Assistant Director of Prospect Management

Beloit-College; Beloit (WI); Presencial; USD 65 000 - 90 000; Tempo integral

Resumo da oferta

Beloit College's 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 senior leadership and the Advancement Operations team to provide insights and drive donor engagement.

The role emphasizes confidentiality, data-driven decision making, and cross-training across the unit to ensure continuity of operations and strategic fundraising progress.

Qualificações

• Two–five years’ experience in prospect management, research, data analysis, or similar field.
• Bachelor’s degree preferred.
• Experience with relational databases preferred.
• Strong MS Word/Excel and fundraising software skills.

Responsabilidades

• Manage multiple projects with competing priorities while maintaining confidentiality.
• Analyze data, synthesize findings, and present results clearly.
• Analyze prospect pools and ensure proper assignment per guidelines.
• Document fundraising metrics and division reporting.
• Support creation of constituent profiles and monitor alerts.
• Identify prospects using wealth screenings and data mining to meet funding goals.
• Monitor, analyze, and report progress toward goals.
• Stay updated on new tools and methodologies to enhance work.
• Collaborate to develop and maintain Advancement policies.
• Safeguard donor information and adhere to confidentiality policies.

Conhecimentos

MS Word

Excel

Power BI

Fundraising software

Research skills

Data analysis

Communication

Formação académica

Bachelor's degree preferred

Ferramentas

Blackbaud RE CRM

iWave

LiveAlumni

AlumniFinder

Descrição da oferta de emprego

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.