Territory Development Coordinator, University Advancement (R0004533)

Summary: The Territory Development Coordinator (TDC) partners with the Regional Development Team to coordinate, analyze, and expand the prospect management plan for each territory and individual development officer. The TDC reviews prospect portfolios for all of the regional team members, record and track progress on “next-steps” with prospects in the region and ensure that we are investing calling officer time in the very best prospects available and builds a pipeline for new prospects. Provides actionable, value-added analysis of a variety of data, (i.e. portfolio/wealth management), in order to inform strategies on prospects in assigned geographical area(s) and project-based development. This position also provides logistical, analytical, and administrative support for their assigned Regional team enabling the Territory Director and other team members to remain focused on relationship management for our best prospects.

This Job Is For You If You Are Able To….

• Ensure all prospect Family Giving Units (FGUs) represented in key quadrants on the prospect map are being actively managed by a member of the Wake Forest staff (i.e. regional team members, school-based officers, constituency-based officers).
• Identify new prospects for qualification based project/priority needs, prospect profiles, and analytical research.
• Review regularly prospect portfolios with each member of the regional team ensuring that they contain the best prospects available for management.
• Review regularly the Market Penetration report, Regional Dashboard report, Annual Giving (Last Year But Not This {LYBNT}) lists, Gift Society and other key regional metrics reports with the Regional Director to monitor progress and set strategy for the regional team.
• Conduct monthly (at a minimum) review of the Prospect Plans and Steps report with the Territory Director & Development Officers to ensure execution on prospect plans.
• Assist the Territory Director in identifying target prospects in their area.
• Maintain calendars, schedule appointments, screen and direct phone calls, and assist with all aspects of internal and external meetings and associated preparation. 
• Use Deacon Advancement Database (DAD) to effectively maintain prospect information, including all related fundraising modules to ensure individual and team goals are being met in a timely manner.
• Proactively partner with members of the major gifts team to create individual processes to ensure timely action on items required to be documented within DAD (i.e. call reports and portfolio assignment updates), preparation for visits and events, and follow-up items.
• Prepare correspondence and confidential reports, a portion of which may be composed or compiled from personal knowledge of subject matter. Maintains office files.
• Draft acknowledgement letters and assists with proposals, fund agreements, and other related correspondence. 
• Assist the Territory Director and other team members in the planning and execution of small- group virtual and in-person fundraising and stewardship events. Utilize technology to manage event logistics
• Work cross functionally with Donor Services, Communications and External Relations, and Alumni engagement to identify and respond to emerging reporting and prospecting needs and strategies.
• Prepare expense reports, secures proper approvals, and submits to Financial Services for payment within the established deadline.
• Maintain current knowledge of university wide institutional priorities.
• Assist with and participate in all University Advancement functions and events as necessary.
• Get excited about the prospect of joining a team that is making a difference in people’s lives every day. 
• Have a passion for workplace diversity and inclusion.
• Have high standards for your work and are proud to contribute to a mission-driven organization.
• Promote university priorities and image to constituents. Serve as front line staff to promote campus goals and objectives. Maintain current knowledge of university-wide institutional priorities.

What Skills Do You Need?

• Bachelor’s degree required OR an equivalent combination of education and experience.
• Effective verbal and written skills, including a willingness to proactively reach out to constituents and colleagues in person, via phone, and email.
• Strong organizational and interpersonal skills with a strong attention to detail.
• Intellectual curiosity and a desire to engage in research for practical fundraising purposes.
• Research/library/analytical skills, including the ability to use online research tools.
• Strong customer service orientation with ability to communicate and work cooperatively with individuals from diverse backgrounds and cultures.
• Demonstrated ability to maintain confidentiality and adhere to the highest ethical standards.
• Ability and willingness to manage multiple tasks and deadlines in an environment of frequent interruptions and competing priorities.
• Proven ability to prioritize and work independently, responsibly, and meet deadlines.
• Excellent computer skills including high proficiency with Microsoft Office programs. Demonstrated ability to learn and effectively utilize new technologies and technical skills.
• Commitment to the mission and values of University Advancement and a commitment to equity, particularly racial equity, with a willingness to proactively learn about it and integrate it into all aspects of the work.
• Respect for the dignity and abilities of all people.

Desired Skills and Abilities: As the incoming Territory Development Coordinator, you will possess many, though perhaps not all, of the following characteristics and qualifications:

• Familiarity with a Development/Advancement environment. 
• Experience working with prospect/constituent management in a development database.

Accountabilities:

• Responsible for own work only.
• May supervise a student worker.