Job Details

Position Details

Position Information

Job Title
Associate Director of Data & Analytics

Department
Advancement Services

Job Code
A31313

Job category
Full Time Staff

Terms and Hours
Full Time Exempt

Salary Range
Starting at $70,732; commensurate with experience

Job Summary

The Associate Director of Data & Analytics is responsible for the overall strategy and management of the Advancement Services database, website, and other technologies that support fundraising and advancement operations. This position oversees the data and research team and leads procurement, project management, data integrity and implementation for the department's technology needs. The Associate Director will partner with Institutional Research, Information Services, Career Education Center, Constituent Engagement, and other areas of campus to develop methods for identifying data patterns and fundraising trends that inform strategy and enhance results. This position reports to the Assistant Vice President for Advancement Services.

Core Duties

• Instill a data-driven culture and develop both an analytics strategy and schedule for reporting. Create reports, dashboards, and tools to present to Advancement, campus leadership, the Board of Regents, and other campus stakeholders.
• Focus efforts on fundraising goals, opportunities, outcomes, and trends to enhance department-level decision-making, planning, and feasibility assessments.
• Manage a data team using a systems approach to workflow and priorities in order to meet fundraising and stewardship needs.
• Develop, maintain, and refresh standard operating procedures for CRM usage, configuration (codes, fields, and workflows), requests, research, record-keeping, and other advancement services. Work with data team and department colleagues to ensure best practices, industry standards, and efficiency.
• Work with data team to manage and support data hygiene efforts. Lead the implementation of data standards and common data elements for data collection.
• Oversee staff training, onboarding, and documentation for CRM, data and gift management operations, fund development, and reporting.
• Lead strategy, training, and adoption for campus partner use of CRM. This includes mapping usage needs, permissions and confidentiality oversight, and project management for implementation with campus partners.
• Oversee department technology needs. Manage procurement, project planning, implementation, maintenance, and training. Work closely with supervisor and management on industry trends, technological advancements, and planning to support a culture of innovation in fundraising and donor relationship management.
• Serve as a liaison with key campus partners and work closely with and manage data integration, list requests, and reporting needs with the Controller's Office, Financial Aid, Admissions, Human Resources, Information Services, and within the University Relations Division. This includes implementing tools and resources to assist with data sharing and integration between data systems, such as a data warehouse or complimentary software system like Omatic or other programs for scholarship management, multi-channel fundraising, etc.
• Provide consultation, resources, and oversight for prospect research. Coordinate data needs for wealth screening, appends, and other information-gathering tools. Assist research staff with presentations and reporting. Oversee management of research projects (staffing, timelines, needs, resources, and analysis.
• Supervise Advancement staff as assigned. Supervisory responsibilities include hiring processes, setting of expectations, training and professional development, performance management and evaluations, and disciplinary processes up to termination of employment.

Other duties as relevant to the duties of the position or as assigned by supervisor or designee.

Please note that the above list of duties is not comprehensive but generally demonstrates the types of matters under this position's purview and responsibility.

Education & Experience

• Required: Bachelor's degree and four years of relevant professional experience.
• Required: Experience with Microsoft Excel, including use of VBA, pivot charts, and tables.
• Required: Experience with data visualization tools for reporting and dashboard creation.
• Required: Demonstrated experience in and passion for data integrity.
• Required: Experience with database management and administration.
• Preferred: CRM experience specifically for fundraising and/or sales, preferably using Raiser's Edge or similar platform.
• Preferred: Experience in higher education fundraising and alumni relations.
• Or a combination of equivalent education and/or experience.

Certifications & Licenses

• None.

Knowledge, Skills & Abilities

• Excellent analytical, critical thinking, and problem-solving skills.
• Strong orientation towards taking initiative and ownership of projects and assignments and being proactive with projects, assignments, and process improvements.
• Strong leadership skills to effectively manage and delegate duties to a team to ensure completion of projects.
• Strong time management skills with the ability to work under pressure, manage multiple tasks, and be detail-oriented and deadline driven.
• Excellent organizational skills and attention to detail.
• Ability to conduct research and present data in a clear and persuasive manner.
• Excellent verbal and written communication skills, including strong presentation skills.
• Ability to routinely and independently exercise sound judgment in making decisions.
• Ability to maintain and promote confidentiality of information and effectively handle highly- sensitive and confidential information with sound judgment, tact, and discretion. Strong ability to practice a high level of data privacy.
• Excellent customer service and interpersonal skills. Exceptional client service orientation.
• Ability to manage own workload and client relationship and needs.
• Strong interpersonal skills and ability to work independently and collaboratively.
• Effective ability to synthesize information and key initiatives to share with various audiences.
• Competence with and commitment to inclusive excellence; ability to be an effective partner with diverse students, faculty, and staff.
• Professional demeanor and ability to establish effective working relationships, professional rapport, and effectively accomplish work within a University setting that includes a wide array of individuals, groups, policies, and processes. Ability to work effectively with various constituencies including the general public, faculty, staff, administrators, students, alumni, and other members of the University community.
• Effective ability to use and learn computers, technology, software, and applications at level of sophistication required for the duties of the position, including, without limitation, Microsoft Office (Outlook, Word, Excel, and PowerPoint), the internet, and constituent relations software (e.g. Raiser's Edge).

Physical Requirements

• Frequently: sit, perform desk-based computer tasks; use fine manipulation and grasp; use a telephone; write by hand; sort and file paperwork.
• Occasionally: stand and walk; twist; lift, carry, push, and pull objects that weigh up to 10 pounds.
• Occasionally: ability to attend events and activities on or off campus.
• Frequently: ability to interact and communicate with members of the University and others as necessary.

Working Conditions

• Hours of employment: sometimes may require working flexible and/or longer hours, including evenings, nights, and weekends, when necessitated by projects and travel.
• Stress from work-related situations such as those involving challenging, important, urgent, time-sensitive, or multiple matters.

Work Standards

• Respect for the University's mission and Catholic identity: demonstrates commitment to learning, respecting, and contributing to the mission of the University, a Catholic and Congregation of Holy Cross institution. The University's mission statement states in relevant part: "we pursue teaching and learning, faith and formation, service and leadership in the classroom, residence halls, and the world."The University's Statement of Inclusion states in relevant part: "Our belief in the inherent dignity of each person is founded upon the social teaching of the Catholic Church. At the center of that teaching is the fundamental mandate that every person, regardless of race, color, religion, gender, sexual orientation, social or economic class, age, or disability shall be treated with respect and dignity."
  • The full Mission Statement is at: www.up.edu/about/mission.
  • The full Statement of Inclusion is at: www.up.edu/disclosures/inclusion.
• Promote culture of safety: demonstrates commitment to personal responsibility and value for safety; communicates safety concerns; uses and promotes safe behaviors based on training and lessons learned.
• Compliance with laws and policies and procedures: subject to and expected to comply with all applicable University, departmental, and other applicable policies and procedures, including but not limited to, the personnel, business, and/or other policies of the University.
• Compliance with driving-related laws and requirements: when conducting university business while driving, must comply with the Oregon Vehicle Code and University of Portland driving requirements.
• Interpersonal skills: demonstrates the ability to work professionally with all University of Portland community members, external organizations, and any other person or organization employee interacts with in his or her University capacity.

Benefits

Medical and dental insurance, life insurance, sick time and vacation time consistent with University policies, long-term disability insurance, flexible spending account benefits, tuition remission benefits generally starting after 90 days (employee) or 2 years (spouse and children) of employment, retirement contributions generally starting after 2 years of employment, and eligibility for the University's home purchase assistance program consistent with program requirements. (Benefits are subject to all relevant University policies, practices, contracts, and any other relevant materials.)

Posting Detail Information

Posting Number
S294-2023

Number of Vacancies
1

Estimated Start Date

Open Date

Close Date

Open Until Filled
No

Special Instructions Summary