Prospect Development Specialist, RPD

Vanderbilt; Nashville (TN); Hybrid; USD 75,000 - 110,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

Vanderbilt University seeks a Prospect Development Specialist to serve as an internal liaison between DAR Partners and Prospect Development, driving major gift and leadership annual giving initiatives.

You will manage prospect pools, lead portfolio reviews, and produce data-driven insights to optimize fundraising activity with frontline teams, leveraging Salesforce and data visualization tools. The role is hybrid and based in Nashville, TN with in-office presence required about one day per week.

Qualifications

• Bachelor's degree required.
• Three years of fundraising experience required; five years preferred.
• Experience with Vanderbilt University or DAR team preferred.
• Experience working with frontline fundraisers preferred.
• Ability to manage/maintain prospect development system.
• Exceptional database skills, especially Salesforce CRM and Ellucian Advance.
• Strong Microsoft Office skills (Excel/Word/PowerPoint).
• Tableau/PowerBI visualization experience preferred but not required.

Responsibilities

• Build and maintain portfolios and pools of prospects.
• Lead biannual portfolio reviews and monthly activity audits.
• Prepare travel/contact lists and ad hoc projects.
• Analyze data to identify trends and inform fundraising strategy.
• Coordinate with DAR staff to align donor interests with Vanderbilt priorities.
• Develop monthly reports with IM and DAR leadership to track activity.
• Oversee wealth screening results and moves management for prospects.

Skills

Fundraising analytics

Prospect development

Data visualization

Salesforce CRM

Tableau

PowerBI

Microsoft Office

Relationship management

Project management

Education

Bachelor's degree

Tools

Salesforce CRM

Ellucian Advance

Tableau

PowerBI

Excel

Job description

JOB DESCRIPTION

The Prospect Development Specialist is an internal liaison between internal DAR Partners and Prospect Development, and the Specialist will provide strategic focus and direction to Major and Leadership Annual Giving development officers and frontline fundraising teams. Prospect Development is the strategic arm of Vanderbilt's DAR operation, and the Specialist will manage, track, and report out on constituent and prospect pools which influence development officer and Dare to Grow campaign activity. By leveraging a solid understanding of the university's vision and philanthropic priorities, the Specialist is expected to lead efforts which increase the pipeline for major and lead annual gifts and optimize fundraising activity for assigned development officers and fundraising teams. Typical day-to-day duties include, but are not limited to, building and maintaining assigned portfolios and pools of prospects, leading biannual portfolio reviews, directing monthly opportunity and activity audits, preparing travel list or contact list requests, and other ad hoc projects which support the university's major gift and leadership annual giving programs. These projects support an information-driven culture which derives conclusions and trends through structured analysis of internal and external data. The Specialist will be expected to work collaboratively with appropriate DAR staff members in scenarios which involve prospective donors who have giving interests in multiple areas. The Specialist will leverage DAR's Prospect Development Optimization Guide to foster coordination and collaboration between fundraising teams to create the best possible match between a donor's interests and Vanderbilt's priorities. The Specialist will develop and foster relationships with internal fundraising teams, engagement teams, and external partners and thought leaders. The Specialist will demonstrate initial competency of Level I Relationship Management functions, Level I Data Science functions, and Level I Leadership functions, defined by APRA International Body of Knowledge, but will also gain exposure to Prospect Research, Pipeline Development, and additional Data Science functions on an as-needed basis. The Specialist is expected to demonstrate competency of Level II Relationship Management functions, Level I Data Science functions, and Level I Leadership functions by the end of their first year.

About the Work Unit:

Vanderbilt's Department of Alumni Relations (DAR) assists the university in securing the resources, both human and financial, that are required to achieve its mission and goals. DAR is responsible for the identification, cultivation, solicitation, and stewardship of individuals and organizations whose charitableobjectives are consistent with those of Vanderbilt's teaching and research programs.

Key Functions and Expected Performance:

• Possess and demonstrate a solid, detailed knowledge of the university's prospect pool, prospect development business processes, and the proper use and function of information in DAR's database
• Ensure compliance with the Prospect Optimization Guide with focus on roles and responsibilities for the prospect development teams and the development officers
• Recommend portfolio moves which enhance prospect and donor lifetime value to Vanderbilt, and/or perceived engagement with or affinity to Vanderbilt
• In coordination with assigned team(s) and/or development officer(s), review all prospect development requests for assignment in school or unit areas, and ensure accuracy of appropriate data points in database
• Proactively initiate projects designed to discover and analyze new and emerging prospect segments
• Manage the planning and execution of projects related to analysis of fundraising team portfolios.
• Assist DAR leadership with analysis on overall portfolio movement, health, and viability
• In conjunction with Information Management (IM) team, the Director, Data Analytics, and the Director, Prospect Management, develop and prepare monthly reports for DAR leadership team to track major gift prospect activity
• Use data visualization, reporting, and analytical techniques as required to analyze and describe groups of prospects or constituents
• Direct the prospect tracking and moves management program for the university prospects rated $25,000 to $1,000,000 by reviewing/analyzing contact reports, changes in prospect records, and proposal status
• Provide prospect development oversight on wealth screening results/analysis, including pool analysis, distribution, tracking, and follow-up of potential $25,000 to $1,000,000 screened prospects to leadership annual giving officers

Supervisory Relationships:

This position does not have supervisory responsibility; this position reports to the Assistant Director, Prospect Development.

Work Environment:

This position will be located in the Nashville, TN area. It will a hybrid position with the expectation of being in the office one day per week, or more depending on business needs.

Education and Certifications

Bachelor's degree is required.

Experience and Skills:

• Three years of fundraising experience required; five years of relevant experience preferred
• Preference for experience within Vanderbilt University or Vanderbilt's Development and Alumni Relations team
• Preference for Academic/University fundraising Experience
• Preference for experience working with frontline fundraisers
• Ability to manage/maintain prospect development system and ensure compliance with related guidelines
• Exceptional database skills, preferred especially with Salesforce CRM and Ellucian Advance
• Trailhead Certification(s) are preferred but not required
• Intermediate to advanced experience/comfort with Microsoft Office Suite (e.g. Excel, Word, PowerPoint) and professional office software (e.g. Microsoft Outlook, Microsoft Teams, Zoom)
• Beginner to intermediate experience with visualization software (e.g. Tableau, PowerBI) is preferred but not required

Key Characteristics of a Successful Team Member in this Work Unit:

• Expects and delivers excellence, is proactive and focused on creative problem solving, and places a high value on learning and improving.
• Holds oneself accountable, takes responsibility for failures as well as successes, and recognizes that trust is required to hold a team together.
• Shares information, communicates proactively, asks for advice and considers it thoughtfully.
• Genuinely values teamwork and co-workers.
• Manages time, activities, and outcomes well so that progress stays on track.

ABOUT US

At Vanderbilt University, our work - regardless of title or role - is in service to an important and noble mission in which every member of our community serves in advancing knowledge and transforming lives on a daily basis. Located in Nashville, Tennessee, on a 330+ acre campus and arboretum dating back to 1873, Vanderbilt is proud to have been named as one of "America's Best Large Employers" as well as a top employer in Tennessee and the Nashville metropolitan area by Forbes for several years running. We welcome those who are interested in learning and growing professionally with an employer that strives to create, foster and sustain opportunities as an employer of choice. We understand you have a choice when choosing where to work and pursue a career. We understand you are unique and have a story. We want to hear it.

Vanderbilt University is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran, or any other characteristic protected by law.