Calling all Dreamers, Leaders, Social Innovators, Change-Seekers!!
United Way of Metropolitan Dallas is a social change organization that unites the community to create access and opportunity for all North Texans to thrive.
We bring together passionate change-makers alongside corporate, civic and nonprofit partners to drive lasting change and equity in education, income and health—the building blocks of opportunity. And for nearly 100 years, North Texans who share this passion have joined with us to LIVE UNITED.
Position Summary:
The Customer Relationship Management system (CRM) Data Analyst plays a crucial role in helping the United Way of Metropolitan Dallas understand and enhance their relationships with customers. By leveraging a wealth of data, the Analyst will provide insights that drive fundraising strategy and improve donor stewardship. The ideal candidate will be comfortable working with various data sources and systems, while maintaining high standards of quality and efficiency.
The Data Analyst role is to be performed with high standards of service to internal and external customers.
To perform the job successfully, competitive applicants should demonstrate the following competencies:
- Mission-Focused: Create real social change that leads to improving lives in our community.
- Relationship-Oriented: Is able to communicate effectively to develop, grow and sustain productive relationships. Knows how to capture and record relevant information and how to interpret and utilize the information to forge partnerships, collaborate, cultivate, grow, sustain, and strengthen internal and external relationships.
- Results-Driven: Dedicated to shared and measurable goals; creating, resourcing, scaling, and leveraging strategies and innovations for broad impact.
- Stewards: Our actions, behaviors, and decisions on behalf of our donors must be transparent, meet the highest ethical standards, and align with organizational goals.
The Data Analyst will work with the Executive Director, CRM and Database management in the analysis of data, visualizing data with graphs, infographics and other methods to create informational and actionable reports. This position will collaborate with team leaders and key stakeholders to collect, organize, and analyze constituent data that supports department leads and executives in the development of business strategies to advance UWMD Community Impact work and achieve UWMD mission and growth objectives.
Responsibilities include ensuring data quality, access to reports and analytics, and facilitating communication of outcomes. This position will have access to proprietary and confidential information and as such requires confidentiality in these matters, and high integrity to protect donor and UWMD information.
Competencies for Success:
- Proficiency in data processing software and business development strategies.
- Strong analytical and statistical skills. Experience in finding and understanding data patterns.
- Ability to visualize data and create comprehensive reports.
- Microsoft Power BI knowledge/skills
- Excellent research, organizational, and written and verbal communication skills, with technical and non-technical audiences
- A level of proficiency in working with CRM, including prospect and constituent management, data quality, in developing reports as well as an understanding of nonprofit fundraising processes.
- Exhibits professional and positive conduct when interacting with board members, volunteers, community leaders and the public, as well as internal team members.
- Displays strong organizational skills and ability to prioritize multiple tasks and assignments, including responding to urgent requests as needed.
- Strong relationship management, collaboration and customer service mindset
- Employs excellent verbal communication skills, including the ability to express oneself concisely and clearly.
- Demonstrates high attention to detail.
- Is a self-starter and acts in a self-directed manner with little or no supervision.
Essential Responsibilities:
- Data collection and management
- Responsible for data being properly reviewed for accuracy, organized, stored, and maintained in the CRM system
- Responsible for the appropriate collection and management of data to facilitate reporting of key performance indicators and metrics by specific segmentations and revenue streams
- Ensure streamlined processes with the Accounting and Fundraising teams to effectively manage pledge reminders and invoices
- Reporting and Visualization
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- Creating reports for internal teams, external clients, and/or stakeholders.
- Visualizing data with graphs, infographics, and other methods.
Leadership and Teaming Attributes:
- Strong collaboration skills.
- High energy, positive, “can-do” attitude
- Ability to adapt and operate in a high-speed, dynamic environment.
- Ensure cross-functional collaboration to support achievement of UWMD goals and objectives.
- Perform other duties as necessary to achieve the goals of the organization.
Inspired to be a part of the change? We invite you to apply: Careers - United Way of Metropolitan Dallas (unitedwaydallas.org)
United Way of Metropolitan Dallas offers:
Medical, Dental, Vision, 403b retirement savings plans, Life & AD&D, LTD, PTO, Parental Leave
Join the Live United team to be part of the change. Apply Today!
