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Penn State Job Catalog

Research and Prospect Tracking Specialist – Advanced Professional (PSU0312)

Additional Levels

Additional levels that exist for this job profile can be seen below.

Job Strings

Job Summary

The Research and Prospect Tracking Specialist supports the University’s mission and achieves fundraising objectives by organizing and conducting fundraising programs and related activities for an assigned area; provides strategic proactive and reactive support to advance the major gift fundraising efforts of the University; works collaboratively with assigned fundraising area and central development staff to maximize the identification, cultivation, and solicitation efforts of the University; and supports the annual goal setting process through strategic analysis of major gift prospects.

Representative Duties

  • Develop project and related reports which may be distributed throughout the development and alumni unit
  • Assist in the development and operation of programs designed to identify and enhance major gifts to the University
  • Complete complex reports and analyses related to research and prospect management
  • Responsible for special projects of central development offices including tracking and monitoring the major gift activity of the University
  • Ensure data integrity and oversee maintenance of prospect tracking system to include donor assignments, contact and solicitation activity, and donor strategies
  • Synthesize large volumes of data and information into concise summary reports to allow for actionable steps
  • Provide a consistent and comprehensive platform to foster communication, coordination, and teamwork
  • Act as liaison with colleges, campuses, and central development staff on various subject matters pertaining to the research and prospect management
  • May supervise staff members, including hiring, development, and performance management

Level Matrix

Level:
Advanced Professional
Base Description:
– Completes activities, tasks, and/or projects of a functional nature.
Level Summary:
– Demonstrates proficient and comprehensive knowledge of defined skill areas/applications. Applies knowledge of principles, practices, and procedures of a particular field to decision-making and problem–solving. Works under minimum supervision on varied and sometimes difficult work assignments, conferring with supervisor or subject matter experts on unusual matters. May lead others or a team in completion of complex assignments. Interprets and communicates information clearly, accurately, and persuasively. Researches and tries new approaches when solving difficult or novel problems.
Supervisory Responsibilities:
– Indirect supervisor or mentor for other full–time employees
– May serve as direct supervisor for part–time, student, and/or temporary workers, volunteers, or a full–time employee
Fiscal Responsibilities:
– May validate and pay invoices
– May monitor/track budgets and funding
Problem Solving:
– Encounters generally routine problems with progressively more complex and/or varied problems
– Typically follows recommended course of action and procedures to resolve problems
– May apply specialized knowledge and skills to resolve complex and/or varied problems, with supervisor oversight
– Researches and tries new approaches when solving problems
Independence of Action:
– Works with minimal supervision on more difficult work assignments, conferring with supervisor on unusual matters
– Follows precedents and procedures
– May set priorities and organize work within general guidelines established by supervisor
Communication and Collaboration:
– Communicates internally and externally within working unit and the University
– May communicate with external audiences for business purposes
– Promotes open communication in a manner that builds relationships among team members
– Applies appropriate strategies for managing conflict; negotiate reasonable compromises; propose and evaluate possible solutions
– Interprets and communicates information, ideas and instructions clearly, accurately and persuasively both verbally and in written materials intended for distribution
Salary Structure
  • Comp Grade – 8
  • Minimum – $51,000.00
  • MidPoint – $62,500.00
  • Maximum – $74,000.00
FLSA Exemption Status
Exempt
Minimum Education
Bachelor's Degree
Minimum Experience
3+ years of relevant experience
Equivalency
Or an equivalent combination of education and experience
Additional Job Requirements