Careers at UMass Amherst

Director of Prospect Management

Apply now Job no: 503499
Work type: Staff Full Time
Location: UMass Amherst
Department: Development
Union: PSU
Categories: Development & Fundraising

About UMass Amherst

UMass Amherst, the Commonwealth's flagship campus, is a nationally ranked public research university offering a full range of undergraduate, graduate and professional degrees. The University sits on nearly 1,450-acres in the scenic Pioneer Valley of Western Massachusetts, and offers a rich cultural environment in a bucolic setting close to major urban centers. In addition, the University is part of the Five Colleges (including Amherst College, Hampshire College, Mount Holyoke College, and Smith College), which adds to the intellectual energy of the region.

 

Job Summary

The Director of Prospect Management reports to the Assistant Vice Chancellor for Development and is responsible for planning, implementing and directing a comprehensive prospect management program. The position creates policies and manages processes associated with on-going relationship management, including building fundraiser portfolios and implementing methods to evaluate and drive portfolio productivity. The position will work closely with Advancement leadership and act as a creative and strategic partner to build an effective Prospect Management program for the university.

 

Essential Functions

Plan and manage prospect assignment, prospect and proposal tracking and management.

  • Work with Advancement leadership to formulate and implement policies and procedures for prospect assignment, management, and tracking.
  • Partner with managers to monitor and direct development officers' progress in prospect cultivation, solicitation, and stewardship. Provide analysis and interpretation of prospect and donor information, oversee prospect assignment, and facilitate communication regarding prospects.
  • Work with Principal Gifts and Advancement leadership to coordinate top prospect solicitations and strategy sessions.
  • Prepare and distribute actionable prospect management information. Develop new analytical reports that provide accurate projections of gifts in the pipeline and demographic snapshots of the prospect pool. 

Prospect Management and Tracking System Design, Analysis and Administration.

  • Responsible for the analysis, conceptualization, management, and design enhancements of a comprehensive, campus wide prospect tracking program within the University’s fundraising database. Refine the system to adequately support the management and tracking of prospects, proposals, and donors, ensuring a high level of data integrity.
  • Assess program effectiveness and work with Advancement leadership to develop corrective measures as needed.
  • Work with prospect research to incorporate new prospects into the prospect management pipeline and assist in the referral of prospects to central and constituency units.

University/Foundation Liaison.

  • Develop relationships with fundraisers that foster an understanding of applications for prospect management.
  • Develop and refine services aimed at meeting the needs of stakeholders involved in institutional advancement.
  • Develop systematic training for development officers, deans, and development assistants in the use of the fundraising database with emphasis on prospect tracking and management.

 

Other Functions

Perform other duties as assigned. 

 

Minimum Qualifications (Knowledge, Skills, Abilities, Education, Experience, Certifications, Licensure)

  • Bachelor's degree.
  • 6+ years of experience in fundraising, development research or data research/analysis.
  • Knowledge of fundraising fundamentals, and specifically prospect management and prospect tracking principles and methods.
  • Experience with large databases and data extractions methodologies (e.g. SQL).
  • Ability to keep accurate records and complete timely reports.
  • Knowledge of process, ethics, and policies of professional fundraising.
  • Ability to maintain confidentiality of sensitive information.
  • Ability to communicate effectively, both orally and written.
  • Ability to work collaboratively with colleagues, co-workers, and constituents.
  • Ability to prioritize and handle multiple projects simultaneously. 

 

Preferred Qualifications (Knowledge, Skills, Abilities, Education, Experience, Certifications, Licensure)

  • Demonstrated analytical skills with the ability to manipulate large datasets. Experience with industry reporting platforms (e.g. Tableau).
  • Knowledge of University/Foundation organizational structure, policies, and procedures.

 

Physical Demands/Working Conditions

Typical office environment activity.

 

Work Schedule

Monday–Friday 8:30 am to 5:00 pm.

 

Salary Information

Level 28

PSU Salary Ranges

 

Special Instructions to Applicants

Required application materials include a cover letter, resume, and contact names of three professional references. 

 

UMass Amherst is committed to a policy of equal opportunity without regard to race, color, religion, gender, gender identity or expression, age, sexual orientation, national origin, ancestry, disability, military status, or genetic information in employment, admission to and participation in academic programs, activities, and services, and the selection of vendors who provide services or products to the University.  To fulfill that policy, UMass Amherst is further committed to a program of affirmative action to eliminate or mitigate artificial barriers and to increase opportunities for the recruitment and advancement of qualified minorities, women, persons with disabilities, and covered veterans.  It is the policy of the UMass Amherst to comply with the applicable federal and state statutes, rules, and regulations concerning equal opportunity and affirmative action.

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