Prospect Management Specialist
Job Description
- Job code: 010992
- Pay grade: E
- Pay type: Exempt/salaried
General summary
Assists with the research, prospect management, and prospect data analysis functions to guide fundraising efforts for University Advancement.
Major duties
- Reviews and synthesizes prospect data to evaluate financial capacity, philanthropic tendencies, and connection to university initiatives.
- Assists in the development and implementation of primary and discovery portfolios and process for digital and leadership gift officers.
- Collaborates with gift officers across all departments by proactively providing data and recommendations on new and existing prospects.
- Segments and analyzes large data sets then summarizes information to provide recommendations for the development team.
- Provides consultation to gift officers as it relates to portfolio management best practices.
- Keeps up to date on developments in prospect management and research by attending training sessions and communicating with other professionals.
- Assists leadership with departmental work plan tasks.
- Attends to special projects as assigned.
Minimum qualifications
Minimum qualifications based upon job documentation and industry best practices. Any current employees not meeting these qualifications will be grandfathered until they move to a different job.
Required education
- Bachelor's degree in related field from an accredited institution.
Required experience
- One year's relevant experience
- Experience with relational databases.
- Office software skills, including word-processing, presentations, spreadsheets and databases.
- Strong interpersonal, written and verbal communication skills.
- Ability to maintain strict confidentiality.
- Ability to work independently.
- Effective collaboration and teamwork skills.
Required other
- Ability to work irregular shifts and extended hours, including evenings and weekends.
Physical requirements
Office or other indoor work with minimal physical demands such as occasionally lifting or moving materials less than 25 pounds.
Working conditions
Work is generally performed in a well-lit, temperature-controlled indoor environment with occasional exposure to the outdoors or any number of elements.
Revised: 2024-09-16
This description indicates the general nature and level of work performed by employees in the above job. It is not intended to be a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to the job.