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Reporting to the Associate Vice President of Advancement and Campaign Operations, the Director of Advancement Research and Prospect Management provides research and prospect management oversight and support to the Division of University Advancement in the identification and solicitation of individual, corporate and foundation gift prospects as well as managing portfolio assignments, proposals and fundraising metrics. The incumbent works closely with the AVP, Advancement and Campaign Operations and other Advancement research and information technology staff to provide a comprehensive range of prospect research, analysis, data analytics, metrics, data integrity, management, and datamining in order to successfully execute and track the flow of prospects into and through the major donor pipeline to ensure current and future fundraising goals are met.
- Provide leadership to the Advancement Research team to plan and execute a major gift prospect pipeline critical to current and future fundraising goals
- Direct the identification of new prospects. Oversee analysis and verification of wealth screening
- Recommend solicitation strategies and provide verbal interpretation of research to guide fundraisers in the development of cultivation strategies
- Oversee a system for tracking, reporting and managing prospects based on comprehensive research
- Oversee preparation of data, metrics, and reports to be utilized by key staff members and leadership, including the VP for University Advancement, Directors of Development and the President, as needed
- Create benchmarks and goals for a moves management program, in consultation with Development leadership to ensure proper turnover occurs in assigned portfolios and ensure portfolios are kept supplied with new prospect names. Monitor progress of moves management goals
- Recommend initiatives and changes based on best practices in the field to consistently improve standards of research program and meet current and future prospect needs
- Implement and maintain datamining/predictive modeling program, using Tableau and statistical programs
- Produce regular fundraising metrics and reports to inform DODs and Senior Management on fundraising activities and progress toward goals
- Oversee the collection and integrity of data related to alumni including “lost” graduates, missing degree; student activity and employment information
- Establish and update research policies and procedures for the department based on best practices in the field including, but not limited to ethical standards, confidentiality statements, database records and research procedures
- Develop and recommend policies on matters related to prospect tracking and research. Maintain a research/prospect management/fundraising analytics library. Remain current in the field of prospect research, management and fundraising analytics
- Recommend software and other resources appropriate for the SJSU Advancement Research and Prospect Management Office
- Create and manage portfolios, proposals and fundraising dashboards in Tableau
- Supervise research personnel and operations
Knowledge, Skills & Abilities
- Thorough understanding of research to support fundraising initiatives; prospect management systems and data management tools
- Ability to perform statistical and data mining/predictive modeling techniques and apply the results to constituent database
- Ability to use data visualization tools to present data analysis in user-friendly reports.
- Proficiency with current prospect research techniques and a high level of computer literacy
- Knowledge of current research technologies and information search techniques, including on-line databases, pay subscription sources, public records, information management and retrieval and reference materials
- Strong verbal and written communication skills and the ability to write reports, business correspondence and procedure manuals
- Ability to manage multiple projects simultaneously while exercising critical thinking skills.
- Ability to effectively present information and respond to questions from groups of managers, customers and the general public
- Strong analytical skills, ability to define problems, collect data, determine facts, draw valid conclusions and interpret an extensive variety of technical instructions
- Demonstrated ability to analyze and synthesize high volumes of information
- Strong initiative, organizational ability, independent judgement and attention to detail.
- Thorough knowledge of and ability to use Advance or equivalent relational database.
- Ability to exercise judgement and maintain confidentiality on a wide spectrum of topics and issues for which discretion is required
- Ability to demonstrate an open, participatory, team-oriented management style; and demonstrate flexibility regarding changes
- Ability to articulate ideas clearly, both verbally and in writing; listen accurately; establish rapport with people from diverse backgrounds
- Ability to maintain dignity and self-control in stressful situations
- Ability to be objective about personal strengths and limitations
- Bachelor’s Degree
- A minimum of eight years overall professional experience
- 4-6 years of professional research experience and prospect management experience in non-profit development environment
- Master’s Degree
- Experience working with databases and public information to analyze complete information; fluency in a broad range of prospect research resources and techniques
- Extensive experience using Tableau
Classification: Administrator II
Hiring Range: Commensurate with experience
San José State University offers employees a comprehensive benefits package typically worth 30-35% of your base salary. For more information on programs available, please see the Employee Benefits Summary.
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