Analyst,Insights and Pipeline Management Job Kelowna area,BC Canada,Business

Job Title: Analyst Insights and Pipeline Management

Vacancies: This posting is for (1) new role.

Work Model: Hybrid Work Model

Salary Band: 3 ($52,000 - $59,000 CAD)

HELP SHAPE THE FUTURE OF CANCER CARE IN CANADA

The Canadian Cancer Society works tirelessly to save lives, improve lives and drive collective action against cancer. Together with patients, volunteers, donors and communities across the country, we raise funds to invest in transformative cancer research, we provide a caring support system for everyone affected by cancer and we advocate to governments to create a healthier future for all. It takes a society to take on cancer – and the Canadian Cancer Society is leading the way

MAKING AN IMPACT
Under the direction of the Director, Insights and Pipeline Management, the Analyst supports the delivery of fundraising analytics, and pipeline management services for the Corporate Partnerships team. This role supports organizational fundraising by designing and maintaining data reporting, optimizing fundraiser portfolios, and ensuring the integrity and strategic use of prospect data.

WHAT YOU’LL BE DOING:

Data Analysis

Use Salesforce and analytics/visualization tools to generate insights that support strategic, data‑informed fundraising selection.

Retrieve, analyze, and interpret data to support performance management of prospect pools, pipelines, portfolios, forecasting, and fundraiser activity.

Act as the Corporate team’s lead representative in DAS project discussions.

Serve as the Salesforce subject‑matter expert for the Corporate Giving team, including managing updates, creating and editing reports, supporting process changes, and building campaigns.

Manage the time‑sensitive Gifts of Securities (GOS) process in accordance with CCS Gift Acceptance Policy, ensuring accuracy and compliance.

Prospect Development and Reporting

Implement prospect development strategies and data integrity initiatives; design and produce regular and ad‑hoc audit reports to ensure accuracy of ratings, stages, assignments, proposals, and prospect groups.

The Analyst keeps up to date on market trends and best practices to ensure continual service improvements.

Create efficiencies by streamlining tools, processes, and reports based on feedback from colleagues and observance of data input results. Identify opportunities to leverage technology to facilitate information delivery and work alongside the DAS team to enact updates.

Maintain and update the Business Procedures and Policies document to reinforce consistency in data and analytics practices that can also serve as a reference guide for fundraisers and securing required approvals.

Support fundraiser pipeline management

Provide recommendations to fundraising staff on how to interpret, comprehend, and leverage data visualization and predictive data model scores for the benefit of prospect discovery and pipeline management.

Enable quarterly pipeline review meetings with fundraisers to review portfolios to ensure fundraising activities are on track and moving through the solicitation cycle. Initiate and drive regular meetings with fundraisers to review pipelines to ensure data cleanliness prior to quarterly reviews.

Monitor portfolio composition and performance; provide recommendations on portfolio size, stage distribution, moves management, fundraising plans, and prospect stagnation or sunsetting.

Design and contribute toward training sessions on new reports and tools to fundraisers to ensure that KPIs and financial goals are achieved and data…

Analyst, Insights and Pipeline Management