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Penn State Job Catalog

Research and Prospect Tracking Specialist – Principal Professional (PSU2112)

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:
Principal Professional
Base Description:
– Completes activities, tasks, and/or projects of a functional nature.
Level Summary:
– Displays mastery of defined skill areas/applications, principles, theories and practices. Evaluates and enhances existing practices. Recognizes emerging trends in area of expertise. Works independently on complex or strategic assignments. Directs and delegates appropriate tasks to others. Implements strategies to ensure achievement of initiatives. Prepares written and/or verbal presentations or proposals on complex issues and deliver to broad audiences. Identifies and implements innovative solutions to important, highly complex strategic and/or operational issues.
Supervisory Responsibilities:
– Indirect supervisor 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:
– Validates and pays invoices
– Monitors and tracks budgets and funding
– May plan and forecast budgets
Problem Solving:
– Encounters complex and novel problems
– Applies policies, practices, 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 complex or strategic assignments
– Uses existing practices as guidelines as well as working knowledge to determine specific work methods
– Carries out work activities independently, with supervisor available to resolve problems
– Reviews work of others to verify technical soundness
Communication and Collaboration:
– Communicates with both internal and external audiences
– Collaborates closely with team members and area leads across the University
– Prepares written and/or verbal presentations or proposals on complex issues and delivers to a broad variety of audiences
– Establishes and maintains networks to facilitate successful communication among units
Salary Structure
  • Comp Grade – 10
  • Minimum – $61,800.00
  • MidPoint – $75,700.00
  • Maximum – $89,600.00
FLSA Exemption Status
Exempt
Minimum Education
Bachelor's Degree
Minimum Experience
8+ years of relevant experience
Equivalency
Or an equivalent combination of education and experience
Additional Job Requirements