Assistant Director of Prospect Management

Beloit College; Beloit (WI); On-site; USD 60,000 - 90,000; Full time

Job summary

Beloit College, via the Office of Advancement & Alumni Engagement, seeks an Assistant Director of Prospect Management to support fundraising through prospect research, data analysis, and portfolio management. You will collaborate with the Senior Director and Advancement Operations team to advance campaigns and the college's mission.

The role emphasizes data-driven decision making, rigorous confidentiality, and cross-functional collaboration to strengthen philanthropic impact.

Qualifications

• 2–5 years' experience in prospect management, research, data analysis, or similar field, preferably in an academic or nonprofit setting.
• Bachelor's degree preferred.
• Other transferable skills will be considered.
• Experience with relational databases and their structure.

Responsibilities

• Manage multiple projects with competing priorities while maintaining professionalism and confidentiality.
• Use software tools to analyze data, synthesize findings, and share results in clear presentations.
• Analyze prospect pools and assign prospects per department guidelines.
• Document fundraising metrics and division reporting as identified by the Senior Director.
• Provide support with creating constituent profiles.
• Monitor constituent alerts on pertinent activity.
• Investigate fundraising initiatives to identify prospects for major, planned, and annual gifts; analyze giving trends.
• Monitor, analyze, and report progress toward goals.
• Stay updated on new products, resources, and methodologies to enhance work.
• Collaborate to develop and maintain policies for Advancement and Alumni Engagement.

Skills

MS Word

Excel

fundraising software

Blackbaud RE CRM

iWave

LiveAlumni

AlumniFinder

Power BI

reporting dashboards

deadline management

detail oriented

communication skills

data interpretation

confidentiality

judgment discretion

Education

Bachelor's degree preferred

Tools

Blackbaud RE CRM

Power BI

Relational databases

Job description

Occupational Summary:
The Office of Advancement & Alumni Engagement's mission is to inform external constituents of the
College's mission and goals; to involve them as volunteers in fulfilling its mission; and to inspire them to
invest their resources in support of current objectives and future dreams.
The Assistant Director of Prospect Management will support our fundraising efforts through prospect
research, data analysis, and assisting with portfolio management. The Assistant Director will collaborate
closely with the Senior Director of Advancement & Campaign Manager and the Advancement Operations
team. By providing insights and research, the Assistant Director will directly support our fundraising goals,
initiatives, the campaign, and the mission of Beloit College

ESSENTIAL DUTIES AND RESPONSIBILITIES

• 1. Must successfully manage multiple projects with competing and/or shifting priorities while maintaining a high degree of professionalism and confidentiality.
• 2. Use various software tools to analyze data, synthesize its findings, and share results in clear and compelling presentations.
• 3. Analyze prospect pools and ensure prospects are assigned in accordance with department guidelines.
• 4. Document fundraising metrics and other division reporting as identified by the Senior Director.
• 5. Provide support with the creation of constituent profiles.
• 6. Monitor constituent alerts on pertinent activity.
• 7. Investigate fundraising initiatives to determine if a sufficient number of prospects can be identified to meet funding goals, utilize wealth screenings to identify prospects for major gifts, planned gifts, and annual gifts, engage in data mining to identify giving trends, and perform qualitative and quantitative analysis to evaluate each identified prospect's potential and propensity to financially support the college.
• 8. Monitor, analyze, and report on progress toward goals.
• 9. Keep abreast of new products, resources, technologies, and methodologies to enhance work.
• 10. Collaborate with the Senior Director to develop, document, and maintain policies for Advancement and Alumni Engagement.
• 11. Safeguard the confidentiality of donor information at all times, exercise discretion, and adhere to the ethical and confidentiality policies and guidelines of the college and the Association of Professional Researchers for Advancement (APRA).
• 12. Become cross-trained in all areas within the Advancement Operations unit to ensure continuity across business functions.
• 13. Belief in the mission and strong ethical conduct are essential.
• 14. Contribute to building a world-class culture of philanthropy by taking responsibility for other special tasks as requested.
• 15. Perform other duties as assigned.

Credentials and Experience:

• 1. Minimum of two-five years' experience in prospect management, research, data analysis, or other similar field, preferably in an academic or nonprofit healthcare or related industry setting.
• 2. Bachelor's degree preferred.
• 3. Other transferable skills will be considered.
• 4. Experience with relational databases and their structure.

Knowledge, Skills, and Abilities:

• 1. Advanced Proficiency in MS Word, Excel, and fundraising software; experience with Blackbaud RE CRM is preferred.
• 2. Experience with research tools such as iWave, LiveAlumni, and AlumniFinder also beneficial, as well as Power BI to create custom reports and dashboards.
• 3. Ability to meet deadlines and carry out multiple projects simultaneously.
• 4. Ability to manage complex processes and procedures with strong attention to detail and accuracy.Experience with data analytics and reporting is strongly preferred.
• 5. Excellent interpersonal, oral, and written communication skills.
• 6. Curiosity and skill in searching and retrieving information from online sources and database products; ability to interpret financial and biographical data from a variety of sources.
• 7. Ability to exercise judgment and maintain confidentiality on a wide spectrum of topics and issues for which discretion is required.