Prospect Research Manager

Columbia University Libraries
Published
January 10, 2020
Location
NY, NY
Category
Job Type

Description

  • Undertake research using multiple information sources to identify new major gift prospects and regularly communicate research results to Libraries Development staff and/or senior managers.
  • Compile biographical and financial information, build donor/prospect profiles, and maintain records in Athena CRM database.
  • Use multiple software suites to prepare data analysis of outreach and giving history: extract, assess, and aggregate data to achieve optimal information capture and distillation of donor/prospect engagement to inform decision making. Data sources may include event management software, Athena database, email marketing software, and prospect mining software.
  • Develop and maintain an overall tracking report of the following types of constituent engagement: public events, invited events, mass appeals, targeted mailings, and stewardship communications.
  • Work with Libraries Development staff with cultivation planning including donor events, fundraising appeals, proposals, and stewardship efforts.
  • Timely process gifts, acknowledgements, and underlying documentation of fundraising/friend-raising appeals at all levels, including gifts-in-kind.
  • Request, run and analyze reports from Athena database and other software in use.
  • Perform related duties and responsibilities as assigned or requested.

Requirements

Required Qualifications:

  • Bachelor's degree and/or equivalent related experience required; 3-5 years of related experience
  • Prospect research experience, including creation of research profiles, tracking of cultivation, solicitation and stewardship
  • Demonstrated knowledge of and experience working with analytics/modeling software suites such as Tableau
  • Knowledge of Client Relationship Management software suites and reporting practices
  • Excellent interpersonal, verbal, and written communication skills; courteous and knowledgeable interaction with members of the public as well as University staff is essential
  • Strong self-starter skills: ability to work independently on projects and meet deadlines
  • Excellent organizational skills with an aptitude for managing multiple tasks simultaneously
  • Attention to detail and ability to present [and document] information in a clear and compelling manner
  • Ability to handle sensitive financial and biographical information, maintaining confidentiality

Preferred Qualifications:

  • Proficiency on graphic design software such as PhotoShop
  • Fundraising experience in higher education or not-for-profit sector
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