Edtech.com's Summary

College Board is hiring an Associate Director, Data Analysis & Support. This role involves maintaining and analyzing sales and customer data, managing CRM records, and generating reports and dashboards to support Recruitment and Enrollment Solutions. The position also supports sales and customer success efforts by managing leads, identifying opportunities, and creating data-driven client documents.

Highlights

Maintain and analyze sales and customer data regularly to track progress toward goals.
Ensure data integrity and prepare accurate bulk-upload files into CRM.
Manage projects using Jira and maintain documentation for data discrepancies and initiatives.
Create and improve reports and dashboards using Salesforce, Tableau, Excel, PowerPoint, and Canva.
Support sales and customer success by managing lead queues, cleaning contact reports, and tracking outreach campaigns.
Requires advanced Excel skills (pivot tables, vlookups, formulas) and Salesforce reporting experience.
Minimum 3 years of experience in business/data analysis, CRM management, or sales support.
Bachelor’s degree or equivalent experience required, with ability to travel 3-5 times per year.
Preferred qualifications include higher education experience, sales/customer success background, basic SQL, and Tableau expertise.
Compensation range: $56,000–$100,000, adjusted by location, experience, and market data.

Associate Director, Data Analysis & Support Full Description

Associate Director, Data Analysis & Support

College Board - Big Future

Location: This is a remote role. Candidates who live near CB offices have the option of being fully remote or hybrid (Tuesday and Wednesday in office). All CB employees are required to occasionally travel to meet in person for business purposes.

Role Type: This is a full-time position

About the Team

The BigFuture team is committed to supporting all students to make the right first step for them after high school. BigFuture reaches over seven million students each year and is the leading free resource for College, Scholarship, and Career Exploration. BigFuture allows students to demystify the college going process, unlock options to afford college, and explore careers that connect to their skills and interests. In addition to the student-facing platform, we foster rich interactions between students and over 1,500 Higher Education institutions to help them identify strong matches.

Within BigFuture, the Recruitment & Enrollment Solutions (RES) team is comprised of dedicated and experienced professionals committed to the sales, support and long-term success of the College Board's market-leading enrollment solutions. Through consultative engagement and customer success methodologies, the team supports more than 1,200 higher education institutions annually - providing strategic insights, adoption support and guidance on how to leverage the College Board's Search & Connections suite to achieve enrollment goals.

About the Opportunity

As the Associate Director, Data Analysis & Support for Recruitment and Enrollment Solutions (RES), you are a member of a team that seeks to expand educational opportunities for students considering post-secondary education. Working with the Director of Sales Analysis & Support, you will perform data entry and analysis, troubleshoot and resolve sales-related issues, track sales and customer activity, and create reports and dashboards to ensure the RES team meets its strategic goals. This role is pivotal to the success of our campus-facing Search and Connections consultants, providing them with timely and accurate data assets and operational support. Your excellent organizational skills will enable you to manage multiple projects at once and collaborate effectively with cross-functional teams. You are independent and proactive with exceptional problem-solving skills, a keen eye for detail, and a desire to make things more efficient.

In this role, you will:

Maintain and analyze sales and customer data (65%)

Capture and track sales and customer data in regular intervals (daily, weekly, monthly, quarterly, annually) to help report on progress to goals
Ensure data integrity and file optimization of frequently used data assets
Prepare accurate files for bulk-uploading records into our CRM
Manage project work with cross-functional teams using Jira
Maintain documentation of data discrepancies and special initiatives
Assist in preparing internal and external reports using tools such as Canva, Excel, PowerPoint, and Tableau
Be a ‘superuser' of Salesforce for the RES team by creating reports and dashboards, assisting users, and finding ways to continuously improve our instance
Help build and improve Tableau dashboards to visualize customer behavior and progress to goals
Complete frequent ad-hoc data requests and collaborate on larger data projects for internal and external stakeholders
Identify opportunities for process, automation, technology, and system improvements in our data work

Support and enable Sales and Customer Success work (35%)

Prepare accurate email distribution lists with dynamic data fields to protect customer PII
Clean and analyze contact and account reports to help identify new business opportunities
Manage CRM lead queues by qualifying RFI submissions and assigning to Sales team
Generate data-heavy documents for clients as needed and help improve upon existing templates and materials
Track outreach campaigns to help connect leads and clients with sales and customer success consultants as appropriate

About You

To qualify for this role, you must have:

Bachelor's Degree or equivalent experience
Minimum of 3 years of related experience with business and data analysis, CRM management, and/or sales support and enablement
Experience in working with large, complex datasets to identify patterns, detect inconsistencies, and recommend optimizations
Strong analytical and problem-solving skills with a keen eye for detail
Strong organization and prioritization skills and the proven ability to move forward multiple projects in concert, both independently and as a member of the team
Advanced Excel skills required (e.g., pivot tables, vlookups, formulas)
Salesforce experience including building reports and dashboards
Ability to travel 3-5 times per year

Preferred qualifications:

Experience in the higher education arena
Experience in a sales and customer success division
Basic SQL knowledge
Utilization of data visualization tools focused on business intelligence; experience with Tableau

All roles at College Board require:

A passion for expanding educational and career opportunities and mission-driven work
Curiosity and enthusiasm for emerging technologies, with a willingness to experiment with and adopt new AI-driven solutions and comfort with learning and applying new digital tools independently and proactively.
Clear and concise communication skills, written and verbal
A learner's mindset and a commitment to growth: welcoming diverse perspectives, giving and receiving timely, respectful feedback, and continuously improving through iterative learning and user input.
A drive for impact and excellence: solving complex problems, making data-informed decisions, prioritizing what matters most, and continuously improving through learning, user input, and external benchmarking.
A collaborative and empathetic approach: working across differences, fostering trust, and contributing to a culture of shared success
Authorization to work in the United States

About Our Process

Application review will begin immediately and will continue until the position is filled. This role is expected to accept applications for a minimum of 5 business days.
While the hiring process may vary, it generally includes: resume and application submission, recruiter phone/video screen, hiring manager interview, interview exercise, a panel interview, a potential conversation with leadership and reference checks.

What We Offer

At College Board, we offer more than a paycheck- we provide a meaningful career, a supportive team, and a comprehensive package designed to help you thrive. We're a self-sustaining nonprofit that believes in fair and competitive compensation grounded in your qualifications, experience, impact, and the market.

A Thoughtful Approach to Compensation

The hiring range for this role is $56,000-$100,00.
Your exact salary will depend on your location, experience, and how your background compares to others in similar roles at the College Board.
We aim to make our best offer upfront, rooted in fairness, transparency, and market data.
We adjust salaries by location to ensure fairness, no matter where you live.

You'll have open, transparent conversations about compensation, benefits, and what it's like to work at College Board throughout your hiring process. Check out our careers page for more.

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Original Job Description