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Prospect Management Specialist

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Posting Details

Posting Details

Posting Number S00556P
Working Title Prospect Management Specialist
About the University of Georgia

The University of Georgia (UGA), a land-grant and sea-grant university with statewide commitments and responsibilities is the state’s oldest, most comprehensive, and most diversified institution of higher education ( UGA is currently ranked among the top 20 public universities in U.S. News & World Report. The University’s main campus is located in Athens, approximately 65 miles northeast of Atlanta, with extended campuses in Atlanta, Griffin, Gwinnett, and Tifton. UGA was founded in 1785 by the Georgia General Assembly as the first state-chartered University in the country. UGA employs approximately 1,800 full-time instructional faculty and more than 7,600 full-time staff. The University’s enrollment exceeds 36,000 students including over 27,500 undergraduates and over 8,500 graduate and professional students. Academic programs reside in 17 schools and colleges, as well as a medical partnership with Augusta University housed on the UGA Health Sciences Campus in Athens.

About the College/Unit/Department

The goal of the University of Georgia Office of Prospect Management is to facilitate the development of long-term, meaningful relationships between the University of Georgia and its prospects and donors. With a donor-centric emphasis, the Prospect Management Team partners with fundraisers and their managers to facilitate movement of prospects through the development life cycle.

College/Unit/Department website
Posting Type External
Retirement Plan TRS or ORP
Employment Type UGA Employee
Benefits Eligibility Benefits Eligible
Full/Part time Full Time
Work Schedule
Work Schedule (other)

8:00 am – 5:00 pm, but must be willing and able to work evenings or weekends as necessary.

Advertised Salary Commensurate with qualifications and experience
Posting Date 02/19/2018
Open until filled Yes
Closing Date
Proposed Starting Date 03/01/2018
Special Instructions to Applicants
Location of Vacancy Athens Area
EEO Policy Statement

The University of Georgia is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ethnicity, age, genetic information, disability, gender identity, sexual orientation or protected veteran status.

Position Information

Pay Grade 070
FLSA Exempt
Job Family Outreach Services
FTE 100
Minimum Qualifications

Bachelor’s degree plus 5 years’ experience in customer service, hospitality organization, or related occupations; OR an equivalent combination of education, experience and training.

Position Summary

Reporting to the Associate Director of Prospect Management, the Prospect Development Specialist will prioritize and leverage Prospect Management’s resources in support of the university’s campaign and ongoing fundraising efforts. Specifically, this individual will provide decision and process support for Prospect Management in guiding practices and procedures. As such, this individual will be key for the purpose of consulting with major gift officers as well as fill the need to provide training and consultation to annual gift officers, leadership officers, and development coordinators.

The Development Analyst III will support and promote the Prospect Management program, directing strategy meetings, routine reporting on cultivation activities and development of solicitation strategies. To assist fundraisers in achieving an effective and healthy balance in their portfolios, a Development Analyst III must be available on an as-requested basis to any development officer and also conduct scheduled portfolio reviews. This individual will also oversee the monthly interactions review process to ensure timely and efficient reporting of development officer fundraising activities.

The Development Analyst III will work closely with the Associate Director of Prospect Management and the Executive Director of Research and Prospect Management to utilize appropriate information to help discover, analyze, classify and maintain prospects capable of making philanthropic contributions to the University. This individual will also work collaboratively with a wide variety of stakeholders and have an established track record in building meaningful relationships coupled with the ability to effectively use relationship management skills and resources.

Knowledge, Skills, Abilities and/or Competencies

*Knowledge of spreadsheet software.
*Knowledge of Prospect Management and Prospect Tracking principles and methods.
*Ability to keep accurate records and complete timely reports.
*Knowledge of process, ethics and policies of professional fundraising.
*Ability to maintain confidentiality of sensitive information.
*Ability to communicate effectively, both orally and in writing.
*Ability to prioritize and handle multiple projects simultaneously.
*Ability to analyze and synthesize information, set priorities, and meet deadlines.
*Ability to work independently and as part of a team.
*Excellent organizational skills and attention to detail.
*Ethical, mature individual who will exercise discretion regarding sensitive and confidential information.
*Solid knowledge of database management and spreadsheet software.
*Knowledge of Excel, Access and other information management databases (to be used to join and analyze data from multiple tables) and able to adapt to and use future technologies.
*Ability to join internal data with external data tables.
*Ability to prioritize duties and achieve planned goals for a complex program.
*Familiarity with advancement computing systems.
*Proficiency in Word and PowerPoint along with a demonstrated ability to quickly learn various software programs.

Preferred Qualifications

*Three plus years of full-time experience in relationship management, prospect research, development or a related field.
*Advanced degree in a field demonstrated to have some relevance to this position.
*Knowledge of University policies and procedures.
*Previous development experience and/or a background in a non-profit or educational institution are preferred.
*Blackbaud CRM, ResearchPoint, Advizor, or other fundraising software experience desirable.

Physical Demands

*Ability to work in a standard office environment.
*Ability to sit and work at a computer work station for an extended amount of time.
*Ability to travel in and out of state.

Is driving required to perform essential duties outlined in this position? (This does not include infrequent trips) The successful candidate would have to provide proof that s/he has a valid driver's license when offered employment. No
Does this position have financial responsibilities? No



Prospect Management Outreach:

Builds and maintains partnerships with a dedicated number of major gift officers and campus stakeholders to effectively manage prospect assignments by providing insights for prospect strategy through ongoing portfolio and pipeline analyses and consultations.

Works with impacted staff to assess Prospect Management policies and procedures, serving as the Prospect Management liaison to annual gift officers, leadership officers, and development coordinators as needed.

Accountable for maintaining organizational hierarchy in database, and oversees the scheduling of development officer consultations with Prospect Management along with maintaining other scheduling tasks for the unit.

Develops and refines services aimed at meeting the needs of people involved in fundraising and institutional advancement.

Provides analysis and interpretation of prospect and donor information and facilitates communication regarding prospects to the appropriate fundraising stakeholders.

Percentage of time 40

Prospect Tracking and Information Management:

Assigns prospects to development officers, approves clearance, reviews campus-wide prospect interactions (correspondence, strategy memos, contact reports, etc.) for appropriate inclusion in the database and various reports, and responsible for the appropriate maintenance of plans.

Promotes effective prospect tracking and management across the entire development community by modeling portfolio management and other best practices for the development community; and manages and oversees projects (on-going and ad hoc) that specifically model these practices.

Analyzes collected assignment, contact, proposal, pledge and gift data to determine areas for program emphasis and enhancement.

Evaluates and analyzes tracking program strengths and weaknesses at appropriate intervals and develop corrective measures as needed.

Reviews and analyzes system generated reports and provides recommendations for improvement.

Percentage of time 30

Program and Prospect Analysis:

Monitors and guides development officers’ progress throughout the prospect fundraising cycle: qualification, cultivation, solicitation, and stewardship.

Works with appropriate staff to assess Prospect Management policies and procedures, reinforcing and promoting an active awareness of goals, objectives, and directions of the University’s development program as a whole.

Provides recommendations related to the assignment of prospects as well as post-assignment analysis.

Responds to a broad spectrum of high priority requests at the request of the Sr. Director for Advancement Research and Prospect Management and the Associate Director for Prospect Management, promoting and adhering to the University’s prospect coordination policy at all times.

Percentage of time 20

Prospect Management Program Advocacy:

Cultivates and applies personal knowledge of University priorities and programs, research and fundraising techniques, and of individuals and organizations whose involvement with the University would be beneficial.

Reinforces and communicates prospect guidelines, policies, and procedures to new stakeholders and other throughout campus.

Adheres to ethical and confidentiality guidelines of both the University and the Association of Professional Researchers for Advancement (APRA).

Percentage of time 5

Other duties as assigned:

Other duties may include, but are not limited to: Represents the Associate Director for Prospect Management in meetings with leadership and other stakeholders; Provides expertise and program support to Advancement Research in time sensitive projects; Assists in the on-boarding of new unit and development staff as needed; Serves on internal or external committees or teams; Participates in continuing professional development opportunities as requested and resources allows.

Percentage of time 5

Posting Specific Questions

Required fields are indicated with an asterisk (*).

  1. * How did you hear about this position?
    • iPAWS (UGA's job board)
    • LinkedIn
    • Handshake
    • HigherEdJobs
    • From a current UGA employee
    • Other (please provide)

Applicant Documents

Required Documents
  1. Resume/CV
  2. Cover Letter
Optional Documents