Colgate University Hiring for Director, Prospect Management and Research (fully remote opportunity) at Hamilton, NY Full Time

Job Category:

Professional/Administrative

Position Title:

Director, Prospect Management and Research (fully remote opportunity)

Full Time/Part Time:

Full Time

Division:

Office of Advancement

Department:

Prospect Management and Research

Wage/Salary Range:

$90,000-$97,000 / annually

Department Statement:

Colgate University, a top-ranked liberal arts college, is seeking a Director, Prospect Management and Research (PMR) to drive the use of data, analytics, and research to inform the University’s outreach to and engagement of donors and prospective donors. Colgate is a highly selective residential liberal arts college for students of talent who are preparing for lives of leadership and productive citizenship. The University recently launched a $1B campaign in support of the Third-Century Plan, a comprehensive roadmap that will advance Colgate’s efforts to pursue its mission at the highest level and establish Colgate as one of the finest undergraduate institutions in the nation. One of the components—the Plan for Diversity, Equity, and Inclusion (DEI) – stands as Colgate’s most definitive plan in 200 years for elevating the importance of diversity, equity, and inclusion throughout the institution.

Accountabilities:

In partnership with the Associate Vice President and Campaign Director, the position is responsible for the following:

• Managing and mentoring a team focused on identifying, researching, and managing prospects for the University’s Advancement efforts – with an emphasis on analyzing and interpreting data to build and understand Colgate’s relationships with these prospects.
• Coordinating all research for leadership, major, principal, and planned gifts – including establishing priorities and managing research workflow to ensure deadlines are successfully met and align with fundraising goals.
• Coordinating with Colgate IT colleagues for data management, reporting, and analysis related to Advancement
• Using quantitative analyses to estimate the philanthropic capacity of prospects.
• Leveraging prospecting methodologies and utilizing data sources internal and external to Colgate to develop prospect lists for specific fundraising initiatives and priorities.
• Using prospecting tools such as data screenings and modeling to identify new prospects, and to provide analyses of targeted groups and the overall prospect pool.
• Track and report on the movement of prospects from identification through the solicitation process.
• In consultation with Advancement leadership, manage the prospect assignment process and collaborate with the appropriate managers to facilitate assignment of prospects into the appropriate portfolios.
• Define and execute tactics designed to increase the efficiency and effectiveness of prospect development by leveraging systems, technology, reporting, and resource allocation.
• Reinforce the Division’s relationship management guidelines for documenting interactions with prospects and tracking cultivation/solicitation strategies.
• Keep procedures and policies current, relevant, and clearly communicated. Create and communicate new procedures as needed. Enhance the Advancement Division’s understanding of PMR’s work through effective communication and training.
• Ensure PMR’s work with data adheres to all legal requirements and standards.

Name:

Customer Service/Problem Solving

Description:

Demonstrated ability to anticipate and respond to requests and informational needs of assigned IA function. Ability to solve operational issues and suggest improvements for applicable IA functions.

Name:

Records Management

Description:

Demonstrated ability to configure design and configure data sets and related databases to accurately capture and store required IA information. Demonstrated ability to optimize data collection and relationships between data sets for use in reporting and creating analytical insight. Understanding and deep knowledge of IA data and related standards.

Name:

Research

Description:

Demonstrated ability to understand and make use of research methodologies and techniques to direct and execute production of useful information/reports. Ability to understand data bases and ability to manipulate data to provide useful information about donors and prospects. Knowledge and ability to use data analysis software packages and tools relevant to producing requested analyses.

Name:

Technology

Description:

Demonstrated ability to understand and use functionality of relevant IA applications and technology. Ability to apply technological tools to design analytics and reports, and manage information at an expert level. A power user with demonstrated ability in data management and related technical operations.

Name:

Prospect Management

Description:

Demonstrated ability to build effective portfolios for major gift officers. Demonstrated ability to use relevant metrics to determine success of major gift officers and prospect potential.

Name:

Data Synthesis/Analytics

Description:

Demonstrated expertise in relevant datasets sufficient to identify errors and inconsistencies in reports and data tables. Demonstrated expertise in data analysis sufficient to leverage effectiveness in the department’s pursuit of advancement goals. Demonstrated ability to identify key metrics, specify requirements in building these metrics and inform key decisions based upon the results of same.

Name:

Project Management

Description:

Demonstrated ability to organize duties and direct/motivate individuals to complete projects in a timely manner.

Name:

Managerial Skills

Description:

Demonstrated knowledge of Colgate managerial processes and requirements, to include:

• Demonstrated ability to fairly and accurately assess employee performance in accordance with university practices.
• Demonstrated understanding of federal and state regulations, as they apply to the university policies and guidelines related to human resource s sufficient to effectively select new employees, recommend pay actions, determine employment status and initiate or approve employee changes in status.

Demonstrated ability to select, develop and retain high performing work teams, to include:

• Demonstrated ability to develop employee skills, performance, and behaviors.
• Demonstrated ability to effectively coach and communicate with employees on issues of pay, performance and development.

Name:

Personal Accountability for Results

Description:

Takes responsibility for decisions, performance, and outcomes; behaves in a responsible manner with a positive attitude; shows self-awareness and openness to feedback.

Name:

Effective Communication

Description:

Demonstrates effective written and oral communication skills; shares information and seeks input from others; adapts communication to diverse audiences; protects private and confidential information.

Name:

Problem Solving and Decision Making

Description:

Analyzes and prioritizes situations to identify and solve problems; generates solutions to improve efficiency and quality; involves others in solving problems and making decisions; factors organizational goals into decisions; makes clear, transparent, and timely decisions.

Name:

Change Management

Description:

Responds positively to changing university initiatives and readily adapts behavior to maintain effective performance; understands the long-term direction of the university and can relate this to departmental area; adapts to new methodologies; identifies and acts on areas where change is appropriate.

Name:

Leadership and Teamwork

Description:

Applies skills and knowledge to provide a climate to achieve departmental and organizational success; balances individual and department goals; helps others perform at their best; builds productive relationships to enhance individual and organizational effectiveness; treats others with respect; resolves conflicts among team members.

Name:

Creativity and Innovation

Description:

Generates, explores, encourages, and implements innovative ways of creating strategic value for the university, division, department, and individual level; critically assesses the effectiveness of new initiatives.

Name:

Diversity and Inclusion

Description:

Demonstrates respect for people and their differences; understands the benefits of a diverse workforce; earns the trust and respect of others; includes and welcomes others; works to understand the perspective of others; promotes opportunities to experience diversity within our community.

Name:

Sustainability

Description:

Understands the impact of decision making and personal behavior in achieving the university’s commitment to a sustainable and carbon-neutral campus; supports and advances the university’s sustainability initiatives; influences others to use sustainable practices.

Professional Experience/ Qualifications:

• Five to seven years of related experience in research and/or prospect management for a higher education institution or other non-profit
• Highly proficient with Microsoft products including Excel
• Proficient with Customer Relationship Management databases
• Strong understanding of donor rights and the distinction between public and private information; scrupulous attention to matters of discretion and confidentiality
• Knowledge of market trends in research resources, such as electronic wealth-screening services and methodologies, news databases, and business directories
• Strong research, analytical, and problem solving skills
• Strong ability to communicate orally and in writing
• Must be able to work collegially and effectively with a diverse group of alumni, students, faculty, and staff on a daily basis
• Aptitude for advanced data analysis

Preferred Qualifications:

• Experience with Blackbaud Raiser’s Edge, CRM, or NXT
• Experience with Tableau
• Supervisory experience
• Demonstrated advanced data analysis experience

Education:

A Bachelor’s degree is required

Requisition Number:

2023S044Posting

Temporary:

No

Work Schedule:

12 months, Monday – Friday with occasional weekends.

Job Open Date:

06/12/2023

Open Until Filled:

Yes

EEO Statement:

It is the policy of Colgate University not to discriminate against any employee or applicant for employment on the basis of their race, color, creed, religion, age, sex, pregnancy, national origin, marital status, disability, protected Veterans status, sexual orientation, gender identity or expression, genetic information, being or having been victims of domestic violence or stalking, familial status, or any other categories covered by law. Colgate is an Equal Opportunity/Affirmative Action employer. Candidates from historically underrepresented groups, women, persons with disabilities, and protected veterans are encouraged to apply.

Clery Act:

CAMPUS CRIME REPORTING AND STATISTICS

The Department of Campus Safety will provide upon request a copy of Colgate’s Annual Security and Fire Safety Report. This report includes statistics as reported to the United States Department of Education for the previous three years concerning reported: 1. crimes that occurred on-campus; in certain off-campus buildings or property owned or controlled by Colgate University; and on public property within, or immediately adjacent to and accessible from, the campus and 2. fires that occurred in student housing facilities. The report also includes institutional policies concerning campus security and fire safety, such as policies concerning sexual assault, life safety systems, and other related matters. You may access the report from the Clery Compliance web page at: https://www.colgate.edu/about/offices-centers-institutes/dean-college/campus-safety-staff/clery-compliance. Printed copies of this report may be obtained upon request from the Department of Campus Safety via e-mail at [email protected].