Senior Prospect Management Analyst

Be You.

The Senior Prospect Management Analyst holds a pivotal role within the Prospect Development team at Duke Health Development and Alumni Affairs (DHDAA). This team researches, analyzes, and disseminates information to direct and inform solicitation and engagement strategies for prospective and current donors to Duke Health. The Senior Prospect Management Analyst will perform a variety of duties to support assignment and prospect data requests within multiple Customer Relationship Management (CRM) systems. They will partner with DHDAA fundraisers and colleagues to ensure Prospect Management best practices are being observed, and that donors are effectively moving through the solicitation cycle. This role is highly collaborative and interfaces with staff throughout DHDAA and Duke Alumni Engagement and Development (DAED).

This position reports to the Executive Director of Prospect Development.

Work Arrangement - Hybrid; This position is a full-time located in Durham, NC. This is not a remote position.

DEPARTMENTAL SKILLS/PREFERENCES

• Proven knowledge of prospect management and fundraising best practices.
• Knowledge of effective fundraising practices, preferably at a large, de-centralized academic healthcare system with grateful patients.
• Ability to innovate and effectively problem-solve.
• Demonstrated proficiency in working with large and complex databases and systems.
• Demonstrated ability to build strong partnerships and collaborate with a wide variety of constituencies at all levels of an organization.
• Demonstrated ability to handle confidential and sensitive information.
• Exceptional analytical skills and attention to detail.
• Ability to handle multiple priorities with diplomacy and timeliness.
• Demonstrated consultative skills.

MINIMUM QUALIFICATIONS

Education/Training - Work requires the skills and knowledge normally acquired through completion of a Bachelor's degree.

Experience - Work generally requires three (3) years of experience in development research or a related field.

Work experience in research methodology is required.

OR ANY OTHER EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE.

Be Bold.

Work Preformed

Prospect Management (50%)

• Support and measure the efforts of a robust and sustainable pipeline including evaluating: if the appropriate prospects are being managed, if assigned prospects are being engaged, and if we are moving prospects forward at a reasonable pace.
• Oversee and maintain the DHDAA prospect clearance and assignment process. Uphold standards and data integrity to ensure a coordinated and strategic approach to prospect outreach. Monitor and update prospect management-specific information in CRMs as needed.
• Maintain comprehensive guidelines specific to DHDAA for patient prospects and the Salesforce CRM that provide organization-wide transparency, consistency, coordination, and collaboration of fundraiser engagement activities.
• Develop and implement training regarding Prospect Management processes and procedures.
• Facilitate prospect strategy meetings providing data to influence or shape successful strategy, next steps, and outcomes.
• Credibly lead conversations on all aspects of Prospect Management including portfolio optimization, system training, and process change management.
• Lead conversations regarding size, balance, value, and yield to measure portfolio and pool performance. Assist with portfolio management across fundraising teams using existing resources and best practices. Plan and lead portfolio management/moves management, strategy, and optimization meetings with fundraisers.
• Implement industry best practices for the comprehensive monitoring and tracking of managed and engaged prospects through the solicitation cycle.
• Utilize organizational knowledge and constituency data, including prospect segmentation tools, to explain and make recommendations for activity, strategy, and assignment.
• Identify and implement best practices for distributing information to a complex network of interested parties.
• Participate in cross-departmental projects to improve understanding and strategic use of Prospect Development tools and data.
• Monitor and act on data insights from pipeline growth efforts, such as Virtual Engagement Officers and Annual Giving outreach.
• Process and respond to prospect management department requests in a timely and thoughtful manner. Requests may include but are not limited to: individual and bulk prospect team requests, prospect management inquiries, and data corrections.

Strategic Development & Relationship Management (40%)

• Collaborate and strengthen partnerships between DAED Prospect Development and DHDAA Prospect Development.
• Identify and build mutually respectful relationships with stakeholders that result in community standard socialization, partnership, and best outcomes.
• Identify community needs, appropriate measures, and implementation plans that increase fundraising success and identify opportunities for improvement. Listen, translate, and act on recommendations from leadership.
• Guide the development of new fundraiser portfolios/pipelines and provide ongoing support.
• Provide regular updates to leadership on portfolio and pipeline activity and partner with leadership to encourage best practices.
• Maintain a portfolio of approximately 20 internal clients and serve as a liaison for Prospect Management questions and resources.
• Prepare and facilitate regular portfolio optimization meetings by providing data to influence or shape successful strategy, next steps, and outcomes.

Data Integrity (10%)

• Maintain audit reporting related to prospect-specific data.
• Investigate and escalate CRMs issues related to prospect management. Propose and test enhancements.
• Propose and test enhancements.

Other related duties as assigned.

The above statements describe the general nature and level of work being performed by individuals assigned to this classification. This is not intended to be an exhaustive list of all responsibilities and duties required of personnel so classified.

Choose Duke.

Ready to make a difference? Join us and help increase philanthropic giving through strategic prospect management!

Anticipated Pay Range: Duke University provides an annual base salary range for this position as USD $62,766.00 to USD $97,798.00. Duke University considers factors such as (but not limited to) scope and responsibilities of the position; candidate's work experience, education/training, and key skills; internal peer equity; as well as market and organizational considerations when extending an offer.

Your total compensation goes beyond the dollars on your paycheck. Duke provides comprehensive and competitive medical and dental care programs, generous retirement benefits, and a wide array of family-friendly and cultural programs to eligible team members. Learn more at: https://hr.duke.edu/benefits/