Manager, Advancement Analytics

Title: Manager Advancement Analytics

Department:Advancement Services

Duration:Indefinite

Employment Status: Exempt Full Time

Job Summary

Reporting to the Senior Director Advancement Services the Manager Advancement Analytics will provide strategic leadership in the use of data to inform annual giving segmentation campaign strategy and constituent engagement. The Manager develops and oversees analytic frameworks dashboards and reports that measure appeal performance and engagement metrics across channels. This position partners closely with annual giving engagement and communications teams to ensure that appeals campaigns and donor experiences are guided by actionable insights. The Manager supervises a report writer who provides technical outputs and list generation ensuring that data is accurate timely and aligned with advancement goals.

Job Duties

• 30% - Data Management - Fundraising & Engagement Appeals- Build validate and deliver audience segmentation for all fundraising and engagement appeals across mail email digital and phone channels. Partner with Annual Giving Engagement and Communications teams to design audience strategies apply segmentation filters and test messaging and timing approaches. Coordinate data delivery schedules and maintain version control to ensure campaign accuracy and alignment with communication calendars. Develop and maintain dashboards and reports that monitor participation revenue and performance by channel and segment. Conduct post-campaign analysis to identify trends test outcomes and actionable insights that inform future strategies. Track engagement metricsincluding event participation volunteer involvement and digital activityand connect these indicators to giving outcomes. Support Advancement leadership by defining data-driven audience strategies and ensuring personalization and segmentation rules align with campaign goals. - (Essential)
• 25% - Data Hygiene & Database Management- Maintain the integrity of Advancement data by performing regular audits deduplication and address/email validation. Establish and maintain a regular cadence of data hygiene tasks. Oversee procedural documentation data definitions and source tracking. Scope prioritize and resolve data hygiene projects and identified data gaps to ensure accuracy consistency and institutional alignment. Oversee data imports and exports from internal and external systems (e.g. online giving event platforms prospect research tools). Collaborate with Advancement Services colleagues to enhance workflows implement quality-control checks and ensure optimal use of CRM tools. - (Essential)
• 15% - System Administration & Support- Serve as power user for Salesforce Education Cloud and Marketing Cloud Account Engagement (MCAE/Pardot). Support campaign setup user permissions system troubleshooting and process automation. Manage integration with reporting and analytics tools (e.g. CRM Analytics Tableau). Serve as the liaison with Advancement Services technical staff and vendors to escalate issues schedule updates and maintain system effectiveness. - (Essential)
• 15% - Data Governance & Reporting- Lead the development and maintenance of documentation business rules and training materials to support consistent data practices. Partner with Advancement Services colleagues to implement and monitor data hygiene and quality-control protocols. Ensure the accuracy consistency and integrity of Advancement data while maintaining compliance with institutional data governance policies CASE standards privacy regulations (FERPA CAN-SPAM) and IRS receipting requirements across list delivery reporting and other data-driven processes. Oversee ongoing data hygiene management and validation processes to ensure accuracy of constituent records campaign segmentation and reporting. Partner with Advancement Services colleagues to identify gaps resolve discrepancies and document data standards. Manage the delivery of key industry reports including the CASE VSE and Alumni Engagement Surveys. Ensure consistency accuracy and alignment of reports with strategic goals. - (Essential)
• 10% - Strategic Planning & Partnerships- Provide analytic support for campaign readiness leadership reporting and special initiatives. Contribute to Institutional Advancement projects that improve data integrity governance and operational efficiency. Collaborate with campus partners including Athletics the Career Center academic departments and other units to share engagement and give insights. Offer data-informed recommendations to support institutional engagement strategies. - (Essential)
• 5% - Supervision - Supervise and guide staff student assistants or project-based team members supporting data hygiene segmentation validation and analysis tasks ensuring quality control proper documentation and adherence to data standards. - (Essential)

Minimum Qualifications

• Bachelors degree in data analytics statistics business computer science or a related field or an equivalent combination of education and experience.
• Three years of experience with analytics or visualization tools (Tableau CRM Analytics Power BI or similar).
• Two years of supervisory experience.
• Working knowledge of scripting or automation tools (e.g. Python SQL or comparable technologies) for data cleaning and reporting.
• Demonstrated proficiency with Salesforce Education Cloud and Marketing Cloud Account Engagement (MCAE/Pardot) for segmentation reporting and campaign analytics.
• Ability to extract clean and analyze large datasets using tools such as Excel SQL or Python.
• Knowledge of direct marketing and fundraising strategies including annual giving segmentation.
• Knowledge of advancement operations donor lifecycle metrics and philanthropy best practices.
• Proficiency in Microsoft Office applications (Word Excel PowerPoint) Google drives/folders/forms Adobe Acrobat Web Editing and social media applications or any combination of productivity programs applicable to position responsibilities.
• Demonstrated ability to be detail-oriented and thorough; skilled at anticipating and preventing potential problems and handling a wide variety of tasks with efficiency and accuracy.
• Strong commitment to a quality work product.
• Demonstrated ability to effectively communicate verbally in writing and electronically. Effective interpersonal skills as evidenced in the ability to collaborate with a variety of constituencies.
• Demonstrated commitment to justice equity inclusion & diversity.
• Demonstrated skill in adapting to and performing work effectively in high-volume high accountability confidential environment with multiple and changing priorities.
• Effective organizational logistical time management and planning skills with the ability to manage and
  prioritize multiple tasks/projects simultaneously prioritize and fulfill the functions of an office in a timely manner.
• Ability to self-motivate and work independently.
• Ability to provide effective leadership and training and to work effectively and professionally across functions disciplines levels and with diverse groups.
• Ability to analyze synthesize and organize data and present findings in a comprehensible manner for different audiences.
• Knowledge of contemporary leadership and management methods to ensure employee success and achievement and demonstration of related and applicable skills as evidenced by the ability to effectively direct assess and evaluate performance of direct reports.
• Ability to effectively design define describe and document job functions responsibilities tasks and required qualifications associated with supervised positions and the demonstrated skills in assessing candidates experience knowledge skills and abilities when hiring for vacant positions ensuring the best choice of candidate.
• Ability to provide employee development training and opportunities for direct reports to demonstrate performance achievement and success recognizing performance of both above standards and needs improvement and respond accordingly.
• Skilled at communicating feedback verbally in writing and electronically; and documenting performance via introductory
  and annual performance appraisals.
• Skilled in developing and determining corrective employment/performance/behavioral strategies as needed.
• Demonstrated ability to design and execute performance improvement plans conducting disciplinary action and/or determining the appropriateness of employment continuation.

Preferred Qualifications

• Post-bac degree or certification in data analytics information systems higher education administration or related field.
• Relevant Salesforce Certifications (Salesforce Administrator Tableau MCAE etc.).
• Experience with Advancement or fundraising data structures including annual giving segmentation donor lifecycle reporting or campaign tracking.
• Familiarity with CASE reporting standards APRA data ethics and Advancement Services best practices.

EXPECTED HIRING RANGE:$73900/yr-$95000/yr

If you are offered this position at Occidental College your final base salary compensation will be determined based on factors such as skills education experience and/or geographic addition to those factors Occidental complies with applicable pay equity laws and considers internal equity among current employees when developing the final offer. Please keep in mind that the range mentioned above is the base salary range for the role. Hiring at the maximum of the range would not be typical in order to allow for future and continued salary growth. We also offer a generous compensation and benefits package.