Prospect Management Specialist

Prospect Management Specialist NDSU Foundation Fargo, ND Job Details Full-time 1 day ago Benefits Health insurance Dental insurance Paid time off Vision insurance Qualifications Portfolio monitoring Record keeping Computer operation Microsoft Excel Microsoft Outlook Non-profit experience Major gifts Filing Research Mid-level Databases Data quality management Salesforce Cloud Sponsorships Bachelor's degree Task prioritization Decision making Fundraising Data interpretation CRM system proficiency Cross-functional collaboration 2 years Software training Communication skills Technical Proficiency Stakeholder relationship building Progress tracking (project management tasks) Staff development

Full Job Description Position Summary:

The North Dakota State University Foundation seeks mission-driven individuals interested in joining a growing team dedicated to connecting people, developing partnerships, teamwork, accountability, transparency, stewardship, communication, and service. The Foundation invites candidates for a Prospect Management Specialist, full-time non-exempt position. The North Dakota State University Foundation is a separate 501(c)(3) organization which exists to maximize advocacy and philanthropy to support NDSU. We connect people who are passionate about NDSU and improving the lives and outcomes of North Dakotans and the world. We are an organization of sixty-five team members and growing. If you enjoy non-profit work, are inspired by our mission, love to collaborate with your colleagues, and are ambitious to develop as a professional, we welcome you to apply. Our team members enjoy a highly competitive total compensation package including company paid health insurance, a defined contribution account funded at 9.5%, generous paid time off, abundant professional development opportunities, plus elective dental and vision plans. This position may be eligible for hybrid work following a period of onboarding. This position will remain open until filled. To be considered, applicants must apply online through the NDSU Foundation employment site (https://www.ndsufoundation.com/employment) and include a cover letter and resume. The Prospect Management Specialist would be responsible for working with the directors of development at the NDSU Foundation to assist them in managing their major gift portfolios. Through prospect management, this position would pull reports, read through actions, and document prospect information in the Foundation's CRM system to support the fundraising efforts of the Foundation. This individual will conduct monthly portfolio review meetings with the directors of development to facilitate prospect movement and maintain data accuracy. With great attention to detail, this individual would provide insight to the directors of development to support advancing prospects through the donor cycle to secure gifts and create long-lasting relationships.

Essential Duties and Responsibilities:

Utilize the prospect management system Work with directors of development to understand their portfolio, prospect relationships, effective portfolio management and track moves management of constituents. Facilitate individual portfolio reviews monthly Review, enter and correct prospect information to ensure data integrity in the prospect management tracking system, including contact reports, opportunities, strategic plans, and other prospect data Review and link gifts to fund opportunities as appropriate, including sponsorships of events and programs. Manage the portfolio change request process Monitor fundraising activity to ensure alignment with prospect management guidelines and processes Provide guidance and recommendations that support the management of prospects and donors through the development cycle Provide training and assistance Collaborate and provide expertise and knowledge of prospect management system and individual prospects to Foundation teams Support portfolio reviews and prospect strategy meetings to ensure strong portfolios and facilitate the movement of prospects through moves management. Conduct staff training on prospect management guidelines and the client relations management database (includes

SALESFORCE/ASCEND

). Other Assist with review, and maintaining prospect management policies and procedures, best practices and moves management guidelines Collaborate with other departments to complete projects, tasks, direct inquiries and provide follow-up where needed (DCS, Outreach, IS) Manage off-boarding portfolio process for directors of development including tracking temporary reassignment of prospects and donors Other duties and projects as assigned.

Essential Functions:

Set priorities, develop a work schedule, monitor progress towards goals, and track details/data/information/activities Efficiently operate a personal computer and associated software (Outlook, Word, Excel, etc.) Maintain files accurately, in paper and in software programs Maintain records and prepare reports Handle multiple tasks simultaneously Plan, prioritize and meet deadlines Establish and maintain positive working relationships with others both internally and externally to achieve the goals of the organization. Interact in an effective and appropriate manner with diverse populations, internal staff, University community and the public Work cooperatively and effectively with others to identify and resolve problems and make decisions that enhance organizational effectiveness Maintain confidentiality of records and information Display excellent judgment and decision making Follow through on projects with little supervision Speak, listen, and write in a clear, thorough and timely manner using appropriate and effective communication tools and techniques Prompt and reliable attendance Demonstrate support of Foundation mission and beliefs

Minimum Qualifications:

Bachelors degree in related field Minimum of 2 years' experience in analytical, research, development, or information specialist role Ability to identify, retrieve, analyze and synthesize complex data from diverse sources Ability to think strategically Knowledge and/or experience with database systems Excellent oral and written communication skills Ability to work collaboratively with colleagues, co-workers, and constituents Strong interpersonal skills Ability to stay on task within the context of the big picture goal Ability to handle sensitive and confidential matters with appropriate discretion Ability to work in a fast-paced environment Strong attention to detail Proficiency with technology including Microsoft Office products

Preferred Qualifications:

4 years' experience in analytical, research, development, or information specialist role Experience working in a higher education or non-profit setting Experience with CRM software such as SALESFORCE/ASCEND or other similar system

Physical and Mental Demands:

Must be able to remain in a stationary position for extended periods of time. The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc. Constantly operates a computer and other office productivity machinery, such as computer, printer, copy machines. Must be able to interpret, organize and make decisions on data daily. The NDSU Foundation does not discriminate on the basis of age, color, gender expression/identity, genetic information, marital status, national origin, physical or mental disability, pregnancy, public assistance status, race, religion, sex, sexual orientation, status as a U.S. veteran, or participation in lawful activity off the employer's premises, as applicable.