Prospect Development Analysts

University of Utah; Campus (IL); On-site; USD 60,000 - 85,000; Full time

Job summary

The University of Utah Office of Advancement is seeking a Prospect Management Analyst to join a data-driven team supporting engagement and philanthropic giving across campus and health system. The role partners with gift officers to optimize donor portfolios and maintains data integrity in Salesforce to drive strategic fundraising.

Responsibilities include regular meetings with gift officers, entering engagement data, tracking metrics, and producing dashboards for leadership.

Qualifications

• Bachelor’s degree or equivalent with relevant work experience.
• Experience with nonprofit or higher education fundraising is preferred.
• Experience using Salesforce or similar CRMs is preferred.

Responsibilities

• Support gift officers by tracking engagement in Salesforce.
• Enter donor engagement data and create plans/reports in a timely manner.
• Collaborate with Prospect Management to advocate data-driven portfolios.
• Analyze data sets and develop dashboards to inform donor engagement.
• Ensure data integrity and continuity across campus, University Advancement.

Skills

Data analysis

Stakeholder engagement

Project coordination

Data integrity

Reporting

Education

Bachelor's degree

Tools

Salesforce

CRM systems

Job description

Priority Review Date (Note - Posting may close at any time)

Job Summary

A Prospect Management Analyst works collaboratively as one of the many data-driven team members in the University of Utah Office of Advancement, a unit dedicated to serving main campus, University of Utah Health, and numerous affiliated organizations and institutions. Our mission is to generate engagement and philanthropic support to advance the university’s priorities in key areas for students, faculty, patients, and researchers. The primary function of a Prospect Management Analyst is to

Champion the values of Collaboration, Belonging, Empowerment, and Integrity, which are essential to a successful prospect management system;

Encourage donor centric and One U behavior across the University advancement community;

Capture cross-campus collaboration, planning, and activity tracking within University Advancement prospect management system (Salesforce);

Partner closely with gift officers to optimize portfolios to increase donor engagement and gifts;

Synthesize data sets and maintain data integrity to provide accurate reporting;

And ensure continuity and quality customer service between campus areas, University of Utah Health and University Advancement.

Learn more about the great benefits of working for University of Utah: benefits.utah.edu

Responsibilities

Support to Gift Officers (40%)

• Conduct regular meetings with gift officers as they cultivate and solicit prospective donors to track engagement activity in Salesforce in accordance with University Advancement policies and procedures
• Serve as liaison to connect gift officers with appropriate resources within University of Utah Advancement Office, providing frontline support and triaging questions and concerns
• Assist gift officers in entering donor engagement data through plans and contact reports in a timely manner to ensure accurate, real-time reflection of fundraising activity
• Collaborate within Central Prospect Management on prospect strategies to advocate for data-driven models to support portfolios that are focused, dynamic, and sustainable, leading to successful fundraising
• Demonstrate comprehensive understanding of the prospect management system, policies, procedures, and best practices to inform, guide, and support gift officers
• Encourage cross-campus collaboration to help develop prospect strategies to increase donor engagement and gifts
• Assist in tracking and reporting performance metrics that are aligned with Leadership’s objectives for donor qualification, engagement, solicitation, and gift outcomes
• Work closely with the Prospect Research team to identify potential prospects for priority projects

Data Analysis, Integrity, and Entry (40%)

• Assist in analyzing data sets to create clear reports and dashboards that inform donor engagement strategies and measure performance metrics
• Regularly perform data integrity audits on records in Salesforce to ensure accurate prospect information, donor engagement activity, and related data for accurate reporting
• Assist with entering opportunities and related data into the prospect management system to track funding requests and to support fundraising activity metrics
• Regularly review solicitation plans in the prospect management system, focusing on those above an established dollar threshold and/or involving multiple fundraising areas
• Regularly review and confirm prospect manager assignment requests by considering all data within the prospect management system to make informed, strategic portfolio assignments
• Support broader Central Prospect Management team in data entry updates as needed

Strategic Partnership & Conflict Resolution (15%)

• Serve as a critical partner across University Advancement in situations such as potential cross-campus conflicts, timing issues, donor fatigue, or opportunities for coordinated strategy
• Model confidentiality and impartiality in all circumstances; be a champion for University Advancement’s strategic goals, the One U Philosophy, and the interests of our donors

Other Duties as Assigned (5%)

Minimum Qualifications

EQUIVALENCY STATEMENT : 1 year of higher education can be substituted for 1 year of directly related work experience (Example: bachelor’s degree = 4 years of directly related work experience).

Prospect Development Analyst, III : Requires a bachelor’s (or equivalency) + 6 years or a master’s (or equivalency) + 4 years of directly related work experience.

Preferences

The ideal candidate will have:

• Experience with and understanding of nonprofit and/or higher education fundraising
• Experience in cross-collaboration with key stakeholders
• Experience using Salesforce or similar CRMs
• Track record of providing excellent customer service to stakeholders
• Demonstrated competency with data sets, data hygiene, and data maintenance
• Experience with presenting or providing guidance on technical and policy information to individuals and groups
• Demonstrated ability to strategize and resolve conflicts in and with small groups

Special Instructions Summary

The University is a participating employer with Utah Retirement Systems(“URS”). Eligible new hires with prior URS service, may elect to enroll in URS if they make the election before they become eligible for retirement (usually the first day of work). Contact Human Resources at [phone] for information. Individuals who previously retired and is receiving monthly retirement benefits from URS are subject to URS’ post-retirement rules and restrictions. Please contact Utah Retirement Systems at [phone] or [phone] or University Human Resource Management at [phone] if you have questions regarding the post-retirement rules.

This position may require the successful completion of a criminal background check and/or drug screen.

The University of Utah values candidates who have experience working in settings with students and possess a strong commitment to improving access to higher education.

Veterans’ preference is extended to qualified applicants, upon request and consistent with University policy and Utah state law. Upon request, reasonable accommodations in the application process will be provided to individuals with disabilities.

Consistent with state and federal law, the University of Utah does not discriminate based upon race, ethnicity, color, religion, national origin, age, disability, sex, sexual orientation, gender, gender identity, gender expression, pregnancy, pregnancy-related conditions, genetic information, or protected veteran’s status. The University does not discriminate on the basis of sex in the education program or activity that it operates, as required by Title IX and 34 CFR part 106. The requirement not to discriminate in education programs or activities extends to admission and employment. Inquiries about the application of Title IX and its regulations may be referred to the Title IX Coordinator, to the Department of Education, Office for Civil Rights, or both.

To request a reasonable accommodation for a disability or if you or someone you know has experienced discrimination or sexual misconduct including sexual harassment, you may contact the Director/Title IX Coordinator in the Office of Equal Opportunity and Title IX ( OEO ). More information, including the Director/Title IX Coordinator’s office address, electronic mail address, and telephone number can be located at: https://www.utah.edu/nondiscrimination/

https://safety.utah.edu/safetyreport This report includes statistics about criminal offenses, hate crimes, arrests and referrals for disciplinary action, and Violence Against Women Act offenses. They also provide information about safety and security-related services offered by the University of Utah. A paper copy can be obtained by request at the Department of Public Safety located at 1658 East 500 South.

Posting Specific Questions

Required fields are indicated with an asterisk (*).

• * What is your highest level of completed education?
  • None
  • High School Diploma or Equivalent
  • Associate Degree
  • Bachelor's Degree
  • Master's Degree
  • Doctorate Degree
• * How many years of related work experience do you have?
  • Less than 6 years
  • 6 years or more, but less than 9 years
  • 9 years or more, but less than 12 years
  • 12 years or more, but less than 15 years
  • 15 years or more
• * Will you now or in the future require sponsorship for employment visa status (e.g., H-1B status)?
  • Yes
  • No