California State University System-posted 3 months ago
$5,537 - $10,014/Yr
San Jose, CA
5,001-10,000 employees
Educational Services

Reporting to the Director of Advancement Research and Prospect Management, the Prospect Management Analyst provides functional expertise to support the design, development, and implementation of analytics-based fundraising solutions and services to support the attainment of philanthropic goals for SJSU's University Advancement division. The Prospect Management Analyst supports fundraising efforts by providing and analyzing prospect data to optimize fundraising strategies. This position works with fundraisers and senior leaders to identify and evaluate potential donors, ensuring data integrity and providing insights for effective donor cultivation and solicitation. Key responsibilities include prospect identification and assignments, portfolio review, data analysis, report and dashboard generation, and the implementation of prospect management policies and procedures including pipeline moves management.

  • Manage the prospect pipeline and moves management process to ensure timely and effective advancement of prospects.
  • Drive portfolio optimization and provide prospect assignment recommendations.
  • Conduct regular portfolio reviews with gift officers; offer data-driven insights and guidance and track cultivation strategies.
  • Deliver training to gift officers on best practices for portfolio management.
  • Qualify prospects based on capacity, inclination, and likelihood to give.
  • Use data mining and predictive modeling to inform donor engagement strategies.
  • Analyze fundraiser metrics to track performance and progress toward fundraising goals.
  • Proactively identify prospects using wealth screening and relationship mapping tools.
  • Generate and help design standard and custom reports for distribution to development officers and staff.
  • Run data reports as requested by the Director of Advancement Research and Prospect Management for development officers and staff.
  • Maintain the integrity and quality of the CRM database and conduct regular data cleaning to ensure that donor and prospect information is current.
  • Serve as the primary liaison to the University Advancement database administrator for projects related to the CRM system as well as the creation of fundraising reports and dashboards.
  • Assist in training end users on CRM systems; develop and maintain accompanying training documentation.
  • Provide strategic development consultation and high-level support to leadership on fundraising activities.
  • Contribute to the formulation of policies related to advancement research, prospect management, and related infrastructure support activities.
  • A bachelor's degree and/or equivalent training.
  • Four years of administrative work experience involving study, analysis, and/or evaluation leading to the development or improvement of administrative policies, procedures, practices, or programs.
  • Advanced degree.
  • Experience in higher education.
  • Blackbaud's Raiser's Edge NXT or similar donor database experience.
  • At least two years of experience analyzing and interpreting data for development and fundraising.
  • Experience in advancement, including prospect research and identification.
  • Comprehensive benefits package typically worth 30-35% of base salary.
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