Prospect Management Analyst

Prospect Management Analyst Position Type: Classified. Faculty / Non-Faculty / Administration: Non-Faculty. Pay Band: GEN08. Department: Institutional Advancement. Job Purpose The Prospect Management Analyst maintains large scale data modeling projects and wealth screenings and maintains the prospect pipeline within ongoing data hygiene projects. The analyst will work closely with assigned gift officers and conduct quarterly portfolio reviews and work with these officers to build out prospect lists for campus priorities. The position will provide information and insight to assigned gift officers and deliver consultative and analytical services including portfolio management, pipeline assessment and advancement analytics to support prospect identification, cultivation, solicitation and stewardship efforts. Responsibilities Work with vendors to conduct large-scale data modeling projects and wealth screenings, execute plan to maintain up-to-date screenings on all prospects, analyze results to make recommendations for prospect assignments and build the prospect pipeline. Proactively and independently execute additional strategies to identify sources of prospects using creative research techniques including push technology, news alerts, print materials, gift reports, and action notes. Maintain the prospect pipeline with ongoing data hygiene projects to ensure the pipeline includes a group of active prospects. Conduct portfolio reviews at least quarterly with assigned gift officers, recommend prospects to be removed from or added to assigned portfolios, and support gift officers as they create, grow, or reduce their portfolios. Provide strategy support to assigned gift officers as they plan visits with prospects and donors. Collaborate with gift officers to create prospect lists for campus priorities identified by leadership and produce segmented prospect lists for officer and leadership travel and event guest lists. Work with Director to complete special projects or tasks relating to pipeline and prospect development. Develop and maintain suite of training materials for staff, train new staff members, and assist with onboarding of new development officers. Minimum Requirements Bachelor’s Degree and one to two (1-2) years of full-time experience in prospect management, prospect research, data analytics, or advancement services at a higher‑educational institution, non‑profit institution or equivalent. Candidates with an equivalent combination of experience and/or education are encouraged to apply. Required Knowledge, Skills and Abilities The candidate should have excellent business and analytical skills; experience using data‑driven insights; demonstrated project management and organizational skills; strong writing and communication skills; and the ability to interact effectively with a diverse group of fundraisers, advancement staff and other constituencies. The candidate is team‑oriented and driven to achieve. The candidate should have a working knowledge of prospect development and research methodologies and best practices; working knowledge of Blackbaud’s Raiser’s Edge and NXT database (or a similar CRM system); and a strong familiarity with Blackbaud’s ResearchPoint and/or other research subscription services (e.g. Windfall, iWave, Candid, LinkedIn, LexisNexis, etc.). The candidate should have demonstrated project management skills, good attention to detail, and ability to prioritize workload and independently meet deadlines. Advanced Microsoft skills (including Word, Excel, Teams, PowerPoint, etc.) and excellent verbal and written communication skills are required. Experience using and creating Power BI dashboards is preferred but not required. Additional Comments Regarding Position Flexibility to work evenings and weekends as needed is highly preferred. Salary $45,300 - $60,000 Benefits Insurance: Health/Dental/Vision Life Insurance Paid Leave: Sick/Annual/Parental Retirement Long Term Disability Paid Holidays Free CARTA Bus Service Employee Tuition Assistance Program (ETAP) Employee Assistance Program (EAP) EEO Statement The College of Charleston is an equal opportunity employer and does not discriminate against any individual or group on the basis of sex, gender (including gender identity and/or expression), pregnancy, race, religion, color, national origin, age, disability, military or veteran status, sexual orientation, genetic information, and other classifications protected by applicable federal, state, and local laws. For more information, please visit eop.cofc.edu. #J-18808-Ljbffr