Impact and Learning Associate

Position Description Bay Area Legal Aid (BayLegal) is a non-profit law firm. Our staff provide free civil legal services to individuals and families living in poverty throughout the San Francisco Bay Area. Our community-based service model includes a wide range of access points, including legal hotlines, six physical offices, and community-based advocacy clinics and intake points. We practice in multiple inter-related legal substantive areas to prevent and stop homelessness, increase economic stability, protect low-income consumers, expand access to healthcare, and enhance safety for survivors of interpersonal violence. Our clients include the working poor, families with children, foster youth, seniors, immigrants, veterans, individuals impacted by the criminal and juvenile legal systems, and persons with disabilities. The core of our community-based practice is working alongside our individual clients to protect their legal rights, resolve immediate crises and remove legal barriers to long-term stability and escaping poverty. BayLegal is also uniquely positioned to identify patterns of illegal practices and engage in opportunities to protect the legal rights of low-income communities and increase efficiency and effectiveness of public services through broader advocacy and impact litigation.

Job Summary: The Impact and Learning Associate is responsible for key aspects of the organization’s case management system, data quality, and reporting processes. This role coordinates user support, maintains accurate and consistent data, produces and analyzes reports, and provides training and guidance to staff on data systems and practices.

Working collaboratively with program staff, the Associate monitors data quality and reporting practices, identifies and resolves data and system issues, and promotes effective and consistent use of the case management system. The Associate translates program data into reliable and actionable information that supports program operations, grant and contract reporting, compliance requirements, staff and team performance evaluation, and organizational decision-making.

The Associate regularly accesses and analyzes sensitive and confidential client, employee, volunteer, and organizational information, including information related to individual and team performance and organizational operations. The position requires professionalism, discretion, sound judgment, and independent decision-making in managing data, maintaining appropriate system access, producing and validating reports, responding to data and system issues, and determining when matters require escalation or additional review.

This role is well suited for someone who is detail-oriented, systems-minded, and comfortable exercising judgment and initiative while working at the intersection of data, systems, and program operations.

Key Responsibilities

• Create, update, and maintain staff and volunteer profiles within the case management system, ensuring accurate records and appropriate management of confidential personnel information
• Coordinate support for staff using the case management system, ensuring timely and effective resolution of issues
• Troubleshoot system challenges and liaise with internal teams and external vendors
• Contribute to system updates, testing, and continuous improvement efforts, identifying and addressing opportunities to improve functionality and data quality.
• Conduct regular data audits to ensure accuracy, completeness, and alignment with organizational standards
• Identify patterns in data issues and implement solutions to improve data quality over time
• Reinforce data practices that support compliance with legal services funding and reporting requirements
• Produce reports and dashboards that support program management and organizational decision-making
• Coordinate data collection, validation, and reporting for grants, contracts, and staff evaluation processes
• Translate program data into clear, accurate, and actionable information to support reporting and decision-making.
• Deliver onboarding and refresher trainings for staff on data systems and processes
• Maintain and improve user guides, training materials, and documentation
• Provide guidance to staff on data entry and reporting practices to promote confidence, consistency, and data quality.
• Coordinate the tracking and monitoring of key performance indicators and program outcomes, working closely with program teams to ensure accurate and timely reporting.
• Implement and maintain data collection tools and workflows, identifying opportunities to improve data quality, consistency, and efficiency.
• Engage in other tasks and projects that further the interest of fostering BayLegal's mission and operations as a non-profit.