Philanthropy Data Analyst



IT, Data Science
Washington, DC, USA
Posted on Friday, April 12, 2024

General Summary

The Philanthropy Data Analyst is a key member of the team and plays a critical role in the success of the team’s efforts to maximize philanthropic investments in Oceana and help the organization and its supporters realize Oceana’s vision of healthy and abundant oceans. The Philanthropy Data Analyst is instrumental in supporting the Department’s frontline fundraisers through data management, reporting, analysis, and improvements in our Salesforce CRM processes. This is accomplished by improving the efficiency, accuracy, and repeatability of both the reporting and the creation of marketing lists via Salesforce to be used in campaigns directed to our donors and supporters throughout the year. By improving the segmentation process we will save valuable time for the Development staff and lessen the opportunity for donors to be missed, ensuring the right message gets to the right donor at the right time.

Using Salesforce, this position will implement a tracking and forecasting system to more accurately depict both opportunities and gaps in our revenue generation throughout the year that can be presented to leadership for decision making or to generate follow up actions from fundraisers. The Philanthropy Data Analyst will also support the moves management of the fundraisers’ respective portfolios by instituting the Engagement Plans functionality in Salesforce that is currently dormant. This will allow frontline fundraisers to focus more time and become more efficient on relationship building, which has allowed this team to continually raise more money each fiscal year and is vital to Oceana’s mission.

The Analyst has a high aptitude for both strategic and detail-oriented work, facilitates intra-and inter-departmental communication and deliverables, has the tenacity to juggle several projects simultaneously, is a critical thinker, and exercises good judgement throughout.

Principal Duties and Responsibilities

Essential Functions:

The Philanthropy Data Analyst performs essential duties and functions for data entry, data integrity, reporting, tracking, forecasting, and managing the campaign lists used for donor communications.

  • Prepare queries, reports, exports, and direct mail/email lists for the Global Development Team.
  • Track all donations and commitments for the Annual Fund, Major Gifts, Special Events, and Corporate Partners through Opportunities in Salesforce CRM.
  • Review the current gift processing and data entry practices and procedures as well as the current audience segmentation processes. Provide recommendations on how to improve accuracy, efficiency, and repeatability with adjustments in our Salesforce CRM.
  • Review the Account and Contact records in Salesforce and provide recommendations for improving contact preferences, donor/prospect groupings, and inclusion/exclusion from our scheduled marketing campaigns. Liaison with the IT department to implement approved recommendations.
  • Create a plan and implement strategies for identifying gate keepers, assistants, support staff, and other important contacts to our donors to accurately connect them to campaigns for improved deliverability of fundraising materials to decision makers.
  • Create a strategy to build out the Engagement Plans module in Salesforce to help Development carry out the donor stewardship and engagement communications plan for the fiscal year and implement as part of moves management tracking.
  • Support the Director of Development in the use of Crescendo, our planned giving marketing vendor. This includes the uploading of donor contact info and the monitoring of interaction from our donors with this third-party product.
  • Using Salesforce Opportunities and Campaigns, create and manage a forecasting/tracking system for all potential gifts in the fiscal year to show Likely and Stretch outcomes that can be summarized for projections and gap analysis.
  • Assist with the identification of prospects to Major Gifts and Special Events that reside in the WaveMaker donor group. In collaboration with the Sr. Development Associate, use iWave screening results to identify candidates for proactive prospect research and make recommendations for possible stewardship actions.
  • Support the Moves Management strategy meetings by creating and updating reports out of Salesforce and Microsoft Planner in coordination with the Director of Operations.
  • Perform other duties as assigned.

Job Requirements

Education and Experience

  • Bachelor’s degree and a minimum of 3 years work experience in a fundraising capacity or equivalent combination of education and experience.
  • An understanding of fundraising processes and best practices preferred.
  • Experience and expertise with CRM systems and large data sets required. Knowledge of Salesforce specifically is a plus.
  • Experience with donor research tools, including iWave and LexisNexis a plus.
  • Comfortable interacting with high-net-worth individuals to provide and gain information.
  • In-depth knowledge of how to navigate, update and extract constituents in a CRM/Database. Experience with Salesforce is a plus.

Skills and Knowledge

The Development Associate should possess the following professional qualifications and personal attributes:

  • Excellent organizational, written and verbal communications skills.
  • Ability to produce finished products with little supervision.
  • Comfortable managing multiple tasks and priorities simultaneously.
  • Must be able to clearly and effectively communicate workload and deadlines with colleagues for overall success.
  • A keen attention to detail with the ability to proof and correct errors prior to sharing a draft or submitting work.
  • Ability to handle sensitive information in a confidential manner.
  • Solution oriented and naturally curious to identify errors needing correction or to gather the additional information necessary to support decision making by management.
  • Excels at managing a varied workload.
  • Proficiency in the latest versions of Microsoft Excel, Word, and PowerPoint with an emphasis on Excel and how it can make our work more efficient.
  • Experience with web and mobile business financial management systems (e.g., Nexonia) preferred.
  • Knowledge of ocean, conservation or environment issues and/or the non-profit community and a passion for the work of Oceana a plus.

Required Competencies

  1. ACTION ORIENTED: Takes on new opportunities and tough challenges with a sense of urgency, high energy and enthusiasm.
  • Readily takes action on challenges, without unnecessary planning.
  • Identifies and seizes new opportunities.
  • Displays a can-do attitude in good and bad times.
  • Steps up to handle tough issues.
  1. INSTILLS TRUST: Gains the confidence and trust of others through honesty, integrity, and authenticity.
  • Follows through on commitments.
  • Is seen as direct and truthful.
  • Keeps confidences.
  • Practices what he/she preaches.
  • Shows consistency between words and actions.
  1. OPTIMIZES WORK PROCESS: Can figure out the processes necessary to get things done.
    • Sees and implements ways to improve processes, from small tweaks to complete reengineering.
    • Shares observations where bottlenecks are occurring or duplication of efforts is affecting work process and suggests alternatives.
  2. CUSTOMER FOCUS: Is skilled at anticipating customer needs (internal and external).
    • Provides services that are beyond customer expectations.
    • Establishes and maintains effective customer relationships.
  3. DECISION QUALITY: Able to make timely quality decisions in situations that are ambiguous or uncertain.
    • Know whom to engage, what information to gather, what to pay attention to, and what to ignore.
  4. NIMBLE LEARNING: Takes on challenge of unfamiliar tasks.
    • Can quickly adapt to new situations.
    • Draws on past successes and failures to solve current problems.

Oceana values a diverse workforce and welcomes people different from each other in many ways, including characteristics such as race, gender, sexual orientation, religion, ethnicity, and national origin. Oceana considers all qualified candidates and seeks to recruit from a diverse candidate pool.

Oceana’s US offices have operated on a hybrid schedule and staff have been required to work from their assigned office on Tuesday, Wednesday, and Thursday. With agreement between the employee and their supervisor, the employee may work from home Monday and Friday.