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Endeavor Health · 14 hours ago

Philanthropy Analytics and Reporting Analyst

NSO 1001 University Place Evanston

Full-time

Onsite

Entry, Mid Level

$28.47/hr - $42.71/hr

1+ years exp

Endeavor Health is a fully integrated healthcare delivery system committed to providing access to quality, vibrant, community-connected care. The Philanthropy Analytics and Reporting Analyst will work with the Philanthropy Operations team to prepare and analyze data to support philanthropic growth initiatives, including patient care and community engagement.

CommunitiesHealth CareMedicalTherapeutics

Responsibilities

Create reports, dashboards, and data analysis to support the foundations’ teams in their work, following and developing best practices for efficiency, processing, and data visualization. Ensure data handing is completed with discretion and aligns with best practices, regulatory requirements, PCI standards, HIPAA and privacy laws

Monitor automation of classification and interests of donors and prospects across Endeavor Health’s philanthropic pipeline. Pull queries and reports as needed to build donor loyalty, such as first-time donor welcome series thank you calls and donor impact reports

Assist with developing predictive models to support work across the foundations’ teams by analyzing data and enhancing models to make data actionable

Support and develop new data models and data driven pipeline analysis to inform portfolio assignments and strategic segmentation. Proactively maintain and update Standard Operating Procedures to document consistent data workflows to ensure reliable outputs; train teams with ongoing updates

Provide data analysis to support prospect and donor segmentation plans, working collaboratively with fellow Philanthropy Operations team and foundations’ teams to inform moves management donor acquisition, renewal, and upgrade activity, including spearheading analysis and advising on campaigns to drive donors through giving pipeline, from annual giving donor to mid-level donor and beyond

Assist in annual and mid-level giving A/B testing. Evaluate giving performance, trends, and opportunities within specific constituencies, segments, projects, and programs to make actionable and evidence-based recommendations

Assist with production of outreach in Salesforce Marketing Cloud email platform and with mail and/or digital vendors through data analysis and segmentation. Assist in maintaining a proactive data hygiene plan, with routine audits and updates to the system

Maintain and advise on scalable processes that ensure best practices in data integrity and cross-functional team data management to achieve targeted donor journeys such as mid-level giving, first time donors and messaging tracks

Identify and make recommendations on how the teams can improve data accuracy, streamlining, and analysis

Other relevant duties as required to support donor development and outreach

Qualification

Data analysisSalesforceTableauData modelingAdvanced ExcelCRM AnalyticsSalesforce Marketing CloudProject managementCommunication skillsOrganizational skillsInterpersonal skills

Required

1-3+ years' experience working with data to develop reports, dashboards, and provide data analysis in a consumer or donor centric setting is required

3+ years in development shop or related experience and an inherent joy of working with data is a requirement to be successful

Experience with data and/or statistical analytics tools, like Tableau, SQL or SAS is required

Able to handle sensitive and confidential information appropriately and with discretion

Excels in project management: multi-tasking, goal setting, accountability, attention to detail and workload prioritization

Strong written, verbal, organizational, and interpersonal and communication skills; demonstrated ability to relate well to individuals from diverse backgrounds

Must be flexible and adaptable to changing priorities and proactively address challenges in a fast-paced, emerging and changing environment with ongoing deadlines

Ability to constructively accept and process feedback and a collaborative working style

Continuously seek ways to improve processes, increase efficiencies and actively pursue professional development opportunities

Preferred

Bachelor's degree in Fundraising, Technology, Statistics, Business Administration, or related field preferred

1-2+ years' experience with Salesforce or other CRM reporting is preferred

Experience or exposure to data modeling tools and techniques is preferred, specifically the ability to identify, analyze, and interpret trends or patterns in complex data sets

Proficiency with MS Office is strongly preferred, advanced Excel is a bonus

Salesforce NPSP or Nonprofit Cloud, or similar CRM experience

CRM Analytics or Tableau Reporting

Salesforce Marketing Cloud, or similar complex email marketing experience

Project Planning tools