Assistant Director of Prospect Management and Research

Laurie Soenen

Internal Title	Assistant Director of Prospect Management and Research
Position Type	Classified
Faculty / Non-Faculty / Administration	Non-Faculty
Pay Band	7
Level	5
Department	Development
Job Purpose	The Assistant Director of Prospect Management manages all aspects of prospect development, pipeline management and activity tracking within the Division of Institutional Advancement (IA). This position will establish the vision and priorities for prospect development and will develop and oversee the policies, practices, and reporting relating to prospect development and research. The Assistant Director of Prospect Management and Research collaborates with IA leadership and front-line development officers to identify, prioritize and assign new major, principal, planned and annual leadership gift prospects. The position will provide information and insight to IA leadership and deliver consultative and analytical services to all IA staff including portfolio management, pipeline assessment and advancement analytics to support prospect identification, cultivation, solicitation and stewardship efforts. The position manages the Research Assistant and research request queue from the President and front-line officers and oversees the development of professional, in-depth individual and corporate briefings and a range of biographical and qualifying reports as requested.
Minimum Requirements	Bachelor’s Degree and three to five (3-5) years of full-time experience in prospect management, prospect research, data analytics, or advancement services at a higher-educational institution, non-profit institution or equivalent. Candidates with an equivalent combination of experience and/or education are encouraged to apply.
Required Knowledge, Skills and Abilities	The candidate should have excellent business and analytical skills; experience using data-driven insights; demonstrated project management and organizational skills; strong writing and communication skills and have the ability to interact effectively with a diverse group of fundraisers, advancement staff and other constituencies. The candidate is team-oriented and driven to achieve. The candidate should have significant knowledge of prospect development and research methodologies and best practices; demonstrated ability to implement and manage new programs and services.; working knowledge of Blackbaud’s Raiser’s Edge and NXT database (or a similar CRM system); and, a strong familiarity with Blackbaud’s ResearchPoint and/or other research subscription services (e.g. NOZA, Foundation Center, LinkedIn, LexisNexis, etc.). The candidate must possess expert knowledge of moves management and prospect management practices and concepts and should have demonstrated project management skills, good attention to detail, and ability to prioritize workload and independently meet deadlines. Membership (current or previous) in APRA is preferred. Advanced Microsoft Word, Excel, Access, and PowerPoint skills. Experience working with Tableau or Power BI. Excellent verbal and written communications. Experience managing staff.
Additional Comments Regarding Position	Occasional travel for professional development as well as occasional after hours work.
Special Instructions to Applicants	*Salary is commensurate with education/experience which exceeds the minimum requirements. Offers of employment are contingent upon a successful background check. All applications must be submitted online https://jobs.cofc.edu.
Salary	*$61,574 - $75,000
Posting Date	01/10/2022
Closing Date	02/10/2022
Open Until Filled	No
Posting Number	2022002
EEO Statement	The College of Charleston is an Affirmative Action/Equal Opportunity employer and does not discriminate against any individual or group on the basis of gender, sexual orientation, gender identity or expression, age, race, color, religion, national origin, veteran status, genetic information, or disability.
Quicklink for Posting	https://jobs.cofc.edu/postings/11669

Job Duties

Job Duties
Activity	Develops and implements best practices, policies, and services to support prospect and portfolio management. Conducts portfolio reviews at least quarterly with gift officers. Recommends prospects to be removed from or added to portfolios and supports gift officers as they create, grow, or reduce their portfolios. Provides regular reporting on gift officer metrics, portfolio baselines, and pipeline management practices. Provides strategy support to gift officers as they plan visits with prospects and donors.
Essential or Marginal	Essential
Percent of Time	30

Activity	Manage and provide oversight of prospect research efforts to ensure the IA team is provided with updated and accurate information about prospects and donors. Gathers, analyzes and synthesizes information to determine a prospect’s biographical and professional background, financial capacity, giving propensity, philanthropic interests, and relationships to CofC. Oversees quantitative analysis ratings based on financial data and complex financial disclosure documents (SEC filings, real property files, etc.). Ensures complete, accurate, and timely updates of information maintained in Raiser’s Edge as it relates to biographical, business, research notes, and prospect management data. Monitors and assists in preparation of concise written analytical reports such as profiles, biographies, narratives, lists, spreadsheets, and charts that summarize and synthesize data and other critical information.
Essential or Marginal	Essential
Percent of Time	25

Activity	Reviews new prospect lists and recommends areas for focus with support of IA leadership team. Proactively and independently executes strategies to identify sources of major gift prospects using creative research techniques, push technology, news alerts, print materials, gift reports and action notes, query building/data mining, and electronic search methodologies
Essential or Marginal	Essential
Percent of Time	15

Activity	Collaborates with the Director of Major Gifts, gift officers, and the IA leadership team in the formulation of policy and execution of all research and prospect management projects. Completes special projects and other tasks related to research, portfolio management, and data analysis as assigned by the Director of Advancement Services, including, but not limited to, screenings, data validation, and report development.
Essential or Marginal	Essential
Percent of Time	10

Activity	Communicates with and trains staff regarding prospect strategies, prospect identification efforts, and research requests. Creates documentation and policies and assists in providing training and support on prospect management procedures and use of the database to key CofC personnel involved in fundraising. Works with team to create best practices for report production and updates.
Essential or Marginal	Essential
Percent of Time	10

Activity	Responsible for the management of and activities to support research, portfolio management, and data analysis for the IA team. Handles sensitive information with confidentiality and tact. Ensures self and team adheres to research guidelines and methodologies as defined by Apra as well as the Association of Fundraising Professionals (AFP) Code of Ethics.
Essential or Marginal	Essential
Percent of Time	10