Engagement Operations and Insights Analyst

Join us in moving the UW Forward. The Wisconsin Foundation and Alumni Association (WFAA)*, the private fundraising and alumni relations organization for UW-Madison, is recruiting for a Engagement Operations and Insights Analyst.  The Engagement Operations and Insights Analyst will be instrumental in supporting the WFAA’s efforts to enhance alumni engagement through both data-driven insights and improved operations. This role involves analyzing and operationalizing data related to alumni interactions, engagement metrics, and program effectiveness to inform strategic decisions and drive engagement initiatives.  Additionally, this position will help lead the way for the division of alumni and relations and engagement to employ a more effective process and operations management of projects, leading to efficiencies in workflow and project outcomes. The ideal candidate will be analytical, process and detail-oriented, and passionate about using data to optimize organizational outcomes.  This position is a hybrid role and will require you to work in our Madison, WI office at least two days weekly.  

Who is WFAA?
The Wisconsin Foundation and Alumni Association is a private, nonprofit corporation that encourages individuals and organizations to make gifts to the university and to connect with the UW. In 2014, the UW Foundation merged with the Wisconsin Alumni Association® to better serve a growing population of UW alumni and donors. We believe that private support grows out of good relationships between campus leaders, faculty and program staff who need support, and the alumni and friends who want to invest in UW–Madison. We provide important engagement opportunities to link UW–Madison alumni to each other and to their alma mater, building a strong community of Badgers.

Diversity and Inclusion:

Just as the university community benefits from differing viewpoints, perspectives, and experiences, inclusion and diversity are imperative for the success of our mission. WFAA values people and the differences that they bring to the organization and creates an environment in which all staff members and constituents feel respected and have opportunities to thrive. 

Reporting and Insights: 

• Manages key performance indicators (KPI) reporting and serves as central dashboard and data source for Business Area Plans and Portfolio metrics.
  • Develop and produce regular reports on key performance indicators (KPIs) related to alumni engagement.
• Create and maintain data products and dashboards to address specific business needs.
• Present data in an understandable and actionable format.
• Provide data-driven insights and recommendations to enhance engagement strategies and program effectiveness.
• Integrate data into existing workflows and dashboards to enhance accessibility and utilization.
• Assists with compilation and analysis of Qualtrics survey data. 

Project Management: 

• Serve as product owner in Alumni Relations & engagement (AR&E) division for project management tool.
  • Develop processes and build templates around managing engagement programs within the project management tool.
  • Collects information to determine configuration, setup and design of engagement projects.
• Ensures consistency of project development and documentation around processes and rules.
• Assume divisional leadership for Time Tracker tool and use and reports.
• Assist the Chief Alumni Engagement Officer and AVP of Engagement Business Strategy with effort and ROI analysis and inform decisions about resource allocation.
• Foster a culture of continuous improvement by analyzing lessons learned, implementing best practices, and adapting project management processes based on feedback and insights.

Program Support: 

• Support the design, process and analysis of evaluation surveys and other data collection tools to gauge alumni satisfaction and program impact.
• Evaluate the success of alumni events, campaigns, and initiatives using data-driven assessments.
• Works with the engagement, registration, and membership staff to understand their information needs and supports them through building report solutions out of the CRM.

Data Collection and Analysis:

• With the Chief Alumni Engagement Officer and the AVP of Engagement Business Strategy, helps to develop a culture of data-driven decision making.
• Gather, clean, and manage alumni engagement data from diverse sources (e.g., CRM systems, surveys, event feedback).
• Analyze data trends and patterns to support strategic decision-making processes.
• Keeps staff and other stakeholders informed with alumni metrics data, trends, and analysis.
• Assesses the analytics and data visualizations available and works with others to modify, improve and expand

Required Qualifications:

• 3 + year’s experience in marketing and/or operations analysis.
• Analytical Skills:
  • Strong proficiency in data analysis and interpretation, with the ability to identify trends and provide actionable insights.
  • Experience with data analysis tools and software (e.g., Excel, SQL, Tableau, Power BI).
• Technical Proficiency:
  • Familiarity and experience with CRM systems and data management platforms (e.g., Salesforce, Ellucian).
  • Basic understanding of database management and data reporting.
• Project Management:
• • Experience in business process improvement, with a focus on optimizing workflows and efficiency.
  • Familiarity and experience with project management tools (e.g., Workfront, Asana, Trello)

 Other Qualifications:

• Bachelor’s degree in marketing, business, analytics or related field.
• Familiarity with higher education environments and alumni relations is a plus.
• Previous internship or work experience in a marketing or a data-related role is preferred.
• Strong organizational and time management skills, with the capacity to manage deadlines, multi-task and work efficiently under pressure.
• Adaptability to changing priorities and requirements.
• Collaborative attitude with a commitment to supporting team members and contributing to a positive working environment.
• Ability to build and maintain strong relationships with colleagues and stakeholders.
• Strong critical thinking skills with a proactive approach to identifying and resolving data-related issues.
• Ability to prioritize tasks and manage multiple projects simultaneously.
• Excellent written and verbal communication skills, with the ability to present complex data in a clear and comprehensible manner.
• Effective in working with diverse teams and stakeholders.
• Significant experience managing projects or certification in project management methodology and practices.
• High level of accuracy and thoroughness in data collection, analysis, and reporting.
• Ability to manage large datasets and ensure data integrity.

WFAA is committed to provide our employees with an environment that is inspiring, creative, and respectful. We offer competitive pay and an excellent benefits program, which includes a 10% 401k contribution after 1 year of service!