Associate Director, Prospect Analytics and Reporting

Accountabilities

This position serves as the primary architect of the university's fundraising intelligence. This role focuses on high-level data modeling, analytics, and executive level reporting/data visualizations to identify growth opportunities and provide the strategic roadmap for the advancement team, as well as the data partner for frontline fundraiser metrics and portfolio management.

Core accountabilities:

Advanced Prospect Analytics & Innovative Data Intelligence (60%)

* Lead Generation & Data Mining:
Proactively identify untapped donor pools using cluster analysis and behavioral data (e.g., event attendance, digital engagement, and giving patterns).

* Visualization & Dashboards:
Design and own the suite of interactive dashboards (Tableau/Power BI) used by senior leadership to track institutional KPIs.

* Environmental Scanning:
Analyze external economic trends and philanthropic data to forecast long-term giving potential, and apply these trends to internal data analyses.

* Utilize AI-powered tools and other advanced/emerging technologies to improve workflows and data insights.

* Lead the integration of appropriate emerging technologies-including AI and advanced visualization-into department workflows to increase the efficiency and depth of prospect discovery.

Executive Level Reporting & Leadership Presentation (25%)

* Strategic Briefings:
Translate complex datasets into clear, "board-ready" presentations for the VP of Advancement and other senior leadership.

* Campaign Analysis:
Act as the lead analyst for the campaign, providing feasibility data and progress-to-goal visualizations.

* Present data findings at relevant meetings to drive a culture of data-informed decision-making.

* Ethical Data Stewardship:
Maintain rigorous standards for donor privacy and data security, ensuring all lead generation and behavioral tracking comply with institutional policies and regional regulations (e.g., GDPR, CCPA). Serve as a champion for the "ethical use of data," balancing data discovery with the protection of donor trust and the university's reputation.

Strategic Portfolio Consultation (15%)

* Portfolio Health Metrics:
Partner with frontline fundraisers to identify areas of potential within their portfolios, provide monthly audit reviews based on CRM data, and identify potential prospects for evolving university initiatives.

* Targeted Strategy Sessions:
Conduct quarterly, data-focused reviews with the Director to suggest "re-tiering" or shifts in portfolio focus based on analytics.

* Policy Guidance:
Advise on relationship management protocols based on data trends and internal written policies (e.g., recommending a maximum "time-in-stage" based on historical success rates).