Data Analyst & Researcher
Maine Coast Heritage Trust
Opening posted: 06/17/2021 | Expires: 08/09/2021
The Data Analyst & Researcher’s primary responsibilities include planning and executing data analytics projects that drive engagement and revenue; and researching donors and prospects to identify, track and build meaningful relationships that maximize lifelong engagement with and giving to MCHT.
It also includes integrating researched information to constituent relationship management software, assisting in developing and maintaining MCHT’s prospect management system.
This position reports to the Development Operations Manager. When appropriate, the Data Analyst & Researcher also works with the President of MCHT, other MCHT staff, the Development Committee members, Board/Council members, and other volunteer leadership of the organization. The Data Analyst & Researcher must possess a high degree of ethical and professional integrity and be accustomed to working with confidential information. The Data Analyst & Researcher must have strong analytical skills and be adept at working on a team to achieve results.
ESSENTIAL JOB FUNCTIONS:
- Analyzes data within our constituent relationship management software and in external vendor tools to surface prospects with the highest likelihood of making a major gift.
- Offers data informed strategies to refine major gift priorities and enhance digital and direct mail marketing efforts.
- Understands predictive scoring models and how to leverage internal and external data to better identify and segment donor and prospects.
- Identifies donor prospect lists for campaigns, initiatives, and special projects.
- Identifies and researches prospective donors from screening results, publications, and other resources.
- Analyzes and interprets biographic, business, and financial information on individuals, corporations and foundations based on organizational strategies and priorities.
- Completes prospect research (biographical, financial information and gift capacity analysis) and creates high quality materials (e.g. prospect lists, profiles, briefings, event bios, and information packets) on donor prospects for staff and board.
- Interprets detailed legal, financial, technical, and trade documents and journals such as court and tax records, annual reports, real estate property files, etc. to help identify potential donors and their capacity to make a philanthropic gift.
- Researches and provides biographical information on Board/Council members for internal use and Board/Council nominees for Governance Committee.
- Gathers, manipulates, analyzes, and presents donor demographic, activity and giving data to enhance fundraising strategies and enable department colleagues to better understand, prioritize, and engage with constituents.
- Utilizes tools to visually present information in a meaningful and impactful way.
- Assists in enhancing and maintaining prospect management system at MCHT by helping track progress towards goals by coordinating reporting on donor activities and outcomes at the individual, team, and organization level. Leading portfolio review efforts to meet fundraising goals, build life-long donor relationships and build the prospect pipeline. Benchmark, establish and maintain best practice methodologies for research techniques and all process documentation.
- Cultivates and fosters partnerships with staff and board to help reach revenue goals by helping identify prospects and opportunities, collaborating on data projects and enhancing portfolio assignments.
- Integrates information of major donors and prospects to constituent relationship management software. Ensure complete, accurate, and timely updates of information maintained in constituent relationship management software as it relates to biographical, business, research notes, relationships, volunteer positions, and prospect management data.
- Manages against deadlines and ensure overall quality of research deliverables.
- Assists the Development Operations Manager with tasks as identified including potentially assisting with gift entry at peak times.
EDUCATION AND EXPERIENCE:
Education and/or five years or more experience in a field such as data mining, data analytics or fundraising initiatives. Two to three years of specific experience in development prospect research and management preferred.
- Must have an understanding of data mining and data analytics and an understanding of how to use data to drive and support organizational strategies.
- Must have knowledge and experience with prospect research and prospect management.
- Understanding of different fundraising techniques and strategies ideally with experience in multi-million-dollar fundraising initiatives.
- Aptitude and utilization of prospect research services and data mining tools.
- Must understand donor’s rights and the distinction between public and private information and scrupulous attention to matters of discretion and confidentiality.
- Exceptional writing and proofreading skills, with ability to monitor own work, and work of others, for accuracy and quality; excellent judgment about what is relevant and helpful donor research.
- Foster an ethical, positive, results-oriented culture founded on open communication.
- Demonstrated ability to work easily and effectively with a wide range of people
- Knowledge of land conservation in Maine is a plus but not a requirement.
- Experience working in deadline driven environments.
- Comfortable and effective working in a group as well as independently.
- Strong communication skills.
- Attention to detail and follow up.
- Being a self-starter with demonstrated organizational skills and proven ability to multi-task and complete projects independently is essential.
- Ability to use existing technology to achieve desired results with experience in writing complex queries and reports.
- Proficient in computer software including Microsoft Office and Raisers Edge or other CRMs.
- Regular and reliable attendance required.
WORKING CONDITIONS & PHYSICAL DEMANDS:
Work is performed in a normal office environment not subject to extremes of noise, temperature, odor, etc. Operates computer, printer, photocopier, fax machine, scanner, and other office equipment. Work requires extended sitting and repetitive motion in the use of computer, keyboard, and mouse.
*External and internal applicants, as well as position incumbents who become disabled as defined under the Americans With Disabilities Act, must be able to perform the essential job functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on a case by case basis.
This job description does not constitute an employment agreement between the employer and employee, and is subject to change by the employer, as the needs of the employer and requirements of the job change.
This is a permanent, full-time position with a benefits package including insurance, vacation time, and a retirement plan.
Maine Coast Heritage Trust does not discriminate on the basis of race, color, sex, gender identity, national origin, age, disability, veteran status, sexual orientation or any other characteristic protected by law. We are an equal opportunity employer dedicated to creating an inclusive culture where employees from diverse backgrounds can thrive and support our mission.