R0005768
USF Hilltop Campus
Job Title:
Prospect Management Assistant
Job Summary:
Reporting to the Assistant Director of Prospect Management (ADPM), the Prospect Management Assistant (PMA) is a key member of the Prospect Development and Analytics (PD&A) team. PD&A ensures the optimal distribution of prospective donors to fundraiser portfolios and maximizes access to information and insights required to manage our relationships with University constituents. This role in the PD&A department comes at a very exciting time for USF, which is currently completing its largest-ever campaign, while also planning the launch of the next campaign. USF alumni, families and donors play a vital role in the life of the institution and as a group will factor heavily into USF's future success.
Full Job Description:
Job Responsibilities:
In collaboration with the Assistant Director, the PMA will be responsible to independently execute assigned projects and processes which contribute to relationship management tracking and pipeline reporting. Projects are varied and will include portfolio creation and maintenance, data hygiene audits, building dashboards to assess portfolio productivity and pipeline projection reporting, among others. This position will support relationship management efforts by executing key data entry and audit tasks, including accurately recording activities, wealth indicators and other important constituent information in the Development database.
Essential Job Responsibilities
Support Prospect Management efforts by preparing portfolio documents, managing and building portfolios, performing data integrity audits, adding to prospect pipelines, and ensuring that prospect management policies are up-to-date.
Define and implement methods to evaluate and drive portfolio productivity.
Partner with the Prospect Research team to proactively identify, evaluate and recommend assignment and qualification of University prospects.
Implement prospect management strategies and protocols, specifically those focused on maintaining consistent activity with University prospects.
Assist with accurate and timely reporting of Major Gift/Planned Gift/Special Gift/CFR fundraising activity and metrics, by month, quarter, and year as needed.
Maintain accurate information in the CRM on new and existing prospects to assist fundraisers in developing appropriate cultivation, solicitation, and stewardship strategies; present information at meetings and in strategy discussions.
Contribute to the Development-wide Prospect Management Policy, which governs solicitations and approaches to prospects.
Assist with accurate and timely reporting of Major Gift/Planned Gift/Special Gift/CFR fundraising activity and metrics, by month, quarter, and year as needed.
Develop expertise in prospect management and analytical techniques and resources by attending conferences, seminars, and participating in professional societies.
Assist in the supervision and training of student interns.
Other duties as assigned.
Qualifications:
Post high school education preferred. Training, experience, or relevant education equivalent to five years of increasingly responsible work experience in a senior support role required.
Demonstrated experience in planning and executing multi-step projects, balancing competing deadlines, and effectively prioritizing tasks, independently or as part of a team.
Proficient at working with large sets of data, with an emphasis on the ability to gather, evaluate and synthesize information.
Strong written and oral communication skills with the proven ability to effectively communicate concepts and policies to a varied audience including peers, information and technology administrators, campus-wide fundraisers and leadership.
Proficiency working in standard word processing and spreadsheet programs, such as MS Office Suite and the Google Suite, is required.
Ability to handle confidential information appropriately.
Willing and able on occasion to perform duties evenings and weekends.
Demonstrated knowledge of donor types and gift vehicles preferred.
At least two years of experience working in Development at a non-profit or an academic institution preferred.
Knowledge of the typical organizational structure, policies and procedures in higher education preferred.
Familiarity working with Salesforce and/or other CRM databases strongly preferred.
Full-Time/Part-Time:
Full time
Pay Rate:
Hourly
To apply, visit https://usfca.wd5.myworkdayjobs.com/en-US/USF_Staff/job/USF-Hilltop-Campus/Prospect-Management-Assistant_R0005768.
The University of San Francisco is located in the heart of one of the worlds most innovative and diverse cities, and is home to a vibrant academic community of students and faculty who achieve excellence in their fields. Its diverse student body enjoys direct access to faculty, small classes and outstanding opportunities in the city itself. USF is San Francisco's first university, and its Jesuit Catholic mission helps ignite a students passion for social justice and a desire to "Change the World From Here." For more information, visit http://www.usfca.edu.
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