2 open positions available
Identify and qualify donors to support fundraising goals using data analysis and research tools. | Bachelor's degree and four years relevant experience with proficiency in fundraising databases. | **SFSU Internal Applicants Only** Working Title Senior Prospect Research Analyst SF State University San Francisco State is an Equal Opportunity Employer and does not discriminate against persons on the basis of race, religion, color, ancestry, age, disability, genetic information, gender, gender identity, gender expression, marital status, medical condition, National origin, sex, sexual orientation, covered veteran status, or any other protected status. Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose by contacting the Senior Human Resources Manager. Applicants may visit titleix.sfsu.edu for more information on SF State's policy prohibiting discrimination, and how to file an online report using the procedures under Executive Order 1096 Revised. Inquiries can be directed to the campus Title IX Coordinator and Discrimination, Harassment, and Retaliation Administrator by calling (415) 338-2032 or emailing vpsaem@sfsu.edu. San Francisco State is a 100% Smoke/Vapor-Free Campus. Smoking or Vaping of any tobacco/plant-based substance is not permitted on any University properties. The person holding this position may be considered a "mandated reporter" under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. This position may be a "designated position" in the California State University's Conflict of Interest Code. The successful candidate accepting this position may be required to file Conflict of Interest forms subject to the regulations of the Fair Political Practices Commission. Department Development Office Appointment Type This is a one year probationary position. Time Base Full Time (1.0 FTE) Work Schedule Monday through Friday, from 8:00 a.m. to 5:00 p.m. Anticipated Hiring Range $5,797.00 - $6,658.00 Per Month ($69,564.00 - $79,896.00 Annually) Salary is commensurate with experience. Position Summary The Senior Development Research and Management Analyst plays a key role in the planning and implementation of the university’s major gifts program and campaign(s) by providing information and analysis on various potential funding sources. The Senior Analyst is a strategic partner with fundraisers, providing relevant information to facilitate prospect strategy development, engagement and solicitation, and tracking of prospective and current donors. The Senior Analyst independently and proactively identifies/qualifies prospective individual, foundation and corporate donors to support the university’s priorities and objectives and to meet the university’s fundraising goals. The Senior Analyst position requires superior analytical skills, excellent communication and reporting skills, and an ability to prioritize work and handle multiple deadlines and priorities. The Senior Analyst handles sensitive and confidential information on a daily basis. Position Information Research and Analysis * Assists in developing cultivation, solicitation and overall fundraising strategies. Assists in building, evaluating, maintaining and rating a qualified pool of prospects for campaigns, major gifts, planned gifts, and annual gifts. * Partners with assigned fundraisers (DODs) to manage their prospect portfolios through regular interactions including portfolio review meetings scheduled on a bimonthly basis and as needed. * Analyzes data and researches prospect information to create appropriate new prospect portfolios; maintains an active pipeline of future prospects for assigned DODs to maximize fundraising and campaign success. * Manages Active Qualification assignments and pipeline for assigned DODs. * Identifies, then qualifies potential donors from local, national and international sources including online databases, existing files, referrals from alumni and friends, and works independently leading a proactive media scanning process including social media, and other web sources; presents these prospects development officers. * Using our internal Raiser’s Edge NXT (RE) a fundraising database and external data sources such as Live Alumni, LexisNexis, iWave, etc., conducts targeted research on prospects and current donors to refine cultivation and solicitation strategies including analysis of financial reports such as: IRS 990 or 990- PF; SEC 10K, Form 4, S1, and Proxy statements; and other public filings. * Oversees the updating of statuses and information (capacity ratings, employment, philanthropy, biographies, contacts, etc.) in the portfolios of assigned DODs. * Evaluates prospects who are inactive, follows-up with DODs, re-assigns prospects and updates information. * Ensures integrity of prospect data maintained in Raisers Edge. * Monitors accuracy and completeness of data entered and follows up with DODs as necessary. * Using campus donor database (RE), manages, records and reports on wide range of demographic, financial, activity and descriptive information. * Interprets and synthesizes large amounts of information including complex financial, legal and technical language into coherent, understandable and accurate presentations (written, visual and/or oral), that pertain to the university's fundraising objectives. * Writes, edits, and provides prospect and event briefings based on research to DODs and other stakeholders. * Provides insight and analysis of results or activities which may include analysis of donor trends, interests, giving capacity and affinity, and makes recommendations to Senior Director for improvements or new approaches as indicated. • Learns new systems and technology including data sources and has expanded capacity to conduct prospect screenings in ResearchPoint, LiveAlumni. iWave and other research tools. Data Management/Reporting * Provides portfolio, proposal and metrics reports for all regular meetings with DODs and senior leadership using RE and Tableu, which are used to help determine next steps with prospects and manage solicitation and fundraising progress. • Coordinates closely with database staff; ensures prompt and accurate data-entry in the prospect management and tracking module of the database of record (currently Advance) with information obtained via research, media scans, updates from meetings, etc. * Assists with the creation of new reports and procedures. Special Projects * Analysis and implementation of the results of wealth screening and ratings, including organizing the resulting prospect assignments. Utilizes advanced data segmentation analysis to interpret and prioritize results. * Organizes periodic prospect screening which may include efforts with volunteers or Foundation board members. * Identifies and prepares profiles on potential volunteers to serve in key leadership positions including the philanthropic foundation, advisory councils, campaign committees and other volunteer boards/committees. * Other projects may include interest code development, targeting foundation and corporate prospects, evaluating and expanding use of data in the database to inform critical needs/create efficiencies, etc. * Identified as “power user” and tests, evaluates and make recommendations for new data systems. Training and Teamwork * Provides basic training for effective use of donor database and compliance with university policies and procedures regarding prospect data; (N) provides additional training on information tools, processes, and sources. * Leads training, assigning work and monitoring and performance of student assistants. Training includes basic research skills, fundraising database (currently Advance), specifically in the Prospect Research module, and in updating prospect records. * Assists and participates in short- and long-range strategic planning and in the developing/revising department policies and procedures. • Identifies, shares, and incorporates best practices and new resources used in prospect research. * Participates in department, unit, professional development and other meetings as appropriate. Other duties as assigned Minimum Qualifications * Advanced knowledge and understanding of advancement, development, fundraising, and/or donor engagement practices and policies. * Demonstrated competence in applying advanced judgment to resolve difficult and complex problems and issues. * Thorough knowledge and skill in applying and interpreting applicable regulations, standards, and guidelines. Ability to make recommendations for changes based on interpretations and principles of professional practices. * Advanced analytical and organizational skills to prioritize and execute the fulfillment of advancement campaigns and to successfully manage projects within time and budget constraints. * Advanced communications and interpersonal skills, including political acumen, to build partnerships and communicate effectively with multiple stakeholders in a diverse environment. Ability to effectively present ideas and training as well as successfully engage with prospective donors. * Advanced skill in effectively mentoring and/or overseeing the work of others and training staff on advancement practices and procedures. Experience and Education: Equivalent to a bachelor’s degree in a related field and four years of relevant experience. Additional experience which demonstrates acquired and successfully applied knowledge and abilities shown above may be substituted for the required education on a year-for-year basis. An advanced degree in a related field may be substituted for the required experience on a year-for-year basis. Preferred Qualifications * Work experience: 5+ years of experience in development/fundraising programs, including minimum of four years of related research experience (e.g. development prospect research, library/information sciences, data analytics research or related field) in the non-profit or commercial sectors. * Professional experience with fundraising, proactive prospect management, data analysis tools (statistical software) or a related activity such as business development and/or sales. * Expertise in Lexis/Nexis, ResearchPoint, Foundation Directory Online, LiveAlumni, iWavePRO, and other specialized search engines. * Ability to effectively present results, ideas and/or concepts in written or presentation format and use consultative and consensus-building skills to facilitate outcomes. * Ability to identify philanthropic patterns, as well as relationships among individuals, foundations and corporations. * Advanced skills in relational database applications, reports and functions, and to communicate technical information clearly and concisely. * Expertise in Ellucian/Advance a plus. * Expertise in Excel, PowerPoint to create use advanced formulas, pivot tables, charts, graphs, etc. * Experience developing reports from databases (Raiser's Edge); using reporting tools such as Tableau for preparing materials on prospects and fundraising metrics. Pre-Employment Requirements This position requires the successful completion of a background check. Eligibility to Work Applicants must be able to provide proof of US Citizenship or authorization to work in the United States, within three business days from their date of hire. Benefits Threaded through our Total Compensation package is a commitment to Bridging Life's Transitions. SF State is committed to providing our employees with a comprehensive program that rewards efforts that are appreciated by your colleagues, students and the customers we serve. We offer a competitive compensation package that includes Medical, Dental, Vision, Pension, 401k, Healthcare Savings Account, Life Insurance, Disability Insurance, Vacation and Sick Leave as well as State Holidays and a dynamic Fee Waiver program, all geared towards the University's commitment to attract, motivate and retain our employee. CSUEU Position (For CSUEU Positions Only) Eligible and qualified on-campus applicants, currently in bargaining units 2, 5, 7, and 9 are given hiring preference. Additional Information **SFSU Internal Applicants Only** SF STATE IS NOT A SPONSORING AGENCY FOR STAFF OR MANAGEMENT POSITIONS. (i.e. H1-B VISAS). Thank you for your interest in employment with California State University (CSU). CSU is a state entity whose business operations reside within the State of California. Because of this, CSU prohibits hiring employees to perform CSU-related work outside of California with very limited exception. While this position may be eligible for occasional telework, all work is expected to be performed in the state of California, and this position is assigned to on-campus operations. CSU strongly encourages faculty, staff, and students who are accessing campus facilities to be immunized against COVID-19. The systemwide policy can be found at https://calstate.policystat.com/policy/9779821/latest/. [https://calstate.policystat.com/policy/9779821/latest/] The Human Resources office is open Mondays through Fridays from 8 a.m. to 5 p.m., and can be reached at (415) 338-1872. Please note that this position, position requirements, application deadline and/or any other component of this position is subject to change or cancellation at any time.
Lead complex analytical studies and develop data-driven reports and dashboards to support academic leadership decision-making and operational improvements. | Strong analytical skills, experience with data reporting tools, ability to translate business requirements into technical solutions, and collaboration with multiple stakeholders. | Job no: 551233 Work type: Staff Location: San Marcos Categories: Unit 9 - CSUEU - Technical Support Services, Administrative, Probationary, Full Time, On-site (work in-person at business location) Position Description Job Overview Under general direction, the Business & Data Utilization Analyst (BDUA) undertakes broad and complex studies with little or no supervision. This position provides expertise and leadership for analytical studies projects that include collecting and analyzing data and developing processes to support Academic Affairs leadership’s planning, management and decision making. The BDUA is detail oriented and intellectually curious, with strong analytical skills and the ability to tactfully present solutions enabling the resolution and prevention of problems within Academic Affairs. This position contributes to the success of the University by conducting objective analysis to identify the key drivers influencing student success, business operations, the interrelated policies/procedures, and operational performance. The BDUA will be knowledgeable of organizational projects and processes and will be able to identify potential practices that may be negatively impacting the University and those that will benefit from creative support. The BDUA provides recommendations and training to administrative leadership within the organization. The position works closely with constituents of Academic Affairs and other stakeholders to translate business requirements into technical solutions; support and develop a full cycle of assigned analytics/reporting projects; determine functional report requirements, develop the technical specifications, and design, develop, test, and maintain reports and dashboards. The BDUA is responsible for recommending topics for study and analysis, for determining and outlining the general project plans, and for recognizing when problems encountered are significant enough to call to the attention of the Vice Provost. The position will also participate in the planning, coordination, and implementation of campus-wide data and analytics products as needed. The application environment includes the campus student information system, Oracle data warehouse, open source, as well as custom or purchased software systems to support the needs of the University. This position acts as a liaison with a variety of other administrative and support offices on campus by coordination, researching, processing, recommending, analyzing/evaluating, and reviewing various processes, documents and reports. In addition, the incumbent will work closely with functional area leads, Institutional Planning and Analysis, and Instructional and Information Technology Services to provide data analysis and reporting to enable data driven decision making and consult on the development of campus-wide data strategy, helping to set goals and priorities based on campus need. Position Summary Business and Data Utilization Analyst (Associate, Academic and Institutional Studies III) This is a full-time, exempt position, which will lead toward permanent status following the successful completion of a probationary period. For a complete list of responsibilities and required qualifications, please review the position description linked at the top of the page. Pay, Benefits, and Work Schedule Anticipated Hiring Salary Range: $7,950 to $9,000 per month CSU Classification Salary Range: $7,950 - $14,381 per month This position is offered under the CSU classification and salary structure in effect at the time of posting. Please note that the CSU compensation system for this classification will transition to a step-based structure following implementation effective October 1, 2025. Employees in this classification will move to the step system and (new classification) after hire, in accordance with CSU guidelines. Salary is commensurate with the background and experience of the individual selected. This position is eligible for a broad range of benefits, including medical, dental, vision, life and disability insurances, retirement (CalPERS), tuition waiver, vacation and sick leave. In addition, 15 paid holidays are offered each year; 14 scheduled on specific days and a Personal Holiday that may be taken any time during the year. A comprehensive benefits summary for this position is available online by visiting our Benefits Portal. The CSU Total Compensation Calculator demonstrates the significance of the benefits package. This position is required to work in person on campus. California State University San Marcos A mid-size university located in San Diego's vibrant North County, we are dedicated to service, innovation, leadership and student success. We have an attentive faculty and state-of-the-art facilities which offer our students hundreds of opportunities to learn, lead, play and serve. California State University San Marcos is a new kind of university, pushing the boundaries of innovation to prepare tomorrow's leaders, build stronger communities and solve pressing issues. Cutting-edge research meets hands-on application at our campus and in the real world. Application Process This position is open until filled. For assurance of full consideration, please submit application, cover letter and resume by 11:59pm on September 16, 2025. Applicants who require an accommodation during the application or testing process due to a disability recognized under the Americans with Disabilities Act (ADA)/CA Fair Employment and Housing Act (FEHA) should notify the Office of Human Resources at (760) 750-4418 or e-mail: hr@csusm.edu. Supplemental Information Following a conditional offer of employment, satisfactory completion of a background check (including criminal records check) is required prior to beginning employment. Any offer of employment rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position. California State University San Marcos is an Equal Opportunity Employer. We consider qualified applicants for employment without regard to age, physical or mental disability, gender or sex, genetic information, gender identity, gender expression, marital status, medical condition, nationality, race or ethnicity, religion or religious creed, sexual orientation, and veteran or military status. The Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act or Clery Act Notification can be found at https://www.csusm.edu/clery/annualreports.html. Pursuant to the CSU Out-of-State Employment Policy, as of January 1, 2022, the California State University is prohibited from hiring employees to perform CSU-related work outside the state of California. California State University San Marcos is not a sponsoring agent for staff or management positions (i.e. H1-B visas). Advertised: September 02, 2025 (9:00 AM) Pacific Daylight Time Applications close:
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