Prospect Management Specialist
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Job Location:
Monthly Salary:
Posted on:
9 hours ago
Vacancies:
1 Vacancy
Job Summary
Position Summary:
The North Dakota State University Foundation seeks mission-driven individuals interested in joining a growing team dedicated to connecting people developing partnerships teamwork accountability transparency stewardship communication and service. The Foundation invites candidates for a Prospect Management Specialist full-time non-exempt position.
The North Dakota State University Foundation is a separate 501(c)(3) organization which exists to maximize advocacy and philanthropy to support NDSU. We connect people who are passionate about NDSU and improving the lives and outcomes of North Dakotans and the world. We are an organization of sixty-five team members and growing. If you enjoy non-profit work are inspired by our mission love to collaborate with your colleagues and are ambitiousto develop as a professional we welcome you to apply.
Our team members enjoy a highly competitive total compensation package including company paid health insurance a defined contribution account funded at 9.5% generous paid time off abundant professional development opportunities plus elective dental and vision plans.
This position may be eligible for hybrid work following a period of onboarding.
This position will remain open until filled. To be considered applicants must apply online through the NDSU Foundation employment site ( and include a cover letter and resume.
The Prospect Management Specialist would be responsible for working with the directors of development at the NDSU Foundation to assist them in managing their major gift portfolios. Through prospect management this position would pull reports read through actions and document prospect information in the Foundations CRM system to support the fundraising efforts of the Foundation. This individual will conduct monthly portfolio review meetings with the directors of development to facilitate prospect movement and maintain data accuracy. With great attention to detail this individual would provide insight to the directors of development to support advancing prospects through the donor cycle to secure gifts and create long-lasting relationships.
Essential Duties and Responsibilities:
Essential Duties and Responsibilities:
- Utilize the prospect management system
- Work with directors of development to understand their portfolio prospect relationships effective portfolio management and track moves management of constituents.
- Facilitate individual portfolio reviews monthly
- Review enter and correct prospect information to ensure data integrity in the prospect management tracking system including contact reports opportunities strategic plans and other prospect data
- Review and link gifts to fund opportunities as appropriate including sponsorships of events and programs. Manage the portfolio change request process
- Monitor fundraising activity to ensure alignment with prospect management guidelines and processes
- Provide guidance and recommendations that support the management of prospects and donors through the development cycle
- Provide training and assistance
- Collaborate and provide expertise and knowledge of prospect management system and individual prospects to Foundation teams
- Support portfolio reviews and prospect strategy meetings to ensure strong portfolios and facilitate the movement of prospects through moves management.
- Conduct staff training on prospect management guidelines and the client relations management database (includes SALESFORCE/ASCEND).
- Other
- Assist with review and maintaining prospect management policies and procedures best practices and moves management guidelines
- Collaborate with other departments to complete projects tasks direct inquiries and provide follow-up where needed (DCS Outreach IS)
- Manage off-boarding portfolio process for directors of development including tracking temporary reassignment of prospects and donors
- Other duties and projects as assigned.
Essential Functions:
- Set priorities develop a work schedule monitor progress towards goals and track details/data/information/activities
- Efficiently operate a personal computer and associated software (Outlook Word Excel etc.)
- Maintain files accurately in paper and in software programs
- Maintain records and prepare reports
- Handle multiple tasks simultaneously
- Plan prioritize and meet deadlines
- Establish and maintain positive working relationships with others both internally and externally to achieve the goals of the organization.
- Interact in an effective and appropriate manner with diverse populations internal staff University community and the public
- Work cooperatively and effectively with others to identify and resolve problems and make decisions that enhance organizational effectiveness
- Maintain confidentiality of records and information
- Display excellent judgment and decision making
- Follow through on projects with little supervision
- Speak listen and write in a clear thorough and timely manner using appropriate and effective communication tools and techniques
- Prompt and reliable attendance
- Demonstrate support of Foundation mission and beliefs
Minimum Qualifications:
- Bachelors degree in related field
- Minimum of 2 years experience in analytical research development or information specialist role
- Ability to identify retrieve analyze and synthesize complex data from diverse sources
- Ability to think strategically
- Knowledge and/or experience with database systems
- Excellent oral and written communication skills
- Ability to work collaboratively with colleagues co-workers and constituents
- Strong interpersonal skills
- Ability to stay on task within the context of the big picture goal
- Ability to handle sensitive and confidential matters with appropriate discretion
- Ability to work in a fast-paced environment
- Strong attention to detail
- Proficiency with technology including Microsoft Office products
Preferred Qualifications:
- 4 years experience in analytical research development or information specialist role
- Experience working in a higher education or non-profit setting
- Experience with CRM software such as SALESFORCE/ASCEND or other similar system
Physical and Mental Demands:
Must be able to remain in a stationary position for extended periods of time. The person in this position needs to occasionally move about inside the office to access file cabinets office machinery etc. Constantly operates a computer and other office productivity machinery such as computer printer copy machines. Must be able to interpret organize and make decisions on data daily.
Must be able to remain in a stationary position for extended periods of time. The person in this position needs to occasionally move about inside the office to access file cabinets office machinery etc. Constantly operates a computer and other office productivity machinery such as computer printer copy machines. Must be able to interpret organize and make decisions on data daily.
The NDSU Foundation does not discriminate on the basis of age color gender expression/identity genetic information marital status national origin physical or mental disability pregnancy public assistance status race religion sex sexual orientation status as a U.S. veteran or participation in lawful activity off the employers premises as applicable.
Required Experience:
IC
About Company
By forging connections, fostering support, and facilitating outcomes, the NDSU Foundation fulfills its mission of building enduring relationships that maximize advocacy and philanthropy to support North Dakota State University.
