Data Insights Coordinator (Fundraising)

Work Initiatives; Melbourne; Hybrid; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Hybrid and flexible working

Salary packaging - reduce taxable inc.

Impactful work in mental health

Job summary

SANE is seeking a Fundraising Data Analyst in Melbourne to deliver supporter and fundraising insights through data analysis, CRM management, and reporting. You will improve data quality, donor engagement, retention, and fundraising performance via best-practice data management and process improvements.

You will work with the fundraising team to establish KPIs, including Lifetime Value modelling and donor movement tracking, and support campaigns and regular giving through data-driven insights.

Qualifications

• Experience in CRM/database management and data analytics.
• Proficiency in Salesforce, Power BI, Power Query and MS Office.
• Experience with donor, customer or fundraising data including segmentation, reporting and campaign analysis.

Responsibilities

• Extract and analyse supporter and revenue data to identify trends, opportunities and risks and provide recommendations to improve fundraising performance.
• Design donor profiling, segmentation, targeting, and test recommendations for fundraising campaigns.
• Develop dashboard and reporting for board reports, campaigns and fundraising metrics including donor retention and lifetime value.

Skills

Analytical thinking

Critical thinking

Problem solving

Education

Tertiary qualification in Data Science, Business Analytics, or CS

Tools

Salesforce

Power BI

Power Query

Microsoft Office

Job description

An exciting opportunity to work with a leading digital mental health, adding value with your fundraising data skills!

• Hybrid and flexible working environment
• Salary packaging- reduce your taxable income
• Opportunity to make an impact on the lives of individuals affected by complex mental health issues

Are you ready to make a difference in the mental health sector?

We are a medium-sized organisation, with 100+ people and 160 volunteers who are driven, passionate and engaged, and we embrace innovation and agile ways of working. Our vision is a brighter future for people, families and communities facing complex mental health issues. To achieve this vision, we have three goals: - End mental health inequity through systemic change. - Eliminate stigma, discrimination, and social exclusion. - Equal employment and economic opportunity for people and families with complex mental health needs. We provide unique digital psychosocial support services to those most in need, including individual and group-based support, provided by allied health or peer-qualified staff and volunteers. In addition, we educate, reduce stigma, advocate and drive systemic change.

Visit www.sane.org to learn more about our work

About the role

Reporting to the Head of Fundraising and Philanthropy, this role delivers supporter and fundraising insights through effective data analysis, CRM management, and reporting.

As the Fundraising team's Salesforce Subject Matter Expert, it supports the Fundraising Growth Strategy by improving data quality, donor engagement, retention, and fundraising performance through best-practice data management, analysis, and process improvement.

Key responsibilities of this role include:

• Extract and analyse supporter and revenue data to identify trends, opportunities and operational risks and provide recommendations to improve fundraising performance.
• Design donor profiling, segmentation, targeting, and test recommendations for fundraising campaigns
• Develop dashboard and reporting for Quarterly board reports, campaigns, and regular giving full life cycle and mmonitor and report on key fundraising metrics including donor retention and supporter attrition.
• Work with ICT team and Management to develop process improvements, solutions to legacy setup and CRM enhancements.
• Identify opportunities to improve CRM workflows, fundraising processes and supporter administration practices and implement approved improvements within role scope.
• Manage data quality, integrity and compliance across Salesforce and related fundraising systems, ensuring accurate supporter records and reporting.
• Extract, cleanse and prepare data for fundraising appeals, regular giving, digital campaigns and supporter communications.
• Work with the Fundraising team to establish robust monitoring and evaluation of fundraising strategy KPIs, including Lifetime Value modelling and donor movement tracking.

About You

• Tertiary qualification in Data Science, Business Analytics, Computer Science or equivalent experience, with proven experience in CRM/database management, data analytics and business intelligence.
• Strong capability in analysing and interpreting large datasets to generate actionable insights, supported by advanced proficiency in Salesforce, Power BI, Power Query and Microsoft Office applications.
• Experience working with donor, customer or fundraising data, including segmentation, reporting and campaign analysis, with a sound understanding of fundraising metrics such as donor retention, attrition, lifetime value and campaign performance.
• Experience using fundraising and communication platforms including Raisely, Grassroots and Campaign Monitor.
• Strong analytical, critical thinking and problem-solving skills, with a commitment to data integrity, privacy and confidentiality.
• Understanding of donation processing and related finance and banking systems. Experience within a fundraising, not-for-profit or multichannel marketing environment is highly regarded.

What’s in it for you?

• A friendly and collaborative environment
• Additional days of Cultural and Ceremonial Leave per year
• Not For Profit Salary packaging & benefits- package up to $18,550 per year!

Please note:

all SANE Employees are required to complete compliance checks including a National Police Check and Working with Children's Check.

Interested?

SANE is an Equal Opportunity Employer and we are proud champions of lived experience. We encourage applicants of all backgrounds, including people with lived experience of complex mental health, Aboriginal and Torres Strait Islander people, people with disabilities, people from CALD and LGBTQIA+ communities, and people of all ages to apply.