Prospect Management Analyst II, Business Intelligence, Duke Alumni Engagement & Development

Prospect Management Analyst II, Business Intelligence, Duke Alumni Engagement & Development

 

Occupational Summary

The Senior Prospect Management Analyst in Prospect Development will perform a variety of duties involving the collection, interpretation, analysis, and documentation of data on prospective donors and demonstrate deep subject matter expertise and leadership in prospect management. The Senior Prospect Management Analyst will partner with fundraisers from across the university to ensure prospective donors are effectively moving through the solicitation cycle.  This position reports to the Associate Director of Prospect Management.

Work Performed

 

Prospect Management

• Process prospect management department requests, including but not limited to: individual and bulk prospect team requests, prospect management inquiries, data corrections, and board clearances.
• Implement and drive strategies to grow the size and value of the managed prospect pool university-wide through maintenance and analysis of information including producing reports, pyramids, and gift tables and working to develop strategies and solutions that advance programs, services, and offerings.
• Demonstrate strong proficiency in utilizing organizational knowledge and constituency data, including prospect segmentation tools, to explain and make recommendations for activity, strategy, and assignment.
• Assist and support prospect strategy meetings providing data to influence or shape successful strategy, next steps, and outcomes. Demonstrate ability to adapt and customize prospect strategy management, tracking, and reporting for various prospect segments (annual gift prospects, major gift prospects, and principal gift prospects).
• Assist in implementation, training, and maintaining a comprehensive prospect management program that provides organization wide transparency, consistency, coordination and collaboration of fundraiser engagement and solicitation activities.
• Provide support in the development and implementation of metrics, system modifications and tools to support prospect management efforts across the organization.

 

Relationship Management

• Build mutually respectful relationships with stakeholders that result in community standard socialization, partnership, and best outcomes.
• Assist in conversations on all aspects of Prospect Management including portfolio optimization, system training, and process change management.
• 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. 
• Implement best practices for distributing information to a complex decentralized network of interested parties.
• Facilitate conversations regarding size, balance, value, and yield to measure portfolio and pool performance. Assist fundraising managers 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.
• Promote policies, processes, projects, and strategies that drive effective donor solicitation and relationship development.

 

Required Skills

• Excellent written and oral communication skills with the ability to synthesize and accurately present relevant information.
• Basic proficiency with standard analytic tools including Tableau, SAS, SQL. Mastery of Microsoft Excel.
• Ability to apply independent judgment and initiative required. Must be able to share success and integrate ideas.
• Strong commitment to maintaining the integrity and confidentiality of development data.

 

Preferred Experience

• A minimum of three years year of related experience – preference for prospect development or institutions of higher education experience.
• Prior experience with university constituent database systems preferred.

 

 

 

Minimum Qualifications

 

 

Education

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

 

Experience

 

Work generally requires three years of experience in development research or a related field. Work experience in research methodology is required or an equivalent combination of education and relevant experience.

 

Duke is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex,