Responsibilities
- Conduct meaningful market analysis on autonomous AI in fundraising
- Arm Sales and Customer Success teams with statistical insights and data-backed narratives
- Identify cross-cutting insights about autonomous AI in fundraising and partner with marketing to share with the audience
- Develop original research: benchmarks, trend reports, sector comparisons, giving behavior analysis
- Maintain intellectual rigor and align with fundraising standards
- Work with VP of Marketing to establish Version2.ai as the sector's most trusted source of data and insight on autonomous AI in fundraising
- Partner with marketing on session submission and delivery of speaking engagements at major advancement and fundraising conferences
- Write and publish original research, blog posts, LinkedIn content, and white papers in close coordination with Marketing
- Build and cultivate personal presence on LinkedIn around content
- Build a public-facing identity recognized as credible and independent
- Coordinate all external content and positioning with the Marketing team
- Analyze gift data across individual client deployments to surface meaningful performance metrics
- Partner with Customer Success Managers and Expansion AE to build data-backed business cases for additional VEO deployments
- Translate raw numbers into narratives compelling to VP of Advancement or Chief Development Officer
- Develop a repeatable insight framework and tools for Customer Success Managers
- Partner with AEs to build customized ROI cases for prospects
- Model projected outcomes based on comparable client performance
- Participate in late-stage prospect conversations as needed
Requirements
- 5+ years working with fundraising or advancement data — as a practitioner, analyst, or researcher in the nonprofit, higher education, or healthcare philanthropy space
- Deep fluency in the metrics that matter to advancement leaders: gift upgrades, major gift pipeline, lapse and reactivation, planned giving indicators, and donor renewal rates
- Strong quantitative skills — you can build and QA an analysis, identify statistical significance, and know when a finding is real vs. noise
- Exceptional communication skills — written and verbal. You can explain a complex data finding to a Chief Development Officer in two sentences and to a conference audience of 500 in twenty minutes
- Demonstrated public speaking experience — conference presentations, webinars, panel participation, or equivalent
- Comfortable operating without a fully built infrastructure — this role is greenfield and you'll be creating process, not inheriting it
- Proficiency in data tools beyond Excel — Python, R, SQL, Tableau, or similar
- Proven experience utilizing AI to assist in data projects
Nice to Have
- Experience publishing original research, white papers, or thought leadership content in the fundraising or nonprofit sector
- Existing relationships or reputation within the advancement community — CASE Summit, AFP ICON, or AHP membership or involvement
- Familiarity with AI, machine learning, or automation in a fundraising context
- Experience working at or with a SaaS company serving the nonprofit or higher education sector
Team
Structure: Shared resource across Customer Success, Sales, and Marketing; no direct reports at launch; individual contributor role building the function from scratch. Reports to: VP of Sales
About the role
Version2.ai's Virtual Engagement Officer is deployed across 200+ fundraising organizations — universities, nonprofits, healthcare foundations. It has over 1M activities, 100k engagement, and is approaching $20M in gifts. With these results come gift size changes, lapsed donor recovery, cadence performance, segment behavior, donor renewal rates. We're creating a new role — Director of Fundraising Intelligence — to own that market data from analysis to publication. This person will conduct meaningful market analysis, arm our Sales and Customer Success teams with statistical firepower, and add value for our customers by providing deeper insights into benchmarks for success. This critical role will build on Version2.ai's reputation as the most credible, data-driven voice in autonomous fundraising. This is not a back-office analytics role. Half the job is the work; the other half is standing in front of a room and delivering it. We need someone who is as comfortable at a conference podium as they are in a spreadsheet.
Who You'll Work With
You report to the VP of Sales and operate as a shared resource across three functions: Customer Success — your closest day-to-day partners on client insight work and expansion support; Sales — arming new logo AEs with prospect-level data analysis and supporting the Expansion AE on upsell business cases; Marketing — coordinating all thought leadership, publication, and conference strategy. This role has no direct reports at launch. You are the function. You build the playbook.
What This Is Not
This is not a pure data science role. We don't need someone who wants to spend 100% of their time building models. If you're most comfortable behind a screen and the idea of a conference keynote sounds like a nightmare, this isn't the right fit.