Director of Prospect Management & Analytics

Employer
Carnegie Museums of Pittsburgh
Location
Pennsylvania, United States
Salary
Salary Not specified
Posted
Apr 30, 2021
Closes
May 29, 2021
Employment Type
Full Time
PLEASE APPLY USING THE FOLLOWING LINK: https://us60.dayforcehcm.com/CandidatePortal/en-US/car/Posting/View/3098

There's no cultural organization in the world quite like Carnegie Museums of Pittsburgh. With a legacy of discovery and outreach dating back to 1895, today we are a family of four diverse, dynamic museums; Carnegie Museum of Art, Carnegie Museum of Natural History, Carnegie Science Center, and The Andy Warhol Museum. We're committed to being inclusive, both onsite and online, and to exploring with our audiences the big ideas and issues of our time.

Carnegie Museums of Pittsburgh is interested in candidates who, through their experience and collaborations, will contribute to diversity and excellence of the Carnegie Museums community. 

The Director of Prospect Management and Analytics leads all efforts around prospect identification, portfolio management and donor research to support the ambitious fundraising goals set for Carnegie Museums of Pittsburgh. Using their own expertise and industry best practices, the Director will refine and develop policies, processes and workflows for prospect research and portfolio management from all revenue generating streams. The Director is responsible for building a robust donor pipeline while optimizing portfolio assignments to position all frontline fundraisers for success. The Director will ensure that prospect and donor data is properly maintained and coded within our current CRM and will use this data to produce improved reports highlighting fundraising KPIs and performance metrics that will help inform development leaders’ strategies. The Director will supervise a team of 2+ staff and will need to build strong relationships with all teams and leadership across the organization who are working toward revenue generation for Carnegie Museums of Pittsburgh.
 

QUALIFICATIONS

Education and Experience: Bachelor’s degree, Master’s preferred, and 7+ years of relevant prospect management and research experience in a non-profit setting or similar industry.  Progressive experience in data analytics, comprehensive biographical or genealogical research and/or financial analysis. Experience leveraging predictive modeling.
 

Knowledge, skills, and abilities: Proven track record of managing teams in both in-person and virtual environments.  Strong analytical, problem-solving and research skills. Ability to foster a collaborative, customer-oriented working environment. Ability to manipulate, analyze and synthesize data using data warehousing and mining tools. Experience in data analysis and interpretation; ability to translate information into reports and presentations.  Solid computer skills in a PC environment and high proficiency using donor databases (Raiser’s Edge experience preferred. Excellent skills in the functional use of Microsoft Office (Word, Excel, PowerPoint, Outlook and Teams; SharePoint a plus).  Record of showing initiative and independently setting up effective systems and workflows that meet outcome expectations in quality and timeliness.
 

Comprehensive knowledge of the latest prospecting and research tools and systems (WealthX, ResearchPoint, LexisNexis, Noza etc…).  Ability to handle confidential and sensitive information with integrity, maturity and good judgement.
 

PRINCIPAL ACCOUNTABILITIES

Portfolio Optimization and Moves Management

  • Oversee all aspects of the prospect management system. Develop and implement comprehensive policies and procedures to ensure quality and consistency across all activities related to prospect research and management.
  • Provide and monitor the overall strategic direction of the museums’ prospect strategy and management in partnership with development leadership and gift officers to plan cultivation and solicitation strategies for donors and prospects.
  • Create and implement portfolio management, including a system to track gift officer metrics and manage information about prospect interaction for frontline fundraisers.
  • Assess and assign donors and prospects for front-line fundraisers. Lead monthly moves management meetings and portfolio reviews to monitor performance metrics and ensure that actions, strategies and revenue projections are being accurately uploaded to the database.
  • Establish prospect pipeline guidelines and workflows that ensure a steady flow of new prospects while working with portfolio managers to move assignments through the donor cycle.
  • Customize pipeline strategies for principal giving prospects to better identify and strategize next steps.
  • Ensure that the research team is providing strong prospects with the highest potential for leadership and major giving and then quickly and efficiently make the proper portfolio assignments after prospects are qualified.
  • Recalibrate portfolios as needed to maximize performance and elevate the highest priority prospects for management.

Provide meaningful metrics for fundraising activities.

  • Ensure that the data in the prospect management and development research modules of the CRM are accurate and relevant.

Prospect Identification and Research

  • Ensure that current research activities are aligned with organizational priorities and revenue goals.  Assess current prospecting procedures and research queue and make recommendations to improve existing processes.  Create structures to better visualize network connections and relationships that will allow us to identify strong potential prospects with the help of volunteer engagement.
  • Ensure highest quality standards and set team metrics based on expertise and industry best practices
  • Work with leadership and gift officers to ensure that fundraising initiatives have sufficient prospects to meet fundraising goals.
  • Supervises all on-going wealth screening initiatives.

Management and Budget

  • Monitor the budget for the prospect management and research team and inform recommendations to ensure that the organization is positioned for fundraising success.
  • Manage processes related to museum fundraising plans, including data entry and management in the database.
  • Manage and support all members of the prospect management and research team focused on creating development plans for each staff member, providing mentorship and identifying professional training opportunities. Oversee all hiring and onboarding for the team.
  • Define long term vision for team structures and responsibilities that align with goals and priorities. Ensure that the team’s structure can support the constituent management and research needs across all revenue generating teams.

Analytics

  • Co-design and develop data systems, workflows, and processes that are relevant and actionable for teams across the department to continuously improve and evaluate impact.
  • Collaborate with analytics team members to use qualitative and quantitative data to monitor progress, identify trends and derive insights about the organization’s performance.
  • Work with museum leadership to create a data driven narrative to share with stakeholders.
  • Co-develop and present creative solutions to communicate complex data and research findings through visualizations, presentations and infographics.
  • Ensure that the strategic plan, performance measurement reports, analytical insights and other resources are communicated across the organization

The following PA Act 153 clearances, or proof of application of clearances, are required beginning employment and as a condition of continued employment:

  • Pennsylvania Child Abuse History Clearance
  • Pennsylvania State Police Criminal Record Check
  • FBI Fingerprint Criminal Background Check

Obtaining the required clearances is completed as part of the new hire process.

Carnegie Museums is an Equal Opportunity-Affirmative Action Employer – Minorities / Females / Veterans / Individuals with Disabilities / Sexual Orientation / Gender Identity



The above job description reflects the essential functions and qualifications for the position identified, and shall not be construed as a detailed description of all the work requirements that may be inherent in the position. The job description does not constitute an employment contract and does not alter the at-will relationship between CMP and the employee.

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