Analyst, Insights and Pipeline Management
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Key skills for this role
About the Role
The Canadian Cancer Society seeks an Analyst to support fundraising analytics and pipeline management for the Corporate Partnerships team. The role involves using Salesforce and analytics tools to generate insights, manage prospect data, and optimize portfolios.
Key Skills for This Role
Responsibilities
- Use Salesforce and analytics/visualization tools to generate insights that support strategic, data informed fundraising selection.
- Retrieve, analyze, and interpret data to support performance management of prospect pools, pipelines, portfolios, forecasting, and fundraiser activity.
- Act as the Corporate team’s lead representative in DAS project discussions.
- Serve as the Salesforce subject matter expert for the Corporate Giving team, including managing updates, creating and editing reports, supporting process changes, and building campaigns.
- Manage the time sensitive Gifts of Securities (GOS) process in accordance with CCS Gift Acceptance Policy.
- Implement prospect development strategies and data integrity initiatives; design and produce regular and ad hoc audit reports.
- Create efficiencies by streamlining tools, processes, and reports based on feedback from colleagues.
- Maintain and update the Business Procedures and Policies document.
- Provide recommendations to fundraising staff on how to interpret and leverage data visualization and predictive data model scores.
- Enable quarterly pipeline review meetings with fundraisers to review portfolios.
- Monitor portfolio composition and performance; provide recommendations on portfolio size, stage distribution, moves management, fundraising plans, and prospect stagnation or sunsetting.
- Drive corporate record clean up initiatives to strengthen authority driven linkages and eliminate duplicate records.
Requirements
- Demonstrated experience retrieving, interpreting, and synthesizing complex datasets using Salesforce and analytics/visualization tools
- Hands on experience creating and modifying reports, managing data updates, supporting process changes, and serving as a subject matter expert
- Experience working with technical teams and frontline fundraisers to translate business needs into actionable insights
- Experience implementing data integrity initiatives, conducting portfolio/pipeline reviews, and supporting prospect management strategies
- Ability to interpret complex data, identify trends, diagnose issues in pipelines or portfolios, and recommend solutions
- Strong written and verbal communication skills, with ability to present data to technical and non technical audiences
- Commitment to accuracy, consistency, and governance in data entry, reporting, and documentation
- Ability to work effectively with fundraisers, leadership, and technical teams
- Bilingualism (French/English) is highly preferred
Full Job Posting
Overview
- Under the direction of the Director, Insights and Pipeline Management, the Analyst supports the delivery of fundraising analytics, and pipeline management services for the Corporate Partnerships team.
- This role supports organizational fundraising by designing and maintaining data reporting, optimizing fundraiser portfolios, and ensuring the integrity and strategic use of prospect data.
What You’ll Be Doing
- Use Salesforce and analytics/visualization tools to generate insights that support strategic, data informed fundraising selection.
- Retrieve, analyze, and interpret data to support performance management of prospect pools, pipelines, portfolios, forecasting, and fundraiser activity.
- Act as the Corporate team’s lead representative in DAS project discussions.
- Serve as the Salesforce subject matter expert for the Corporate Giving team, including managing updates, creating and editing reports, supporting process changes, and building campaigns.
- Manage the time sensitive Gifts of Securities (GOS) process in accordance with CCS Gift Acceptance Policy.
- Implement prospect development strategies and data integrity initiatives; design and produce regular and ad hoc audit reports.
- Create efficiencies by streamlining tools, processes, and reports based on feedback from colleagues.
- Maintain and update the Business Procedures and Policies document.
- Provide recommendations to fundraising staff on how to interpret and leverage data visualization and predictive data model scores.
- Enable quarterly pipeline review meetings with fundraisers to review portfolios.
- Monitor portfolio composition and performance; provide recommendations on portfolio size, stage distribution, moves management, fundraising plans, and prospect stagnation or sunsetting.
- Drive corporate record clean up initiatives to strengthen authority driven linkages and eliminate duplicate records.
Qualifications
- Demonstrated experience retrieving, interpreting, and synthesizing complex datasets using Salesforce and analytics/visualization tools.
- Hands on experience creating and modifying reports, managing data updates, supporting process changes, and serving as a subject matter expert.
- Experience working with technical teams and frontline fundraisers to translate business needs into actionable insights.
- Experience implementing data integrity initiatives, conducting portfolio/pipeline reviews, and supporting prospect management strategies.
- Ability to interpret complex data, identify trends, diagnose issues in pipelines or portfolios, and recommend clear, actionable solutions.
- Strong written and verbal communication skills, with ability to present data clearly to both technical and non technical audiences.
- Commitment to accuracy, consistency, and governance in data entry, reporting, and documentation.
- Ability to work effectively with fundraisers, leadership, and technical teams.
- Bilingualism (French/English) is highly preferred.
What You Can Expect From Us
- Competitive salary, excellent benefits, including paid parental leave, family sick time, and health insurance.
- Fulfilling work environment where your efforts make a meaningful impact daily.
Other Information
- Qualified candidates are invited to submit their resume, cover letter and salary expectations by July 27th, 2026.
- CCS is dedicated to employment equity and encourages applications from all qualified candidates.
- Accommodation will be provided as requested throughout the recruitment process.
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