Assistant Director of Annual Giving, Data Specialist
TheWisconsin Foundation and Alumni Association (WFAA)*, the private fundraising and alumni relations organization for UW-Madison, is recruiting for a Assistant Director, Annual Giving Data Specialist. The Assistant Director, Annual Giving Data Specialist is a subject matter expert for annual giving campaigns and the nuances that are associated with the preparation, reporting and analysis of our efforts.This role is critical to the success of our campaigns and is responsible for the audience segmentation and quality control of our efforts that make them possible. This role will produce reporting to communicate performance of various fundraising channels, deliver results on unit-specific efforts, and investigate questions to guide data-informed decision making.They will also serve as a consultant to our program team and campus partners on how to access data for list creation and reporting purposes. They will understand the data and how it interacts with our various marketing ecosystems. This position is a hybrid role and will require you to work in the office at least two days weekly.
Who is WFAA?
The Wisconsin Foundation and Alumni Association is a private, nonprofit corporation that encourages individuals and organizations to make gifts to the university and to connect with the UW. In 2014, the UW Foundation merged with the Wisconsin Alumni Association® to better serve a growing population of UW alumni and donors. We believe that private support grows out of good relationships between campus leaders, faculty and program staff who need support, and the alumni and friends who want to invest in UW–Madison. We provide important engagement opportunities to link UW–Madison alumni to each other and to their alma mater, building a strong community of Badgers.
Diversity and Inclusion:
Just as the university community benefits from differing viewpoints, perspectives, and experiences, inclusion and diversity are imperative for the success of our mission. WFAA values people and the differences that they bring to the organization, and creates an environment in which all staff members and constituents feel respected and have opportunities to thrive.
Primary Responsibilities
File Preparation
- Collaborate with Marketing team to identify and prepare audience segments.
- Serve as data consultant throughout creative process to accurately and creatively leverage available data.
- Create and maintain supporting documentation necessary to execute conditional marketing efforts.
- Ensure data quality before efforts go into the market.
- Prepare and provide ad hoc communication lists to support stewardship and supplemental efforts.
Data Translation
- Serve as data translator; identify how the needs of the program team can be met between Salesforce reports and our Business Intelligence team.
- Become a subject matter expert on the nuances of annual giving data, workflows, reporting, and processes, including Salesforce CRM (4WARD).
Reporting
- Serve as the team’s subject matter expert for Salesforce reports; attend ongoing training meetings and learn how to enhance standard annual giving reporting.
- Analyze data, measure success of efforts.
Program Support and Administration
- Serve as Zendesk agent for annual giving tickets.
- Identify opportunities for programmatic growth and efficiency.
- Gain expertise in best practices and emerging technologies across the discipline.
- Perform routine data maintenance to reflect CRM and organizational changes.
Requirements and Qualifications
Required Qualifications:
- Bachelor’s degree or equivalent professional work experience.
- Fundamental analytical and conceptual thinking skills.
- Intermediate to advanced knowledge of Excel and data interpretation and manipulation.
- Microsoft Office proficiency, particularly Word, PowerPoint, and Outlook.
- Ability to use data to inform decisions.
- Strong project management skills with attention to detail.
- Ability to break down complex concepts into teachable solutions.
- Effective communicator, high degree of written and/or oral communication skills.
- Excellent customer service.
Other Qualifications:
- Curiosity to find creative solutions.
- Growth mindset.
- Experience in fundraising, direct response marketing, or donor relations.
- Curiosity to learn how our data can interact with future technologies and interest in learning new systems.
- Experience with Salesforce CRM.
- Experience with analytics or reporting tools such as Microsoft Power BI.
WFAA is committed to provide our employees with an environment that is inspiring, creative and respectful. We offer competitive pay and an excellent benefits program, which includes a 10% 401k contribution after 1 year of service!
The Wisconsin Foundation and Alumni Association is an Equal Opportunity Employer *The Wisconsin Foundation and Alumni Association is the “doing business as” name of the merged organization comprising the University of Wisconsin Foundation (supportuw.org) and the Wisconsin Alumni Association (uwalumni.com). Its legal corporate name is registered as the University of Wisconsin Foundation.