Job Description

Director of Prospect Management and Research

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Overview

The Director will lead the strategic direction of the Prospect Management and Research team at UNC Greensboro. This role will ensure that UNCGs prospect management and research practices are dynamic, data-driven, and collaborative, supporting the universitys fundraising efforts. This includes designing and executing strategic data-driven prospect identification and comprehensive wealth and propensity screenings. The Director is also responsible for the teams due diligence research efforts.

The Director oversees two Prospect Development Analysts and works closely with frontline fundraisers and advancement leadership. Additionally, the Director will play a key role in our upcoming CRM transition, ensuring prospect data integration and enhanced functionality to support University Advancements goals. The ideal candidate will possess excellent critical thinking skills and a forward-thinking approach, leveraging advanced analytics, innovative technologies, and strategic partnerships to enhance prospect identification, qualification, and management.

Position Details

• Functional Title: Director of Prospect Management and Research
• Position Number: 012610
• Position Type: Staff
• Position Eclass: EP - EHRA 12 mo leave earning

University Information: Located in North Carolinas third largest city, UNC Greensboro is among the most diverse, learner-centered public research universities in the state, with 18,000 students in eight colleges and schools pursuing more than 150 areas of undergraduate and over 200 areas of graduate study. UNCG continues to be recognized nationally for academic excellence, access, and affordability. UNCG is ranked No. 1 most affordable institution in North Carolina for net cost by the N.Y. Times and No. 1 in North Carolina for social mobility by The Wall Street Journal helping first-generation and lower-income students find paths to prosperity. Designated an Innovation and Economic Prosperity University by the Association of Public and Land-grant Universities, UNCG is a community-engaged research institution with a portfolio of more than $67M in research and creative activity. The Universitys 2,600 staff help create an annual economic impact for the Piedmont Triad region in excess of $1B.

About the Organization

The Division of University Advancement builds and nurtures relationships with loyalty and integrity to promote UNCGs mission, foster communication, and secure philanthropic support.

We Are Responsible For:

Building pride and tradition among alumni, faculty, staff, students, families, and community members

Developing life long relationships

Building advocacy

Branding and awareness

Securing private and public financial support

Our division includes: Advancement Communications, Advancement Operations, Alumni Engagement, Development, Annual Giving, Donor Relations, Event Planning, Gift Planning, Prospect Management & Research, and the Vice Chancellors office.

Our mission is to inspire connections, investments, and engagements that drive excellence and opportunity. Our vision is a University that illuminates potential, eliminates barriers, and ignites achievement.

Minimum Qualifications

• Demonstrated mastery of standard research methodology best practices for evaluating donor prospects for capacity, inclination, readiness and recommending relationship development strategies.
• Proficiency in Excel; strong working knowledge of Microsoft Desktop Tools (Word, Excel, etc.).
• Knowledge of leading CRM tools and technologies used in fundraising operations. Proficiency in incorporating pipeline development and prospect tracking data in a fundraising CRM.
• Progressively responsible experience managing prospect identification & research methods and directing a prospect management system in support of fundraising initiatives.
• Proven analytical skills and proficiency utilizing data analysis tools, fundraising databases, interpreting, and evaluating wealth indicators in a philanthropic context.
• Experience evaluating complex issues, identifying appropriate solutions, and providing leadership in development and implementation of a strategic plan.
• Excellent planning skills and experience with the ability to identify, clarify and articulate project purpose, goals, and outcomes.
• Excellent communication skills, both written and verbal, with the ability to present complex information in a clear and compelling manner.
• Demonstrated ability to collaborate effectively with diverse stakeholders and work in a fast paced, dynamic environment.
• Strong strategic thinking, research, writing and verbal presentation skills; organizational ability and initiative.
• The ability to analyze and synthesize information, to manage several projects simultaneously, set priorities, and meet deadlines.
• Proven leadership experience managing in a team setting, setting strategic goals, and driving results in prospect management & research.
• Bachelors degree or the equivalent combination of education, professional experience and specialized expertise related to the position.

Preferred Qualifications

• Advanced degree preferred
• 5+ years relevant experience in fundraising operations, advancement services, prospect research, prospect management or related advancement activities
• Experience with CRM transitions and system integrations is highly desirable.
• Experience with Banner, specifically the Advancement module.
• Experience working with EverTrue.
• Prior experience with transforming prospect research functions through the use of advanced analytics and technology.
• Mastery of the development cycle, with advanced knowledge of the role of prospect research within the cycle.
• Experience creating and executing prospect identification plans that are aligned to fundraising priorities.
• Experience adapting and customizing prospect strategy management, tracking, and reporting for different prospect segments (annual, major, and principal gift prospects).

Special Instructions To Applicants

This position is fully on-site.

Job Details

• Recruitment Range: $85,000 - $94,443
• Org #-Department: Advancement Operations - 33701
• Job Open Date: 02/04/2025
• Open Until Filled: No
• FTE: 1.000
• Type Of Appointment: Permanent
• Number Of Months Per Year: 12
• FLSA: Exempt
• Percentage Of Time: 35

Key Responsibilities

Strategic Leadership

• Develop and implement a strategic vision for the Prospect Management and Research team, aligning with the universitys fundraising goals and objectives. (20% of time)
• Foster a culture of collaboration, innovation, and continuous improvement within the team and across the development division. (20% of time)
• Build strong partnerships with frontline fundraisers, understanding their needs and providing actionable insights and high-quality prospect research to support their efforts. (20% of time)
• Work closely with the Development leadership team to align research activities with strategic fundraising initiatives. (20% of time)

Process Improvement and Innovation

• Evaluate current prospect research methods and align them to a data-driven approach, utilizing advanced analytics, machine learning, and data visualization tools.
• Evaluate and integrate new technologies and platforms to enhance prospect research capabilities and efficiencies.
• Collaborate with the CRM & Analytics team and other relevant departments to ensure the new CRM system meets the needs of the advancement team and enhances prospect management and research capabilities.
• Collaborates with members of the advancement operations team to ensure cohesive and efficient operations within the division.

Team Management and Development

• Supervise and mentor two Prospect Development Analysts, providing guidance, training, and professional development opportunities.
• Establish measurable goals and objectives for the team and implement strategies to achieve them.
• Promote a collaborative work environment, encouraging knowledge sharing and teamwork between the prospect research team and major gift officers.
• Act as project manager, manage the teams workload queue, assign research requests, and direct proactive prospect identification projects.

Prospect Identification and Management

• Work in partnership with the advancement leadership on regular donor strategy meetings to develop cultivation and solicitation strategies.
• Oversee the identification, qualification, and management of prospects, ensuring a robust pipeline of potential donors for major gift opportunities.
• Utilize data analytics to identify trends, patterns, and opportunities within the prospect pool.
• Work closely with the development team to ensure gift officer portfolios remain robust, supported by the prospect research and management teams identification projects.

Research Resources & Budget

• Track and manage the research portion of the budget.
• Manage and coordinate the evaluation, purchase, budget and renewal of research resources, publications and services.
• Represent research team in the evaluation, recommendation and selection of future electronic screening vendors.

Compliance and Best Practices

• Ensure compliance with ethical standards and university policies in all prospect research activities.
• Stay current with industry trends, best practices, and emerging technologies in prospect research and data analytics through continual professional development.

Physical Effort

Reading, Writing, Vision-Preparing/Analyzing figures, Hearing, Talking, Standing, Sitting

Seniority level

• Director

Employment type

• Full-time

Job function

• Business Development and Sales

Industries

• Online Audio and Video Media

Job Tags

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