1. Manage and oversee the prospect assignment process for individual giving units, in partnership with individual giving senior staff and leadership in Prospect Research. 2. Drive the periodic and formal portfolio review process for designated individual giving teams, partnering with Prospect Research. 3. Provide periodic monitoring, analysis, and follow-up of moves management of all portfolios in designated individual giving teams. 4. Oversee periodic monitoring of related metrics such as movement of active and planned opportunities in designated individual giving teams and/or progress toward goals of individual gift officers. 5. Partner with staff in Advancement Systems on development, roll out, and ongoing refinement of gift officer dashboards and other related projects for designated teams. 6. Advise Gift Officers on prospect identification, engagement, management and solicitation strategies for existing and prospective donors. 7. Collaborate with senior staff and others on pipeline monitoring and reporting. 8. Serve as the primary point of contact for Yale's prospect management policies and guidelines for individual giving and help to ensure gift officers are following the protocols outlined within 9. Perform other duties as assigned.
Preferred Education: Experience working in higher education or an equivalent complex environment.
Preferred Education, Experience and Skills: Experience working in higher education or an equivalent complex environment.
Required Skill/ability 5: Technological Skills – Possess a strong working knowledge of donor data, ability to understand and work within a CRM system.
Posting Position Title: Development Prospect Management Officer
Required Skill/ability 3: Project Management – Ability to manage multiple projects and processes concurrently adhering to deadlines and a keen attention to detail.
Work Week: Standard (M-F equal number of hours per day)
University Job Title: Development Prospect Management Officer
Required Skill/ability 1: Analytical Skills – Ability to analyze information and data to help formulate solicitation strategies and assist with other elements of prospect management.
Required Skill/ability 4: Leadership Skills – Ability to provide oversight and guidance to fundraisers and other colleagues on elements of prospect management.
Required Skill/ability 2: Problem Solving Skills – Ability to synthesize and provide problem-solving, idea creation and overall strategy guidance related to elements of prospect management.
Bachelor's degree and five years of related experience or equivalent combination of education and experience.
Internal Number: 52688BR
About Yale University
Yale University is an American private Ivy League research university located in New Haven, Connecticut. Founded in 1701 in the Colony of Connecticut, the university is the third-oldest institution of higher education in the United States.