Prospect Management Analyst, VP Development and Alumni

University of Calgary

Calgary

On-site

CAD 65,000 - 85,000

Full time

4 days ago
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Job summary

University of Calgary seeks a Full-time Prospect Management Analyst for the AUPE unit, focusing on managing the prospect module in BlackBaud CRM, dashboarding in Tableau/Power BI, and supporting fundraising execution. You will liaise with Directors, Development teams, and donor relations, ensuring accurate data and timely reporting.

Ideal candidates will have a 2-year diploma, 2+ years in fundraising, strong Excel/CRM skills, and a commitment to confidentiality and collaboration within a large

Qualifications

  • Completion of a 2-year diploma program in a related field is required.
  • Minimum of 2 years fundraising experience or equivalent
  • Ability to work independently and as part of a team in a large org
  • Expertise using Excel; experience with BlackBaud CRM and data visualization tools
  • Strong organizational skills and attention to detail; ability to multi-task and meet deadlines
  • Discretion with sensitive information and professional conduct

Responsibilities

  • Build positive relationships with assigned units and fundraisers.
  • Assist fundraisers in adhering to the prospect management system.
  • Coordinate assignment of prospects and pipeline status with Directors and support teams.
  • Promote coordination of prospect actions and strategy meetings.
  • Identify issues in the pipeline and propose solutions to management.
  • Develop knowledge of fundraising priorities to guide collaboration across faculties.
  • Monitor and ensure accurate use of the Prospect Management module.
  • Create data queries and dashboards/reports in Tableau and Power BI.
  • Research prospects and donors; code information for staff use.
  • Maintain up-to-date donor records; ensure data accuracy and usability.
  • Capture additional prospect information in database fields as needed.
  • Prepare strategy and secure meetings with internal and external stakeholders.
  • Handle prospect information ethically and confidentially.

Skills

Collaboration
Time management
Professionalism
Discretion
Communication

Education

2-year diploma in Business Admin/Communications
University degree is asset

Tools

BlackBaud CRM
Tableau
Power BI
Excel

Job description

Description

VP Development and Alumni is currently seeking a Full-time Limited Term Prospect Management Analyst for approximately 24 months.

The Development Office exists to source and generate money and gifts-in-kind for the mutual benefit of the University of Calgary and its supporters. This goal is accomplished under the direction of the Vice President, Development.

The Prospect Management Analyst reports directly to the Manager, Pipeline Development, and maintains close working relationships with other members of the Prospect Research and Pipeline team, the Advancement Data team, as well as the Directors and Associate Directors of Development and their teams (Centrally and Faculty based). This position, therefore, plays a crucial role in promoting and facilitating a collaborative and supportive work environment.

This position is responsible for the upkeep of the prospect management module in BlackBaud CRM, including facilitating communication across departments. The incumbent will play a critical liaison role with the Advancement Office, assisting fundraisers in adhering to the prospect management system. This position supports the overall goal of advancement by ensuring accurate and timely capture of relevant information on current donors and prospects that will help guide decision-making and generate gifts for advancement goals.

The incumbent must possess superior time-management skills in order to deal with multiple projects and priorities with potentially overlapping deadlines. Issues underlying projects can be complex, requiring judgment and tact in dealing with colleagues that are affected. A strong understanding of the University‿s mission, values and plans is key, as work often affects internal and external stakeholders including donors, fundraisers, recipient units of gifts. Commitment to accuracy of work and specialized knowledge is critical.

The position has a high volume of work driven by constant deadlines. The normal shift is 7.0 hours per day, five days per week, Monday to Friday. This position is part of the AUPE Collective Bargaining Unit.

Summary of Key Responsibilities

Job functions include but are not limited to:

Client-Centred Accountabilities
  • Building positive relationships with assigned units and fundraisers with the pipeline team.
  • Assisting fundraisers in adhering to the prospect management system.
  • Regular contact with Directors and Assistant Directors of Development and their support team to coordinate assignment of prospects, and status of pipelines.
  • Promoting coordination of prospect actions and recommending strategy meetings for Directors and Assistant Directors of Development. This requires a high degree of tact and university understanding.
  • Identifying issues with the pipeline and bringing them to the attention of the Manager, Pipeline Development and fundraising teams, with recommendations.
  • Build a strong knowledge of university fundraising priorities to guide collaboration on prospects across faculties.
Analyst Accountabilities
  • Monitor and ensure the accurate use of the Prospect Management module in the database.
  • Coding records of engagement from team briefing and contact notes into the database in appropriate fields.
  • Creating complex data queries and providing sound analysis of data queries.
  • Creating dashboards and complex reports in Tableau and Power BI in coordination with advancement data colleagues.
  • Conducting preliminary research on identified prospects and donors including biographical and philanthropic interest and coding the information on the prospect record for use by development staff.
  • Extracting relevant information from contact reports to create, code and update records of engagement appropriately.
  • Maintaining up-to-date documentation on prospect and donor record, ensuring that it is comprehensive, current, and user-friendly.
  • Proactively identify opportunities to capture additional information in constituent database fields, as necessary.
  • Preparing strategy for and securing key meetings with high-level internal and external meetings for the Development Team.
  • Proactively identify opportunities to capture additional prospect management information in database fields, as necessary.
  • Handle information on prospects ethically, accurately, and confidentially.
  • Pleasantly and respectfully interact with co-workers, supervisor, members of the University community, donors, volunteers etc.
  • Other duties as required and assigned related to prospect management.
Qualifications / Requirements
  • Completion of a 2-year diploma program, preferably in Business Administration, Communications, or a related field is required for this position. Completion of a University degree is considered an asset.
  • Minimum of 2 years experience in a fundraising environment, preferably in prospect management, or equivalent amount of relevant experience in development, academic, non-profit or corporate environment, is required. Experience at the University of Calgary is an asset.
  • Ability to contribute expertise and solve problems in a collaborative manner to achieve greater results. Knowledge of the purpose and function of prospect management to successful fundraising activities.
  • Ability to work both independently as well as part of a team, and with diverse clients, and to work effectively in a large, complex, dynamic and sophisticated organization.
    Expertise in Excel and experience utilizing databases (BlackBaud CRM) and data visualization platforms (Tableau, PowerBI) to review donors, produce queries and reports, and update records.
  • Strong organizational and time-management skills, and attention to detail and accuracy Ability to multi-task, prioritize and meet deadlines.
  • Demonstrated professionalism, tact and maturity in handling highly sensitive and confidential information ethically and with discretion.
Application Deadline

October 23, 2026

This position is part of the AUPE bargaining unit, and falls under the Specialist/Advisor Job Family, Phase 2.

About the University of Calgary

UCalgary is Canada's entrepreneurial university, located in Canada's most enterprising city. It is a top research university and one of the highest-ranked universities of its age. Founded in 1966, its 36,000 students experience an innovative learning environment, made rich by research, hands-on experiences and entrepreneurial thinking. It is Canada's leader in the creation of start-ups. Start something today at the University of Calgary. For more information, visit ucalgary.ca.

The University of Calgary has launched an institution-wide Indigenous Strategy ii' taa'poh'to'p committing to creating a rich, vibrant, and culturally competent campus that welcomes and supports Indigenous Peoples, encourages Indigenous community partnerships, is inclusive of Indigenous perspectives in all that we do.

The university's commitment to the Indigenous Strategy is evident through the oversight of 18 Elders serving on the Circle of Advisors and the many unit-based circles working towards implementation of the strategy including the Faculty Advisory Circle and teams such as the Office of Indigenous Engagement, the Writing Symbols Lodge, and the Indigenous Research Support Team. Many Indigenous-based events and processes are impacting curriculum, programming and polices at the University of Calgary.

As an equitable and inclusive employer, the University of Calgary recognizes that a diverse staff/faculty benefits and enriches the work, learning and research experiences of the entire campus and greater community. We are committed to removing barriers that have been historically encountered by some people in our society. We strive to recruit individuals who will further enhance our diversity and will support their academic and professional success while they are here. In particular, we encourage members of the designated groups (women, Indigenous peoples, persons with disabilities, members of visible/racialized minorities, and diverse sexual orientation and gender identities) to apply. To ensure a fair and equitable assessment, we offer accommodation at any stage during the recruitment process to applicants with disabilities. Questions regarding [diversity] EDI at UCalgary can be sent to the Office of Institutional Commitments (oicteam@ucalgary.ca) and requests for accommodations can be sent to People & Culture (hrhire@ucalgary.ca).

Do you have most but not all the qualifications? Research show that women, racialized and visible minorities, and persons with disabilities are less likely to apply for jobs unless they meet every single qualification. At UCalgary we are committed to achieving equitable, diverse, inclusive and accessible employment practices and workplaces and encourage you to apply if you believe you are right for this role.

We encourage all qualified applicants to apply, however preference will be given to Canadian citizens and permanent residents of Canada.

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