Reporting to the Senior Director of Advancement Information Management (AIM), the Assistant Director, Prospect Management (Prospect Management Analyst) supports the Foundation’s fundraising efforts by overseeing all activities related to prospect management, conducting complex data analysis to help develop ways to strategically improve the quality of fundraising portfolios and recommending data-driven action to increase solicitation opportunities.
The location for this position is the OSU Foundation’s Corvallis, Oregon office.
Partners for this position include OSUF leadership, the Foundation’s major gift and annual giving development teams, other members of the Advancement Services team and other Foundation and campus constituencies.
Measures of Success
Provide monthly dashboards and other reports around the campaign and college/unit pipelines to Foundation and campus leadership
Provide quarterly reports on key performance indicators and benchmark data points
Collaborate with Foundation colleagues to ensure that all prospect management activities—including assignments, contacts, proposals, pledges and gifts—are captured and recorded
Prospect Management Program
Partner with the Senior Director of AIM to set short and long-term goals and priorities for the prospect management (moves management) program
Partner with the Senior Director of AIM to initiate, implement and manage projects to enhance the ability to measure prospect management and engagement activity through relationship mapping, predictive modeling, and inclination coding
Develop prospect pipeline strategy by assessing prospects and prospect pools, working with major gift officers on cultivation and solicitation strategies and performing quality checks on moves management
Monitor fundraising activity to ensure alignment with prospect management guidelines and processes and be able to provide guidance and recommendations that support the management of prospects through the development cycle
Work with the research team to follow-up on moves management tasks and action items with major gift officers
Develop and maintain material related to prospect management best practices, policies and process guidelines
Ensure major gift officers have a deep understanding of their portfolio and prospective relationships
Initiate projects aimed at expanding knowledge of alumni and unaffiliated prospects
Identify problems related to the quality of a major gift officers portfolio and recommend recalibration to maximize performance and focus on high priority prospects for management
Analytics and Reporting
As the subject matter expert for prospect management, design and conduct prospect management training tailored to major gift officers and their support staff, including training on reporting information, tracking and managing fundraising activities and accessing information from the CRM
Development and maintain activity and efficiency metrics and key performance indicator (KPI) dashboards to provide a deep understanding of donor behaviors, campaign capacity, and pipeline forecasting
Using advanced analytics and visual reports, provide leadership with key information and actionable recommendations on prospect management, engagement measurement, pipeline development, key performance indicators, activity forecasting, and benchmarking
Provide in-depth analysis of donor trends based on region, funding interests, and other factors pertinent to the cultivation and solicitation process
Recommend target areas for prospect pool growth by conducting an in-depth analysis of collected assignments, contact, proposal, pledge and gift data
Using business analytics tools, create and maintain management reports to track the quality of prospect and suspect pools, portfolios, and metrics
Perform ongoing analysis of prospects and prospect information to assess the effectiveness of the overall fundraising strategies
Actively contribute to maintaining campaign gift table reports, and help evaluate progress
With a focus on major gift-level prospects, conduct prospect pool analysis and provide data-driven recommendations to major gift officers on ways to improve the quality of the prospect pool
Partner with the Senior Director of AIM to identify and segment target populations in CRM while analyzing prospect and donor constituencies
As subject matter expert, help lead the administration and configuration of the prospect management components of CRM.
Partner with ITS to help build standard prospect management query templates, dashboards, and system reports in CRM
Regularly audits information in CRM to ensure the quality of prospect, assignment, action, and proposal data
Required Knowledge, Skills, and Abilities
Be aware of, control, and express one’s emotions appropriately, and to handle interpersonal relationships maturely, thoughtfully and empathetically, including the ability to work with individuals from diverse backgrounds
Demonstrated skill and knowledge of, or ability to learn quickly, the internal workings of the UDP as well as the technology tools available, including The Raiser’s Edge (the development system), Tableau Data Visualization Software, a Microsoft Windows computer environment, and the Microsoft Office suite (including Microsoft Outlook, Word, Excel, PowerPoint and Access required)
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
Skill in establishing and maintaining effective working relationships, including the ability to communicate patiently, professionally, and effectively. A strong commitment to proactive customer service is 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
Ability to set priorities, meet deadlines, and manage several projects simultaneously in an environment with multiple and competing priorities required
Ability to manage confidential information with discretion and tact required
Must be flexible and adaptable to new programs in an emerging and changing environment
Qualifications and Requirements
Bachelor’s degree and at least 5 years of progressive professional work experience in a non-profit setting with 3 years in either prospect research or information management. Preference will be given to applicants who demonstrate experience in developing, designing, and delivering analytical reports. Education and experience equivalencies will be considered.
The OSU Foundation strives to be one of the best places to work in the country. We know that the success of the Foundation depends in large part on the people who carry out our mission. It’s what we do –and how we do it -- that makes the difference. The Foundation’s core values reflect our approach to work and to each other, and we are committed to conduct consistent with these values.
To create a better world by inspiring support of – and for – Oregon State University.
We partner with Oregon State University to engage our community, inspire investment, and steward resources to enhance the University’s excellence and impact.
collaborative · responsible · respectful · inclusive · innovative
The OSU Foundation is a nonprofit organization incorporated in 1947 and governed by a 42-person Board of Trustees. On December 31, 2014, the Foundation concluded The Campaign for OSU, the university's first comprehensive fundraising campaign, in which more than 106,000 donors made gifts exceeding $1.1 billion to advance university priorities. The powerful momentum generated by their support has fueled Oregon State's rise as an internationally recognized public research university. Fundraising efforts are now focused on targeted special initiatives that advance OSU's strategic plan for creating transformative student learning experiences and building on its greatest strengths and areas of greatest potential impact, such as marine studies and advanced wood products.
The Foundation works with university partners to:
Raise funds in ...excess of $100 million per year that support the university's priorities
Cultivate and steward a culture of philanthropy for the Oregon State community
Manage an endowment of more than $500 million
Engage alumni in service to the university
BACK TO TOP
AFP Career Center is Just One of the Benefits.
Discover what else AFP Membership has to offer!
The job you are trying to reach from was originally posted at AFP Career Center.