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Prospect Research Specialist, University Advancement

4 months ago

WinstonSalem, United States Wake Forest University Full time
Application Instructions:

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Job Description Summary
Authentic and transparent engagement and collaboration from all groups and individuals is at the foundation of University Advancement at Wake Forest University. We aspire to be an exemplar for belonging and inclusion where personal and team achievements are realized and celebrated. University Advancement approaches each moment with sincere gratitude, deep and abiding respect, unwavering optimism, profound humbleness, and an eye to learn something new. Our yesterday has shaped us, our today molds us, and together, our tomorrow at University Advancement and Wake Forest University creates an opportunity for aspirations and inspiration for all generations.

Summary: The Prospect Research Specialist is responsible for conducting research and analysis on prospective major and principal gift donors. Reporting to the Executive Director of Analytics, the specialist partners and works closely with the fundraising team to identify, research, and analyze new prospects for qualification.

*Applications for this position will be accepted through 11:59 PM, EST on June 14, 2024.

Job Description

Essential Functions:
  • Supports 30+ fundraising partners by providing high-level research on individuals, corporations, and foundations upon request.
  • Meets with fundraisers on a regular basis to understand their research needs and craft effective research strategies to help significantly bolster their fundraising efforts.
  • Identifies a minimum of 1,200 new unmanaged philanthropic leads annually possessing significant giving potential and/or a strong affinity to the university or a project, by researching constituents on lists generated through data analytics and lead generation workflows.
  • Performs research to prioritize a minimum of 200 high-net-worth prospects identified from the philanthropic lead pool annually, facilitating immediate fundraiser qualification for project-based fundraising endeavors.
  • Supports Leadership Giving Officers (LGOs) by providing philanthropic leads for qualification into their pipeline on a semi-annual basis.
  • Conducts research and evaluation of past donors and potential supporters within fundraiser portfolios based on prospect map and other relevant metrics, aiming to prioritize them effectively to capture fundraisers' immediate attention.
  • Executes efforts to closely align work with a focus on the MetroCluster based national roll-out strategy for fundraising.
  • Constantly seeks methods and processes that help streamline the research and discovery phases, making them more efficient and effective.
  • Monitors a select cohort of principal-level donor prospects and delivers prompt notifications regarding significant news and updates.
  • Conducts research on constituents and their philanthropic potential utilizing diverse subscription tools, library databases, web-based inquiries, wealth screening data, and other relevant data/metrics stored within the CRM system.
  • Collaborates and supports the Associate Director of Prospect Development and the Director of Records for prospect management and record management as required.
  • Contributes to a transparent and equitable organizational culture where ethical policies and practices are understood and lived out by all staff.
  • Get excited about the prospect of joining a team that is making a difference in people's lives every day.
  • Have a passion for workplace diversity and inclusion.
  • Have high standards for your work and are proud to contribute to a mission-driven organization.
Required Education, Knowledge, Skills, and Abilities:
  • Bachelor's degree required along with a minimum of two years of experience in the field of prospect research. Education in research-based fields like Journalism, Library Science or Library and Information Science is desirable.
  • Excellent basic data management skills in Excel including adding data, sorting, filtering, and formatting prospect lists.
  • Strong project management skills, the ability to manage multiple projects simultaneously, and the ability to create new programs from the ground-up.
  • Ability to learn and use cloud platforms like Google drive to manage prospect lists and use ClickUp for work and project management.
  • Ability to establish priorities, work under time constraints, meet deadlines, and demonstrate flexibility in instances of shifting priorities; possess a strong sense of accountability.
  • Ability to foster a collaborative, customer-oriented working environment; work independently and as part of a team; supervise and train others in a matrixed environment to achieve mutual goals.
  • Possess an aptitude for critical thinking and problem solving; ability to think strategically about the potential implications of information found and willing to make calls, as appropriate.
  • Demonstrate a strong sense of intellectual curiosity and the motivation and ability to apply information in innovative ways; orientation to process improvement, initiative, problem solving, and adaptability.
  • Ability to assess the relative value of a variety of information and sources, to synthesize and interpret relevant prospect data into coherent, well-written documents and visual presentations.
  • Effective communicator, able to work well with all levels of colleagues and to employ the verbal, written, and visual communication strategies that best serve the purpose at hand.
  • Commitment to professional ethics and ability to adhere strictly to confidentiality.
  • Demonstrated commitment to diversity and the university's mission, vision, and values.
  • Patient and curious individual with a strong penchant for "treasure hunting".
  • Commitment to the mission and values of University Advancement and a commitment to equity, particularly racial equity, with a willingness to proactively learn about it and integrate it into all aspects of the work.
  • Respect for the dignity and abilities of all people.


Accountabilities:
  • Responsible for own work only.


Physical Requirements and Environmental Conditions:

Sedentary work primarily involving sitting/standing; communicating with others to exchange information; repeating motions that may include the wrists, hands, and/or fingers; and assessing the accuracy, neatness, and thoroughness of the work assigned. No adverse environmental conditions expected.

Note: This position profile identifies the key responsibilities and expectations for performance. It cannot encompass all specific job tasks that an employee may be required to perform. Employees are required to follow any other job-related instructions and perform job-related duties as may be reasonably assigned by the employee's supervisor.

To help provide a safe learning and living community, Wake Forest University conducts background investigations and drug screens for all final candidates being considered for employment.

Wake Forest seeks to recruit and retain a diverse workforce and encourages qualified candidates across all group demographics to apply.

Wake Forest University is committed to providing access and reasonable accommodation in employment for individuals with disabilities.

Additional Job Description

In University Advancement, we believe in equity, not just equality. We understand that in order to develop a fully engaged constituency; individuals must receive equitable treatment instead of equal treatment. Establishing equality means treating everyone the same. Equity necessitates transforming our community to meet the needs, interests and cultural norms of our University Advancement staff.

Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply for jobs unless they meet all requirements listed in the job description. In University Advancement at Wake Forest University, we are dedicated to building a diverse, inclusive and authentic workplace. If this role appeals to you, but your past experience doesn't align perfectly with every qualification on the job description, we encourage you to apply. You may be just the right candidate for this or other roles.

Time Type Requirement
Full time
Note to Applicant:

This position profile identifies the key responsibilities and expectations for performance. It cannot encompass all specific job tasks that an employee may be required to perform. Employees are required to follow any other job-related instructions and perform job-related duties as may be reasonably assigned by his/her supervisor.

In order to provide a safe and productive learning and living community, Wake Forest University conducts background investigations and drug screens for all final staff candidates being considered for employment.

Wake Forest seeks to recruit and retain a diverse workforce while promoting an inclusive work environment committed to excellence in the spirit of Pro Humanitate. In adherence with applicable laws and as provided by University policies, the University prohibits discrimination in its employment practices on the basis of race, color, religion, national origin, sex, age, sexual orientation, gender identity and expression, genetic information, disability and veteran status and encourages qualified candidates across all group demographics to apply.