Prospect Analyst

York University; Toronto; Sur place; CAD 65 000 - 90 000; Plein temps

Résumé du poste

York University is seeking a Prospect Analyst within the Division of Advancement to support prospect research, analytics, and CRM data governance. You will build queries, data lists, and reports to identify prospects, manage portfolios, and drive data-informed decision making.

Working with Research, Development and BI teams, you will ensure data quality, train users on CRM standards, and help optimize processes using modern tools such as Power BI and AI-assisted methods.

Qualifications

• 3+ years of experience in prospect management coordination and data handling.
• Experience with CRM databases and data governance.
• Ability to develop queries, reports, and data visualizations for prospect activity.

Responsabilités

• Develop queries, data lists, and reports to support prospect identification.
• Manage portfolio data and maintain data quality in CRM.
• Collaborate with Research, Development and BI teams on analytics initiatives.

Connaissances

Prospect management

Data analysis

CRM databases

Power BI

SQL & queries

Privacy & compliance

Training & documentation

Formation

Bachelor's degree in Business Administration

Outils

Blackbaud CRM

Excel

Description du poste

Purpose

The Division of Advancement's mission is to inspire and cultivate meaningful engagement and philanthropic support to advance York University's excellence in education, research, and community service. Under the direction of the Director, Prospect Research & Analytics, the Prospect Analyst supports prospect research and analytics, prospect identification and management processes, and the integrity, governance, and effective use of the Blackbaud CRM database across Advancement. maintains information on entities in the Prospect/VIP segment of the Advance database (CRM). This position requires the collecting, updating, preparing, and analyzing and coordinating information, overseeing complex records management activities, and monitoring of data quality across CRM. The role serves as subject matter experts in prospect management systems and processes, overseeing Advancement Division prospect management activities and monitors usage to ensure successful and appropriate operation. This also involves providing guidance and training to Advancement users on CRM standards, best practices, and relevant procedures particularly as it relates to prospect management. Working closely with Research, Development, Alumni, and Business Intelligence teams, the role also develops queries, data lists, reports, and data and statistical analyses to support prospect identification, portfolio management, and data-informed decision making across Advancement.

Education

University degree in Commerce, Computer Science, Economics, Finance, Information Technology, Statistics, Mathematics, Social Sciences, or related field in business management or four years recent experience (defined as within the last five years) working at York University performing the same or similar tasks. This education equivalency is in addition to the experiential requirements outlined below.

Experience

• Minimum 3-year work experience in duties related to prospect management coordination, information management, working with and maintaining databases.

Skills

• Expertise in database rules and procedures. and ability to communicate these rules to end-users
• Excellent researching skills. web searching/navigation via the internet. online databases. and other information tools
• Ability to understand complex documents and requests and determine vital details and intelligence to be added to CRM to support Advancement activity
• Ability to exercise good judgment and flexibility in an environment of continuous change and process improvement
• Attention to details with effective analytical skills, including the ability to collect and analyze data and prepare reports for various needs, in a variety of formats
• Excellent written and oral communication skills to understand key aspects of request from an end-user. able to interact with end-user (in writing or verbal communications) to understand the request, or to convey the need for more information, or to explain procedural requirements related to the request. Includes ability to write and summarize information into precise, clearly understood documents
• Proficiency in grammar, spelling, and content verification
• Ability to exercise judgment related to confidentiality and privacy protocols and practices
• Effective customer service orientation
• Working effectively under pressure of high volume and meeting daily deadlines
• Working independently and exercising good judgment
• Understanding complex statistical methods of analysis.
• Ability to train users and develop documentation (SOPs) related to systems and processes
• Strong familiarity with automation and AI-enabled tools (e.g., Copilot, Python-based methodologies, other AI tools, etc)
• Knowledge of PIPEDA, FIPPA, and best practices in privacy-related policies is an assetDemonstrated computer skills including:
• Intermediate Word processing (MS Word)
• Advanced spreadsheet skills (MS Excel), including working with large datasets, formulas, and data preparation.
• Experience working with CRM databases (e.g., Blackbaud CRM or similar enterprise database systems).
• Experience creating queries, reports, or data visualizations using tools such as Power Query, Power BI, Copilot (and other AI technologies) or similar reporting tools.
• Experience preparing data for uploads, performing data validation, and supporting data quality initiatives in enterprise systems.
• Understanding of statistical software such as SPSS.

Additional Notes

Please note: This position requires the candidate to produce a verification of degree(s), credentials(s), or equivalencies from accredited institutions and/or international equivalents at the time of interview.

Hours of work: Monday to Friday 8:30 a.m. to 4:30 p.m. or 9 a.m. to 5 p.m

Summer: Monday to Thursday: 8:30 a.m. to 4:30 p.m. or 9 a.m. to 5 p.m. and Friday is: 8:30 a.m. to 3:30 p.m. or 9 a.m. to 4 p.m.

Requests to work overtime may occur during peak periods

Vacation restriction: Determined by volume of work, and special projects related to activities Prospect Management.

The University welcomes applications from all qualified individuals, including, but not limited to women, persons with disabilities, visible minorities (racialized), Indigenous Peoples and persons of any gender identity and sexual orientation. York University is committed to a positive, supportive and inclusive environment.

York University offers accommodation for applicants with disabilities in its recruitment processes. If you are contacted by York University regarding a job opportunity or testing, please advise if you require accommodation.

We are committed to enhancing our environmentally and socially responsible practices for the benefit of all members of the York community. Our long term perspective recognizes our responsibility to be innovators and to continually work as a community to reduce our ecological impact.

PLEASE NOTE: This job posting is for an existing vacancy. Applications must be received by 11:55 pm EST on the posted deadline date, if applicable. Posting deadlines can be updated, or modified, at any time based on hiring needs. Please refer to the York U Career Portal when confirming posting deadlines.