The California State University · 4 months ago
Prospect Management Analyst
San Jose, CA
Full-time
Onsite
Mid Level
$5,537/mo - $10,014/mo
4+ years expThe California State University is seeking a Prospect Management Analyst to support the design, development, and implementation of analytics-based fundraising solutions for SJSU’s University Advancement division. The role involves analyzing prospect data to optimize fundraising strategies, managing the prospect pipeline, and providing insights for effective donor cultivation and solicitation.
EducationHigher EducationUniversities
No H1B
Responsibilities
Manage the prospect pipeline and moves management process to ensure timely and effective advancement of prospects
Drive portfolio optimization and provide prospect assignment recommendations
Conduct regular portfolio reviews with gift officers; offer data-driven insights and guidance and track cultivation strategies
Deliver training to gift officers on best practices for portfolio management
Qualify prospects based on capacity, inclination, and likelihood to give
Use data mining and predictive modeling to inform donor engagement strategies
Analyze fundraiser metrics to track performance and progress toward fundraising goals
Proactively identify prospects using wealth screening and relationship mapping tools
Generate and help design standard and custom reports for distribution to development officers and staff
Run data reports as requested by the Director of Advancement Research and Prospect Management for development officers and staff
Maintain the integrity and quality of the CRM database and conduct regular data cleaning to ensure that donor and prospect information is current
Serve as the primary liaison to the University Advancement database administrator for projects related to the CRM system as well as the creation of fundraising reports and dashboards
Assist in training end users on CRM systems; develop and maintain accompanying training documentation
Provide strategic development consultation and high-level support to leadership on fundraising activities
Contribute to the formulation of policies related to advancement research, prospect management, and related infrastructure support activities
Qualification
Required
A bachelor's degree and/or equivalent training
Four years of administrative work experience involving study, analysis, and/or evaluation leading to the development or improvement of administrative policies, procedures, practices, or programs
Proficiency at supporting and participating in advancement research, prospect management, advancement services, fundraising operations or related fields
Demonstrated ability to perform complex analysis and synthesize data from a wide variety of sources and present the resulting information in a clear, concise summary
Knowledge of datamining techniques used to generate prospect lists
Excellent organizational skills, with the ability to juggle multiple projects with high efficiency and with overlapping deadlines; ability to find solutions and make sound decisions in high-pressure situations
Demonstrated proficiency in relational database management/CRM systems use such as Raiser's Edge NXT and electronic resources such as Target Analytics' ResearchPoint and WealthPoint, Lexis Nexis for Development Professionals, iWave's PRO (Prospect Research Online), and other free and fee-based sources to locate and compile business and biographic information
Ability to recall, recognize and communicate interrelated information pertaining to university benefactors and prospects
Competent computer skills including Google Workspace, Microsoft Power BI, Excel, and PowerPoint and generative AI
Knowledge of current terminology, resources, and trends in philanthropy and higher education, including philosophical and practical bases of institutional advancement research methods
Ability to communicate with constituents in a professional and respectful manner, building teamwork and collaboration to achieve goals
Thorough knowledge of database methods, procedures and practices; English grammar, business writing, punctuation and spelling
Preferred
Advanced degree
Experience in higher education
Blackbaud's Raiser's Edge NXT or similar donor database experience
At least two years of experience analyzing and interpreting data for development and fundraising
Experience in advancement, including prospect research and identification
Benefits
San José State University offers employees a comprehensive benefits package typically worth 30-35% of your base salary.
Company
The California State University
The California State University is the largest system of four-year higher education in the country, with 22 campuses, 56,000 faculty and staff and more than 450,000 students.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$8.85MKey Investors
DensoNational Endowment for the Humanities (NEH)Dale Carlsen
2024-10-30Grant
2023-01-10Grant· $0.15M
2018-10-26Grant· $2.7M
Leadership Team
Steve Relyea
Executive Vice Chancellor and Chief Financial Officer
Recent News
2025-12-19
East Bay Times
2025-12-10
Company data provided by crunchbase