Prospect Management Analyst

Overview

Job no: 551744

Work type: Staff

Location: San José

Categories: Unit 9 - CSUEU - Technical Support Services, Probationary, Fundraising & Alumni Relations, Full Time

Job Summary

Reporting to the Director of Advancement Research and Prospect Management, the Prospect Management Analyst provides functional expertise to support the design, development, and implementation of analytics-based fundraising solutions and services to support the attainment of philanthropic goals for SJSU’s University Advancement division. The Prospect Management Analyst supports fundraising efforts by providing and analyzing prospect data to optimize fundraising strategies. This position works with fundraisers and senior leaders to identify and evaluate potential donors, ensuring data integrity and providing insights for effective donor cultivation and solicitation.

Key responsibilities include prospect identification and assignments, portfolio review, data analysis, report and dashboard generation, and the implementation of prospect management policies and procedures including pipeline moves management.

• Manage the prospect pipeline and moves management process to ensure timely and effective advancement of prospects.
• Drive portfolio optimization and provide prospect assignment recommendations.
• Conduct regular portfolio reviews with gift officers; offer data-driven insights and guidance and track cultivation strategies.
• Deliver training to gift officers on best practices for portfolio management.
• Qualify prospects based on capacity, inclination, and likelihood to give.
• Use data mining and predictive modeling to inform donor engagement strategies.
• Analyze fundraiser metrics to track performance and progress toward fundraising goals.
• Proactively identify prospects using wealth screening and relationship mapping tools.
• Generate and help design standard and custom reports for distribution to development officers and staff.
• Run data reports as requested by the Director of Advancement Research and Prospect Management for development officers and staff.
• Maintain the integrity and quality of the CRM database and conduct regular data cleaning to ensure that donor and prospect information is current.
• Serve as the primary liaison to the University Advancement database administrator for projects related to the CRM system as well as the creation of fundraising reports and dashboards.
• Assist in training end users on CRM systems; develop and maintain accompanying training documentation.
• Provide strategic development consultation and high-level support to leadership on fundraising activities.
• Contribute to the formulation of policies related to advancement research, prospect management, and related infrastructure support activities.

• Proficiency at supporting and participating in advancement research, prospect management, advancement services, fundraising operations or related fields
• Demonstrated ability to perform complex analysis and synthesize data from a wide variety of sources and present the resulting information in a clear, concise summary
• Knowledge of data mining techniques used to generate prospect lists
• Excellent organizational skills, with the ability to juggle multiple projects with high efficiency and with overlapping deadlines; ability to find solutions and make sound decisions in high-pressure situations
• Demonstrated proficiency in relational database management/CRM systems use such as Raiser’s Edge NXT and electronic resources such as Target Analytics’ Research Point and Wealth Point, Lexis Nexis for Development Professionals, iWave’s PRO (Prospect Research Online), and other free and fee-based sources to locate and compile business and biographic information
• Ability to recall, recognize and communicate interrelated information pertaining to university benefactors and prospects
• Competent computer skills including Google Workspace, Microsoft Power BI, Excel, and PowerPoint and generative AI
• Knowledge of current terminology, resources, and trends in philanthropy and higher education, including philosophical and practical bases of institutional advancement research methods
• Ability to communicate…