Hybrid Senior Prospect Strategy & Data Analyst

Duke Clinical Research Institute; Durham (NC); On-site; USD 62,766 - 97,798; Full time

Job summary

Duke Health Development & Alumni Affairs (DHDAA) is seeking a Senior Prospect Management Analyst to join the Prospect Development team in Durham, NC. The role supports assignment, data requests, and donor engagement strategies across CRM systems.

The position emphasizes collaboration with fundraisers, maintaining data integrity, and implementing training while improving prospect management processes to drive fundraising results.

Qualifications

• Bachelor's degree required.
• Three (3) years of experience in development research or a related field.
• Experience with research methodology is required.
• OR any other equivalent combination of relevant education and/or experience.

Responsibilities

• Support and measure the efforts of a robust and sustainable pipeline including evaluating if the appropriate prospects are being managed, if assigned prospects are being engaged, and if we are moving prospects forward at a reasonable pace.
• Oversee and maintain the DHDAA prospect clearance and assignment process. Uphold standards and data integrity to ensure a coordinated and strategic approach to prospect outreach.
• Maintain comprehensive guidelines specific to DHDAA for patient prospects and the Salesforce CRM that provide organization-wide transparency, consistency, coordination, and collaboration of fundraiser engagement activities.
• Develop and implement training regarding Prospect Management processes and procedures.
• Facilitate prospect strategy meetings providing data to influence or shape successful strategy, next steps, and outcomes.
• Credibly lead conversations on all aspects of Prospect Management including portfolio optimization, system training, and process change management.
• Lead conversations regarding size, balance, value, and yield to measure portfolio and pool performance. Assist with portfolio management across fundraising teams using existing resources and best practices.
• Plan and lead portfolio management/moves management, strategy, and optimization meetings with fundraisers.
• Implement industry best practices for the comprehensive monitoring and tracking of managed and engaged prospects through the solicitation cycle.
• Utilize organizational knowledge and constituency data, including prospect segmentation tools, to explain and make recommendations for activity, strategy, and assignment.
• Identify and implement best practices for distributing information to a complex network of interested parties.
• Participate in cross-departmental projects to improve understanding and strategic use of Prospect Development tools and data.
• Monitor and act on data insights from pipeline growth efforts, such as Virtual Engagement Officers and Annual Giving outreach.
• Process and respond to prospect management department requests in a timely and thoughtful manner.

Skills

Prospect management

Fundraising knowledge

CRM systems

Data analysis

Stakeholder collaboration

Confidential data handling

Communication

Project coordination

Education

Bachelor's degree

Tools

Salesforce CRM

Job description

Duke Health Development & Alumni Affairs (DHDAA) is seeking a Senior Prospect Management Analyst to join the Prospect Development team in Durham, NC. The role supports assignment, data requests, and donor engagement strategies across CRM systems.

The position emphasizes collaboration with fundraisers, maintaining data integrity, and implementing training while improving prospect management processes to drive fundraising results.