Director of Advancement Data and Research
Summary
The Director of Advancement Data and Research leads advancement data strategy andoperations, serving as the functional owner of Slate CRM, supervising gift processingand donor records, producing reporting and analytics, and directing prospect researchand prospect management. This role ensures accurate, secure, and consistent data;delivers actionable donor intelligence and pipeline insights; and supports fundraisingeffectiveness through strong systems, policies, and staff leadership. This positionrequires proficiency with AI tools to enhance productivity with duties/projects withinthe position and department.
Essential Duties and Responsibilities
- Slate CRM & Data Governance: Oversight of Slate System for Advancement; establish/enforcedata standards, security/access, documentation, and data quality practices; manageimports/updates and data hygiene; train and support users; partner with the InformationTechnology Office as needed.
- Gift Processing & Records: Supervise gift processing to ensure timely, accurate entryof gifts and commitments (gifts, pledges, matching gifts, gifts-in-kind, payroll deductions,adjustments/write-offs/reversals); maintain internal controls and audit-ready documentation;partner with the Business Office as needed.
- Reporting & Analytics: Responsible for building and maintaining queries, dashboards,and recurring/ad hoc reports; produce accurate campaign, progress, and financial/analyticalreporting; use analytics to inform segmentation, forecasting, and strategy.
- Prospect Research: Identify and qualify prospects; produce prospect profiles, wealth/affinityand capacity assessments; manage/validate third-party screening and research resources.
- Prospect Management: Oversee prospect assignment and tracking in Slate; optimize portfoliosand pipeline health; facilitate portfolio/pipeline review meetings with gift officers.
- Collaboration & Support: Provide list pulls for outreach and mailings; support campaignplanning; participate in university/advancement events as requested; perform otherduties as assigned.
- Discretion with confidential information, attention to data integrity, responsibilityfor protecting sensitive records, donor personal/financial information, and ensuringcompliance with data privacy standards.
- Continuous Training & Improvement: Actively leverage free Slate Community resources—includinggroups and learning labs—to strengthen platform expertise. Attend the annual SlateSummit and other role-relevant training courses, as approved by the supervisor.
Education and/or Experience
- Bachelor’s degree required; 3-5 years of experience in advancement services/operations,gift processing, prospect research/management, or related roles.
Trine University offers a comprehensive benefit package designed to provide a varietyof choices to best fit your needs and the needs of your family. Some benefits offeredinclude:
- Life Insurance – a variety ofvoluntary life options are available along with an employerpaidemployee life policy valued at 1½ times annual salary
- Financial Insurance – employer paid Long Term Disability and voluntary Short-TermDisability, Accident, Hospital Indemnity, and Critical Illness options are available
- Paid vacation and sick time
- Retirement – after one year offull-time service you are eligible for an employercontribution of 5% and upto an additional 5% employer match
- Education – after 6 months of full-time service, undergraduate education benefitsare available for employee, spouse, and dependent children
The salary is competitive and commensurate with experience and qualifications.
Trine University is an equal opportunity employer. Applicants are considered foremploymentwithoutregard to race, color, religion, sex, age, disability, national origin, genetic information,citizenship status, military status, or any other basis prohibited by law, unlesssuch basis constitutes a bona fide occupational qualification. Trine willcomply withits legal obligation to provide reasonable accommodations toqualified individualswith disabilities and for religious beliefs.