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Prospect Management Analyst - Hadley Massachusetts
Company: University of Massachusetts Amherst Foundation Location: Hadley, Massachusetts
Posted On: 05/04/2024
About University of Massachusetts Amherst FoundationEstablished in 2003, the (UMAF), a private 501(c)(3) nonprofit organization, exists to raise philanthropic funds in support of the University of Massachusetts Amherst's mission and highest aspirations. Located on the Amherst campus and wholly dedicated to supporting the University's mission, UMAF is a separately governed nonprofit organization with its own health, wellness, and retirement benefits. UMAF serves the University of Massachusetts Amherst community by serving as a best practices resource for fundraising strategy and implementation. -About the roleReporting to the Associate Director of Prospect Management, the Prospect Management Analyst is a member of a team responsible for maximizing the fundraising potential of portfolios, including the strategic alignment of gift officer portfolios, incorporating identified strategies and plans, progress tracking through the donor cycle, and accurate reporting towards goals, as well as managing a move management system to drive progress towards the successful completion of all planned solicitations. -Location: This is a full-time hybrid position and is open to employees in select US states: Massachusetts, New York, Connecticut, Rhode Island, and New Hampshire.What you'll do - In partnership with the Prospect Research team, provide support to inform prospect management strategies for fundraising colleagues.
- Build and maintain fundraiser portfolios, ensuring that top prospects are actively managed by fundraisers.
- Regularly review and manage prospect holding pools to determine when assignments to fundraisers are appropriate.
- Participate in and/or lead portfolio review sessions with fundraisers and prospect researchers, as needed.
- Implement methods to evaluate portfolio productivity and fundraiser activities/strategies.
- Provide proposal-related support to fundraisers, including proposal pipeline process and movement.
- Ensure the effective and timely capture of relationship management data, and its entry into the donor database, as appropriate.
- Establish a strong partnership and open communication with fundraisers and other UMAF colleagues.
- Contribute to the improvement of processes and procedures for prospect management and prospect development.
- Provide ad hoc prospect list generation for fundraisers to assist in identifying prospects ready for outreach or assignment.
- Assist with training and work oversight of student workers, as needed.
- UMAF is building and growing, and this position will support those efforts with other duties and projects as assigned from time to time.Qualifications
- Required Qualifications:
- Bachelor's degree and 2+ years of experience in prospect research, prospect management and/or prospect development, or an equivalent combination of education and experience.
- Strong analytical skills, as well as written and verbal communication skills. -
- Strong interpersonal skills with the ability to work within a customer service-oriented environment.
- Experience with Microsoft Office suite, -including Word, Excel, and PowerPoint.
- Preferred Qualifications:
- 2+ years of experience in prospect management.
- Experience working in a large university.
- Experience with Ellucian Advance database.Note: We're passionate about building a diverse team. If your experience is close, but not an exact match, please consider applying. Experience comes in many forms, and skills are transferable. We know that diverse teams make better decisions and deliver better results, which is why we're committed to adding new perspectives and encourage everyone to apply. -BENEFITS
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