Senior Prospect Management Analyst

The Senior Prospect Management Analyst holds a pivotal role within the Prospect Development team at Duke Health Development and Alumni Affairs (DHDAA). This team researches, analyzes, and disseminates information to direct and inform solicitation and engagement strategies for prospective and current donors to Duke Health. The Senior Prospect Management Analyst will perform a variety of duties to support assignment and prospect data requests within multiple Customer Relationship Management (CRM) systems.

They will partner with DHDAA fundraisers and colleagues to ensure Prospect Management best practices are being observed, and that donors are effectively moving through the solicitation cycle. This role is highly collaborative and interfaces with staff throughout DHDAA and Duke Alumni Engagement and Development (DAED).

This position reports to the Executive Director of Prospect Development.

• Support and measure the efforts of a robust and sustainable pipeline including evaluating: if the appropriate prospects are being managed, if assigned prospects are being engaged, and if we are moving prospects forward at a reasonable pace.
• Oversee and maintain the DHDAA prospect clearance and assignment process. Uphold standards and data integrity to ensure a coordinated and strategic approach to prospect outreach. Monitor and update prospect management-specific information in CRMs as needed.
• Maintain comprehensive guidelines specific to DHDAA for patient prospects and the Salesforce CRM that provide organization-wide transparency, consistency, coordination, and collaboration of fundraiser engagement activities.
• Develop and implement training regarding Prospect Management processes and procedures.
• Facilitate prospect strategy meetings providing data to influence or shape successful strategy, next steps, and outcomes.
• Credibly lead conversations on all aspects of Prospect Management including portfolio optimization, system training, and process change management.
• Lead conversations regarding size, balance, value, and yield to measure portfolio and pool performance. Assist with portfolio management across fundraising teams using existing resources and best practices. Plan and lead portfolio management/moves management, strategy, and optimization meetings with fundraisers.
• Implement industry best practices for the comprehensive monitoring and tracking of managed and engaged prospects through the solicitation cycle.
• Utilize organizational knowledge and constituency data, including prospect segmentation tools, to explain and make recommendations for activity, strategy, and assignment.
• Identify and implement best practices for distributing information to a complex network of interested parties.
• Participate in cross-departmental projects to improve understanding and strategic use of Prospect Development tools and data.
• Monitor and act on data insights from pipeline growth efforts, such as Virtual Engagement Officers and Annual Giving outreach.
• Process and respond to prospect management department requests in a timely and thoughtful manner. Requests may include but are not limited to: individual and bulk prospect team requests, prospect management inquiries, and data corrections.

• Collaborate and strengthen partnerships between DAED Prospect Development and DHDAA Prospect Development.
• Identify and build mutually respectful relationships with stakeholders that result in community standard socialization, partnership, and best outcomes.
• Identify community needs, appropriate measures, and implementation plans that increase fundraising success and identify opportunities for improvement. Listen, translate, and act on recommendations from leadership.
• Guide the development of new fundraiser portfolios/pipelines and provide ongoing support.
• Provide regular updates to leadership on portfolio and pipeline activity and partner with leadership to encourage best practices.
• Maintain a portfolio of approximately 20 internal clients and serve as a liaison for Prospect Management questions and resources.
• Prepare and facilitate regular portfolio optimization meetings by providing data to influence or shape successful strategy, next steps, and outcomes.

• Maintain audit reporting related to prospect-specific data.
• Investigate and elevate CRMs issues related to prospect management. Propose and test enhancements.
• Propose and test enhancements.

Other related duties as assigned.

Work requires the skills and knowledge normally acquired through completion of a Bachelor's degree.

Work generally requires three years of experience in development research or a related field. Work experience in research methodology is required.

OR ANY OTHER EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE.

• Proven knowledge of prospect management and fundraising best practices.
• Knowledge of effective fundraising practices,…