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Prospect Management Analyst (Multiple Positions)

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Position Details

Position Information

Title Prospect Management Analyst (Multiple Positions)
Department Development Office (9903)
Location Main Campus
Position Summary

As part of the University Development Program and under the direction of the Associate Director of Prospect Management, work to develop strategies and programs to build an effective pipeline of potential donors to the University of Arizona. Build a broad and deep understanding of fundraising metrics to provide the information that supports the management of prospects through the development cycle. Propose processes for ensuring that the best prospects are actively managed by Development Officers (DOs).

Partner with DOs on the tracking and management of their activity in Raiser’s Edge. Support DOs in their use of prospect research findings for informing development strategies. Liaise with prospect research team members as needed to deliver capacity analysis and wealth profiles of key portfolio prospects. Regularly report on information regarding fundraising progress/activity and interpret information to advise University Development Program (UDP) leaders and other managers on fundraising performance. Partner with the Director to develop and manage Prospect Management Policy & Process Guidelines. Regularly monitor fundraising activity for continuity and compliance with the UDP’s Prospect Management Policy & Process Guidelines.

Outstanding UA benefits include health, dental, and vision insurance plans; life insurance and disability programs; paid vacation, sick leave, and holidays; UA/ASU/NAU tuition reduction for the employee and qualified family members; state and optional retirement plans; access to UA recreation and cultural activities; and more!

Accepting a new position is a big life step. We want potential candidates and their families to be able to make informed decisions. Candidates who are considering relocation to the Tucson or Phoenix area, and have been offered an on-site interview, are encouraged to use the free services offered by Above & Beyond Relocation Services (ABRS).Ask your department contact to be introduced to ABRS prior to your visit.

The University of Arizona has been listed by Forbes as one of America’s Best Employers in the United States and WorldatWork and the Arizona Department of Health Services have recognized us for our innovative work-life programs. For more information about working at the University of Arizona, please click here.

Duties & Responsibilities
  • Strategize and partner with UDP leadership, prospect development colleagues, and Development Officers (DOs) DOs to support the development of high-capacity portfolios.
  • Analyze fundraising activity to support DOs in identifying top prospects and suspects. As needed, partner with UDP leadership to recommend the re-calibration of DO portfolios to maximize performance and elevate the highest priority prospects for management.
  • Advise and report to UDP leaders and other managers on the status of fundraising strategies, activities, and progress.
  • Partner with prospect development colleagues to manage and respond to prospect management-related support requests that are directed to the team.
  • Partner with colleagues to make recommendations and draft proposals for developing and/or modifying UA Prospect Management Policy & Process Guidelines.
  • In partnership with the Training & Information Engagement team, build standard prospect management query templates, dashboards, and system reports in Raiser’s Edge for DOs to access, as common business needs are identified. Also act as a Raiser’s Edge prospect management expert to inform the design and continued implementation of a prospect management training program for DOs and their support staff.
  • Participate in the administration and configuration of the prospect management components of the Raiser’s Edge system. Provide regular quality checks and audits as needed to ensure the quality of prospect, assignment, action, and proposal data.
  • Using Raiser’s Edge or other software (Excel, Access, and/or Tableau), produce regular management reports as needed that track the general quality of prospect and suspect pools, portfolios, and metrics.
  • Assist in setting short and long-term goals and priorities for the prospect management (moves management) program.
  • Understand and apply national best practices, processes, and technologies for prospect management. Learn about technologies, products, and expertise that could improve the effectiveness of the University of Arizona development programs and apply them to grow and achieve an industry-leading program.
  • Seek opportunities for professional development that will enhance job performance. Develop and maintain a network of contacts with other prospect management professionals nationwide.
  • Safeguard the confidentiality of constituent information at all times. Uphold departmental policies regarding confidential information. Adhere to ethical and confidentiality guidelines of both the Foundation and the Association of Professional Researchers for Advancement (APRA).
  • Perform additional duties as assigned.
Knowledge, Skills, & Abilities
  • Demonstrated skill and knowledge of, or ability to learn quickly, the internal workings of the UDP as well as the technology tools available, including The Raiser’s Edge (the development system), Tableau Data Visualization Software, a Microsoft Windows computer environment, and the Microsoft Office suite (including Microsoft Outlook, Word, Excel, PowerPoint and Access required).
  • Knowledge of, or ability to learn quickly, the principles, practices, developments, and techniques of instituting a prospect management/moves management program in a complex fundraising and development operation, including an understanding of how prospect management systems are integrated into those operations.
  • Proficiency with query and analysis techniques and tools used to modify, retrieve, manipulate, and report on data from relational database management systems.
  • Skill in establishing and maintaining effective working relationships, including the ability to communicate patiently, professionally, and effectively. A strong commitment to proactive customer service is required.
  • Strong verbal and writing skills, high attention to detail and follow-up, excellent organizational skills, and an exceptional work ethic and track record of personal initiative required.
  • Ability to set priorities, meet deadlines, and manage several projects simultaneously in an environment with multiple and competing priorities required.
  • Ability to manage confidential information with discretion and tact required.
  • Must be flexible and adaptable to new programs in an emerging and changing environment.
Minimum Qualifications
  • Professional work experience developing, designing, and delivering metrics reporting, prospect research, prospect management, project management, or database administration/management services in a fundraising/development or other professional work environment OR;
  • Any equivalent combination of experience, training and/or education.
Preferred Qualifications
  • Bachelor’s degree or higher and 2 or more years of experience working in a higher-education or non-profit development role.
  • One or more years of experience using The Raiser’s Edge, version 7.
  • Experience working closely with front-line development officers.
  • Demonstrated experience leading a project team, acting as a lead, and mentoring or managing colleagues.
FLSA Exempt
Full Time/Part Time Full Time
Number of Hours Worked per Week 40
Job Category Administrative and Professional
Benefits Eligible Yes - Full Benefits
Posted Rate of Pay DOE
Type of criminal background check required: Name-based criminal background check (non-security sensitive)

Posting Detail Information

Posting Number A21862
Number of Vacancies Multiple
Desired Start Date
Position End Date (if temporary)
Limited to Current UA Employees No
Contact Information for Candidates

Carolyn Rousch
Associate Director, Prospect Management
Development Research & Resources
Carolyn.Rousch@uafoundation.org

Open Date 07/06/2017
Close Date
Open Until Filled Yes
Review Begins On 07/18/2017
Special Instructions to Applicant
Diversity Statement

At the University of Arizona, we value our inclusive climate because we know that diversity in experiences and perspectives is vital to advancing innovation, critical thinking, solving complex problems, and creating an inclusive academic community. We translate these values into action by seeking individuals who have experience and expertise working with diverse students, colleagues and constituencies. Because we seek a workforce with a wide range of perspectives and experiences, we encourage diverse candidates to apply, including people of color, women, veterans, and individuals with disabilities. As an Employer of National Service, we also welcome alumni of AmeriCorps, Peace Corps, and other national service programs and others who will help us advance our Inclusive Excellence initiative aimed at creating a university that values student, staff and faculty engagement in addressing issues of diversity and inclusiveness.

Quick Link for Internal Postings http://uacareers.com/postings/19678

Supplemental Questions

Required fields are indicated with an asterisk (*).

  1. * Can you perform the essential functions (job duties) of this position with or without accommodation?
    • Yes
    • No
  2. * Where did you first learn about this position?
    • Arizona Daily Star
    • Arizona Republic
    • ArizonaDiversity.com
    • Careerbuilder.com
    • Chronicle of Higher Education
    • Department of Economic Security (DES)
    • Diverse Issues in Higher Education
    • HigherEdsJobs.com
    • Hispanic Outlook in Higher Education
    • Indeed.com
    • InsideHigherEd.com
    • Jobing.Com
    • LinkedIn
    • Local Job Banks
    • Pima County One-Stop
    • Professional Conference
    • Professional journal/publication
    • Referred by UA Employee
    • Invited by Dept to Apply
    • UA Website
    • Other
  3. * Do you have professional work experience developing, designing, and delivering metrics reporting, prospect research, prospect management, project management, or database administration/management services in a fundraising/development or other professional work environment OR Any equivalent combination of experience, training and/or education approved by Human Resources?
    • Yes
    • No

Documents Needed to Apply

Required Documents
  1. Resume
  2. Cover Letter
Optional Documents