Associate Director, Prospect Analytics and Reporting

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).

Core Competencies

• Proven ability to present to senior level leadership, turning raw numbers into a strategic narrative, and providing digestible narratives for those unfamiliar with complex data.
• Proficiency in statistical tools, Tableau, Power BI, advanced SQL preferred.

Education

• A Bachelor’s in Statistics, Data Science, Economics, or a related quantitative field.

Other Information

• Position provides for the opportunity to work remotely from CT, GA, MA, NJ, OH, PA, RI, VA, TX, and NY without relocation.
• Work requires collaboration with other team members during standard business hours and will be required to report to our Hamilton, NY campus for meetings and events.
• It is expected that remote employees will attend on campus Division Meetings four times a year as well as staff Reunion yearly.
• Remote arrangements such as this are reviewed annually and based on performance.
• Work visa sponsorship is not available for this position.
• Work Schedule: Full-time.

Special Instructions

To view the full job posting and apply for this position, go to: https://careers.colgate.edu/postings/6949