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Director, Prospect Management & Analytics
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Position Number: 6064643
Location: Santa Clara, CA
Position Type: Development and Fund Raising

Director, Prospect Management & Analytics

Position Title:
Director, Prospect Management & Analytics

Position Type:
Regular

Hiring Range:

$113,600.00 - $115,200.00; commensurate with experience.

Pay Frequency:
Annual
OVERVIEW

University Relations builds Santa Clara University's excellence and character by strengthening relations with alumni, parents, and friends of the University, raising public awareness, and increasing private philanthropy. The development division has been recognized with the CASE Educational Fundraising Award, an honor given each year to superior fundraising programs at educational institutions across the country.

POSITION PURPOSE

The Prospect Management and Analytics (PMA) team supports fundraising efforts at Santa Clara University by providing customized information and analyses that contribute to building and maintaining donor relationships and strengthening connections to the University. The PMA team works collaboratively with each other, the development officers, other teams in University Relations, and offices across campus to ensure the university meets its fundraising goals.

Reporting to the Senior Director of Prospect Management and Analytics, the Director is responsible for supporting SCU's fundraising programs to meet the campus fundraising goals and objectives. The Director works in close partnership with assigned development officers and/or units to oversee portfolio developments, proactive prospect identification, prospect research, portfolio development, and moves/prospect management. The Director manages large and complex data projects supporting the strategic and tactical planning and operation effectiveness of the university's fundraising efforts. The Director is part of the PMA leadership team, which includes the Senior Director and another Director. This leadership team is responsible for ensuring that the PMA team remains at the forefront of industry best practices and emerging trends as well as keeping the work of the PMA team consistent while identifying opportunities to improve processes and automate redundant tasks to optimize efficiency.

In addition, the Director will supervise at least one other PMA team member.

This position is eligible for a flexible work schedule: hybrid - work from the office and home.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Liaison Responsibilities - 40%

Independently lead large and complex projects that have multiple tasks and competing deadlines.
Assist and advise the Senior Director in developing and implementing PMA guidelines and procedures, priority setting, and implementation of new initiatives.
Independently design and implement comprehensive data-mining and proactive prospect identification projects for various fundraising initiatives.
Initiate and lead projects to make PMA's work more efficient and effective in order to improve service to assigned development officers and/or units.
Proactively identify and research successful and generous prospective donors whose philanthropic interests match the university's priorities and initiatives.
Research, analyze, and maintain information on prospective donors' backgrounds, interests, and capacity to give using a variety of electronic databases, publications, and on-line services.
Conduct regular portfolio reviews with assigned development officers, to advise prospect strategy, track pipeline development, and optimize portfolios.
Analyze broad data sets to identify trends and develop actionable recommendations for PMA, development officers, and University Relations leadership.
Serve as an independent, internal consultant to several development officers and/or units; provide targeted services that support fundraising strategies and priorities.
In addition to partnering with development officers, the Director will also have liaison relationships on behalf of the PMA team with various departments within University Relations and across campus.
Interpret and analyze biographical and financial information on individuals and where appropriate, corporations and foundations, based on fundraising strategies and objectives.
Support and promote the PMA program, including conducting prospect strategy meetings, prepare routine reports of prospect information, and training development officers and other staff on prospect management guidelines and procedures.
Mentor and train PMA team members.
Coordinate proactive use of the CLARA (CRM) database to support moves management, including moves tracking, proposal tracking, and task management.

Assist the Senior Director in developing, documenting, and implementing policies and procedures for managing prospect information.
Perform other duties as assigned in support of Santa Clara University's mission.

2. Supervisor responsibilities - 60%

Hire, supervise, train, and mentor at least one other PMA team member.
Manage and supervise liaison activities for appropriate schools and units assigned to direct reports.
Work to integrate remote workers so they feel included and supported
Facilitates professional opportunities of direct reports to improve individual capability and manage their performance against department and division goals.
Manage the preparation and monitoring of department budget
Manage the development of annual retreats/training.
Collaborate with the Sr. Director in setting and monitoring annual PMA goals and in the development and implementation of the PMA overall vision and work processes.

PROVIDES WORK DIRECTION

In the case of the absence of the Senior Director, the Director will serve as Acting Senior Director.

QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The items below are representative of the knowledge, skills, abilities, education, and experience required or preferred.

1. Knowledge

Knowledge of fundraising and proven experience in producing, analyzing, and interpreting data to drive fundraising strategies.
Demonstrated knowledge of project management, including proficiency in developing and implementing complex data projects.
Demonstrated knowledge and expertise in research and prospect management, with specific experience in research techniques, prospect management strategies, process analysis and business analytics, including expertise in modeling and data analysis. Proficiency in conceptualizing and implementing prospect identification, research/profiling, and relationship management methodologies to support organizational goals.
Mastery of current prospect research techniques, methods, and resources.
Proficiency with the evaluation of gift capacity through standard wealth-assessment formulas and with systems of ranking and prioritizing prospects based on giving capacity, interest and readiness. Experience with turning wealth assessment information into intelligence with direct usefulness for frontline fundraisers, prospect strategies or solicitation plans.
Understanding of advancement information systems including software and business best practices.
Experience developing predictive and segmentation data models highly desired.
Understanding and appreciation of the mission of Santa Clara University and the vision and values of a Jesuit Catholic educational institution.

2. Skills

Must be a goal oriented and self-motivated individual who can demonstrate accountability, initiative, creativity and focus in a rapidly changing and intellectually stimulating environment.
Demonstrate strong interpersonal skills and the ability to collaborate, build relationships, and achieve results within a population that may possess competing interests, opinions, and/or expectations.
Demonstrate strong active listening skills and ability to negotiate positive outcomes.
Experience managing and coordinating complex projects that have multiple tasks with competing deadlines. Superior organization skills, attention to detail, and ability to follow through on projects. .
Positive attitude, sense of humor and flexibility.
Strong quantitative and financial analytical skills and facility with financial projections and forecasting.

Proficiency in using fundraising (CRM) database. Proficiency and experience in Microsoft Office products, spreadsheets (including advanced Excel functions), Google products (i.e. Google docs, Gmail, etc.), Power BI and an ability and willingness to learn new software if needed.
Excellent oral and written communication skills.
Strong customer service skills and a proven ability to work patiently, persuasively, and effectively with a wide variety of people.
Positive attitude, collaborative, sense of humor and flexibility.
Emotional intelligence
Supervision experience desired but not required

3. Abilities

Demonstrated ability to write and speak clearly and persuasively; discretion and ability to manage sensitive information appropriately. Ability to maintain strict confidentiality in all aspects of work.
Ability to work independently and the ability to establish and maintain cooperative working relationships.
Demonstrated ability to carry out multiple projects simultaneously and with maximum independence.
Demonstrated leadership experience, particularly with cross-departmental teams.
Ability to solve problems creatively and effectively, and work under tight and shifting deadlines.
Understanding of academic fundraising and ability to formulate productive partnerships with fundraisers, other SCU colleagues and external constituencies.
Ability to communicate and work effectively with individuals from diverse backgrounds and cultures.
Ability to communicate with technical staff, non-technical staff and a demonstrated understanding of data analysis.

4. Education

Bachelor's degree required. Graduate or professional degree preferred.

5. Years of Experience

Minimum 8 years of direct experience in the research and prospect management/development field (or closely related field), preferably at a higher education institution.

PHYSICAL DEMANDS

The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. In accordance with the Americans with Disabilities Act, as amended, the California Fair Employment & Housing Act, and all other applicable laws, SCU provides reasonable accommodations for qualified persons with disabilities. A qualified individual is a person who meets skill, experience, education, or other requirements of the position, and who can perform the essential functions of the position with or without reasonable accommodation.

Considerable time is spent at a desk using a computer terminal.
May be required to travel to other buildings on the campus.
May be required to attend conference and training sessions within Bay Area or in- or out-of-state locations.

EEO Statement

Santa Clara University is an equal opportunity employer. For a complete copy of Santa Clara University's equal opportunity and nondiscrimination policies, see https://www.scu.edu/title-ix/policies-reports/

Title IX of the Education Amendments of 1972

Santa Clara University does not discriminate in its employment practices or in its educational programs or activities on the basis of sex/gender, and prohibits retaliation against any person opposing discrimination or participating in any discrimination investigation or complaint process internally or externally. Information about Title IX can be found at www.scu.edu/title-ix. Inquiries can also be made to the Assistant Secretary of Education within the Office for Civil Rights (OCR).

Clery Notice of Availability

Santa Clara University annually collects information about campus crimes and other reportable incidents in accordance with the federal Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act. To view the Santa Clara University report, please go to the Campus Safety Services website . To request a paper copy please call Campus Safety at (408) 554-4441. The report includes the type of crime, venue, and number of occurrences.

Americans with Disabilities Act

Santa Clara University affirms its commitment to employ qualified individuals with disabilities within the workplace and to comply with the Americans with Disability Act. All applicants desiring an accommodation should contact the Department of Human Resources, and 408-554-5750 and request to speak to Indu Ahluwalia by phone at 408-554-5750 or by email at iahluwalia@scu.edu.

Telecommute

Santa Clara University is registered to do business in the following states: California, Nevada, Oregon, Washington, Arizona, and Illinois. Employees approved to telecommute are required to perform their work within one of these states.

To view the full job posting and apply for this position, go to https://wd1.myworkdaysite.com/en-US/recruiting/scu/scu/job/Santa-Clara-CA/Director--Prospect-Management---Analytics_R5642