Director, Prospect Management and Research (Administrator II), Advancement Services

Job No: 523519
Work type: Management (MPP)
Categories: MPP, Administrative, At-Will, Full Time, Telecommute eligible (work onsite as scheduled and/or as requested and telecommute as scheduled)Job Summary

The Director of Prospect Management and Research will oversee and manage the donor and prospect pipeline to enhance and increase the effectiveness of philanthropic outreach to prospective donors with the highest potential to engage with and support the University's mission.

Major duties and responsibilities

Prospect Management

• Work in partnership with Philanthropic Giving and Advancement Services professionals and division leadership to strategize in support of campaign and institutional goals.
• Organize and facilitate regularly scheduled donor strategy meetings and prospect portfolio meetings.
• Collaborate with the team during strategy meetings to develop cultivation and solicitation strategies and facilitate moves management.
• Identify new donors for major gift initiatives through proactive research and present findings at strategy meetings.
• Make informed recommendations regarding assigning, cultivating, and soliciting potential major donors, seeking to maximize fundraising potential.
• Monitor use of prospect management systems to ensure accuracy, consistency and compliance with policies and procedures. Take leadership role in ensuring enhanced use of and improvements to the prospect tracking systems.
• Collaborate with Advancement Services and Operations leadership and Philanthropic Giving leadership to design and implement effective prospect, moves, and fundraising metrics tracking reports and dashboards. Use technology and tools available to enhance data-driven decision making.

Prospect Research

• Identify, evaluate and recommend current and potential major gift prospects and assess their ability to financially support CSUSB colleges/programs via major gifts.
• Conduct in-depth research and analysis of biographical, philanthropic, professional and financial information of donors and prospects using internal and external databases, internal files, electronic screening data and online resources to gather, synthesize, and analyze often complex information in support of the development/major gift program.
• Prepare and/or review detailed profiles, rating memos, event bios and qualified lists for fundraisers, senior staff and volunteers to support the cultivation of prospective donors and key volunteers.
• Perform quantitative analysis to determine capacity ratings based on financial data and asset values to qualify prospects and recommend gift solicitation amounts.
• Oversee the tracking of prospects and donors through monitoring daily news and online "alerts" and utilizing internal information. Use push technology to track news and insider stock holdings on donors and alumni as well as provide pertinent information to the appropriate relationship manager.
• Manage and mentor the Research Coordinator. Supervise and procure training in information resources and strengthen professional development of Research Coordinator.
• Manage the research effort by establishing priorities. Assign research requests and ensure that all deadlines are successfully met.
• Coordinate proactive research including mining electronic screening results. Facilitate the research process through the supervision and maintenance of research forms, documentation, databases, and ensure quality control of relevant prospect information entry into the database.
• Oversee and make purchase and subscription recommendations regarding research resources (hardcopy and electronic) and keep abreast of current development research trends while sharing new ideas and resources with other University Advancement team members.
• Maintain the research resources library and a list of resources in the Prospect Management Reference Guide
• Identify potential donor's associates and acquaintances through relationship mapping to facilitate institutional engagement.
• Collaborate with the Director of Gift and Data Services in leading implementation efforts of predictive modeling and related prospect identification tools.

Establish & Implement Policies and Procedures

• Coordinate all research and prospect management aspects for University Advancement, including creating and implementing procedures, managing the research policies and procedures manual, maintaining the research request database, directing proactive research and making the research process increasingly effective by meeting the needs of the Advancement team.
• Enhance the understanding of research by the Philanthropic Giving staff through effective communication and training. Represent the research team at meetings and communicate research techniques and procedures.
• Participate in professional associations such as the Association of Professional Researchers for Advancement (APRA) and the Council for Aid and Support of Education (CASE), both to increase knowledge and skills and to find best practices from colleagues outside of CSUSB.
• Oversee constituent management efforts related to prospective donors and ensure data integrity of prospect and alumni contact reports in the Advance database. Safeguard the confidentiality of constituent information. Adhere to ethical and confidentiality guidelines of CSUSB and APRA as well as laws and regulations.

Minimum Qualifications: Required Education and Experience

• Education: Bachelor's degree
• Three (3) - five (5) years of experience in prospect management and research within higher education or nonprofit fundraising field required.

Required Qualifications

• Advanced computer skills (especially Microsoft Office applications) and proficiency with industry standard tools of prospect research including subscription databases (LexisNexis, iWave, Wealth Engine, etc.), free online tools, and other reference resources.
• Experience in using a complex donor/customer relationship database system.
• The ability to be strategic, identify connections, develop written reports to communicate findings, and maintain multiple projects and priorities in a collaborative working environment with competing deadlines is essential.
• Excellent verbal and written communication skills and working knowledge of terminology related to fundraising, prospect development, campaigns, and gift vehicles are required.
• Demonstrates initiative, adaptability and flexibility; anticipates and effectively handles change.
• The candidate must demonstrate the interpersonal and listening skills to establish positive and productive relationships with internal and external clients and partners.
• The successful candidate must be able to competently interact with a culturally and ethnically diverse population of students, faculty, and staff.

Preferred Qualifications

• Previous supervisory/managerial experience.
• Proficiency with Ellucian's Advance or three (3) to five (5) years experience using a similar CRM/relational database.

Compensation and Benefits:

Anticipated Hiring Range: $95,000 - $105,000 per year

Classification Salary Range: $54,996 - $176,556 per year

The CSU system provides a comprehensive benefit package that includes medical, dental and vision plans, membership in the California Public Employees Retirement System (CalPERS), sick and vacation time, and 14 paid holidays a year. Eligible employees are also able to participate in the fee waiver education program. A summary of benefit information can be found here.

Position Information:

Work status: Full-time/Exempt/At-will

Schedule: Monday - Friday 8:00 am - 5:00 pm weekends and evenings may be required.

This is a full-time management (MPP) position. MPP employees serve at the pleasure of the campus President. MPPs do not serve a probationary period and never receive permanent status.

This position will remain open until filled. Applications will be reviewed beginning February 25th, 2023.

Conditions of Employment

Background Check

Satisfactory completion of a background check (including a criminal records check) is required for employment. CSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position.

Mandated Reporter

The person holding this position is considered a `mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.

I-9

CSUSB hires only individuals lawfully authorized to work in the United States. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. See Form I-9 Acceptable Documents at https://www.uscis.gov/i-9-central/form-i-9-acceptable-documents.

COVID-19 Vaccination

CSU requires faculty, staff, and students who physically access campus facilities or programs to be fully vaccinated against COVID-19, which includes obtaining a COVID-19 booster dose, or declare a medical or religious exemption from doing so. Any candidates advanced in a currently open search process should be prepared to comply with this requirement. See policy at https://calstate.policystat.com/policy/11030468/latest.

Statement of Commitment to Diversity

In our commitment to the furthering of knowledge and fulfilling our educational mission, California State University, San Bernardino seeks a campus climate that welcomes, celebrates, and promotes respect for the entire variety of human experience. We welcome people from all backgrounds, and we seek to include knowledge and values from many cultures in the curriculum and extra-curricular life of the campus community. We will create, promote, and maintain activities and programs that further our understanding of individual and group diversity. We will also develop and communicate policies and promote values that discourage intolerance and discrimination.

California State University, San Bernardino is proud to be an Affirmative Action/Equal Opportunity Employer. We recruit, hire, train, and administer all personnel actions without regard to race, ethnicity, religion, color, caste, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, socioeconomic status, genetic information, medical condition, disability, marital status, protected military or veteran status, or any other status protected by applicable law. This position adheres to CSU policies against Sex Discrimination, Sexual Harassment, and Sexual Violence, including Domestic Violence, Dating Violence, and Stalking. This requires completion of Sexual Violence Prevention Training within 6 months of assuming employment and on a two-year basis thereafter. (Executive Order 1096) For more information about Diversity & Inclusion at CSUSB, please visit https://www.csusb.edu/human-resources/diversity-inclusion

Closing Statement:

Reasonable Accommodation

We provide reasonable accommodations to applicants and employees with disabilities. Applicants with questions about access or requiring a reasonable accommodation for any part of the application or hiring process should contact the ADA Coordinator by email at jeanne.durr@csusb.edu

Smoking

CSUSB is a smoke and tobacco-free campus. See policy at https://calstate.policystat.com/policy/6591951/latest/.

Clery Act

In compliance with state and federal crime awareness and campus security legislation, including The Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act, California Education Code section 67380, and the Higher Education Opportunity Act (HEOA), the Cal State San Bernardino Annual Security and Fire Safety Report is available at: https://www.csusb.edu/clery-act