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Washington University in St. Louis

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St. Louis, Missouri, USA

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"Prospect Management Analyst - University Advancement"

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Prospect Management Analyst - University Advancement

Position Summary

The Prospect Management Analyst role is an exciting opportunity for an early- to mid-career professional who wants to be part of a dynamic and entrepreneurial team. This position will partner with the Individual Giving team to identify and assign top prospects, provide high-level data analysis to optimize gift officers’ portfolios, prepare for quarterly prospect management consultations, contribute to data integrity initiatives, and gather and analyze data for ongoing partnership with frontline fundraisers and leadership.

This position is a part of the Prospect Management team and works with Prospect Management Consultants and a Senior Associate Director to assist with portfolio management for various teams within the Individual Giving team.

This position is a full-time, benefits-eligible role on campus with an optional Friday remote work day. The Prospect Management Analyst will report to the Senior Associate Director of Prospect Management.

Job Description

Primary Duties & Responsibilities:

Creation and management of the Individual Giving gift officer queues and processes, including:

  • Continuously building and optimizing qualification queues for gift officers.
  • Prioritizing queues to identify top prospects.
  • Collaborating with Prospect Research to identify current donors who are Leadership or Major gift prospects.

Liaise with the Individual Giving vertical, Prospect Research, and Data Analytics to:

  • Manage the prospect assignment process.
  • Maintain and serve as a subject matter expert on WashU prospect management guidelines and Prospect Management best practices.
  • Analyze and curate data for audits and consultations at the direction of the Senior Associate Director.
  • Collaborate with the Annual Giving PMC to manage prospect assignments across capacity lanes.
  • Provide critical support in the management, maintenance, and integrity of prospect data in CRM.
  • Perform other duties as assigned.

Required Qualifications

Education: Bachelor's degree

Work Experience: Relevant Experience (2 Years)

Preferred Qualifications

  • Strong client service orientation.
  • Ability to train/coach clients on complex concepts and business practices.
  • Ability to compile, report, and analyze information from diverse sources.
  • Ability to understand problems from a broad, interactive perspective and conceive strategic solutions.

Skills: Analytical Thinking, Analyzing Reports, Client Coaching, Client Service, Communication, Confidential Data Handling, Critical Thinking, Customer Relationship Management (CRM) Utilization, Data Interpretations, Dataset Management, Datasets, Deadline Management, Detail-Oriented, Fundraising, Fundraising Software, Microsoft Office, Multitasking, Organizing, Problem Solving, Prospect Development, Prospect Management, Prospect Research, Relationship Building, Salesforce (Software), Strategic Solutions

This position is located in St. Louis, MO and the targeted hiring range for this position is $53,100 - $62,000.

Salary Range: $53,100.00 - $90,600.00 / Annually

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