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Prospect Management Analyst

Posting Details

Position Information

Posting Number S000328
Position Title Prospect Management Analyst
Department Development
Division Institutional Advancement
Supervisor Title Director of Development
Status Full Time Regular
Position Summary

The Prospect Management Analyst is responsible for developing and sustaining the movement of Major Gifts prospects through the development cycle to ensure optimization of giving. This position is tasked with providing reliable and timely quantitative data and trend analysis in support of North Central College’s fundraising efforts. This position will directly impact North Central College’s Strategic Plan Imperative #4, Culture of Excellence, “Grow our resources to ensure long-term financial health.”
The Analyst is housed within the Gift Officer Team and works closely with a full-time Prospect Research Analyst and the Director of Development. The DOD, Prospect Research Analyst, and Prospect Management Analyst support the Gift Officer team by applying data analytics and managing prospect identification and assignment services to facilitate the movement of donors through development channels, primarily focused on major and principal gift portfolios.

Description of Key Responsibilities

1. Promote and support data-driven decision making in Principal and Major Gifts.
2. Bolster the efforts of the Development department to achieve strategic plan goals, including serving on teams tasks with tactic implementation. Contribute on an institutional level to the accomplishment of goals, especially those in service of the strategic plan.
3. Create, refine, and manage an efficient and effective data-driven prospect management system, developing solutions in cooperative fashion with key fundraising leaders in major and principal gifts. In partnership with the Prospect Research Analyst and Director of Development, establish and monitor a “moves management” system based upon targeted research that drives mutually agreed upon cultivation and solicitation strategies for donors and prospects.
4. Along with Prospect Research Analyst, actively prepare for monthly prospect strategy sessions with Gift Officer team. In conjunction with monthly meetings, launch portfolio analytics to share portfolio insights with Gift Officers.
5. Create regularly recurring prospect management reports. Analytics will pertain to the whole team and individual Gift Officer dashboards will be created as well. Assess portfolio penetration, yield rates, and stage aging in addition to individual performance dashboards.
6. Partner with the Prospect Research Analyst to manage the assignment of identified prospects via predictive models, engagement scores, and capacity ratings and apply biographical and financial information on individuals based on the development staff’s fundraising strategies and objectives and provide recommendations and best practices.
7. Develop, maintain, regularly review, and update prospect management policies and procedures. Work with senior leadership to ensure adherence to established policies and procedures.
8. In partnership with the Director of Development, provide orientation and training to Gift Officers on the principles and details of North Central’s prospect management framework, including policies, procedures, and key performance indicators. Beyond departmental training, institutional onboarding will support strategic plan goals regarding institutional relationship management.
9. In partnership with Advancement Services, initiate and perform data analytics and utilize predictive modeling and scores produced internally and by vendors.
10. Coordinate strategic analytic efforts across the Advancement Division to increase sophistication of interdepartmental collaboration and effectiveness tracking.
11. Work cross-functionally with Advancement Services and fundraising teams to ensure gift crediting rules are followed. As needed, recommend and make gift reclassifications.
12. Stay current with computer technology, best practices and research methodologies, as well as news and other trends that impact fundraising, prospect management and research.
13. Other duties as assigned.

Required Knowledge, Skills and Abilities

1. Ability to retrieve, compile, and synthesize large amounts of information into concise and coherent reports and input data into College’s database.
2. Computer proficiency using Microsoft Office and the ability to adapt and incorporate new technologies required.
3. Strong creativity and problem-solving skills.
4. Must be able to create, review, and edit comprehensive reports and analytics with attention to accuracy and detail.
5. Excellent writing skills, superior attention to detail, and inquisitive nature.
6. Ability to consistently demonstrate outstanding interpersonal skills in dealing with persons both internal and external to the College.
7. Ability to effectively conduct several activities, each in a different stage of development, concurrently, and to do so with minimal direct supervision. This requires a person who is well organized and flexible.
8. Much of the information dealt with by this individual is of a personal and confidential nature, so the ability to exercise discretion in all matters and to adhere precisely to legally required constraints and to specific College policies regarding release of information is essential.
9. Independent judgment and initiative required. Must continually demonstrate a proactive approach.
10. Ability to, at times, work effectively within groups where membership and leadership may not be constant.

Distinguishing Characteristics

The Prospect Management Analyst should possess critical thinking skills, communicate effectively, and take initiative. A keen interest in learning and continuous skill refinement is a must. Attention to detail, as well as a strong teamwork skills, will make the candidate successful.

Education/Training

The successful candidate for the Analyst, Prospect Management will have a Bachelor degree or equivalent in a liberal arts field. Training in data analytics, CRM systems, or other relevant experience is preferred.

Experience

Experience with and strategic use of Colleague, other advanced CRM tools, and/or Reeher related to storing, manipulating, and retrieving data is preferred. Experience and expertise in advanced Excel functions is highly desired. Ideally, work related experience will have been gained in a complex, national, non-profit organization with a significant base (300k +) of members and donors. Prior experience involving raising funds through multiple channels with complex donor segmentation and data metrics is preferred.

Licenses or Certifications
Is This a Temporary Position? No
Employment Conditions

An offer of employment is contingent upon successful completion of the College’s background screening process.

Number of Vacancies 1

Posting Detail Information

EEO Statement

North Central College is an Equal Opportunity Employer committed to increasing the diversity of our workforce. NCC provides reasonable accommodation to applicants with disabilities where appropriate. If you need reasonable accommodation for any part of the application or hiring process, please notify the Office of Human Resources. Determinations for reasonable accommodation will be made on a case-by-case basis.

Close Date
Open Until Filled Yes
Special Instructions to Applicant
Additional Information

Posting Supplemental Questions

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Applicant Documents

Required Documents
  1. Resume
  2. Cover Letter/Letter of Interest
  3. Names and contact information of three professional references
Optional Documents