Working Title Senior Director of Prospect Research and Management
Administrator Level This position is an MPP II in the California State University Management Personnel Plan (MPP), reporting to the Associate Vice President of University Development
SF State University San Francisco State is an Equal Opportunity Employer and does not discriminate against persons on the basis of race, religion, color, ancestry, age, disability, genetic information, gender, gender identity, gender expression, marital status, medical condition, National origin, sex, sexual orientation, covered veteran status, or any other protected status. Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose by contacting the Senior Human Resources Manager.
Applicants may visit titleix.sfsu.edu for more information on SF State's policy prohibiting discrimination, and how to file an online report using the procedures under Executive Order 1096 Revised. Inquiries can be directed to the campus Title IX Coordinator and Discrimination, Harassment, and Retaliation Administrator by calling (415) 338-2032 or emailing vpsaem@sfsu.edu.
San Francisco State is a 100% Smoke/Vapor-Free Campus. Smoking or Vaping of any tobacco/plant-based substance is not permitted on any University properties.
The person holding this position may be considered a "mandated reporter" under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.
This position may be a "designated position" in the California State University's Conflict of Interest Code. The successful candidate accepting this position may be required to file Conflict of Interest forms subject to the regulations of the Fair Political Practices Commission.
Department University Development
Appointment Type At-Will
Time Base Full-Time (1.0 FTE)
Work Schedule Monday through Friday; from 8:00am to 5:00pm
Anticipated Hiring Range {$11,667 - $12,000 Per Month} {$140,004 - $144,000 Annually}
Salary is commensurate with experience.
Position Summary The Senior Director of Prospect Research and Management (Senior Director, PRM) is a key member of the San Francisco State University Development team, with responsibility for leadership and direction of the University’s robust prospect research and management program. The Senior Director, PRM is the business owner and leads the provision of comprehensive prospect research and relationship management services for all University gift officers, including setting the vision for these areas, guiding the program toward best-in-class services, and proactively identifying creative solutions to complex challenges, particularly through the lenses of campaign readiness and effective CRM utilization.
The Senior Director, PRM plans, organizes, and implements the operations of the PRM unit aligned with the University’s fundraising goals, ensuring that University Development has a thriving prospect pipeline, gift officers’ portfolios are continually refreshed, and information and data regarding major donors and prospects are provided and tracked. The Senior Director builds relationships across University Development and serves as a key partner to development officers by leading the unit in prospect development and management, including prospect identification and qualification, strategy development, major gift prospect analysis, data analytics, and project management.
The Senior Director provides leadership to the PRM team (currently two professionals), ensuring alignment with best practices and industry standards, and oversees the prospect management and tracking system using Raiser’s Edge NXT. The Senior Director, PRM is a motivated, self-directed individual who works without close supervision to successfully lead PRM and support the achievement of the fundraising goals of the University.
Position Information Prospect Research and Analysis
- Keeps up to date on constantly changing technology and trends in prospect research, including online research services, techniques, and analysis.
- Coordinates with Advancement Services on integration of computerized systems designed to maintain information on current and prospective donors.
- Participates and oversees research on potential candidates for the Foundation Board, campaign committees, and candidates for campaign feasibility studies.
Data Analytics
- Collaborates and provides strategic direction for segmenting, mining, modeling, and organizing data to enhance prospect identification and qualification processes and inform decisions regarding portfolio management, resource deployment and goal setting, and maximizing prospect/donor engagement.
- Evaluates and seeks resources to improve ( e.g ., automate) tools and reports for measuring progress towards University Development’s annual and long-range goals, objectives and strategies, and gift officer performance metrics.
Prospect Management and Tracking
- Develops and manages a systematic prospect management process to track and evaluate the progress of donor engagement and solicitation and implements accurate and timely reporting for prospect development activities.
- Is responsible for, along with the PRM team, the development, evaluation, maintenance, and rating of a qualified pool of prospects for campaigns, major gifts, planned gifts, and annual leadership gifts.
- Supports and collaborates on strategy around major donor solicitations of $25,000 or greater.
- Leads and plans portfolio assignments, including review, refresh, and repopulation of portfolios.
- Serves as a campus resource for information on major prospects' status and activities.
- Leveraging a project management mindset and in collaboration with PRM staff, the Senior Director, PRM directs a program that provides identification, research, and analysis of potential major gift donors to maximize fundraising outcomes.
- Provides research and analysis of biographical, philanthropic, professional, and financial information of donors and prospects, as well as the history and status of donor’s or prospect's relationship with the University, including high quality, in-depth research profiles, due diligence reports, event bios, and qualified lists to support the cultivation of individuals.
- Ensures that the most promising prospects within the campus's sphere of influence are identified.
- Ensures that the research function concentrates its efforts on major gifts.
- Provides quality assurance and training on best practices and creative techniques in research strategies.
Campaigns
- Responsible for identification, screening/rating, assignment, and tracking of prospects for campaigns conducted through the University Development.
- Recommends and implements strategies for prospect identification and qualification.
- Oversees all screening, modeling, analytics, and rating efforts, including electronic and face-to-face screening.
- Collaborates with the campaign director in the assignment of prospects, as needed.
- Ensures that systems are in place to track the progress of cultivation and solicitation initiatives with prospects.
- For unit campaigns, assists with the identification and screening of prospects.
- Works closely with Advancement Services to ensure that the fundraising database facilitates a strategic, integrated program for prospect identification, research, and donor management in support of the campaign.
Advising
- In partnership with Advancement Services, plays a key role in evaluating vendors, technology platforms, and data sources, and represents University Development.
- Serves as subject matter expert for University Development in various areas of research and data, including manipulation, organization, analysis, and reporting.
- Meets regularly with development officers, both individually and with the University Development leadership to monitor, review, prioritize, and collaborate on portfolio composition and proposals; recommends major donor/prospect cultivation/solicitation strategies, as indicated.
Team Leadership and Development
- Leads, mentors, and develops a staff of PRM professionals.
- Fosters a collaborative and enthusiastic team culture that encourages innovation and professional growth.
- Provides regular feedback and conducts annual performance reviews.
- Additional responsibilities include making hiring decisions and determining future staffing needs.
Preferred Qualifications - Bachelor’s degree from an accredited institution.
- Seven or more years of development research and relationship management experience, or a combination of relevant fundraising and management experience, preferably within a higher education institution.
- Demonstrated understanding of major gifts fundraising, data analytics concepts, and the role of PRM in the University’s fundraising efforts.
- Proven experience with library and research techniques and prospect management techniques and practices.
- Expertise working with online databases (e.g., Lexis Nexis, iWave, Foundation Directory, Dun & Bradstreet) and the internet, as well as corporate and government documents such as proxy statements, IRS Form 990, deeds, property tax assessments, salary estimates, and demographic assessments.
- Outstanding organizational and analytical skills; ability to organize and prioritize workload in order to complete assignments when faced with multiple deadlines and competing requirements.
- Ability to establish measurable goals and objectives and to develop and implement strategies to achieve them.
- Ability to apply good judgment, discretion, and a commitment to professional ethics and data security when dealing with highly confidential alumni, parent, student, family, donor, and prospect information
- Experience with Raiser’s Edge/Raiser’s Edge NXT database and Tableau is desirable.
- Excellent oral and presentation skills, writing, and editing skills. Ability to work effectively and communicate diplomatically with a diverse campus community.
- Familiarity with and adherence to APRA’s Principles of Ethics and Compliance and AASP Best Practices.
Environmental/Physical/Special - Hybrid work schedule.
- Must possess a valid California driver's license and comply with Defensive Driver's Training Program requirements.
- Ability to travel throughout the Bay Area and other regions.
Pre-Employment Requirements This position requires the successful completion of a background check.
Eligibility to Work Applicants must be able to provide proof of US Citizenship or authorization to work in the United States, within three business days from their date of hire.
Benefits Threaded through our Total Compensation package is a commitment to Bridging Life's Transitions. SF State is committed to providing our employees with a comprehensive program that rewards efforts that are appreciated by your colleagues, students and the customers we serve.
We offer a competitive compensation package that includes Medical, Dental, Vision, Pension, 401k, Healthcare Savings Account, Life Insurance, Disability Insurance, Vacation and Sick Leave as well as State Holidays and a dynamic Fee Waiver program, all geared towards the University's commitment to attract, motivate and retain our employee.
CSUEU Position (For CSUEU Positions Only) Eligible and qualified on-campus applicants, currently in bargaining units 2, 5, 7, and 9 are given hiring preference.
Additional Informatio n SF STATE IS NOT A SPONSORING AGENCY FOR STAFF OR MANAGEMENT POSITIONS. (i.e. H1-B VISAS). Thank you for your interest in employment with California State University (CSU). CSU is a state entity whose business operations reside within the State of California. Because of this, CSU prohibits hiring employees to perform CSU-related work outside of California with very limited exception. While this position may be eligible for occasional telework, all work is expected to be performed in the state of California, and this position is assigned to on-campus operations.
CSU strongly encourages faculty, staff, and students who are accessing campus facilities to be immunized against COVID-19 or declare a medical or religious exemption from doing so. Any candidates advanced in a currently open search process are encouraged to comply with this requirement. The systemwide policy can be found at https://calstate.policystat.com/policy/9779821/latest/ and questions may be sent to hrwww@sfsu.edu.
The Human Resources office is open Mondays through Fridays from 8 a.m. to 5 p.m., and can be reached at (415) 338-1872.
Please note that this position, position requirements, application deadline and/or any other component of this position is subject to change or cancellation at any time.
Advertised: Aug 01 2024 Pacific Daylight Time
Applications close:Closing Date/Time:
