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If you speak CRM, analysis, and process, this opportunity to join an innovative team of prospect development professionals is for you. You’ll help grow the effectiveness of the major gifts program at University of Washington and multiply the impact of UW by increasing private support for students, faculty, research, and more.
The Prospect Management Strategist is responsible for partnering with frontline fundraisers to build their effectiveness by capturing major gift prospect activity in the prospect management system. The strategist promotes and interprets the Prospect Management policy, provides training and learning programs, advises on frontline metrics goals, and analyzes proposals, contacts, portfolios, and other major gift prospect data to help maximize returns from solicitations for private gifts and grants.
Please note that the Prospect Development team is currently working completely remotely due to the COVID-19 pandemic. This position will be hired and work remotely until the team’s workspace is cleared for on-site work. This position is considered an on-site, in-person position under normal working conditions.
RESPONSIBILITIES Supporting Frontline Fundraising Assumes primary responsibility for partnering with an assigned group of frontline fundraiser clients, enabling them to meet fundraising goals, by: •Interpreting and communicating prospect management policies and procedures to clients; recommending policy or procedure changes that are reflected in client requests or issues; communicating new policies, providing information on the capabilities of the prospect management system. •Advising on creating prospect portfolios, proposal records, strategies, and contact reports in the CRM in accordance with best practices. •Tracking fundraiser performance, providing progress reports and conducting analysis of key metrics. Establishing data requirements for custom prospect management data requests, obtaining necessary data from the CRM and analyzing results so as to make recommendations
Program Development and Management Maintains the prospect management system to meet user needs by: •Designing, running, and resolving complex auditing for data integrity; completing ad hoc data cleaning projects. •Assisting in the definition and development of user documentation standards and policy and procedure library maintenance. •Proactively auditing for data discrepancies and suggesting systematic solutions. •Working with the Director of Prospect Management to develop end-user reports and CRM improvements
Training and Learning Support •Trains and supports users across campus in using basic parts of the prospect management system and correctly filing contact reports. •Mentors prospect management assistants, interns, and student employees. Coaches them in prospect tracking techniques and educating them about the office’s policies and procedures. As appropriate, delegates tasks to these employees. •Regularly evaluates training programs by working with users to determine changing needs and coordinates training programs with the Technology Learning Team (TLT). •Maintains Prospect Management content on the Prospect Development intranet pages.
REQUIREMENTS •Bachelor's degree and 3 years of experience in administrative, advancement, development, or project management experience or related field. Equivalent combination of comparable knowledge and skills may substitute for education and/or experience. •Demonstrated strong computer skills, including intermediate proficiency with Microsoft Excel.
CONDITIONS OF EMPLOYMENT Cubicle/Open workspace environment which may result in additional or higher levels of noise and visual distractions.
Application Process: The application process for UW positions may include completion of a variety of online assessments to obtain additional information that will be used in the evaluation process. These assessments may include Work Authorization, Cover Letter and/or others. Any assessments that you need to complete will appear on your screen as soon as you select “Apply to this position”. Once you begin an assessment, it must be completed at that time; if you do not complete the assessment you will be prompted to do so the next time you access your “My Jobs” page. If you select to take it later, it will appear on your "My Jobs" page to take when you are ready. Please note that your application will not be reviewed, and you will not be considered for this position until all required assessments have been completed.
Founded in 1861, the University of Washington is one of the oldest public institutions in the west coast and one of the preeminent research universities in the world. The University of Washington is a multi-campus university comprised of three different campuses: Seattle, Tacoma, and Bothell. The Seattle campus is made up of sixteen schools and colleges that serve students ranging from an undergraduate level to a doctoral level. The university is home to world-class libraries, arts, music, drama, and sports, as well as the highest quality medical care in Washington State and a world-class academic medical center. The teaching and research of the University’s many professional schools provide undergraduate and graduate students the education necessary toward achieving an excellence that will serve the state, the region, and the nation. As part of a large and diverse community, the University of Washington serves more students than any other institution in the Northwest.