Assistant Director, FAS Prospect Management
Job Summary
The Assistant Director of FAS Prospect Management supports the development and execution of prospect management strategies that drive a strong, data-informed fundraising pipeline for the Faculty of Arts and Sciences. Reporting to the Managing Director of FAS Prospect Management, this role serves as a key partner to frontline fundraisers and development leadership-combining analytical, consultative, and project management responsibilities to optimize portfolios, advance moves management, and ensure FAS gift officers have clear, actionable prospect information to meet their fundraising goals.
Job-Specific Responsibilities
Prospect & Portfolio Management (25%)
- Support the implementation of FAS prospect management policies, procedures, and best practices.
- Manage day-to-day processes for assigning, reassigning, and tracking prospects across FAS portfolios (e.g., major, leadership annual, principal, and planned gifts).
- Monitor portfolio size, quality, and activity; identify imbalances and recommend adjustments to ensure appropriate coverage and progression.
- Prepare materials and data for regular portfolio review meetings with gift officers and their managers.
Moves Management & Fundraiser Support (40%)
- Help maintain and refine the moves management framework (stages, definitions, and metrics) for FAS gift officers.
- Participate in or facilitate pipeline meetings, providing data, insights, and recommendations on prospect strategy and next steps.
- Provide one-on-one and group support to gift officers on portfolio hygiene, record-keeping expectations, and effective use of prospect data and reports.
- Ensure that key updates and insights from prospect management are communicated clearly and in a timely manner to frontline staff.
Reporting, Analytics & Data Integrity (30%)
- Partner with Prospect Research, Operations (Ops), and Business Intelligence (BI) to operationalize prospect identification and prioritization for FAS.
- Work with Ops and BI colleagues to improve data capture, coding, and reporting structures that support FAS prospect management needs.
- Develop, run, and refine regular reports and dashboards on FAS portfolios, pipeline stages, proposal activity, and fundraiser performance indicators.
- In collaboration with Ops, promote and monitor data quality standards for prospect, portfolio, and activity records within Advance; follow up on data issues with appropriate staff.
Project Management & Process Improvement (5%)
- Manage or support special projects related to FAS prospect management.
- Recommend and help implement process improvements to increase the efficiency, clarity, and consistency of prospect management practices within FAS.
- Document processes, guidelines, and training materials for FAS prospect management and related systems.
Qualifications
Basic Qualifications
- Minimum of three years of experience in prospect research, prospect management, data analysis, or other similar field, preferably in an academic setting.
- You will be expected to work certain events/campus activities, such as reunions each Spring, and participate in department retreats that are taking place on campus in Cambridge, MA.
Additional Qualifications and Skills
- Bachelor's degree preferred.
- Experience with Advance or other fundraising CRM databases strongly preferred.
- Familiarity with prospect and portfolio management concepts, including moves management and fundraising pipelines.
- Strong analytical skills, with the ability to interpret data, identify trends, and present findings to non-technical audiences.
- Excellent organizational and project management skills, including the ability to manage multiple priorities and meet deadlines.
- Strong interpersonal and communication skills, with the ability to collaborate effectively with colleagues at different levels and functions.
- High attention to detail and commitment to data accuracy and integrity.
- Ability to exercise sound judgment, discretion, and maintain confidentiality.
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