1+ months

DIRECTOR FOR PROSPECT MANAGEMENT

University of Washington
Seattle, WA 98104

DIRECTOR FOR PROSPECT MANAGEMENT

Req #: 174125
Department: UNIVERSITY ADVANCEMENT, PROSPECT DEVELOPMENT
Posting Date: 12/13/2019 
Closing Info: Open Until Filled 
Salary: Salary is commensurate with experience and education 
Shift: First Shift 

As a UW employee, you have a unique opportunity to change lives on our campuses, in our state and around the world. UW employees offer their boundless energy, creative problem solving skills and dedication to build stronger minds and a healthier world.

UW faculty and staff also enjoy outstanding benefits, professional growth opportunities and unique resources in an environment noted for diversity, intellectual excitement, artistic pursuits and natural beauty. All of which has allowed the UW to be nationally recognized as a Great College to Work For for six consecutive years. 

University Advancement's Prospect Development team has an outstanding opportunity for a Director for Prospect Management.

Position Purpose
Prospect Development is seeking a Director for Prospect Management for the University of Washington.

This visible leadership role is active and collaborative across teams in University Advancement (UA) and is responsible for:

Helping to ensure positive long-term philanthropic relationships between the university and its largest donors by designing systems that store and share key relationship information

Deploying resources in innovative ways to build the effectiveness of frontline fundraisers, thereby maximizing returns from solicitations for private gifts and grants, and

Analyzing data trends to drive strategic planning of major gift and principal gift efforts.

Reporting to the Senior Director of Prospect Development, this position is responsible for leading the Prospect Management team in partnering with frontline fundraisers at the university, who work with donors on approximately 3,000 requests for major gifts annually. This position promotes policy, practices, reports, and staffing that coordinate those asks, along with designing a data system to track activity surrounding the asks.

DUTIES AND RESPONSIBLITIES
Leadership and Team management (continuously overlaid in all duties)
Provide leadership and manage the three-person prospect management team.

Working closely with the Director of Prospect Research, coordinate the efforts of prospect management with the research function to provide holistic partnership to fundraisers.

Act as a key member of Prospect Development leadership, helping shape the direction of the department, including annual and long-term planning; manage the budget for prospect management.

Interface with Development leadership, including the AVP for Principal Gifts and VP for Development, to design systems and processes that maximize major and principal gift activity in line with UA values.

Act as a leader in the Prospect Development field, visibly contributing to the professional development organization (Apra), staying abreast of best practices, and upholding the Apra Code of Ethics.

Program Development and Management
Coordinate the work of frontline fundraisers across all departments and campuses by upholding and applying the prospect management policy, for the purpose of maximizing funds via individualized solicitation

Provide fundraisers and fundraising management with a framework for fundraiser metrics, including annual Top 25 plans

Direct the use of, and ensure the integrity of, the prospect management system, including contact reports, fundraiser portfolios, and proposals, to lay the foundation for the best possible donor experience and philanthropic outcomes

Thoughtfully flex and tailor the prospect management system and services to meet the needs of a wide range of unit clients

Partner closely with Information Management to architect prospect-related data both in the Advancement CRM and on the Advancement SQL servers

Ensure data integrity of prospect data by designing audits and other processes

Design reports, interfaces, and tools for fundraisers, acting as subject matter expert for major gift fundraising

Provide statistics and analysis on fundraiser progress toward goals, including custom analysis when needed

Advising and Training
Partner closely with central and unit colleagues to drive prospect management strategy, advise on metrics setting for fundraisers, and aid in optimizing portfolios and Top 25s.

Resolve issues of prospect access among fundraisers, escalating when needed, always with the prospects best interests in mind.

Advise on issues of fundraiser performance, both reactively and proactively.

Direct efforts to onboard new fundraisers and fundraising support staff to prospect management tools and policies, and provide ongoing training and information sessions for all users of prospect management tools, working with Advancement Technology Learning Team and Learning & Development teams where appropriate.

Work with Advancement People and Culture to align fundraiser job descriptions with metrics.

Other duties as assigned

Key Competencies

Core
Effective communications: Expresses oneself clearly and empathetically in interactions with others in all forms of communication, i.e., verbal and written, one-on-one and group, etc.

Interpersonal Awareness: Builds and maintains positive relationships and actively contributes as a member of working teams to achieve results.

Professional Credibility: Takes responsibility for meeting goals, objectives, obligations, and solving problems while representing the mission, vision and values of the organization.

Critical Thinking: Obtains, analyzes and evaluates information effectively in the face of ambiguity.  Makes appropriate decisions based on relevant information and experience.

Ethics and Trust: Models and upholds the values of candor, openness, inclusiveness and honesty despite internal and external pressures.  Acts consistently with Washington State ethical guidelines and organizational core values and beliefs.

Valuing Diversity & Inclusiveness: Respects, values and contributes to the UWs commitment to inclusiveness and diversity.

Management
People Builder: Committed to developing others to become leaders.

Driving Results: Effectively communicates objectives and guides direct reports and team members to make decisions and achieve goals.

Organizational Planning: Develops and manages comprehensive team goals and measures team progress while balancing short-term and long-term priorities that are consistent with the organizations mission, priorities and goals.

Managing Conflict: Recognizes and addresses conflicts and disagreements in a safe and respectful environment, manages conflicts collaboratively, and builds consensus with the best interests of the organization in mind.

REQUIREMENTS
Bachelor's degree and five years of experience in prospect development or related field. Equivalent combination of comparable knowledge and skills may substitute for education and/or experience.

Experience managing and developing staff and/or teams.

Expertise with CRMs; comfort with data architecture.

Demonstrated strong computer skills, including proficiency with Microsoft Excel; ability to perform and communicate conclusions from data analysis.

DESIRED
Deep knowledge of major gift best practices and complex prospect management systems.

Knowledge of the integrated advancement model. Knowledge of alumni relations/development/advancement principles.

Experience with MS Access, SQL, R, or Python for analysis, and Tableau for analysis and reporting.

CONDITIONS OF EMPLOYMENT
Cubicle/Open workspace environment which may result in additional or higher levels of noise and visual distractions.

Equivalent education/experience will substitute for all minimum qualifications except when there are legal requirements, such as a license/certification/registration.

BENEFITS
As a UW employee, you will enjoy generous benefits and work/life programs.  For detailed information on Benefits for this position, click here.

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 Workforce 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

Committed to attracting and retaining a diverse staff, the University of Washington will honor your experiences, perspectives and unique identity. Together, our community strives to create and maintain working and learning environments that are inclusive, equitable and welcoming.

The University of Washington is a leader in environmental stewardship & sustainability, and committed to becoming climate neutral.

The University of Washington is an equal opportunity, affirmative action employer. To request disability accommodation in the application process, contact the Disability Services Office at 206-543-6450 / 206-543-6452 (tty) or dso@uw.edu.


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Posted: 2019-12-05 Expires: 2020-02-23

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DIRECTOR FOR PROSPECT MANAGEMENT

University of Washington
Seattle, WA 98104
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