Prospect Management Specialist

Prospect Management Specialist

The University of Georgia is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, disability, genetic information, national origin, race, religion, sex, veteran status or other protected status.

Position Summary Reporting to the Director of Prospect Management, the Prospect Management Specialist will prioritize and leverage Prospect Management’s resources to support the university’s ongoing fundraising efforts. Specifically, this individual will provide decision and process support for Prospect Management in guiding practices and procedures. As such, this individual will be essential for consulting with major gift officers and filling the need to provide training and consultation to annual gift officers, leadership officers, and development coordinators.

The Prospect Management Specialist will support and promote the Prospect Management program, directing strategy meetings, routine reporting on cultivation activities, and developing solicitation strategies. To assist fundraisers in achieving an effective and healthy balance in their portfolios, a Prospect Management Specialist must be available on an as-requested basis to any development officer and conduct scheduled portfolio reviews. This individual will also oversee the monthly interactions review process to ensure timely and efficient development officer fundraising activity reporting.

The Prospect Management Specialist partners with other members of the Research and Prospect Management team to review potential donors and advise fundraisers on the best way to manage those relationships. This individual will lead quarterly portfolio management meetings to ensure that fundraiser donor lists remain healthy and that activity goals are met. They will also train fundraising staff and facilitate prospect strategy sessions.

Ultimately, the Prospect Management Specialist serves as a collaborative bridge across fundraising teams, leveraging data and relationship-management skills to keep everyone aligned and the University’s fundraising efforts on track.

Minimum Qualifications

• Bachelor's degree in a related field or equivalent

Preferred Qualifications

• 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 is desirable
• Experience using Qlik Sense (analytics software platform) or data visualization tools

Knowledge, Skills, Abilities and/or Competencies

• 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
• 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 and other information management databases;
  Ability to adapt to and use future technologies
• Ability to prioritize duties and achieve planned goals for a complex program
• Familiarity with fundraising software
• Excellent meeting facilitation and presentation skills

Prospect Management Outreach

• 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.

Prospect Tracking and Information Management

• Assigns prospects to development officers, approves clearance, reviews campus-wide…