Position Title:
Associate Director, Prospect Management & Analytics
Position Type:
Regular
Salary Range:
$69,600.00 - $81,850.00 per year; commensurate with experience.
Pay Frequency:
Annual
A. POSITION PURPOSE
Using best practice research methodologies and data-driven intelligence to guide strategy, the Prospect Management and Analytics (PMA) team supports the Office of Development and the SCU campus by ensuring that development officers are engaged in the most value-added activities and prospects receive the attention they need. From portfolio development and optimization to personalized research providing critical contextual information for development officers, the PMA team seeks to strengthen the prospect pipeline and ensure the university's fundraising goals have a high probability of being achieved. The team collaborates with colleagues across the campus to provide the timeliest and most accurate prospect information available.
Reporting to the Senior Director of Prospect Management and Analytics, the Associate Director will act as the liaison to the SCU's reunion giving, donor engagement and annual giving teams as well as other programs as needed. The Associate Director works closely with PMA colleagues and development officers in implementing prospect identification and qualification programs and provides a wide range of prospect research and management activities to support the campus fundraising goals and objectives. The Associate Director is also responsible for providing reliable and timely qualitative and quantitative data and trend analysis, supporting the strategic and tactical planning and operational effectiveness of the university's fundraising.
B. ESSENTIAL DUTIES AND RESPONSIBILITIES
Work closely with the donor engagement teams to keep opportunities, demographic information and portfolios updated.
Work with the reunion team to wealth screen and update demographic information on alumni celebrating reunions.
Develop policy, procedures and timelines for the reunion, donor engagement and annual fund teams to streamline and optimize those programs.
Coordinate proactive use of the CLARA (CRM) database to support moves management, including moves tracking, opportunity tracking and task management.
Identify new prospects by keeping abreast of local, national and/or international news and industry trends, as well as collaborating with internal colleagues across the university. Develop and hone techniques for prospect identification, tracking and documentation.
Assign prospect ratings based on known indicators of wealth and philanthropic giving capacity.
Respond in a timely manner to all research inquiries which may include financial assets, potential for philanthropic support, business and professional affiliations, areas of interest and other universityaffiliations.
Interpret and analyze biographical and financial information on individuals and where appropriate, corporations and foundations, based on fundraising strategies and objectives.
In addition to "client" relationships with fundraisers, the Associate Director may also have liaison relationships on behalf of the research team with various departments internal and external to the development office.
Analyze giving history of different constituencies to identify giving patterns and better target printed and electronic appeals.
Analyze giving results at the end of each giving cycle both at the macro level (giving to SCU as a whole), and at the micro level (giving to each campus area).
Generate and analyze broad data sets, search for explanations and underlying causes to help draw conclusions and develop actionable recommendations.
Other duties as assigned.
C. PROVIDES WORK DIRECTION
N/A
D. GENERAL GUIDELINES
Recommends initiatives and implements changes to improve quality and services.
Maintains contact with customers and solicits feedback for improved services.
Maximizes productivity through use of appropriate tools, planned training and performance initiatives.
Researches and develops resources that create timely and efficient workflow.
Prepares progress reports; informs supervisor of project status; and deviation from goals.
Prepares and submits reports as requested and required. Develops and implements guidelines to support the functions of the unit.
E. QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The items below are representative of the knowledge, skills, abilities, education, and experience required or preferred.
1. Knowledge
Record of accomplishments, which demonstrates initiative, creativity and effectiveness.
Knowledge of fundraising and proven experience in producing, analyzing, and interpreting data to drive fundraising strategies.
Demonstrated knowledge and expertise in research and prospect management, with specific experience in research techniques, prospect management strategies, process analysis and business analytics including expertise in modeling and data analysis. Proficiency in conceptualizing and implementing prospect identification, research/profiling, and relationship management methodologies to support organizational goals.
Proficiency with the evaluation of gift capacity through standard wealth assessment formulas and with systems of ranking and prioritizing prospects based on giving capacity, interest and readiness. Experience with turning wealth assessment information into intelligence with direct usefulness for frontline fundraisers, prospect strategies or solicitation plans.
Experience developing predictive and segmentation data models desired.
Candidates with skills, interest or experience performing data analysis and predictive modeling using Power Bi, Tableau, R, Python or SPSS are preferred but it is not required for consideration.
Understanding of advancement information systems including software and business best practices.
Understanding and appreciation of the mission of Santa Clara University and the vision and values of a Jesuit Catholic educational institution.
2. Skills
Must be a goal oriented and self-motivated individual who can demonstrate accountability, initiative, creativity and focus in a rapidly changing and intellectually stimulating environment.
Demonstrate strong interpersonal skills and the ability to collaborate, build alliances, and achieve results within a population that may possess competing interests, opinions, and /or expectations.
Demonstrate strong active listening skills and ability to negotiate positive outcomes.
Must be very detail-orientated and have a curious mind.
Positive attitude, sense of humor and flexibility.
Proficiency in using fundraising (CRM) database. Proficiency and experience in Microsoft Office products, spreadsheets (including advanced Excel functions), Google products (i.e. Google docs, Gmail, etc.), and an ability and willingness to learn new software if needed.
Proficiency in developing Power Bi reports a plus
Excellent oral and written communication skills.
3. Abilities
Demonstrated research abilities and an understanding of the role of prospect research and management in the fundraising process.
Demonstrated ability to write and speak clearly and persuasively, discretion and ability to manage sensitive information appropriately. Ability to maintain strict confidentiality in all aspects of work.
Ability to work independently and the ability to establish and maintain cooperative workingrelationships.
Ability to manage complex issues, solve problems creatively and effectively, and work under tight and shifting deadlines.
Understanding of academic fundraising and ability to formulate productive partnerships with fundraisers, other SCU colleagues and external constituencies.
Ability to communicate and work effectively with individuals from diverse backgrounds and cultures.
Ability to communicate with technical staff, non-technical staff and a demonstrated understanding of data analysis.
4. Education
Bachelor's degree required.
5. Years of Experience
Minimum three years of experience, preferably in the research and prospect management/development field or in an institution of higher education.
F. PHYSICAL DEMANDS
The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. In accordance with the Americans with Disabilities Act, as amended, the California Fair Employment & Housing Act, and all other applicable laws, SCU provides reasonable accommodations for qualified persons with disabilities. A qualified individual is a person who meets skill, experience, education, or other requirements of the position, and who can perform the essential functions of the position with or without reasonableaccommodation.
Considerable time spent at a desk using a computer terminal.
May be required to travel to other buildings on the campus.
May be required to attend conference and training sessions within Bay Area or in- or out-of-state locations.
G. WORK ENVIRONMENT
Typical office environment Mostly indoor office environment Offices with equipment noise Offices with frequent interruption
Typical office environment
Mostly indoor office environment
Offices with equipment noise
Offices with frequent interruption
EEO Statement
​ Equal Opportunity/Notice of Nondiscrimination
Santa Clara University is an equal opportunity/equal access/affirmative action employer fully committed to achieving a diverse workforce and complies with all Federal and California State laws, regulations, and executive orders regarding non-discrimination and affirmative action. Applications from members of historically underrepresented groups are especially encouraged. For a complete copy of Santa Clara University's equal opportunity and nondiscrimination policies, see https://www.scu.edu/title-ix/policies-reports/
Title IX of the Education Amendments of 1972
Santa Clara University does not discriminate in its employment practices or in its educational programs or activities on the basis of sex/gender, and prohibits retaliation against any person opposing discrimination or participating in any discrimination investigation or complaint process internally or externally. The Title IX Coordinator and Section 504 and ADA Coordinator is Jenna Elliott, Interim Director of Equal Opportunity and Title IX, 408-551-3043, jrelliot@scu.edu , www.scu.edu/title-ix . Inquiries can also be made to the Assistant Secretary of Education within the Office for Civil Rights (OCR).
Clery Notice of Availability
Santa Clara University annually collects information about campus crimes and other reportable incidents in accordance with the federal Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act. To view the Santa Clara University report, please go to the Campus Safety Services website . To request a paper copy please call Campus Safety at (408) 554-4441. The report includes the type of crime, venue, and number of occurrences.
Americans with Disabilities Act
Santa Clara University affirms its' commitment to employ qualified individuals with disabilities within the workplace and to comply with the Americans with Disability Act. All applicants desiring an accommodation should contact the Department of Human Resources , and 408-554-5750 and request to speak to Indu Ahluwalia by phone at 408-554-5750 or by email at iahluwalia@scu.edu .
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