Senior Associate Director for Prospect Management and Research
17 hours ago
Morehouse College seeks a highly skilled Senior Associate Director for Prospect Management and Research to execute a strategic vision for research and moves management of the institution's most promising prospects for significant financial support.
This position will establish efforts vital to Morehouse's campaign, including a comprehensive prospect management system, innovative research infrastructure, and robust prospect discovery program.
The Senior Associate Director, Prospect Management and Research (PMR) will be responsible for providing in-depth research to inform board, volunteer, and campaign committee leadership decisions.
Based upon comprehensive research, this individual will help drive mutually agreed upon cultivation and solicitation strategies for campaign donors and prospects.
The Senior Associate Director, PMR is a data-driven professional responsible for managing prospects and portfolios.
S/he will develop a series of strategies and tactics to coordinate portfolios, solicitation plans, and specific prospects for central and unit-based fundraising initiatives.
S/he also ensures that the pipeline activity is in alignment with business policies and stage aging requirements.
Bachelor's degree required and advanced degree preferred.
Key Responsibilities:
- 3+ years relevant experience in fundraising operations, advancement services, prospect research, prospect management, or related advancement activities.
- Experience with a large research institution or billion-dollar-plus campaigns is preferred.
- Experience with Advancement CRM and data visualization tools is preferred.
- Proven track record of leveraging data analysis to drive significant business impact preferred.
Requirements:
- Strong strategic thinking, research, writing, and verbal presentation skills.
- The ability to analyze and synthesize information, to manage several projects simultaneously, set priorities, and meet deadlines.
- Strong project and time management skills with attention to details.
- Ability to lead and influence non-hierarchical, cross-functional work groups to drive to consensus on definitions and data usage.
- Data-driven professional with demonstrated analytical, project design/management, and problem-solving skills required.
- Ability to perform thorough analysis of complex data, draw sound conclusions, and devise actionable strategies.
- Proficient in Excel; strong working knowledge of Microsoft Desktop Tools (Word, Excel, etc.).
This position is largely a sedentary role, however, requires some travel, minimum lifting of less than 10 lbs.
Lead the creation, dissemination, and utilization of research and prospect management efforts to significantly expand the prospect base, to strengthen the prospect pipeline, and to enhance prospect management and the solicitation pipeline to maximize fundraising success.
Serve as the principal authority on prospect management, development research, philanthropic trends, and patterns of wealth and industry.
Oversee creation and implementation of a donor-centric prospect management system (policy, procedures, tracking, and reporting) to facilitate pipeline activity for all fundraising activity in collaboration with the Associate Vice President for Strategic Advancement Operations.
Develop the tools necessary to maintain an informative prospect management system that relates directly to fundraising and campaign goals and targets.
Lead efforts to advance prospect management tracking in Salesforce.
Develop prospect management strategies, business processes, and protocols, specifically those activities focused on informing and motivating portfolio managers to move major gift prospects through the pipeline continuum.
Monitor fundraising performance through the management of contacts, strategy plans, solicitation pipelines, performance metrics, etc.
Ensure accuracy and timeliness of data to enable effective revenue stream forecasting and inform fundraising performance management.
Analyze and synthesize accumulated prospect information to assess financial capacity, philanthropic tendencies, giving propensity, and linkages to campus.
Utilize ethical intelligence-gathering techniques of the information profession.
Oversee creation and implementation of prospect identification services, and ensure that all frontline fundraising teams have an ongoing stream of prospects for discovery and engagement.
Employ standard identification processes, including predictive analytics, descriptive analytics (data mining), and wealth screening.
Create and implement metrics and benchmarks to manage and evaluate work volume, work quality, and collaboration effectiveness.
Develop and manage workflows, measure their efficiency, and re-calibrate when necessary.
Ensure adherence to the ethical and confidentiality guidelines for CASE and APRA, as well as Morehouse College's standards for ethics and data privacy.
Develop standards to ensure research and prospect data collection and use conforms to ethical principles, confidentiality requirements, federal and state regulations, and public information laws.
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Atlanta, Georgia, United States Morehouse College Full timeJob SummaryMorehouse College seeks a highly skilled Senior Associate Director for Prospect Management and Research to execute a strategic vision for research and moves management of the institution's most promising prospects for significant financial support. This position will establish efforts vital to Morehouse's campaign, including a comprehensive...
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