The Senior Director for Advancement Information Management is one of two key members of the Advancement Services leadership team reporting directly to the Assistant Vice President for Advancement Services. The position is responsible for determining, implementing, and managing the strategic direction and oversight for all advancement information management services including the research, relationship management, and advancement records units. In the coming years as we prepare to launch our second and largest capital campaign ever, this position will be a key partner in driving the Foundation’s fundraising and engagement activities.
The position will provide vision and leadership in the development, implementation, and adoption of new and existing programs, processes, and products, increasing the effectiveness in meeting fundraising, biographic, and engagement goals. The senior director will need to establish strategic partnerships with fundraising leadership and other offices across the institution, particularly the Alumni Association, colleges/units, and other partners in order to assure information of the highest integrity for Oregon State University.
In addition, the position will provide high-level qualitative and quantitative data and trend analysis that supports the strategic planning and operational effectiveness of the university’s key fundraising and engagement programs, including but not limited to, annual, major, principal, planned giving, engagement and campaign analytics.
Location Corvallis, OR
The key partners for this position are the Advancement Services leadership team, as well as Development leadership. The position will also interface with campus partners in the collection, dissemination, and management of alumni and donor information.
Measures of Success
Organizational fundraising and engagement goals are met yearly and throughout the next campaign.
The institutional pipeline of potential donors for the university is properly managed, ensuring appropriate benchmarks are established and met for qualification, cultivation, solicitation and stewardship.
Increase the overall number and improve the quality of rated leads through targeted wealth analysis, strategic screening and verification of the prospect pools.
Strategic Direction and Leadership (20%)
Provide strategic direction for the Research and Data Management groups including change and process management, executing fundraising and campaign data analyses, and ensuring the information and data structures are strategically aligned with our goals.
Consolidate the Research and Data Management groups into a single cohesive unit, resulting in a team of experts who will provide strategic business intelligence for fundraising, engagement, and campaign decision making.
Develop unit goals, policies, and procedures regarding how the unit can support overall advancement plans and various fundraising activities. Participate in unit and development staff meetings and carry out assigned tasks resulting from those discussions.
Prospect Management Leadership (40%)
Oversee and provide leadership in the management of the institutional prospect pipeline and phase and flow of prospect tracking. This includes the application of data analytics to fundraising strategies, ensuring streamline efficiencies and proper management of OSU’s current and future donor base, which is critical to maximizing fundraising and outreach potential in order to ensure that the university meets its future campaign fundraising aspirations.
Plan, lead, implement and maintain a comprehensive prospect development strategy (i.e. prospect tracking system) within the newly launched alumni database (Ellucian CRM Advance), providing direction and informed feedback on the full cycle of a donor’s engagement with Oregon State, from prospect identification to donor stewardship, and the management of that relationship along the way.
Formulate, position, and implement projects that respond to both the immediate and long-term needs of the Foundation and the campaign including but not limited to overseeing the department’s efforts to identify and assign new prospective donors and reengage former major gift prospects at the right time.
Provide leadership and strategy for the quarterly strategic portfolio review process including advising fundraisers in developing cultivation and solicitation strategies.
Create, manage and sustain a customer-centric operation that is responsive to advancement staff seeking prospect data and campaign analytics.
As more and more data is available to us all, this position will strategize, compile and analyze internal and external data sources and opportunities, including employing data mining, predictive modeling, forecasting and statistical analysis techniques to help identify, classify, understand to cultivate the best prospects capable of making philanthropic contributions to the University. In addition, ultimately evaluate and provide assessment of program and analytic effectiveness.
Engage in market research, data mining and modeling activities to determine trends and provide increased understanding and hypothesis testing of patterns in alumni and donor behavior, identifying and forecasting growth opportunities and addressing challenges.
Data Governance and Engagement (30%)
Actively seek additional data and information that will advance the quality and efficiency of existing constituent tracking and prospect identification. Recommend and develop new processes for enterprise data sharing and incorporation of new systems and data sets.
Develop and maintain the organizational strategy for recording and determining engagement in partnership with the Alumni Association and other campus partners. The strategy should incorporate historic, constituent reported and predictive scoring elements from across the enterprise and deliver the results in a usable manner through various business intelligence and process initiatives to the colleges and units.
Oversee and provide leadership in the comprehensive accounting of OSU’s engagement and develop a data governance strategy that clearly defines informational assets, access roles and quality responsibilities across the enterprise.
Serve as a liaison with other Foundation departments and constituent units to ensure accuracy in documentation and tracking of pertinent engagement (volunteer & participation) information in the database management system.
To maximize engagement, this position will establish, implement and report out on standards for measuring progress towards annual and long-range goals, objectives and strategies (for both quantity and quality).
Research and recommend new online commercial and internet resources to support Foundation activities. Review and request appropriate software for data management and reporting.
Assist with developing, implementing, and tracking volunteer communications and volunteer activity, including helping to establish a volunteer management system.
Work with appropriate staff to establish systems that manage data, report and track defined outcomes relative to volunteer engagement objectives.
Exercise full supervision over assigned staff (Director of Research and the Manager of Records); make appropriate hiring decisions, establish work plans and accountabilities, ensure required training is received, conduct performance evaluations, effectively manage behavioral and conduct issues.
Represent the Research and Records departments in leadership meetings; serve as a member of committees at request of Executive Vice President or the Assistant Vice President for Advancement Services.
The Senior Director is also responsible for performance management and professional development of the Research and Records teams, and for contributing to Advancement-wide strategies and tactics on talent recruitment and retention.
Perform other duties as assigned.
Required Knowledge, Skills and Ability
Comprehensive knowledge of:
Wealth indicators and ability to translate such information into prospect ratings and gift estimates
Major gift fundraising and how prospect management supports this function
Principles of management, leadership, conflict resolution, negotiation, and motivation
Proven skill in:
Collection, analysis, interpretation and evaluation of information
Conceptualizing and developing proactive prospecting methodologies using such tools as constituent list segmentation, data mining, and electronic and peer screenings
Ability to effectively multi-task, to keep many balls in the air at one time and to remain focused on the work priorities of the unit.
Using electronic and printed reference materials
Analysis, including expertise in the modeling and analysis of data
Computer skills, particularly with the Microsoft Office suite of applications
Written and verbal communication skills with a keen attention to detail
Demonstrated ability to:
Manage and deliver outstanding quality customer services
To effectively manage large and complex projects, to communicate as needed with impacted groups, and to keep things moving on time to completion.
Manage quality assurance practices in a team-oriented work environment
Appropriately communicate sensitive information and judge how and with whom this information should be shared
The OSU Foundation strives to be one of the best places to work in the country. We know that the success of the Foundation depends in large part on the people who carry out our mission. It’s what we do –and how we do it -- that makes the difference. The Foundation’s core values reflect our approach to work and to each other, and we are committed to conduct consistent with these values.
The OSU Foundation aspires to be one of the premier public university fundraising programs. The powerful momentum generated by the recently completed $1 billion Campaign for OSU, with the backing of the university’s many supporters, has fueled Oregon State’s rise as an internationally recognized public research university that also boasts a PAC 12 athletics program. The foundation’s CEO Mike Goodw...in is a nationally recognized fundraising leader and the board chair of the Council for the Advancement and Support of Education (CASE). The OSU Foundation is located in beautiful Corvallis, Oregon, a city of 54,000 people. Corvallis is consistently ranked one of the best college towns in America and offers the shopping, restaurants and cultural opportunities of a large metropolis with a cozy small-town lifestyle. One of the most affluent cities in Oregon, Corvallis is also one of the top ten most educated cities in America. It has a diversity of living choice, from acreage to serene valley settings to the woodlands of the Coast Range. Corvallis is nestled in the mid-Willamette Valley wine country, 90 miles from Portland and a short drive to the ocean or the mountains.