Annual Giving Analyst

Case Western Reserve University is committed to providing a transparent estimate of the salary range for this position. The salary range is between $56,395 and $71,340, depending on qualifications, experience, department budgets, and industry data.

About the role

The annual giving data analyst will be responsible for program reporting and analysis, along with compiling and ensuring the accuracy of data for audience segmentation for solicitations and stewardship efforts. In collaboration with Annual Giving, Advancement Services, and UTech colleagues, the incumbent will contribute to the evaluation of programs, including managing and analyzing donor data to develop strategies and tactics to increase giving, number of donors, donor acquisition, and donor retention to the university.

The incumbent will play a critical role in analyzing the university's annual giving pool and pipeline, prioritizing data reporting and analytics initiatives that generate actionable insights and maximize annual giving revenue and volume of donors. A successful data analyst is a key partner in moving donors through the giving continuum from acquisition to major or planned gift discussions.

Responsibilities

• Design, oversee, and manage Annual Giving's data segmentation and reporting tools. Serve as the department's data expert, consistently reporting on trends with annual giving performance and providing reports and analysis on an ongoing basis to enable decision-making on annual giving strategies and tactics. (40%)
• Create and manage dashboards that provide insights into annual giving key performance indicators such as retention, acquisition, upgrades, etc. Conduct regular reviews of these dashboards with the director of annual giving and engagement, along with the executive director and vice president. Identify trends and patterns within the data and make recommendations on program strategies and tactics based on data observations. (40%)
• Monitor data for integrity of information, working collaboratively with departments across the university to conduct regular audits and maintain database accuracy. (10%)
• Provide recommendations for segmenting data, personalization, and target groups for solicitations and stewardship efforts; ensure accurate data pulls for those efforts. (10%)
• Perform other duties and responsibilities as assigned. (<1%)

Contacts

• Department: Frequent contact with executive director, director, and other staff as required to perform essential functions.
• University: Contact with the president's office, provost's office, UTech, advancement services, development officers, senior staff in colleges and management centers, faculty, and staff as required to perform essential functions.
• External: Direct contact with donors and alumni as required to perform essential functions.
• Students: Contact with students as required to perform essential functions.

Qualifications

Experience: 3 to 5 years of professional experience in a related field, preferably in a sophisticated development operation; experience in data analytics, statistics, or annual giving strongly desired. Experience in advancement operations, business operations, or fundraising analytics in a higher education setting preferred.

Education: Bachelor's degree required.

Skills

• Strong data analytics and problem-solving skills with an ability to identify trends, create data visualizations, make recommendations to colleagues, and accurately report on key performance indicators.
• Demonstrated knowledge of quantitative and qualitative analysis.
• Ability to oversee complex projects and processes with attention to detail while meeting deadlines, even with frequent interruptions.
• Ability to communicate well, both verbally and in writing, with key stakeholders, providing business analysis to drive performance.
• Develop collaborative relationships with colleagues outside of the annual giving team. Articulates complex ideas clearly, accurately, and concisely.
• Strong organizational and time management skills.
• Understanding of the principles of fundraising, donor acquisition, and donor retention.
• Ability to work with sensitive donor information, maintain confidentiality, and use discretion.
• Keep and maintain accurate and detailed reports and records.
• Demonstrated ability to collaborate with all levels of staff, donors, and prospective donors.
• Ability to interact with colleagues, supervisors, and customers face-to-face.
• Computer proficiency (including Microsoft Office) and the ability to learn new programs. Proficiency working in CRMs and data visualization platforms.
• Ability to demonstrate history of successful support, education, and advocacy for all students, aligned with the values, mission, and messaging of the university, while adhering to the staff policy on conflict of commitment and interest.
• Ability to meet consistent attendance.
• Willingness to learn and work with artificial intelligence (AI) tools and technologies.

Benefits

University employees enjoy a comprehensive benefits package that includes excellent healthcare, retirement plans, tuition assistance, paid time off, and a winter recess.

Schedule

General office environment. Some evenings and weekend hours will be required. This position is eligible for a hybrid work arrangement up to two remote days per week at the discretion of the department. New employees may begin a hybrid schedule upon approval from the supervisor, successful completion of an orientation period, and signing the remote work checklist certification form.