Prospect Research Coordinator (Inst)
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About The Position
The Prospect Management Analyst (PMA) conducts research and prospect management for potential donors in areas such as special projects, wealth validation, news alert monitoring, research support, publication review, and database management to advance team goals and objectives. The PMA is responsible for managing the prospect management program within UWM's University Advancement Office to assist with fundraising and engagement priorities. The PMA supports all University Advancement fundraising team members to optimize fundraisers' portfolios, impacting their effectiveness and productivity. The PMA assists in the development of portfolio management best practices and policies that serve the Advancement team as well as UWM campus fundraising partners. The PMA will be the subject matter expert for prospect management industry standards for teams that fundraise for higher education. The PMA must be exceptionally comfortable using software solutions to track, record, and analyze prospects in the customer relationship management database (CRM). The PMA will partner with the University Advancement researcher to advise UA staff with accurate and comprehensive data that helps build strategies for work with prospects and donors. The PMA will support management of prospect relationship tracking in the CRM and be a resource for all development team members. The PMA must have strong communication skills and will collaborate with gift officers to understand goals and initiatives and how to support portfolio construction to create a fluid and dynamic prospect pipeline and meet targets. The PMA will partner with the Assistant Vice Chancellor of Development and Senior Directors to keep prospect managers on track and informed of their progress to goals. The PMA will support database tracking of all managed prospects and create pools of prospects for future assignment and engagement. The PMA will also support central staff functions of stewardship, planned giving, and leadership annual giving, as an expert on prospects in the CRM and identify rated prospects to be targeted. The PMA must demonstrate independent, proactive, creative and strategic thinking when approaching their work. They will have strong communication skills and be deeply integrated in database management. The PMA will be a key member of the central advancement services staff in the University Advancement Office and must be able to manage multiple, simultaneous assignments, and meet deadlines without compromising quality in a service-oriented environment.
