The Associate Director of Prospect Management works closely with Development Department administration to provide leadership on the management of major donor prospects and donors. S/he will provide a strategic vision for Audubon’s fundraising efforts by coordinating, implementing and managing a prospect management program to support the efficient movement of prospects through the engagement cycle.
Areas of Responsibility:
Leadership
- Lead the execution and management of Audubon’s prospect management program, including best practices for donor management services such as moves management, portfolio and pipeline analysis, and fundraising performance assessment.
- Oversee and report on prospect allocation and portfolio development, portfolio management, portfolio analysis and review, pipeline management, and other prospect management processes.
- Deliver prospect management training sessions and ensure compliance with prospect management policies and procedures while maintaining the integrity of the prospect management system.
- Establish benchmarks and goals for the prospect management cycle, providing a structure for regular portfolio review meetings and clear reporting/dashboards for frontline fundraisers and leadership in collaboration with the Chief Development Officer and Director of Development Services.
- Participate in ongoing professional development activities as relevant, to maintain and enhance skills and abilities and stay abreast of current trends and techniques.
Prospect Management
- Support fundraiser use of prospect management aspects of the database with regular data auditing. Be involved in planning and outreach to frontline fundraisers in support of the efficient movement of prospects through the development engagement cycle.
- Collaborate with the Director of Prospect Development to establish a plan for identifying, allocating and tracking new prospects.
- Collaborate with the Chief Development Officer and Department leadership on the regular review of existing portfolios, as well as the development of new prospects.
- Monitor the prospect tracking and moves management systems.
Data Integrity and Analysis
- Collaborate with the Director of Development Services and the IT department to make recommendations for database modifications needed to support effective and accurate reporting and analysis.
- Compose analytical reports and presentations that synthesize material effectively and support the efficient movement of prospects through the development engagement cycle.
- Ensure the capture of all necessary data in the system as outlined in the prospect management guidelines, including contact reports, engagement plans and qualification status.
- Proactively initiate projects designed to discover and analyze new and emerging prospect segments.
Educational Background:
Bachelor’s degree required, Master’s Degree preferred,
Skills/Experience:
- A minimum of five years of prospect management or related experience in data analytics, mining and reporting, preferably in a complex fundraising organization.
- Demonstrated knowledge of prospect management principles, practices and the tools of the trade.
- Experience implementing and maintaining a prospect management program, including reporting, evaluating, analyzing and presenting data insights.
- The ability to interact effectively with both authority and diplomacy, and elicit cooperation from colleagues.
- Client-focused, service-oriented, collaborative, creative, resourceful, ethical, flexible and good natured, with solid interpersonal, communication, and negotiating skills.
- Demonstrated project management and organizational skills, with exceptional attention to detail and the ability to be timely, thorough, accurate and detail-oriented, while managing and prioritizing multiple projects.
- Exceptional computer and technology skills that include Microsoft Office, reporting programs and fundraising databases; experience with Salesforce a plus.
Job Function:
Organization Info
Listing Stats
Post Date:
Dec 4 2017
Active Until:
Jan 3 2018
Hiring Organization:
National Audubon Society
industry:
Nonprofit