Senior Associate Director Data Analytics and Prospect Research

Job Requirements

The Senior Associate Director Data Analytics and Prospect Research serves as a key technical and analytical partner supporting data integrity, reporting, and system functionality across UM Medicine’s dual-CRM environment (RENXT and Advance/BBCRM). This role contributes to ensuring the accuracy, consistency, and usability of donor and prospect data, while supporting the development of reporting tools and processes that enable frontline fundraising and leadership decision‑making.

Works in close coordination with internal team members and campus partners—including UMB, UMBF, and UMMS Shared Services—to implement data standards, support reporting needs, and contribute to ongoing system improvements. Provides strong technical expertise, attention to detail, and the ability to translate data into clear, actionable outputs.

• Build, maintain, and refine dashboards and visualizations (Tableau, Power BI) to support tracking of fundraising performance and key metrics across both Blackbaud CRM and Raiser’s Edge NXT (sun setting Advance & moving to BBCRM in CY2026).
• Conduct data analysis to identify trends, support forecasting, and inform reporting needs.
• Produce standardized and ad hoc reports, including Campaign performance and donor reports;
  Board giving and leadership reports; KPI tracking.
• Support development of automated reporting processes to improve efficiency and reduce manual effort.
• Support query building and list generation, merging from two databases into consolidated reporting.
• Support the accuracy and consistency of data across RENXT and Advance/BBCRM.
• Support data updates and intake processes (e.g., Smartsheet workflows), including biographical updates, and board and leadership tracking across entities.
• Assist in troubleshooting database issues and supporting user access and permissions.
• Follow established data standards, protocols, and governance practices in coordination with campus partners.
• Identify opportunities to enhance data workflows, reporting processes, and system efficiency.
• Partner with UMMS Shared Services, UMBF, and UMB colleagues to align data structure, reporting standards, and system practices.
• Contribute to the development and maintenance of queries, reporting templates, and data documentation.
• Support CRM‑related initiatives, including system enhancements and migration efforts.
• Evaluate and implement tools, technologies, and methodologies that enhance the research and prospect management function.
• Serve as a go‑to resource for fundraisers and team members seeking support with data access, reporting, and CRM functionality.
• Translate team needs into clear data outputs and reports.
• Provide guidance and support on dashboards, reporting tools, and data best practices.
• Reinforce consistent use of systems and processes across the team.
• Support efforts to build and refine a dynamic prospect pipeline, including discovery, cultivation, solicitation, and stewardship tracking.
• Collaborate with campus partners across UMMS and UMB to carry out a comprehensive strategy for prospect research and management in support of fundraising.
• Supervise and develop Associate Director and Development Associate.
• Set priorities and manage workflow across research and analytics, aligning with enterprise standards and partner expectations.
• Ensure quality, consistency, and timeliness of outputs across the team.
• Provide coaching, feedback, and day‑to‑day guidance to support team member growth and effectiveness.
• Partner closely with UMMS Shared Services, UMB, and UMBF colleagues to reinforce aligned practices, remaining responsive and deferential to centrally established standards and approaches.
• Perform all other duties as assigned.

• Bachelor’s degree
• Five (5) years of experience in data analytics, database management, or development operations
• Experience with reporting tools (Excel, Power BI, Tableau) and data querying
• Demonstrated ability to manage large datasets with strong attention to detail
• Strong organizational skills and process‑oriented mindset

• Experience in healthcare advancement, academic medicine, or complex nonprofit…