Prospect Management Analyst jobs in United States
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Duke University · 7 hours ago

Prospect Management Analyst

Duke University is a prestigious academic institution, and they are seeking a Prospect Management Analyst to join their Development and Alumni Affairs team. The role involves analyzing and processing prospect data requests, collaborating with fundraisers, and ensuring best practices in prospect management are followed to enhance donor engagement.

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Responsibilities

Partner with prospect management analysts within Alumni Engagement and Development to achieve Duke-wide objectives related to creating and entering Prospect Team assignments in the Duke Development and Alumni Database (DADD). Share tools and resources and participate in joint professional development opportunities
Process and respond to prospect management department requests in a timely and thoughtful manner. Requests may include but are not limited to: individual and bulk prospect team requests, prospect management inquiries, and data corrections
Drive strategies to grow the size and value of the DHDAA managed prospect pool through maintenance and analysis of information including producing reports and working to develop strategies and solutions that advance programs, services, and offerings
Utilize organizational knowledge and constituency data, including prospect segmentation tools, to explain and make recommendations for activity, strategy, and assignment
Maintain expert level knowledge of Duke’s CRMs and supplemental tools. This includes DADD, Salesforce (the CRM used for grateful patients), and related internal and external tools, systems, and resources
Assist and support prospect strategy meetings providing data to influence or shape successful strategy, next steps, and outcomes. Demonstrate ability to adapt and customize prospect strategy management, tracking, and reporting for various prospect segments (annual gift prospects, major gift prospects, and principal gift prospects)
Assist in implementation, training, and maintaining a comprehensive prospect management program that provides organization wide transparency, consistency, coordination and collaboration of fundraiser engagement and solicitation activities
Benchmark with peer institutions and participate in professional organizations such as APRA to stay abreast of new resources, tools, and strategies to improve services
Provide support in the development and implementation of metrics, system modifications and tools to support prospect management efforts across the organization
Assist in building mutually respectful relationships with gift officers and support staff across DHDAA that result in community standard socialization, partnership, and best outcomes
Assist in conversations on all aspects of Prospect Management including portfolio optimization, system training, and process change management
Assist in identifying community needs and opportunities for improvement. Listen, translate, and act on recommendations from leadership
Assist in implementing best practices for distributing information to a complex decentralized network of interested parties
Assist with the updating of training materials and documentation when needed
Promote policies, processes, projects, and strategies that drive effective donor solicitation and relationship development
Analyze and process Prospect Management related requests from gift officers and support staff across DHDAA
Enter any related items associated with request into respective CRM
Champion Prospect Management best practices at all times

Qualification

Prospect development experienceCRM systems proficiencyMicrosoft Excel masteryTableau proficiencySQL proficiencyIndependent judgmentWritten communication skillsOral communication skillsAttention to detailTeam collaboration

Required

Work requires the skills and knowledge normally acquired through completion of a Bachelor's degree
Work generally requires one (1) year of experience in development research or a related field
Ability to apply independent judgment and initiative. Must be able to share success and integrate ideas
Strong commitment to maintaining the integrity and confidentiality of development data
Attention to detail and ability to execute daily tasks with accuracy and timeliness

Preferred

Prospect development or institutions of higher education experience
Prior experience with university constituent database systems
Well-developed written and oral communication skills with the ability to synthesize and accurately present relevant information
Mastery of Microsoft Excel. Basic proficiency with standard analytic tools including Tableau and/or SQL
Work experience in research methodology strongly preferred

Benefits

Comprehensive and competitive medical and dental care programs
Generous retirement benefits
Wide array of family-friendly and cultural programs

Company

Duke University

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Duke University is a private research university providing undergraduate and postgraduate education in medicine and other disciplines.

Funding

Current Stage
Late Stage
Total Funding
$71.15M
Key Investors
North Carolina Biotechnology CenterUS Department of EnergyGlaucoma Research Foundation
2023-02-17Grant· $0.11M
2022-09-19Grant
2022-03-09Grant· $0.05M

Leadership Team

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Barry Myers
Professor and Director
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Dan Ariely
Professor
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