Associate Director of Annual Giving Data, Reporting, and Analytics

Associate Director of Annual Giving Data, Reporting, and Analytics Job Category Fulltime Regular Exempt Overtime Eligible  
Exempt Benefits Eligible Benefit Based

The purpose of Advancement and Alumni Relations (AAR) is to foster a thriving and engaged community of support for Caltech. By strengthening and nurturing the community of people who share and support the Institute’s mission and values, we will ensure the Institute receives the necessary resources to achieve our aspirations and advocate for excellence in teaching, research, and scholarship in perpetuity.

Reporting to the Director of Annual Giving Programs, the Associate Director of Annual Giving Data, Reporting, and Analytics serves as the Caltech Fund’s lead audience development, fundraising data, and business intelligence expert. This role will identify data-driven insights that strengthen fundraising performance and strategic decision-making.

Working in partnership with other departments throughout AAR, this role produces and maintains the data, reporting, and insights needed to support multi-channel market segmentation and audience development strategies for fundraising campaigns, evaluates campaign performance, and helps inform strategic decision-making for the Caltech Fund.

The successful candidate will be a strategic and analytically-minded professional with a strong understanding of fundraising data, reporting, and audience segmentation. They will serve as the primary liaison between the Caltech Fund and Data and Business Intelligence (our advancement services team), helping to ensure that data is consistent and well-maintained, and supports the Caltech Fund’s fundraising goals and long-term strategy.

• Lead the development and refinement of audience segmentation projects such as mailing lists, data segmentation, and multi-channel appeals that support donor acquisition, retention, reactivation and upgrade efforts.
• Partner with the Director of Annual Giving Programs to develop audiences, calculate ask amounts, and develop and implement data for all Caltech Fund campaigns across direct mail, email, text messaging, and other channels.
• Collaborate with the Caltech Fund team to ensure audience and segmentation strategies drive fundraising success and support departmental priorities.
• Maintain data hygiene and security standards and business practices that support consistent, data-driven fundraising efforts and good database stewardship.

• Serve as the Caltech Fund’s lead resource for fundraising analytics and business intelligence, advancing a data-informed approach to annual giving strategy, and the primary liaison between the Caltech Fund and Data and Business Intelligence teams.
• Lead the development of reporting frameworks, dashboards, and performance metrics that measure fundraising effectiveness and support strategic planning, in partnership with Data and Business Intelligence.
• Develop after-action reports for all Caltech Fund appeals and campaigns, evaluating outcomes and identifying opportunities.
• Analyze and evaluate year-over-year fundraising trends, appeal and campaign performance across all channels, including direct mail, email, text messaging, crowdfunding, and social media.
• Present findings and recommendations to leadership and key stakeholders through regular reporting, campaign reviews, and annual planning discussions.
• Identify opportunities to leverage predictive modeling, benchmarking, and other analytical methodologies to strengthen fundraising outcomes.

• Provide strategic oversight of fundraising data, reporting operations, and business processes to ensure data accuracy, consistency, hygiene, and integrity.
• Establish and maintain reporting standards and quality control procedures that support effective analysis, audience segmentations, and strategy development.
• Manage the preparation, validation, and delivery of audience and campaign data for fundraising and engagement initiatives, ensuring accuracy, consistency, and alignment across mail house vendors, digital communication platforms, and other…