Penn State Job Catalog

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

The defined natural career progression within or between job profiles.

Prospect Management and Analytics

The Prospect Management and Analytics Manager advances the University's fundraising efforts by directing and managing all aspects of donor and prospect research, pipeline development, and prospect tracking; leads a team responsible for identifying, analyzing, and tracking gift prospects; collaborates with development staff across units; ensures the use of data-driven strategies to guide fundraising initiatives; serves as a key partner in driving fundraising results by aligning research and prospect management practices with institutional goals.

• Develop and execute a comprehensive strategy for prospect research and management in support of fundraising
• Lead efforts to build and refine a dynamic prospect pipeline, including discovery, cultivation, solicitation, and stewardship tracking
• Translate fundraising goals into actionable research and portfolio strategies; set and enforce standards and protocols for prospect portfolio management
• Oversee the implementation and maintenance of the prospect management system, ensuring accurate and timely data related to donor assignments, contact reports, and strategy stages
• Monitor and report on prospect pipeline activity, gift officer performance, and strategic progress toward fundraising goals
• Serve as a liaison to development leadership and gift officers to support fundraising priorities through research and prospect insights
• Facilitate regular prospect strategy meetings and partner with development staff to evaluate portfolio health and opportunities
• Work closely with Advancement Services, Annual Giving, and Alumni Relations teams for integrated engagement and outreach strategies
• Lead the coordination of joint projects between Prospect Management and Analytics, Information Systems, and Business Intelligence/Reporting colleagues to ensure business needs are evaluated and solutions are successfully adopted
• Produce and present complex reports, dashboards, and briefings to inform executive-level decision-making
• Lead special projects related to campaign planning, prospecting for new initiatives, and system improvements
• Evaluate and implement tools, technologies, and methodologies that enhance the research and prospect management function
• Facilitate benchmarking and best practice adoption with feedback from peer institutions, colleagues, and technology vendors on development operations, process efficiency, and guiding principles of fundraising productivity
• Foster a collaborative and data-driven team culture that supports innovation and efficiency
• Supervise and develop a team of Prospect Management and Analytics Specialists and Associates; provide regular coaching, training, and performance evaluation to ensure team effectiveness and growth

Level:

– Manager

Base Description:

– Manages direct reports where primary duty is the management of a working unit.

Level Summary:

– Demonstrates proficient ability in work design, project management, financial planning and development of goals for accomplishing unit assignments. Reviews and guides work to ensure conformity to policy and effective approaches. Evaluates employee performance and recommend development opportunities. Demonstrates ability to coach employees. Presents and communicates key university indicatives and connects it to unit contributions. Provides broad guidelines. Develops, evaluates, enhances, and/or implements quality improvement practices. Recommends innovative solutions.

Supervisory Responsibilities:

– Oversees a team (typically 4 or more; no fewer than 2) full
– time direct reports of individual contributors and/or first level supervisors.

Fiscal Responsibilities:

– Monitors and tracks department/area budget
– May plan, forecast, and/or assist in developing budgets
– May have final signature authority for specific area

Problem Solving:

– Encounters varied and complex problems
– Helps to develop creative and/or novel approaches to resolve problems that are difficult in nature but within limited scope
– Modifies, adapts, or refines guidelines if necessary to resolve issues or problems

Independence of Action:

– Works independently on complex or strategic assignments
– Uses existing practices and advanced working knowledge to determine appropriate work methods for the team
– Reviews completed work of others for conformity to policy, and effectiveness of approach
– Delegates advanced tasks to others

Communication and Collaboration:

– Communicates with both internal and external audiences
– Collaborates closely with team members and various areas across the University
– Prepares written and/or verbal presentations or proposals on complex issues and delivers to a broad variety of audiences
– Communicates key university initiatives and how unit’s work contributes to their achievement
– Presents ideas, concepts and instructions in a clear manner, and uses persuasion and negotiation to build consensus and cooperation
– Establishes and maintains networks to facilitate successful communication among units

• Comp Grade – 12
• Minimum – $76,700.00
• MidPoint – $95,900.00
• Maximum – $115,100.00

• Benchmarking
• Business reporting
• Business Strategy
• Collaboration
• Critical Thinking
• Data Analysis
• Data integrity
• Delegation
• Fundraising
• Influence & Persuasion
• Portfolio management
• Project Management
• Prospect research
• Stakeholder engagement