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NOTE: The CSU requires faculty, staff, and students who are accessing campus facilities to be fully vaccinated against the COVID-19 virus (including all booster doses of an approved vaccine for which an individual is eligible per current CDC recommendations) or declare a medical or religious exemption from doing so. As a condition of employment, any candidates advanced in a currently open search process should be prepared to comply with this requirement as well as with other safety measures established on the campus. The systemwide policy can be found at and questions may be sent to

Director of Advancement Research and Prospect Management (APPLY VIA SEARCH FIRM)

Apply now Job no: 518464
Work type: Management (MPP)
Location: San José
Categories: MPP, At-Will, Fundraising & Alumni Relations, Full Time


Job Summary

*All applicants must apply directly through the search firm.*

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.


Key Responsibilities

  • 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


Required Qualifications

  • 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


Preferred Qualifications

  • 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.


Application Procedure

Click here to apply


Contact Information

Jessica Baker 
Tel: 206-279-2058


CSU Vaccination Policy

The CSU requires faculty, staff, and students who are accessing campus facilities to be immunized against COVID-19 or declare a medical or religious exemption from doing so. Any candidates advanced in a currently open search process should be prepared to comply with this requirement as a condition of employment. The system wide policy can be found at and questions may be sent to


Additional Information

Satisfactory completion of a background check (including a criminal records check) is required for employment. SJSU will issue a contingent offer of employment to the selected candidate, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was offered the position on a contingent basis.

The standard background check includes: criminal check, employment and education verification. Depending on the position, a motor vehicle and/or credit check may be required. All background checks are conducted through the university's third party vendor, Accurate Background. Some positions may also require fingerprinting. SJSU will pay all costs associated with this procedure. Evidence of required degree(s) or certification(s) will be required at time of hire.


All San José State University employees are considered mandated reporters under the California Child Abuse and Neglect Reporting Act and are required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.


Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Housing Fire Safety Notification: 

Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the Annual Security Report (ASR) is also now available for viewing at The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and Sexual Assault prevention information, and information about drug and alcohol prevention programming. The ASR also contains statistics of Clery crimes for San José State University locations for the three most recent calendar years. A paper copy of the ASR is available upon request by contacting the Office of the Clery Director by phone at 408-924-1501 or by email at

Pursuant to the Higher Education Opportunity Act, the Annual Fire Safety Report (AFSR) is also available for viewing at The purpose of this report is to disclose statistics for fires that occurred within SJSU on-campus housing facilities for the three most recent calendar years, and to distribute fire safety policies and procedures intended to promote safety on Campus. A paper copy of the AFSR is available upon request by contacting the Housing Office by phone at 408-795-5600 or by email at


Equal Employment Statement

San José State University (SJSU) is an Equal Opportunity/Affirmative Action employer committed to nondiscrimination on the basis of age, ancestry, citizenship status, color, creed, disability, ethnicity, gender, genetic information, marital status, medical condition, national origin, race, religion or lack thereof, sex, sexual orientation, transgender, or protected veteran status consistent with applicable federal and state laws. This policy applies to all SJSU students, faculty and staff programs and activities. Title IX of the Education Amendments of 1972, and certain other federal and state laws, prohibit discrimination on the basis of sex in all education programs and activities operated by the university (both on and off campus).


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Last Updated Aug 31, 2022