Job details

Prospect Management Specialist

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 fifty-five team members, soon to be sixty. If you enjoy non-profit work, are inspired by our mission, love to collaborate with your colleagues, and are ambitious to 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 is 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 (https://www.ndsufoundation.com/employment) and include a cover letter and resume.

The Prospect Management Specialist will be responsible for working with the Directors of Development/Major Gifts Fundraisers at the NDSU Foundation to assist them in managing their portfolios. Through prospect management, this position would pull reports, read through actions, and document prospect information in the Foundation’s 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:

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.
- 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 RE, NXT and FPM).

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

3. 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:

Bachelor's 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 Raiser’s Edge NXT 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.

The position description is not intended to be an all-inclusive list of job responsibilities, duties, and requirements: but to describe the standard level of work being performed. Employees may be required to perform other duties as assigned or as required by the needs of the business. The NDSU Foundation reserves the right to add or change the duties of the position at any time.

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 employer's premises, as applicable.

By North Dakota State University

We engage learners in the NDSU experience: to gain, create, and share knowledge and expertise that improves our communities in a complex, global society.

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INDUSTRY

Colleges & Universities

TEAM SIZE

1001-5000

LOCATION

Hybrid, based in Fargo, ND

DATE POSTED

July 24, 2023