Manager Prospect Research and Management

Manager Prospect Research and Management

Development Department

Individual Giving

Work Status:

Full Time

FLSA Status

Exempt

Location of Job:

Davies Symphony Hall

San Francisco CA

Salary:

$72001 $76057

Schedule:

Hybrid

Regular Hours:

9am5pm

Reports To:

Deputy Director Development and Individual Giving

Supervisory:

No

THE ORGANIZATION

The San Francisco Symphony is widely considered to be among the most artistically adventurous and innovative arts institutions in the U.S. Under the artistic direction of EsaPekka Salonen the Orchestra is a leading presence among the American orchestras at home and around the world celebrated for its artistic excellence creative performance concepts active touring awardwinning recording and standardsetting education programs. EsaPekka joined the San Francisco Symphony in 2020 along with a group of eight Collaborative Partners from a variety of cultural realms who collectively form a new artistic leadership model.

The San Francisco Symphony presents more than 220 concerts and presentations annually for an audience of nearly 450000 in its home of Davies Symphony Hall and through its active national and international touring. A Cornerstone of the organizations mission the San Francisco Symphonys education programs are the most extensive offered by any American orchestra today providing free comprehensive music education to every first through fifthgrade student in the San Francisco public schools and serving more than 75000 children students educators and families annually.

The SFS has won such recording awards as Frances Grand Prix du Disque and Britains Gramophone Award as well as 15 Grammy Awards.

In 2004 the SFS launched the multimedia Keeping Score on PBSTV and the web. In 2014 the SFS inaugurated SoundBox a new experimental performance venue and music series located backstage at Davies Symphony Hall. SFS radio broadcasts the first in the nation to feature symphonic music when they began in 1926 today carry the Orchestras concerts across the country. In 2021 SFS a digital streaming platform was launched to subscribers all over the world.

JOB SUMMARY

The Manager Prospect Research and Management is a key member of the Development Department who reports to the Deputy Director Development. The Manager contributes to the success of the San Francisco Symphonys fundraising efforts by supporting frontline gift officers the administrative leadership team the CEO and Music Director and board members. The Manager helps gift officers maximize the value of their portfolios of donors and meets with gift officers regularly to enhance their solicitation plans. The Manager prepares reports for board and leadership meetings with prospects and reports about event guests. The Manager researches donors and prospects as requested by board members the CEO the Music Director or Development staff. The Manager ensures that appropriate information is added to and maintained in the database; they support the Development Services teams creation of reports and promote their use among gift officers.

ESSENTIAL FUNCTIONS & RESPONSIBILITIES

• Supports the boards Committee of Governors the CEO and CPO by identifying and researching potential members of the Board of Governors and Advisory Council providing profiles and speaking points for candidates being presented. The Manager attends board committee meetings as requested.
• Helps gift officers maximize the value of their portfolios of donors by routinely analyzing their donors giving propensity and evaluating unassigned donors. The Manager builds portfolios for new gift officers with top prospects and regularly reviews all portfolios and prospects with the gift officers.
• Reviews unassigned donors with the relevant Development leadership and recommends solicitation amounts and possible gift designations.
• Conducts periodic database wealth & philanthropy screenings analyzes the results identifies viable new prospects and recommends gift officer assignments to the appropriate Development leadership.
• Meets regularly with gift officers to enhance their solicitation plans. Leads Portfolio Management Meetings driving the agenda and the conversations to support movement towards obtaining gifts by the frontline fundraising team.
• Prepares reports for board members and leadership before their meetings with donors or prospects and about event guests before elevated and major Development events.
• Collaborates with the Data Team to track and report campaign plans in Tessitura.
• Collaborates with the Data Team to develop and maintain automated reports from the Tessitura database for briefing documents.
• Maintains a library of reports and briefing documents that is shared with Development and selected administrative staff.
• Develops and maintains relationships in Tessitura for the Symphonys board and top donors; collaborates with the Board Liaison to maintain information about board members organizational affiliations and contact information.
• Learns more about research tools and techniques and manages and procures research resources within the approved budget.
• Provides periodic training for development staff in portfolio and moves management basic research techniques and appropriate data entry protocols for Tessitura.
• Conducts job functions and activities in alignment with the principles of the SFSs Diversity Equity and Inclusion (DEI) work and supports the organizations DEI work through participation in working groups and other initiatives as possible.
• Other duties as assigned.

MINIMUM QUALIFICATIONS

Required:

• 35 years experience in research supporting individual foundation and corporate giving
• Demonstrated commitment to protecting the confidentiality of SFS information
• Demonstrated curiosity about peoples philanthropic behavior motivations and methods
• 23 years experience working with individual gift officers on their portfolios
• Strong analytical and problemsolving skills.
• Excellent communication skills both written and verbal
• Strong organizational skills with ability to work independently and manage highly detailed tasks
• Ability to professionally and diplomatically communicate and interact with a wide variety of internal and external stakeholders
• Ability to handle multiple tasks and oftenchanging priorities and meet deadlines in a highvolume fastpaced environment
• Demonstrated proficiency in Windows operating systems Microsoft Office (Word Excel PowerPoint etc. and a constituent relationship management (CRM) systems (e.g. Tessitura or similar) and experience with Asana project management software
• Familiarity with and/or passion for orchestral music a plus.
• The successful candidate is strategic optimistic and must possess a cando attitude.