Position Summary

Come join a growing team at the UConn Foundation!

In this Director of Prospect Management and Research position, you will play a key role in the Foundation's fundraising efforts through prospect research, prospect management, and reporting and prospect identification. You will lead the prospect management program to give structure and vision to the fundraising process by way of comprehensive and strategic analysis of prospect pools; prospect pipeline development; and presentation of meaningful data as it relates to fundraising activities and new campaign initiatives. You will oversee the management and analysis of caseload development and optimization, prospect research requests, and must maintain a close partnership with the fundraising team while working to maximize pipeline development in support of the Foundation’s fundraising goals.

You will manage the research and prospect management team with a focus on productivity and quality metrics, ensuring alignment with industry standards and strong customer service. You will be responsible for the data maintenance of prospect management and biographical data within the CRM interface. This includes the development of policies and procedures and ongoing staff training.

This position is eligible for a hybrid work schedule with two to three days per week spent in office and two to three days working from home.

In this role, you will:

• Lead the prospect management program providing structure and vision to the fundraising process by way of comprehensive and strategic analysis of prospect pools; prospect pipeline development; and presentation of meaningful data/reports as it relates to fundraising activities and new campaign initiatives.
• Manage the research and prospect management analysts to ensure prioritization of research requests and prospect management assignment and data requests. Maintain staff metrics to track individual performance and overall production, and review work to maintain standards of quality and productivity.
• Manage the Prospect and Biographical Data Coordinator to ensure accurate and timely entry of prospect management and biographical into the CRM database. This includes the development of biographical and prospect management policies and procedures and staff training.
• Oversee prospect assignment process and departmental collaboration with Advancement managers to facilitate assignment of viable prospects into the appropriate portfolios. Oversight of caseload reviews, prospect identification activities and all caseload optimization activities.
• Oversee the maintenance of the CRM system in the areas of prospect management and biographical data. This includes reviewing interactions and the opportunity pipeline and alerts to ensure that entries are in accordance with prospect management policy and procedures.
• Partner with Business Intelligence team members to optimize key prospect management functions including caseload optimization and pipeline development.
• Establish and maintain data integrity procedures, processes and policies that efficiently enhance data integrity including creating and monitoring anomaly reports.

To be successful in this role, you should:

• Be a champion for inclusion and diversity both internally and externally.
• Have strong Leadership and team-building skills.
• Have well-developed interpersonal skills and excellent oral and written communication skills.
• Demonstrate an understanding of major gifts fundraising and prospect management.
• Demonstrate the ability to apply an ethical code and to manage sensitive information with the highest degree of confidentiality.
• Have strong computing and technical skills, including familiarity with fundraising databases, online research tools, Microsoft applications, and the ability to create complex database queries; be able to envision the use of all technical tools in concert to their fullest potential for increased departmental effectiveness.
• Be able to successfully manage multiple priorities, produce quality work, and meet strict deadlines.
• Be able to work to the demands of the position, which may exceed a 40-hour work week.

Education and Experience:

We provide a broad set of requirements to be inclusive of people of all backgrounds and experiences. If you think you have the skills for the position, we want to hear from you. Even if this is not the right role, we may know of opportunities elsewhere or have future opportunities that better match your skill set.

• Bachelor’s degree.
• 5 years’ management experience; preferably in Research and Prospect Management
• Experience with maintaining prospect information and data management systems, and user-knowledge of donor/constituent management database systems and the ability to work effectively with systems administrators or programmers.

Salary:

The expected salary for this position is commensurate with qualifications and experience, while also placing an emphasis on internal equity.

Benefits:

Benefits start from day one. We offer medical, dental, and vision plans and will make an annual contribution to your health savings account if enrolled in one of the high-deductible health plans offered by the Foundation.

In addition, there are a few other perks to being a UConn Foundation employee:

• We offer a generous contribution to your 403(b) retirement plan to help you plan for retirement.
• We place an emphasis on work/life balance. In addition to a hybrid schedule, you will receive thirteen paid holidays, five weeks of paid time off per calendar year, and additional sick time.
• We invest in your professional development. Aside from opportunities to participate in various trainings, committees, and conferences throughout the year, you will also be eligible for tuition reimbursement after one year of employment.

The UConn Foundation is an equal opportunity, affirmative action employer. We celebrate diverse perspectives and are committed to a welcoming environment that will value your unique experiences and identity. We recognize that a true commitment to Diversity, Equity, and Inclusion requires ongoing education and action and we strive for continued growth each and every day.