Prospect Management Analyst Jobs

In partnership with the Associate Director, Prospect Management, theProspect Management Analystworks to develop strategies to support the flow of an effective pipeline of potential donors to the University of Arizona.The Analyst will build a broad and deep understanding of fundraising metrics to provide the information that supports the management of prospects through the development cycle. The Analyst also proposes processes for ensuring that the best prospects are actively managed by Development Officers (DOs).

The Prospect Management Analyst partners with DOs on the tracking and management of their activity in Blackbaud CRM and supports DOs in their use of prospect research findings for informing development strategies. The Analyst produces standardized monthly and quarterly data visualizations of fundraising activity to inform team DOs, lead DOs, and Philanthropy & Alumni Engagement (PAE) Leadership. As part of the Prospect Development liaison program, the Analyst collaborates with fundraising units and PAE Leadership to establish customized services and meeting frequencies/topics, liaises with prospect research team members as needed to deliver capacity analysis and wealth profiles, and identifies emerging fundraising data needs to inform the development of standardized reporting products. In addition to producing ongoing reports, the Analyst may be asked to report on other important information regarding fundraising progress/activity. The Analyst also partners with the Associate Director to develop and manage Prospect Management Policy & Process Guidelines. The Prospect Management Analyst regularly monitors fundraising activity for continuity and compliance with the PAE’s Prospect Management Policy & Process Guidelines.

Supervisory Responsibility:

No supervisory responsibility at this time.

Essential Functions/Major Responsibilities:

Data Integrity & Information Management (50%)

• In partnership with members of the Information Technology team and the Associate Director of Prospect Management, build standard prospect management data lists in Blackbaud CRM for DOs to access, as common business needs are identified. Also act as a Blackbaud CRM prospect management expert to inform the design and continued implementation of a prospect management training program for DOs and their support staff.
• Participate in the administration and configuration of the prospect management components of the Blackbaud CRM system. Provide regular quality checks and audits as needed to ensure the quality of prospect, assignment, action, and proposal data.
• Partner with prospect development colleagues to manage and respond to prospect management-related support requests that are directed to the team.
• Partner with colleagues to make recommendations and draft proposals for developing and/or modifying PAE Prospect Management Policy & Process Guidelines.
• Safeguard the confidentiality of constituent information at all times. Uphold departmental policies regarding confidential information. Adhere to ethical and confidentiality guidelines of both the Foundation and the Association of Professional Researchers for Advancement (APRA).

Strategic Partnership & Data Literacy (30%)

• Partner with frontline development colleagues to ensure awareness and adoption of prospect management policies and providing ongoing feedback on how to effectively utilize Blackbaud CRM.
• Liaise with prospect research team members as needed to deliver capacity analysis and wealth profiles.
• Assist the Associate Director in setting short and long-term goals and priorities for the prospect management (moves management) program.
• As a part of the Prospect Development liaison program, collaborate with fundraising units and PAE Leadership to establish customized services and meeting frequencies/topics in support of maximizing fundraising efforts.
• Seek opportunities for professional development that will enhance job performance. Develop and maintain a network of contacts with other prospect management professionals nationwide.
• Understand and apply national best practices, processes, and technologies for prospect management. Learn about technologies, products, and expertise that could improve the effectiveness of the University of Arizona development programs and apply them to grow and achieve an industry-leading program.
• Strategize and partner with PAE leadership, prospect development colleagues, and DOs to support the development of high-capacity portfolios.

Reporting & Analytics (15%)

• Analyze fundraising activity to support DOs in identifying top prospects and suspects. As needed, partner with PAE leadership to recommend the recalibration of DO portfolios to maximize performance and elevate the highest priority prospects for management.
• Using Tableau, Excel, and/or other software, produce monthly and quarterly reports that track the general quality of prospect and suspect pools, portfolios, and metrics. Identify emerging data needs in partnership with fundraising units to inform the refinement of standard reporting and/or new standard reporting products.
• Advise and report to PAE leaders and other managers on the status of fundraising strategies, activities, and progress.

Other duties as assigned (5%)

Specific Job Skills:

• Knowledge of, or ability to learn quickly, the principles, practices, developments, and techniques of instituting a prospect management/moves management program in a complex fundraising and development operation, including an understanding of how prospect management systems are integrated into those operations.
• Proficiency with query and analysis techniques and tools used to modify, retrieve, manipulate, and report on data from relational database management systems.
• Ability to set priorities, meet deadlines, and manage several projects simultaneously in an environment with multiple and competing priorities required.
• Must be flexible and adaptable to new programs in an emerging and changing environment.
• Ability to manage confidential information with discretion and tact required.
• Skill in establishing and maintaining effective working relationships, including the ability to communicate patiently, professionally, and effectively. A solutions-focused communication style with both clients and colleagues is required, as well as a strong commitment to proactive customer service.
• Demonstrated skill and knowledge of, or ability to learn quickly, the internal workings of the PAE as well as the technology tools available, including Blackbaud CRM (the development system), Tableau Data Visualization Software, a Microsoft Windows computer environment, and the Microsoft Office suite (including Microsoft Outlook, Word, Excel, and PowerPoint required).
• Strong verbal and writing skills, high attention to detail and follow-up, excellent organizational skills, and an exceptional work ethic and track record of personal initiative required.

Minimum Qualifications:

• Bachelor’s degree or higher and professional work or educational experience developing, designing, and delivering metrics reporting, project management, or database administration/management servicesOR
• Any equivalent combination of experience, training and/or education approved by Human Resources.

Preferred Qualifications:

• Experience working closely with frontline development officers.
• Professional work in prospect research or prospect management in a fundraising/development or other professional work environment.
• One or more years of experience using Blackbaud CRM.
• Demonstrated experience leading a project team, acting as a lead, and mentoring or managing colleagues.
• Intermediate experience with data visualization software, such as Tableau or PowerBI, including the ability to create ad-hoc visualizations and calculated fields.

Work Environment:

• This position works in an office environment with close work on a computer.
• Willingness and ability to travel to various offices and departments across campus and/ornon-campus locations for Foundation or University business required.

Apply for Prospect Management Analyst using the link below:

https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=a4683749-c291-456b-89eb-8f5fe9d57579&ccId=19000101_000001&lang=en_US&jobId=9201758667170_1&source=EN