Associate Director, Prospect Management
- Employer
- Lehigh University
- Location
- Pennsylvania, United States
- Salary
- Salary Not specified
- Closing date
- Feb 17, 2022
View more
- Position Type
- Fundraising, Prospect Research
- Fields
- Education
- Employment Type
- Full Time
Lehigh University is an affirmative action/equal opportunity employer and does not discriminate on the basis of age, color, disability, gender, gender identity, genetic information, marital status, national or ethnic origin, race, religion, sexual orientation, or veteran status. Lehigh University provides comprehensive benefits including partner benefits.
Responsible for providing key support to inform fundraising prospect strategy for Development and Alumni Relations (DAR). This includes ensuring gift officers have the right fundraising prospects in their portfolio, and auditing the solicitation pipeline for accuracy and adherence to policy. The individual will have oversight of the PM team, assist in the creation and maintenance of PM policies, develop reports and dashboards in Excel and Tableau, and manage projects at all priority levels. The Lehigh community takes seriously our commitment to antiracism and The Principles of our Equitable Community.
1.Supervision and management of the Prospect Management
Team
*Coordinate the activities related to training of new and
existing staff on best practices and new resources
*Act as a resource and mentor for staff on prospect management
best practices
*Lead and mentor the team on professional development
efforts
*Delegate appropriate work and projects to staff based on skill
sets, knowledge and experience
*Interview and select job candidates
*Communicate job accountabilities, performance expectations and
goals; evaluate performance, provide appropriate feedback and
develop plans for improvement
2. Develop and distribute prospect management and related
reports and analysis
*Responsible for multiple suites of regularly produced prospect
management reports and other ad hoc reports
*In coordination with the Director, develop tracking and
reporting processes for the management of Prospect Management Team
metrics
*Assist in the implementation and coordination of modifications
to reports used by various teams across Development and Alumni
Relation (DAR) as it relates to prospect management
*Demonstrate an understanding of the analytics continuum and
distinguish among descriptive, comparative and predictive
analysis
*Use sound statistical techniques when embarking on and
completing analysis
3. Prospect management
*Responsible for the administration of the prospect management
of principal and major gifts within DAR
*Assist in the creation and maintenance of prospect management
policies
*Work collaboratively with Leadership Gift Officers to formulate
strategies, provide prospect management updates and prospect
information to enhance the pool of prospective individual
donors
*In coordination with the Director of Prospect Management and
Research, facilitate and conduct meetings around prospect
management with all teams within DAR
*Provide consultation to frontline staff as it relates to
pipeline and portfolio management best practices
*Lead the effort around the creation of portfolios for new
Leadership Gift Officers and facilitate portfolio analysis meetings
with the Leadership Gift Officers and DAR leadership
*Audit pipeline updates for Leadership Gift Officers while
adhering to prospect management Departmental policies and
procedures
*Ensure compliance with prospect management policies and
procedures while maintaining the integrity of prospect management
system
4. Project management
*Evaluate priority levels for projects depending on need, impact
and buy-in
*When communicating with clients, work to understand their point
of view, define actionable/tangible objectives and determine the
scope of the project
*When managing projects, set reasonable timelines and deadlines
for project delivery
*Proactively initiate projects designed to discover and analyze
new and emerging prospect segments
PI160959869
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