Prospect Management Lead — Moves, Strategy & Reporting

Case Western Reserve University; Cleveland (OH); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Case Western Reserve University seeks an Assistant Director of Prospect Management to oversee prospect and proposal pipelines, move management, and reporting. This role ensures data integrity in Ellucian Advance and collaborates with university divisions to sustain viable prospect flow for fundraising campaigns.

The position reports to the Director of Prospect Management and requires strategic leadership, relationship-building with high-level university stakeholders, and a strong emphasis on

Qualifications

• Experience: 5 or more years in prospect management.
• Education: Bachelor's degree required; Master's degree preferred.

Responsibilities

• Lead regular prospect review meetings and generate reports to track donor activity.
• Assess portfolio health and expand prospect pools across constituencies.
• Utilize wealth screenings, predictive modeling, and data sources to assess donor capacity and inform strategies.

Skills

Interpersonal skills

Verbal & written communication

Organization & time management

Confidentiality

Report writing

Excel proficiency

Ellucian Advance familiarity

Education

Bachelor's degree

Master's degree preferred

Tools

Ellucian Advance

Microsoft Excel

Database software

Job description

Case Western Reserve University seeks an Assistant Director of Prospect Management to oversee prospect and proposal pipelines, move management, and reporting. This role ensures data integrity in Ellucian Advance and collaborates with university divisions to sustain viable prospect flow for fundraising campaigns.

The position reports to the Director of Prospect Management and requires strategic leadership, relationship-building with high-level university stakeholders, and a strong emphasis on