Department: Development (Data & Systems)

Location: New York, NY (hybrid or remote)

Reports To: AVP, Development Data & Systems

Direct Reports: This role will build a small team of 2-3 direct reports in partnership with the AVP and VP.

Key Responsibilities

1. Analytics Strategy & Partnership

• Serve as a key thought partner to the AVP, Data & Systems, and VP, Development Operations & Donor Engagement; translate business questions into analytical approaches and recommend methodologies that drive fundraising performance.
• Partner with AVP on the analytics roadmap, including Sigma adoption strategy, Data Lakehouse optimization, CRM evaluation (analytics requirements), responsible evaluation of AI-enabled analytics opportunities in partnership with Central IT. Lead the analytics workstream for major initiatives (for example, CRM changes and platform transitions) by defining analytics requirements, KPI impacts, and validation/UAT standards, and by coordinating delivery with Operations and Central IT. Own the KPI framework and oversee advanced analytics initiatives (segmentation, forecasting, retention, propensity scoring), ensuring methods, assumptions, and monitoring expectations are documented and approved.
• Serve as embedded analytics partner across frontline and donor engagement teams, translating business questions into analytical approaches for prospect prioritization, campaign planning, portfolio optimization, and other strategies that support donor journey movement.
• Build and maintain trusted relationships with IT to align on the certified dataset contract, delivery milestones, and incident/change coordination, ensuring analytics requirements are implemented reliably and results are validated.

2. Business Intelligence & Performance Reporting

• Provide leadership for the design, delivery, and continuous improvement of executive dashboards, KPI reporting, and performance scorecards within the organization’s business intelligence environment (for example, Sigma), ensuring consistency, accuracy, and adoption.
• Establish and maintain role-based, self-service reporting products and supporting documentation/training to improve access to timely, actionable information.
• Oversee recurring analytics deliverables critical to fundraising operations (for example, wealth screening, event analytics, campaign reporting, grateful patient pipeline), ensuring continuity, quality controls, and on-time delivery.
• Maintain a comprehensive KPI suite and KPI library (definitions, owners, refresh expectations), including standards for certification and deprecation of “official” reporting.

3. Data Analysis, Modeling & Strategic Insights

• Provide leadership for the development and application of analytics that inform fundraising strategy, including donor journey design, portfolio optimization, and performance improvement opportunities.
• Oversee advanced analytical work (for example, segmentation, forecasting, retention/attrition, and ROI analyses), ensuring methodological rigor, documentation of assumptions, and appropriate validation prior to use in decision-making.
• Partner with research and portfolio management teams to operationalize wealth screening, prospect scoring, and pipeline tracking.
• Provide benchmarking and evaluative analysis: program effectiveness, campaign ROI, donor lifetime value, and peer institution comparisons.
• Translate complex data insights into clear, compelling narratives for executive audiences—presenting strategic recommendations with confidence and clarity.

4. Platform Management & Technical Leadership

• Serve as primary business owner for Development's business intelligence environment by defining reporting requirements, establishing standards, and driving adoption in partnership with Operations and Central IT. Partner with Central IT to align on data integration requirements and validation/UAT standards for analytics products (dashboards, scorecards, and KPI views), ensuring reporting is reliable and well-supported.
• Lead analytics platform transitions: report conversion, staff training, troubleshooting, and iterative optimization.
• Ensure documentation of data lineage (at a business level), KPI definitions, and reporting business rules ensuring knowledge transfer, sustainability, and compliance with donor privacy and data security protocols.

5. Team Leadership, Collaboration & Data Culture

• Recruit, coach, and retain a high-performing analytics team; delegate tactical execution while coaching toward strategic thinking; design career pathways that enable team members to grow into subject-matter experts.
• Build a culture of data-driven decision-making across Development through training, consultation, and proactive outreach—ensuring staff at all levels can access, interpret, and apply data confidently.
• Participate in data governance initiatives; ensure analytics products (KPIs, dashboards, scorecards) align with approved definitions, institutional data standards, security protocols, and donor/patient privacy requirements.
• Serve as a bridge between infrastructure and fundraising teams—translating technical constraints into business implications and vice versa.

Qualifications

Education

• Bachelor's degree required; degree in analytics, statistics, business analytics, information management, or related field strongly preferred.
• Advanced degree or relevant certifications (for example, BI certification, project management certification) a plus.

Experience

• 7-10+ years in fundraising analytics, development operations, prospect research, or nonprofit data/BI, with demonstrated progression from hands-on technical work to strategic leadership.
• Hands-on experience delivering executive dashboards, KPI frameworks, and self-service reporting, and partnering with engineering teams on data models, integration requirements, and validation.
• Proven track record leading analytics through platform migrations or major system transformations (e.g., Tableau → Sigma, legacy CRM → cloud CRM, on-prem → cloud data warehouse).
• Management experience: coaching, developing, and holding accountable technical staff; building team capacity and fostering growth.
• Healthcare, academic medical center, or higher education experience strongly preferred—understands grateful patient dynamics, physician engagement, clinical data integration, and mission-driven fundraising.

Technical Proficiency (Must-Haves)

• Expert-level SQL: complex queries, joins, window functions, CTEs, query optimization, data validation.
• Sigma proficiency required, OR advanced expertise in comparable modern, cloud-native BI platforms (Looker, Domo, Mode, Thoughtspot, Tableau) with demonstrated ability to master new analytics tools and navigate platform transitions rapidly.
• Strong understanding of KPI definition discipline, data modeling concepts, and data quality/validation practices. Fundraising CRM data fluency: experience querying and building analytics from CRM systems (Raiser's Edge NXT, Salesforce NPSP, or other major platforms).

Technical Proficiency (Strongly Preferred)

• Prospect research/wealth screening platforms (Windfall, iWave, WealthEngine)
• Marketing automation and event/P2P platforms (LuminateOnline, TeamRaiser, GoFundMe, DonorDrive)
• Cloud data platforms (Databricks, Snowflake, AWS, Azure)
• Experience overseeing advanced analytics use cases (for example, segmentation, forecasting, retention analysis, propensity scoring) with clear documentation and validation standards.
• Python or R for advanced analytics, modeling, and automation (preferred but not required

Key Competencies

• Excellence & Quality: Strong analytical skills with track record of delivering revenue insights and operational improvements through data-informed decision making, strategic KPI design, and continuous improvement of reporting products and processes; commitment to setting high standards in data quality, reporting accuracy, and analytical rigor.
• Innovation: Forward-thinking approach to analytics with the ability to identify and operationalize modern reporting and measurement solutions; strong understanding of data visualization best practices and performance measurement design; demonstrated success introducing new approaches to fundraising performance reporting, KPI governance, and stakeholder adoption.
• Donor-Centered Approach: Understands that analytics serve donor relationships and fundraising excellence; designs reporting and insights that enable personalized donor engagement and data-driven cultivation strategies; strong ability to translate technical findings into donor-centric recommendations that respect privacy and advance mission.
• Teamwork & Collaboration: Exceptional ability to partner across functions without direct authority; proven track record of building trust with fundraising programs, IT, finance, and research teams; skilled at translating between technical and business stakeholders and creating shared understanding of data insights and their implications.
• Leadership Development: Proven ability to recruit, develop, and retain analytical talent; creates culture of learning, accountability, and high performance; coaches team members toward strategic thinking; designs career pathways that enable analysts to grow into subject-matter experts and future leaders.
• Integrity & Specialized Expertise: Maintains highest standards of data security, donor privacy, and analytical integrity; deep expertise in business intelligence platforms (especially Sigma), SQL, data warehousing, and fundraising analytics; proven track record leading analytics through system transitions with measurable impact on decision-making

Non-Discrimination Policy Hospital for Special Surgery is committed to providing high quality care and skilled, compassionate, reliable service to our community in a safe and healing environment. Consistent with this commitment, Hospital for Special Surgery provides care, admits, and treats patients and provides all services without regard to age, race, color, creed, ethnicity, religion, national origin, culture, language, physical or mental disability, socioeconomic status, veteran or military status, marital status, sex, sexual orientation, gender identity or expression, or any other basis prohibited by federal, state, or local law or by accreditation standards.