Job Description

Senior Associate Director for Prospect Management and Research

Position Title Senior Associate Director for Prospect Management and Research

Position Number

Position Number E90408

Department

Department Institutional Advancement

Location

Location Morehouse College - Atlanta, GA

Position Summary

Reporting to the Associate Vice President for Strategic Advancement Operations, the Senior Associate Director for Prospect Management and Research will execute a strategic vision for research and moves management of Morehouse College’s most promising prospects for significant financial support. This position will establish efforts vital to Morehouse’s campaign, including a comprehensive prospect management system, innovative research infrastructure and robust prospect discovery program.

The Senior Associate Director, Prospect Management and Research ( PMR ) will be responsible for providing in-depth research to inform board, volunteer, and campaign committee leadership decisions. Based upon comprehensive research this individual will help drive mutually agreed upon cultivation and solicitation strategies for campaign donors and prospects.

The Senior Associate Director, PMR is a data driven professional responsible for managing prospects and portfolios. S/he will develop a series of strategies and tactics to coordinate portfolios, solicitation plans, and specific prospects for central and unit-based fundraising initiatives. S/he also ensures that the pipeline activity is in alignment with business policies and stage aging requirements.

Required Qualifications

• Bachelor’s degree required and advanced degree preferred.
• 3+ years relevant experience in fundraising operations, advancement services, prospect research, prospect management or related advancement activities.

Preferred Qualifications

• Experience with a large research institution or billion dollar-plus campaigns is preferred.
• Experience with Advancement CRM and data visualization tools is preferred.
• Proven track record of leveraging data analysis to drive significant business impact preferred.

Preferred Education/Experience

Advanced degree preferred.

Required Knowledge, Skills, and Abilities

• Strong strategic thinking, research, writing and verbal presentation skills; organizational ability and initiative.
• The ability to analyze and synthesize information, to manage several projects simultaneously, set priorities, and meet deadlines.
• Effective communicator and collaborator working in a cross-functional environment
• Strong project and time management skills with attention to details.
• Ability to lead and influence non-hierarchical, cross-functional work groups to drive to consensus on definitions and data usage
• The ability to analyze and synthesize information, to manage several projects simultaneously, set priorities, and meet deadlines.
• Data driven professional with demonstrated analytical, project design/management and problem-solving skills required.
• Ability to perform thorough analysis of complex data, draws sound conclusions, and devises actionable strategies.
• Continuously identify opportunities to better meet business needs.
• Proficient in Excel; strong working knowledge of Microsoft Desktop Tools (Word, Excel, etc.)

Physical Demands

This position is largely a sedentary role, however, requires some travel, minimum lifting of less than 10 lbs., and some long standing and walking.

Lead the creation, dissemination and utilization of research and prospect management efforts to significantly expand the prospect base, to strengthen the prospect pipeline, and to enhance prospect management and the solicitation pipeline to maximize fundraising success.

Percentage Of Time

Serve as the principal authority on prospect management, development research, philanthropic trends, and patterns of wealth and industry. Provide vision, best practice recommendations and direction for effective resources and tools.

Percentage Of Time

Oversee creation and implementation of a donor-centric prospect management system (policy, procedures, tracking and reporting) to facilitate pipeline activity for all fundraising activity in collaboration with the Associate Vice President for Strategic Advancement Operations. Develop the tools necessary to maintain an informative prospect management system that relates directly to fundraising and campaign goals and targets. Lead efforts to advance prospect management tracking in Salesforce.

Percentage Of Time

Develop prospect management strategies, business processes and protocols, specifically those activities focused on informing and motivating portfolio managers to move major gift prospects through the pipeline continuum.

Percentage Of Time

Monitor fundraising performance through the management of contacts, strategy plans, solicitation pipelines, performance metrics, etc. Ensure accuracy and timeliness of data to enable effective revenue stream forecasting and inform fundraising performance management.

Percentage Of Time

Analyze and synthesize accumulated prospect information to assess financial capacity, philanthropic tendencies, giving propensity and linkages to campus. Utilize ethical intelligence-gathering techniques of the information profession

Percentage Of Time

Oversee creation and implementation of prospect identification services, and ensure that all frontline fundraising teams have an ongoing stream of prospects for discovery and engagement. Employ standard identification processes, including predictive analytics, descriptive analytics (data mining) and wealth screening. Demonstrate ability to identify and utilize new and/or innovative prospect identification resources and methodologies, keeping up with industry trends and best practices.

Percentage Of Time

Create and implement metrics and benchmarks to manage and evaluate work volume, work quality and collaboration effectiveness. Develop and manage workflows, measure their efficiency and re-calibrate when necessary.

Percentage Of Time

Maintain an overall knowledge of Morehouse College’s top prospects. Identify strategies for creatively engaging individual and cohorts of prospects and donors, employing knowledge of cross-campus partners, Morehouse College Trustees and other resources for engagement.

Percentage Of Time

Ensure adherence to the ethical and confidentiality guidelines for CASE and APRA , as well as Morehouse College’s standards for ethics and data privacy. Develop standards to ensure research and prospect data collection and use conforms to ethical principles, confidentiality requirements, federal and state regulations and public information laws.

Percentage Of Time

Posting Number

Posting Number S811P

Number of Vacancies

Number of Vacancies 1

Job Open Date

Job Open Date 12/11/2023

Job Close Date

Open Until Filled No

Special Instructions Summary

EEO Statement Summary

Morehouse College is an equal opportunity employer. No employee or applicant will be discriminated against in any condition of employment because of race, color, national origin, sex, religion, age, disability, veteran status, or any other status protected by law.

Supplemental Questions

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