Assistant Director, Data Analytics & Prospect Research

Location
Palo Alto, California
Posted
Jul 08, 2019
Closes
Aug 07, 2019
Focus Areas
Healthcare, Human Services
Position Type
Full Time

Assistant Director, Data Analytics & Prospect Research

At the Lucile Packard Foundation for Children's Health, we are a team of dedicated individuals with a shared commitment to helping kids and families live healthier lives.

We do this by:
• Fundraising for Lucile Packard Children's Hospital at Stanford and the maternal and child health programs of Stanford University School of Medicine.
• Raising awareness of children's health issues.
• Promoting a system of care that improves the lives of children with special health care needs and their families.

The Assistant Director of Data Analytics and Prospect Research (DAPR) supports the Director of DAPR in working towards the strategic goals of the DAPR department and the Lucile Packard Foundation for Children’s Health. Through prospect identification, research, data acquisition and analysis, the Assistant Director deepens the Foundation’s institutional knowledge of its prospects by playing a vital role in helping the Foundation meet its goals for prospecting, fundraising, engagement, communications, and stewardship.

GENERAL POSITION DUTIES AND RESPONSIBILITIES

The essential duties of the Assistant Director of Data Analytics and Prospect Research include:

Operational Responsibilities

  • Serve as DAPR Liaison to the Major Gifts teams.
  • Schedule and participate in select gift officer monthly check-in’s and portfolio review and prospect management strategy discussions.
  • Work under the general supervision of the Director to oversee prospecting for the Grateful Families Program, Recent Donors, and key wealth events, such as IPOs.
  • Assist the Director in working collaboratively with Development Services to ensure optimal use and maintenance of the database and Tableau dashboards
  • Under the supervision of the Director, may oversee and supervise DAPR staff.
  • Proactively identify, research, and analyze new and existing donors and prospects for gift cultivation, with an emphasis on major and principally rated prospects.
  • Respond in a timely manner to all research inquiries which may include financial assets, potential for philanthropic support, business and professional affiliations, areas of interest and other Hospital affiliations.
  • Write and edit succinct and informative prospect profiles and present information in a manner consistent with department standards.
  • Interpret and analyze biographical and financial information on individuals, corporations and foundations, based on fundraising strategies and objectives.
  • Keep informed of latest innovations in prospect research and data analytics to stay current of best practices.
  • Train employees in new procedures or protocols involving prospect research and/or Tableau
  • Help to ensure department compliance with HIPAA regulations.

Leadership Responsibilities (if direct reports are assigned):

  • Leads, coaches, mentors and develops the DAPR staff to ensure continuous learning and growth opportunities.
  • Establishes individual staff goals and objectives in alignment with and support of, departmental and Foundation goals
  • Ensures direct reports are trained in their assigned job functions and as back-ups to other positions as appropriate
  • Provides regular, ongoing, honest and constructive feedback to staff including timely and objective performance appraisals
  • Promotes a work environment where staff feel engaged, valued and can do their best work
  • Embraces diversity in all its forms to ensure departmental and Foundation staff are treated with respect, dignity and empathy at all times and in all situations
  • Recognizes staff accomplishments and achievements at the individual and team level and regularly seeks opportunities to express gratitude and appreciation

Other Position Responsibilities:

  • Understands, supports and models the Foundation’s Core Values at all times
  • Takes responsibility for own career development and seeks opportunities to enhance skills and knowledge of the department and the Foundation
  • Shows initiative to take on additional tasks, duties and assignments to ensure the department fulfills its responsibilities
  • Recommends new approaches, procedures and processes to effect continual improvements in efficiency of department and services performed.
  • Performs other related duties as assigned.
  • 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:

  • A 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:

  • 2-4 years of experience in prospect research or information management in the areas of research, data maintenance and integrity.
  • Extensive experience analyzing high-volumes of data from varying sources.
  • Demonstrated ability to complete assignments in a timely manner.
  • Proficiency in donor databases such as Raiser’s Edge (or similar software) is essential.
  • Must be able to work well under the pressure of deadlines, be able to handle several projects simultaneously, and be able to shift priorities as needed.
  • Ability to locate and interpret financial and biographical information from a variety of sources.
  • Self-motivation with the flexibility to work independently or in a team.
  • Highly developed verbal and written communication skills and the ability to communicate technical concepts to non-technical audiences
  • High level of productivity and initiative
  • Ability to exercise good judgement and handle confidential and sensitive information with the utmost discretion.
  • Demonstrated ability to work collaboratively with a diverse staff across an institution; strong team player with recognized leadership capacity and excellent interpersonal skills.
  • Proficient in Microsoft Office products including Outlook, Word, Excel and Power Point
  • Proven ability to be resilient and adaptable in the face of changing priorities.
  • A genuine interest in children and their health.

Preferred:

  • 1+ years of staff management experience including the ability to coach, mentor, train and manage 1 or more direct reports.
  • Experience using Tableau software.

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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