Penn State Job Catalog

The defined natural career progression within or between job profiles.

Research and Prospect Tracking

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.

• 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:

– Senior Supervisor

Base Description:

– Supervises direct reports, but primarily completes activities, tasks, and/or projects of a functional nature.

Level Summary:

– Demonstrates comprehensive knowledge to perform own work; spends majority of time on tasks related to own job responsibilities. May demonstrate subject matter expertise. Demonstrates intermediate to advanced planning, organizing, directing, and facilitating skills. Demonstrates the ability to coach assigned employees. Assigns and reviews completed work to verify accuracy, quality, and adherence to professional standards. Trains, coaches, mentors, and motivates staff. Anticipates potential problems, issues, and opportunities; researches and recommends solutions within defined policies. May develop creative recommendations for solving problems.

Supervisory Responsibilities:

– Typically oversees at least 2 full–time direct reports or equivalent team of part–time and/or student workers (for Professional track, performs work at the Senior Professional level or higher)

Fiscal Responsibilities:

– May validate and pay invoices
– Monitors and tracks budgets for specific area and/or grant(s)
– May assist in planning and forecasting budgets

Problem Solving:

– Encounters moderately complex problems
– Applies general precedents and practices and specialized knowledge and skills to resolve problems
– Understands benefits, limitations and impact of potential solutions
– Anticipates potential problems and recommends possible solutions within general guidelines

Independence of Action:

– Works independently on moderately complex work assignments, reviews progress, and evaluates results
– Organizes work of direct reports and sets team priorities
– Reviews the work of others to verify accuracy, quality, and adherence to professional standards

Communication and Collaboration:

– Communicates internally within working unit and the University
– Communicates with external audiences for scheduling/coordination
– May communicate with external audiences for business purposes
– Collaborates closely with team members; may interact with other staff outside of area
– Utilizes a communication style that is appropriate for a given situation
– Interprets and communicates information, ideas and instructions clearly, accurately and persuasively both verbally and in written materials intended for distribution

• Comp Grade – 9
• Minimum – $56,200.00
• MidPoint – $68,800.00
• Maximum – $81,500.00