Payroll Title: PROJECT POLICY ANL 2 (007397)
Working Title: Development Analyst, University Library
UC Job Code: 007397
Job Open Date: 2/21/23
Application Review Begins: 3/14/23
Department Code/Name: DEVL (DEVELOPMENT)
Percentage of Time: 100

Union Code:  99
FLSA Status: Non-Exempt

Grade Type/Grade : PSS / Grade 19

The budgeted hourly range that the University reasonably expects to pay for this position is $26.39 – $28/hr.

* Salary offers are determined based on final candidate qualifications and experience; the budget for the position; and the application of fair, equitable, and consistent pay practices at the University. The full salary range for this position is $26.39 to $44.78/hr. 

Work Location: 3589 – University Library
Working Days and Hours: Monday – Friday, 8am – 5pm
Benefits Eligibility: Full
Eligible for Remote or Hybrid Work:  yes
Type of Remote or Hybrid Work Arrangement: Hybrid
Other Type of Hybrid Work Arrangement: This position has the potential of some hybrid scheduling, although it will begin primarily as an on-campus role.

Department Marketing Statement

The UC Santa Barbara Office of Development blends the strengths of both a centralized and a decentralized operation. Although all development officers report to the Associate Vice Chancellor for Development or his/her designee, some are dedicated to specific schools and units, working hand-in-hand with Deans, Directors and faculty to secure private support. Additional development officers focus on specific regions of the country and/or are dedicated to increasing involvement by alumni, parents and friends. A strong central core initiates programs, or provides guidance and expertise, in foundation relations, planned giving, capital projects, donor stewardship, The UCSB Foundation and other areas of specialization. An integrated tracking and coordination system ensures a collaborative and smooth working environment, all aimed at enhancing UC Santa Barbara’s attractiveness to, and involvement with, the private sector.

Benefits of Belonging

Working at UC means being part of this vibrant institution that shines a light on what is possible. People make UC great, and UC recognizes your contributions by making this a great place to work. Excellent retirement and health are just one of the rewards. Learn more about the benefits of working at UC

Brief Summary of Job Duties

Under general supervision, serves as the analyst for the University Library Development Team, supporting a complex and multifaceted University-wide program in coordination with Central Development’s Prospect Management, Development Research, Donor Relations and Foundation Relations units. Provides leadership for all analytical functions that support the strategic goals, initiatives and projects that secure philanthropic support from individuals, foundations and organizations to the University Library. Under the general direction of the Director of Development, University Library, establishes, develops and maintains comprehensive systems within the unit in coordination with central Development Office; supports leadership in short- and long-term strategic planning and project management for program development and implementation which is focused on achieving operational and fundraising goals for the University Library. Proactively plans, organizes, and attends strategy meetings and coordinates follow up for $25,000+ prospects; prepares materials and reports that analyze the activities, progress, and goals of the Development Team; ensures the consistency, timeliness and accuracy of information disseminated to donors, prospects, and internal constituents. Reviews and analyzes data as it relates to fundraising strategies and prospect identification and management and associated trends. Coordinates communication and works closely with the Development Research and Donor Relations & Stewardship units on collaborative projects and related prospect issues. Identifies, manages and completes special projects for other Library fundraising goals as needed. Responsible for a high level of prospect and gift analysis and research, providing analytical reporting to the Directors, Senior Director and Associate Vice Chancellor (“AVC”). Proactively identifies issues and solutions, and makes recommendations to the Senior Director and Library Development Director. This role contributes to the overall goals and success of the unit. Must be able to work under pressure of frequently shifting priorities and deadlines. Ability to establish and maintain cooperative working relationships within the division of Institutional Advancement, the Library Development Team and the broader campus community. High level of initiative, creativity and energy. Ability to work independently. The Analyst will be privy to sensitive materials, information and planning; therefore, the position requires the utmost degree of confidentiality. Maintains in depth knowledge of University policies and procedures and state and federal regulations related to fund raising and accepted business practices; uses exceptional analytical skills, excellent composition, grammar and editing skills, and various database and software tools necessary to accomplish assigned tasks.

Required Qualifications

• Bachelor’s Degree or equivalent combination of education and experience.
• Strong organizational skills and unfailing attention to detail and accuracy.
• Exceptional verbal and interpersonal skills that foster positive relationships with diverse populations.
• Excellent computer skills including proficiency in Word, Excel, PowerPoint, Internet and e-mail and demonstrated ability to quickly learn various software programs.
• Ability to work independently.
• Ability to maintain strict confidentiality in all aspects of work.
• Ability to prioritize duties and achieve planned goals for a complex program in support of multiple team members.
• Ability to work under tight and shifting deadlines.
• Ability to effectively solve problems and demonstrate sound reasoning, judgment and proactive communications.
• Ability to establish and maintain cooperative working relationships within the division of Institutional Advancement, the Development Office and with the broader campus community.
• Excellent grammar, composition and proofreading skills.
• Ability to interpret policies and procedures and accurately communicate them to others.

Preferred Qualifications

• Experience with donor database or CRM software (e.g. Advance, Raiser’s Edge, Blackbaud, etc.)

Conditions of Employment

• May be called upon to work occasional evenings and weekends at various Development Office, Institutional Advancement or campus-wide events.
• Satisfactory criminal history background check
• UCSB is a Tobacco-Free environment

Job Functions/Percentage of Time/Duties

• Coord. & Project Management, & Strategic Development – 50%  Plans, organizes, attends, tracks and coordinates follow up for strategy management meetings for $25,000+ Library interest projects/prospects, and creates action plan to manage next steps. Coordinates with central prospect management to track strategy meeting outcomes and next steps. Plans, organizes and attends quarterly strategy meetings with development officer(s) to review $25,000+ prospect portfolio. Conducts research directly, as well as in coordination with central development research, on major, principal and leadership gift prospects and suspects; supports research on key leadership/principal gift campus-wide initiatives and makes recommendations. Develops planning tools, reports, presentations, and trainings to enhance team building and address the business needs of the overall fundraising operation. Works collaboratively with Advancement Services to ensure the data integrity of $25,000+ prospect information, suggest enhancements, and develop new reporting. Synthesizes material from multiple sources, compiles and edits into coherent, accurate and concise profiles and summaries, using established standards of style, grammar and content. Helps prepare, review and edits gift proposals and gift letters. Helps coordinate and prepare DOs and Senior Administrators for major gift donor visits, solicitations, and high level events. Under general direction of Directors and Senior Director, assists with any special projects on behalf of the Office of Development. Maintains a close and effective working relationship with other development units, facilitating collaborative efforts between teams. Performs other duties as assigned by the Director of Development for the University Library.
• Complex Analysis & Reporting –  35%

COMPLEX ANALYSIS:  Maintains an active awareness of goals, objectives, and directions of the development program as a whole. In conjunction with Senior Director and Directors develops a comprehensive plan that addresses the goals, objectives and needs set by the University Library Development Officer. Provides analytical support utilizing a solid understanding of UCSB Foundation financial reports, Advance database, AWA reports, and UC policies and practices. Interprets prospect and donor information and facilitates communication regarding prospects to staff of all levels and technical abilities. Requires excellent communication skills, both written and verbal. Troubleshoots/problem solves regularly to obtain required information that will coordinate and track fundraising activity. Performs analyses to assess the effectiveness of overall strategies.

REPORTING AND DATA ANALYTICS: Uses Advance to develop ad-hoc database queries to identify and segment target populations, analyze prospect and donor constituencies, and support a range of business decisions. Creates reports for Director of Development, reviews current and past reports and makes recommendations for follow up with donors. Produces tailored gift reports and background data from the Advance database for use in meetings with senior administrators, faculty, Trustees, and volunteers. Develops new analytical reports that provide accurate projections of gifts in the pipeline and demographic snapshots of prospect pool. Prepares and distributes prospect management reports. Provides ongoing analyses of the data in these reports to identify relevant trends, interprets content of narrative reports and other submitted information to pull out key information and communicates that information to senior staff.

• Training & Stewardship Support – 15%

Stays abreast of current and emerging trends in prospect management, philanthropy, fundraising, and higher education and shares information with development colleagues. Maintains the DevNet resource as it relates to the University Library policies, procedures and templates for gift letters, proposals, process. Assists with Stewardship Reporting and benefit fulfillment for donors at all levels. – Assist with stewardship event planning and execution for major gift and leadership donors.

Vaccinations Programs – Including SARS-COV-2 (COVID-19)

Vaccination Program

As a condition of employment, you will be required to comply with the University of California Policy on Vaccinations Programs – With Interim Amendments.  As a condition of Physical Presence at a Location or in a University Program, all Covered Individuals must participate in any applicable Vaccination Program by providing proof that they are Up-to-Date with any required Vaccines or submitting a request for Exception in a Mandate Program or properly declining vaccination in an Opt-Out Program no later than the Compliance Date (Capitalized terms in this paragraph are defined in the policy.).  Federal, state, or local public health directives may impose additional requirements.

For more information, please visit:

·      UC Santa Barbara COVID-19 Information

https://www.ucsb.edu/COVID-19-information

·      University of California Policy on Vaccinations – With Interim Amendments

https://policy.ucop.edu/doc/5000695/VaccinationProgramsPolicy

·      August 5, 2021 California Department of Public Health (CDPH) Order (Heath Care Worker Vaccine Requirement)

https://www.cdph.ca.gov/Programs/CID/DCDC/Pages/COVID-19/Order-of-the-State-Public-Health-Officer-Health-Care-Worker-Vaccine-Requirement.aspx

* Covered Individuals: A Covered Individual includes anyone designated as Personnel, Students, or Trainees under this Policy who physically access a University Facility or Program in connection with their employment, appointment, or education/training. A person accessing a Healthcare Location as a patient, or an art, athletics, entertainment, or other publicly accessible venue at a Location as a member of the public, is not a Covered Individual.

Reasonable Accommodations

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