Data Analytics and Prospect Research Director

Location
Palo Alto, California
Posted
May 14, 2019
Closes
Jun 13, 2019
Focus Areas
Healthcare, Human Services
Position Type
Full Time

Data Analytics and Prospect Research Director

  The Director of Data Analytics and Prospect Research leads the Data Analytics and Prospect Research (DAPR) department and is responsible for overseeing and managing a team of three staff who provide prospect research and data analytics in support of the development team at the Lucile Packard Foundation for Children’s Health. Reporting to the Chief Operating Officer and Senior Vice President for Development, the Director is charged with ensuring there is a robust pipeline of prospects across all development departments in order to meet ambitious fundraising goals. The Director will expand the use of data analytics to inform prospect assignments, increase efficiencies, and increase philanthropic revenue.  The Director plays a critical role in equipping gift officers with the information they need to conduct successful field work.

GENERAL POSITION DUTIES AND RESPONSIBILITIES

  • Effectively manage the DAPR team and ensure that the department provides a high level of service to all relevant teams and works collaboratively to meet Foundation goals.
  • Lead the prospect research activities for principal rated prospects. Develop expanded profiles of our top prospects including other known giving interests and connections to existing volunteers and donors.  Interpret and analyze biographical and financial information based on fundraising strategies.
  • Ensure the DAPR team is regularly identifying and qualifying prospects via proactive and reactive research methods.  Track key wealth events, such as IPOs, and actively push out information to field officers.
  • Proactively develop prospect lists for campaign’s key priority areas.  Research new local and national donors who have supported these areas at other institutions.
  • In consultation with the leaders of field fundraising programs, ensure that gift officer portfolios are balanced and assignments are made in a timely, effective and fair manner. Regularly conduct individual portfolio reviews with gift officers.
  • Identify new prospects from grateful families.  Efficiently identify new potential prospects and assign them to appropriate gift officers in a timely manner.  Evaluate our effectiveness in reaching this prospect population and develop models for future assignments.
  • At least annually, refresh ratings and key information on our most important donors and prospects.
  • In collaboration with leadership team, develop standards for levels of research for different levels of prospects.
  • Oversee a system that monitors the pool of highly rated but unassigned prospects. Proactively expand this group by adding new executives and business leaders in the area. Ensure that assignments are made quickly from this population when appropriate.
  • Attend and actively participate in Principal Gift and Major Gifts strategy meetings as needed.
  • Provide reports, profiles, and systems support to the executive leadership team to facilitate the vetting and nomination of potential new board members.
  • Work collaboratively with Development Services to ensure optimal use and maintenance of the database and Tableau dashboards.
  • Keep informed of latest innovations in prospect research and data analytics and determine their applicability/usefulness to our work at the foundation.
  • Create and manage department annual plan and budget.
  • Ensure department compliance with HIPAA and other federally and State required data policies/best practices.
  • Recommends new approaches, procedures and processes to effect continual improvements in efficiency of department and services performed.
  • Regular and predictable attendance is required.

NOTE:  We are a dynamic organization in a rapidly changing industry.  Therefore, the responsibilities associated with this position will change from time to time in accordance with LPFCH’s business needs.  More specifically, the incumbent may be required to perform additional and/or different responsibilities from those set forth above.

EDUCATION, SKILLS AND EXPERIENCE

EDUCATION

Required:

  • Bachelor’s degree or equivalent experience.

SKILLS, EXPERIENCE AND JOB RELATED REQUIREMENTS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Required:

  • 4-6 years of relevant experience with advanced knowledge in prospect research and data analytics.
  • Proven management skills.
  • Experience in establishing a team and goal-oriented environment that empowers staff through active communication and delegation.
  • Extensive experience analyzing high-volumes of data from varying sources.
  • Advanced proficiency in Tableau, and Raiser’s Edge (or similar software).
  • Ability to locate and interpret financial and biographical information from a variety of sources.
  • Ability to communicate technical concepts to non-technical audiences.
  • Extensive knowledge of fundraising strategies, techniques, and systems.
  • Strong self-motivation, initiative in follow up, problem solving skills, and a drive to meet set goals
  • A passion for new technology and its applications to the non-profit sector.
  • Highly organized with meticulous attention to detail.
  • High level of productivity and initiative.
  • Ability to handle multiple projects simultaneously in a fast-paced environment.
  • Excellent verbal and written communication skills, including ability to communicate directly and effectively with others.
  • Tactfulness, flexibility, and collaboration are essential in working with diverse population groups (co-workers, constituents, physicians, faculty, staff, vendors, etc.)
  • Proficiency in Microsoft Word, Outlook, Excel, and PowerPoint.
  • Willingness to work evenings and weekends as needed.
  • Ability to work independently in a team environment.
  • Proven ability to be resilient and adaptable in the face of changing priorities.
  • Good judgment, a positive attitude, the ability to take initiative and work independently.
  • Ability to work with minimal supervision along with a willingness to ask questions to clarify assignments and accept supervisor’s guidance.
  • A genuine interest in children and their health.

SALARY AND BENEFITS

We know that building a diverse and inclusive workforce is key to our success and enables us to do extraordinary work for kids and their families.  When you become part of our team, you’ll be joining a group of passionate and dedicated individuals who truly care about and believe in the work they do.

We provide competitive compensation and a wide range of benefits designed to meet the needs of our employees and their families. We are strong supporters of work life balance. Learn more by visiting the careers page on our website.

Apply online by submitting a cover letter and resume.

The Lucile Packard Foundation for Children’s Health is an equal opportunity employer. Women, minorities, veterans and persons with disabilities are encouraged to apply.

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