Executive Director of Advancement Information Services and Business Intelligence

Description

The Executive Director of Advancement Information Services is responsible for the data platforms and programs that support the Advancement division. In particular, the executive director leads the analytics team, providing a data-driven approach to fundraising, and has oversight and responsibility for the following key areas:

• efficient utilization and maintenance of the constituent management system – demographics, giving and volunteer service
• providing data and recommendations related to donor analysis, donor assignment, donor strategy development and future campaign fundraising goals
• provides annual summary of untapped or under-tapped donor potential – opportunities for growth
• oversight for all gift data
• creating and maintaining dashboards for the Advancement Office and key stakeholders to assess the effectiveness of programs
• creating and maintaining a donor portal, modeled off the idea of an investment portal an individual might have for a retirement account, allowing access to demographic and philanthropic information related to Hamilton, as well as serving as an active alumni directory and a space where students can connect with alumni about professions. Hamilton will be the first in higher ed to provide this 24/7 online service.
• leadership in system implementations, conversions, and upgrades,
• ensuring seamless operations to support fundraising and engagement efforts.
• Identifying trends and bringing them to the appropriate division with suggestions to address them
• Providing the data and structure for data that is shared publicly in Board presentations, publications (ie. Impact), and the senior leadership of the College
• Present as necessary to the Advancement Division, College leadership and Board of Trustees

The Hamilton Advancement Information Services team is currently undertaking a conversion to the Kindsight platform, formerly known as ‘ascend’, and through 2024 and into 2025, the executive director will manage that conversion and also the integration of all collaborative workstreams with the Workday platform, which is a conversion the College is conducting simultaneously.

This is an exempt position with a pay range of $115,000 - $140,000.

Responsibilities 

The executive director leads a team of eleven professionals who work in the areas of Prospect Research, Gift Processing, Advancement Services and Analytics. Additionally, this individual promotes leadership within this dedicated team to provide advancement services while contributing to the strategic alignment and success of the Advancement Office and the College.

1. Reporting and Analytics:  Through leadership of the analytics team, designs and implements a robust structure for data analytics, dashboards, and reporting.  Facilitates informed decision making.  Ensures data integrity while identifying donor trends.  Supervising the AIS team, facilitates accurate and timely completion of external surveys.

2. Software Management and Innovation:  Oversees all Advancement systems and the personnel who work with it. Also provides oversight of the data steward and collaborates with this individual and LITS as required.  Serves on the Campus-wide EIC. Responsible for department-wide efforts related to the CRM, overseeing its effective utilization.  Serves as a leader in the training and application of the constituent database, ensuring that all systems and business processes integrate and perform effectively.  Works with the AIS team to successfully complete the system conversion and any upgrades.  Leads the effort for design and implementation of a donor portal.  Works with the entire Advancement team to maximize the CRM’s capabilities.

3. Donor Portal Creator: Coordinates the work of the AIS team with the guidance of other colleagues across the Advancement division and in conjunction with the LITS team to develop the first on-line, one-stop portal for alumni and students. The portal will provide the user with the ability to update their own demographic information, access their gift history and the impact of their giving through links to stewardship reports, connect alumni with each other via an active directory, allow alumni to identify special areas of interest and provide an active space for alumni and students to connect around careers.

4. Data Governance and Compliance with Oversight of Gift Processing:  Ensures strict adherence to fundraising regulations, policies and best practices to uphold the accuracy, integrity and security of constituent data.  Oversees the Gift Processing team so that gift, pledge and receipt processes are accurate and responsive to Hamilton’s donors.  Adheres to IRS, financial accounting standards regulations, auditors’ requirements, the payment card industry and CASE