Associate Director of Annual Giving Data, Reporting, and Analytics

Audience Strategy and Campaign Segmentation

• 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.

Fundraising Analytics and Business Intelligence

• 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.

Data and Reporting Operations

• 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 solicitation channels.
• Ensure all solicitations and communications, and their audiences, are accurately coded and tracked in the department’s database of record.
• Stay current on emerging technologies, industry trends, and best practices in fundraising analytics and reporting.
• Participate in benchmarking with other institutions to understand trends and provide context for the Caltech Fund’s results.
• Serve as an engaged member of the Caltech Fund team, supporting departmental priorities, contributing to fundraising and engagement initiatives, and participating in Advancement and Alumni Relations events and activities.
• Adhere to highest standards of ethical integrity for data compliance and governance.
• Handle confidential information with discretion.
• Perform other duties and special projects as assigned.