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Assistant Director of Prospect Management

Amherst College
Amherst, MA 01002
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  • Job Code
    113582974


Amherst College invites applications for the Assistant Director of Prospect Management position, which is a part of a dynamic and collaborative Prospect Development team in the office of Development. The Assistant Director of Prospect Management is a full time, year-round position, job group and level PT-3. Amherst College has profoundly transformed its student body in terms of socioeconomic status, ethnicity, and nationality, among other areas. Today, nearly one-quarter of Amherst's students are Pell Grant recipients; 45 percent of our studentsidentify as domestic students of color. Our expectation is that the successful candidate will excel at working in a community that is broadly diverse with regard to race, ethnicity, socioeconomic status, gender, nationality, sexual orientation, and religion.

The Assistant Director of Prospect Management is responsible for the gathering of prospect intelligence and reporting of significant moments in the relationship between prospective donors and the College, with a focus on bringing efficiency, predictability, and accountability to the fundraising effort. These responsibilities are critical to Amherst College's fundraising success.

The Assistant Director of Prospect Management contributes to the achievement of Amherst College fundraising goals through the management, analysis, and reporting of all data related to the Campaign and Major Gift fundraising pipeline and gift solicitation activity, ensuring that senior Advancement staff, volunteer Campaign leaders and board members, have accurate, thorough, timely, and well-communicated information to inform fundraising strategy and decision-making. The Assistant Director of Prospect Management gathers this strategic information through in-person meetings and written reports, oversees its storage and accuracy, and develops clear, user-friendly reports to communicate it to leadership.

The Assistant Director of Prospect Management takes appropriate actions to support a diverse workforce and participates in the College's efforts to create a respectful, inclusive, and welcoming work environment.

Summary of Principal Duties and Responsibilities:

Prospect Management Data
  • Develop and document Campaign Guidelines for the collection and storage of prospect data. Communicate guidelines to Advancement colleagues; provide ongoing training and supervision to ensure guidelines are followed.
  • As project manager for the semi-annual Portfolio Review program (18+ meetings annually), lead the series of meetings, each of which focuses on the prospect portfolio of a member of the solicitation staff (including a meeting for the Chief Advancement Officer). Responsible for all aspects of the program, including scheduling and facilitating the meetings, providing collateral materials, and post-meeting follow up.
  • Meet with solicitation staff individually monthly for gift pipeline and track data updates.
  • Provide portfolio strategy advice, in collaboration with Director of Leadership Giving, adding, removing, or reassigning prospects for most effective deployment of Leadership Giving staff.
  • Collect and document additional key information from prospect visit reports and other sources.
  • Perform regular data quality audits, and develop and monitor automated alerts for data errors to ensure accuracy and completeness of prospect data.

Prospect Information Analysis and Reporting
  • Provide campaign reporting to Chief Advancement Officer and senior leadership in Advancement, as well as to Campaign Co-Chairs and other top volunteer leaders. Reports include Campaign Pyramid, Major Gift Pipeline, and Campaign Activity Progress reports. Design user-friendly, visually attractive deliverables.
  • Manage major data analysis projects using a vendor, such as predictive modeling of all constituents (28,000+ records) and prospect identification screenings. Collect and prepare data ("data hygiene"), upload file for vendor, review and analyze results.
  • Develop in-house reports, lists, and ad-hoc queries in addition to vendor-supported projects. Use vendor and in-house tools to identify areas of success and opportunity, and make recommendations to management.
  • Propose and manage data analysis projects including prospect identification projects to discover new potential donors.
  • Build capacity for sophisticated data visualization and analytics methods, including geographic prospect maps. Identify and evaluate useful products (such as Tableau and Power BI).
  • Assist Director of Advancement Services and Chief Advancement Officer with mid-campaign and post-campaign analysis.

QUALIFICATIONS
  • Bachelor's Degree
  • 3-5 years of experience in fundraising or similar field
  • Experience with a CRM fundraising database, such as Colleague Advance
  • Proficient in word processing and spreadsheet applications (eg, Word/Excel and/or Google Docs/Google Sheets)
  • Ability to take initiative, and work independently and collaboratively
  • Demonstrated analytical and problem solving skills with the ability to exercise sound judgment
  • Strong time-management, organizational, verbal and written communication, and interpersonal skills
  • Demonstrated understanding of the principles of prospect management
  • Discretion with confidential information
  • Commitment to or experience working with a diverse community
  • Experience with Colleague Advance preferred
APPLICATION INSTRUCTIONS

Interestedcandidates are asked to submit a cover letter, resume, and the names and contact information (email and/or telephone numbers) for three professional references. Review of applications will continue until the position is filled.
ABOUT AMHERST COLLEGE
Amherst College, one of the premier liberal arts colleges in the nation, is located in Amherst, Massachusetts, a town of approximately 35,000 residents in the western part of the state. The college's community is composed of about1,800 students from 48 states, plus Washington, D.C., Puerto Rico and 54 countries around the world, and about 1,000 staff and faculty. The college's scenic 1,000-acre campus includes a 500-acre wildlife sanctuary and the Book & Plow Farm ; three museums: Emily Dickinson Museum , Beneski Museum of Natural History and Mead Art Museum ; and multiple educational and cultural venues and resources through the Five College Consortium. The town of Amherst offers an amazing variety of coffee shops, restaurants and entertainment, and a very active outdoor life. Our vibrant campus, diverse community and beautiful surrounding, makes Amherst College and the Town of Amherst the perfect place to work, learn and live!

PI113582974

<br /><br />Amherst College invites applications for the Assistant Director of Prospect Management position, which is a part of a dynamic and collaborative Prospect Development team in the office of Development. The Assistant Director of Prospect Management is a full time, year-round position, job group and level PT-3. Amherst College has profoundly transformed its student body in terms of socioeconomic status, ethnicity, and nationality, among other areas. Today, nearly one-quarter of Amherst's students are Pell Grant recipients; 45 percent of our studentsidentify as domestic students of color. Our expectation is that the successful candidate will excel at working in a community that is broadly diverse with regard to race, ethnicity, socioeconomic status, gender, nationality, sexual orientation, and religion.<br /><br />The Assistant Director of Prospect Management is responsible for the gathering of prospect intelligence and reporting of significant moments in the relationship between prospective donors and the College, with a focus on bringing efficiency, predictability, and accountability to the fundraising effort. These responsibilities are critical to Amherst College's fundraising success.<br /><br />The Assistant Director of Prospect Management contributes to the achievement of Amherst College fundraising goals through the management, analysis, and reporting of all data related to the Campaign and Major Gift fundraising pipeline and gift solicitation activity, ensuring that senior Advancement staff, volunteer Campaign leaders and board members, have accurate, thorough, timely, and well-communicated information to inform fundraising strategy and decision-making. The Assistant Director of Prospect Management gathers this strategic information through in-person meetings and written reports, oversees its storage and accuracy, and develops clear, user-friendly reports to communicate it to leadership.<br /><br />The Assistant Director of Prospect Management takes appropriate actions to support a diverse workforce and participates in the College's efforts to create a respectful, inclusive, and welcoming work environment.<br /><br />Summary of Principal Duties and Responsibilities:<br /><br /><strong>Prospect Management Data</strong><br /> <ul> <li>Develop and document Campaign Guidelines for the collection and storage of prospect data. Communicate guidelines to Advancement colleagues; provide ongoing training and supervision to ensure guidelines are followed.</li> <li>As project manager for the semi-annual Portfolio Review program (18+ meetings annually), lead the series of meetings, each of which focuses on the prospect portfolio of a member of the solicitation staff (including a meeting for the Chief Advancement Officer). Responsible for all aspects of the program, including scheduling and facilitating the meetings, providing collateral materials, and post-meeting follow up.</li> <li>Meet with solicitation staff individually monthly for gift pipeline and track data updates.</li> <li>Provide portfolio strategy advice, in collaboration with Director of Leadership Giving, adding, removing, or reassigning prospects for most effective deployment of Leadership Giving staff.</li> <li>Collect and document additional key information from prospect visit reports and other sources.</li> <li>Perform regular data quality audits, and develop and monitor automated alerts for data errors to ensure accuracy and completeness of prospect data.</li> </ul> <br /><strong>Prospect Information Analysis and Reporting</strong><br /> <ul> <li>Provide campaign reporting to Chief Advancement Officer and senior leadership in Advancement, as well as to Campaign Co-Chairs and other top volunteer leaders. Reports include Campaign Pyramid, Major Gift Pipeline, and Campaign Activity Progress reports. Design user-friendly, visually attractive deliverables.</li> <li>Manage major data analysis projects using a vendor, such as predictive modeling of all constituents (28,000+ records) and prospect identification screenings. Collect and prepare data ("data hygiene"), upload file for vendor, review and analyze results.</li> <li>Develop in-house reports, lists, and ad-hoc queries in addition to vendor-supported projects. Use vendor and in-house tools to identify areas of success and opportunity, and make recommendations to management.</li> <li>Propose and manage data analysis projects including prospect identification projects to discover new potential donors.</li> <li>Build capacity for sophisticated data visualization and analytics methods, including geographic prospect maps. Identify and evaluate useful products (such as Tableau and Power BI).</li> <li>Assist Director of Advancement Services and Chief Advancement Officer with mid-campaign and post-campaign analysis.</li> </ul> <br /><strong>QUALIFICATIONS</strong><br /> <ul> <li>Bachelor's Degree</li> <li>3-5 years of experience in fundraising or similar field</li> <li>Experience with a CRM fundraising database, such as Colleague Advance</li> <li>Proficient in word processing and spreadsheet applications (eg, Word/Excel and/or Google Docs/Google Sheets)</li> <li>Ability to take initiative, and work independently and collaboratively</li> <li>Demonstrated analytical and problem solving skills with the ability to exercise sound judgment</li> <li>Strong time-management, organizational, verbal and written communication, and interpersonal skills</li> <li>Demonstrated understanding of the principles of prospect management</li> <li>Discretion with confidential information</li> <li>Commitment to or experience working with a diverse community</li> <li>Experience with Colleague Advance preferred</li> </ul> <strong>APPLICATION INSTRUCTIONS</strong><br /><br />Interestedcandidates are asked to submit a cover letter, resume, and the names and contact information (email and/or telephone numbers) for three professional references. Review of applications will continue until the position is filled. <br /><strong>ABOUT AMHERST COLLEGE <br />Amherst College, one of the premier liberal arts colleges in the nation, is located in Amherst, Massachusetts, a town of approximately 35,000 residents in the western part of the state. The college's community is composed of about1,800 students from 48 states, plus Washington, D.C., Puerto Rico and 54 countries around the world, and about 1,000 staff and faculty. The college's scenic 1,000-acre campus includes a 500-acre wildlife sanctuary and the Book & Plow Farm ; three museums: Emily Dickinson Museum , Beneski Museum of Natural History and Mead Art Museum ; and multiple educational and cultural venues and resources through the Five College Consortium. The town of Amherst offers an amazing variety of coffee shops, restaurants and entertainment, and a very active outdoor life. Our vibrant campus, diverse community and beautiful surrounding, makes Amherst College and the Town of Amherst the perfect place to work, learn and live!<br /></strong> <img src="https://analytics.click2apply.net/v/ygX8qWHbOVldCkAdF6qJ8"> <p>PI113582974</p>
Posted: 2019-09-11 Expires: 2019-10-13

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Assistant Director of Prospect Management

Amherst College
Amherst, MA 01002

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