Senior Director

Senior Director, Philanthropic Data Management and Analytics

Reporting to the Senior Executive Director of Philanthropic Operations, the Senior Director, Philanthropic Data Management and Analytics provides database management, database analytics, and reporting expertise to the Baylor College of Medicine (BCM) fundraising organization and is responsible for providing strategic vision to support the institution's fundraising and engagement efforts. This position supports the Office of Institutional Advancement and Alumni Affairs in fundraising efforts by managing the Database Management and Analytics team to develop customized information and analyses that contribute to building and maintaining donor relationships and strengthening donor connections. In addition, this position helps develop the structure and procedures and identifies and implements tools for analytics, predictive modeling, metrics, and other reporting activities.

Internal title : Senior Manager, Data Analytics; Working title : Senior Director, Philanthropic Data Management and Analytics

Job Duties

• Provides vision, oversight and management for the Database Management and Analytics team.
• Prepares, administers, and monitors annual work plans and goals of the Database Management and Analytics team.
• Devises and manages a comprehensive Database Management and Analytics program, including but not limited to : predictive modeling, wealth screening, and data mining and benchmarking.
• Responsible for evaluating the integrity and reliability of the Advancement Office's CRM and all other systems, tools, and applications.
• Manages integration and flow of data between multiple critical systems into the CRM.
• Manages relationships with technology vendors including but not limited to Concourse, Zuri, and Velocity.
• Establishes and maintains security levels for the database.
• Plans and implements CRM and database software upgrades in conjunction with the Information Technology Department.
• Oversees the data entry, data maintenance, and data analytics processes for all current and new constituents in the advancement databases, including, but not limited to, contact information, employment history, wealth information, relationships, affiliations, donation history, event attendance, etc.
• Develops and produces analyses and reports on ongoing fundraising history, alumni engagement metrics, prospect pool status, list generation and other business intelligence used to inform the strategic management of fundraising and engagement operations campus wide.
• Produces and maintains the team's suite of reports utilizing Sequel Servers, Power BI, Tableau, etc., that are used to proactively manage the business operation.
• Identifies and provides training, tools and resources for Database Management and Analytics team in order to be effective and successful in identifying, reporting on, tracking, segmenting, and analyzing prospects and donors.
• Oversees compliance with government regulations and reporting standards for the Council for Advancement and Support of Education (CASE) standards and Voluntary Support of Education (VSE).
• Establishes and disseminates guidelines and procedures for campus-wide database management and ethical utilization donor information and tracking interactions with alumni and prospective donors.
• Provides CRM training sessions for new staff.
• Manages the database of record for alumni information including data intake, upkeep, and maintenance.
• Introduces and manages special projects which may involve researching new markets, trends, industry analysis, and large fundraising campaigns; keep current on research and fundraising trends through regular contact with development and research colleagues at peer institutions as well as vendors. Facilitates ongoing educational meetings on fundraising or philanthropy trends for the Advancement team.
• Performs other duties as assigned.

Minimum Qualifications

Department-specific Requirements

Must have a foundational understanding of fundraising data analysis and management, gained through experience working with or for a nonprofit organizationideally within higher education or healthcare settings.

Preferred Qualifications and Skills