Prospect Management Specialist

• Three plus years of full-time professional experience in relationship management, prospect research, development, sales, marketing, business administration, higher education, or project management
• Advanced degree in a field demonstrated to have some relevance to this position
• Knowledge of University policies and procedures
• Previous development experience and/or a background in a non-profit or educational institution are preferred
• Blackbaud CRM or other fundraising software experience desirable
• Experience using Qlik Sense (analytics software platform)

• Knowledge of Prospect Management and Prospect Tracking principles and methods
• Ability to keep accurate records and complete timely reports
• Knowledge of process, ethics, and policies of professional fundraising
• Ability to maintain confidentiality of sensitive information
• Ability to communicate effectively, both orally and in writing
• Knowledge of University policies and procedures
• Ability to prioritize and handle multiple projects simultaneously
• Ability to analyze and synthesize information, set priorities, and meet deadlines
• Ability to work independently and as part of a team
• Excellent organizational skills and attention to detail
• Ethical, mature individual who will exercise discretion regarding sensitive and confidential information
• Solid knowledge of database management and spreadsheet software
• Experience with Excel, Access, and other information management databases (to be used to join and analyze data from multiple tables) and able to adapt to and use future technologies
• Ability to prioritize duties and achieve planned goals for a complex program
• Familiarity with advancement computing systems

• Through open, honest, and respectful communication, all staff, supervisors, and colleagues of the Division of Development & Alumni Relations are expected to interact with fairness, compassion, and decency. All employees will be held accountable for meeting the expectation of promoting a stable, productive, and healthy work environment.
• Adherence to CASE standards and commonly accepted industry standards relating to fundraising reporting are expected of all fundraisers. All fundraisers will be held accountable for meeting this expectation.

• Work in a standard office environment
• Travel in and out of state, if necessary
• Work nights and weekends as necessary
• Work using electronic mail, telephone, face-to-face discussions, paper form correspondence
• Communicate effectively in writing, speaking, and listening
• Organize and establish priorities; Remember detail; Multi-task
• Lift and/or move up to 10 pounds
• Walk, stand, stoop, lift, kneel, climb

Be advised a credit check will be required for all positions with financial responsibilities. For additional information about the credit check criteria, visit the website.

• Builds and maintains partnerships with a dedicated number of major gift officers and campus stakeholders to effectively manage prospect assignments by providing insights for prospect strategy through ongoing portfolio and pipeline analyses and consultations.
• Works with impacted staff to assess Prospect Management policies and procedures, serving as the Prospect Management liaison to annual gift officers, leadership officers, and development coordinators as needed.
• Accountable for maintaining organizational hierarchy in the database and overseeing the scheduling of development officer consultations with Prospect Management, and other scheduling tasks for the unit.
• Develops and refines services to meet the needs of people involved in fundraising and institutional advancement.
• Provides analysis and interpretation of prospect and donor information and facilitates communication regarding prospects to the appropriate fundraising stakeholders.

• Assigns prospects to development officers, approves clearance, reviews campus-wide prospect interactions (correspondence, strategy memos, contact reports, etc.) for appropriate inclusion in the database and various reports, and responsible for the appropriate maintenance of plans.
• Promotes effective prospect tracking and management across the entire development community by modeling portfolio management and other best practices for the development community; and manages and oversees projects (on-going and ad hoc) that specifically model these practices.
• Analyzes collected assignment, contact, proposal, pledge, and gift data to determine areas for program emphasis and enhancement.
• Evaluates and analyzes tracking program strengths and weaknesses at appropriate intervals and develop corrective measures as needed.
• Reviews and analyzes system generated reports and provides recommendations for improvement.

• Monitors and guides development officers' progress throughout the prospect fundraising cycle: qualification, cultivation, solicitation, and stewardship.
• Works with appropriate staff to assess Prospect Management policies and procedures, reinforcing and promoting an active awareness of The University's development program's goals, objectives, and directions.
• Provide recommendations related to the assignment of prospects as well as post-assignment analysis.
• Responds to a broad spectrum of high priority requests at the request of the Senior Director for Prospect Management while always promoting and adhering to the University's prospect coordination policy.

• Cultivates and applies personal knowledge of university priorities and programs, prospect management and fundraising techniques, and individuals and organizations whose involvement with the University would be beneficial.
• Reinforces and communicates prospect guidelines, policies, and procedures to new stakeholders and others throughout campus.
• Adheres to ethical and confidentiality guidelines of both the University and the Association of Professional Researchers for Advancement (APRA).

• Providing expertise and program support to others outside of the unit.
• Applying skills and knowledge gained from cross-training to provide support for varying services and special projects on an as-needed basis to achieve and maintain organizational success for both the Prospect Management and Prospect Research teams.
• Assisting in the onboarding of new unit and development staff as needed.
• Serving on internal or external committees or teams.
• Participating in continuing professional development opportunities as requested and resources allows.