Penn State Job Catalog

The defined natural career progression within or between job profiles.

Research and Prospect Tracking

The Research and Prospect Tracking Assistant ensures prospect tracking policies and procedures are properly and consistently followed by all University development staff. The Assistant is the primary contact for constituent updates to support prospect review and is integral in maintaining efficiency with system data; will monitor, process, and direct documents through workflow processes to support constituent document retention, including accessibility to donor proposal documentation; works collaboratively with assigned fundraising area and central development staff to maximize the identification, cultivation, and solicitation efforts of the University.

• Ensure data integrity; oversee daily maintenance of prospect tracking system to include University donor contact assignment and solicitation
• Maintain donor database; compile and analyze data; process, update, and maintain proposals
• Coordinate with senior level specialists and technical personnel to resolve issues pertaining to prospect tracking systems
• Analyze documents for completeness, accuracy, and conformance with applicable guidelines/regulations and procedural requirements
• Engage with fundraising units to maintain accurate engagement data
• Apply institutional knowledge of systems, processes, and key data policies to ensure donor information is accurately and effectively recorded in donor database
• Coordinate proactive identification, analysis, and constituent updates of records from third party processes and vendors
• Assist with recommendations for follow up steps by team members and ensure requests meet policy requirements
• May serve as main point of contact for coordination of constituent records to ensure they are appropriately added to donor database

Level:

– Senior Support

Base Description:

– Completes administrative activities and tasks of a technical or functional nature.

Level Summary:

– Demonstrates proficient and comprehensive knowledge of defined skill areas. 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:

– May serve as lead support staff and/or provide basic direction to lower level support staff
– May serve as direct supervisor for part–time, student, and/or temporary workers or volunteers

Fiscal Responsibilities:

– Handles financial transactions
– May validate and pay invoices
– May monitor/track budgets for specific area and/or grant(s)

Problem Solving:

– Encounters generally routine problems; occasionally faces more complex and/or varied problems
– Typically follows recommended course of action and procedures to resolve problems
– May use experience to resolve more complex and/or varied problems, with supervisor oversight
– Demonstrates proficient and comprehensive knowledge of institutional policies and procedures in determining course of action

Independence of Action:

– Works with minimal supervision on more difficult work assignments, conferring with supervisor on unusual matters
– May set priorities and organize work within general guidelines established by supervisor

Communication and Collaboration:

– Communicates internally within working unit and/or the University
– May communicate with external audiences for scheduling/coordination
– Collaborates closely with team members; may interact with other staff outside of area
– Interprets and communicates information, ideas and instructions clearly and accurately both verbally and in written materials that may be intended for distribution

• Comp Grade – 5
• Minimum – $38,300.00
• MidPoint – $46,900.00
• Maximum – $55,500.00