonprofit and philanthropy sectors.
• Maintain effective knowledge management by tracking, organizing, and synthesizing project documents, research, and stakeholder interviews to support informed decision-making and program success.
• Represent the organization in relevant meetings, capturing key insights and effectively communicating them to internal teams and external stakeholders.

• Be able to build repeatable processes, such as steps to launch a client engagement,  and content to support the efficient scaling of the practice.
• Works with the team to create tools & resources that can be used for multiple engagements and shared more broadly.

Department Operations (15%)

• Support the Data Hub team by proactively anticipating needs, coordinating program activities seamlessly, and contributing to strategic initiatives.
• Support business development by conducting research, drafting proposals, and engaging with funders as relevant to the team’s scope of work.
• Project coordinator across people and workstreams. Defines project goals and objectives, creates and adheres to project timelines, develops and manages communication and resource plans, defines clear roles and deliverables, and meets regularly with stakeholders to generate progress reports.
• Bring a structured analytical mindset to ambiguous problems, leveraging tools such as Power BI, Tableau, SPSS, or STATA to frame the right questions and drive to meaningful answers.
• Maintain accurate and up-to-date records in the CRM system, ensure data integrity, track key program metrics, and generate reports to support operations and informed decision-making.
• Maintain project management tools, Salesforce, and other knowledge management systems to ensure accurate data tracking, reporting, and accessibility
• Support advisory group meetings, internal team gatherings, and special projects by coordinating logistics, preparing materials, and ensuring timely follow-ups.
• Work cross-functionally to develop tools and resources that can be utilized across multiple engagements.
• Learn and apply the PE Way while actively participating in team meetings, retreats, PE Citizenship activities, and required trainings.
• Significant contributor to Data Hub team learning logs, internal tools that Data Hub maintains to support the development of shared knowledge and practice formation.

Skillset

Minimum Requirements:

• Bachelor’s degree required.
• 4+ years of full-time, continuous experience in research, consulting, client services, or project management.
• Strong analytical skills with the ability to synthesize complex information into clear, actionable insights.

Preferred Qualifications

We are also looking for candidates who have:

• Background or experience in education, workforce development, nonprofit evaluation, or the social impact sector.
• Experience working with diverse stakeholders, including clients, partners, and external collaborators, in a consultative capacity.
• Tech-enabled problem solver with client-facing experience. Demonstrated ability to take on someone else’s challenge and work through it using technology.
• Ability to architect solutions to turn complex data into strategic insights for clients.
• Experience providing technical assistance to both internal and external stakeholders.
• Experience conducting qualitative and quantitative research, including interviews, policy analysis, and data visualization.
• Technologically curious with experience actively engaging with emerging tools and platforms, experimenting with new approaches rather than defaulting to familiar ones. Includes experience using and applying emerging AI capabilities, including LLMs, AI- augmented coding tools, and AI agents.
• AI-literate, with the ability to integrate tools into daily workflows for research, productivity, and decision-making.
• Self-directed with a high agency to take action without waiting for direction.
• Excellent written and verbal communication skills, with the ability to produce clear, concise, and high-quality content.
• Ability to effectively visualize data to support program evaluation, reporting, and decision-making.
• Ability to read, interpret, and derive insights from data visualizations.
• Proven ability to manage multiple projects in a fast-paced, deadline-driven environment.
• High proficiency in Google and Microsoft software, including Docs/Word, Slides/PowerPoint, Sheets/Excel, and Asana and Salesforce.
• Proficient in using technology with a strong curiosity and a familiarity or willingness to learn new systems, including group collaboration tools such as Slack, Google Team Drive and Zoom.
• Strong attention to detail, accuracy, and problem-solving skills.
• Comfort with ambiguity and the ability to navigate evolving priorities in a dynamic, entrepreneurial environment.
• Interest in the social and education sectors. Knowledge of evidence-based policy/practice, nonprofit evaluation, and performance management disciplines a plus.