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Penn State Job Catalog

Prospect Management and Analytics Manager – Principal Manager (PSU2536)

Additional Levels

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

Job Summary and Representative Duties

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 Matrix

Level:
– Principal Manager
Base Description:
– Manages direct reports where primary duty is the management of a working unit.
Level Summary:
– Demonstrates awareness of broad issues and management trends. Applies exemplary management principles. Evaluates impact of policy and adjusts accordingly. Ensures appropriate skills are developed and maintained within team/unit. Realigns staff responsibilities to meet desired changes. Provides administrative and policy direction. Develops and articulates broad goals. Fosters collaboration between units. Engages in written and verbal communications that reach a university-wide and/or broad external audience. Develops and implements solutions to highly complex and often controversial problems.
Supervisory Responsibilities:
– Oversees teams of other supervisors/managers
– Leads a business unit
Fiscal Responsibilities:
– Plans, forecasts, develops, and/or approves budgets
– Typically has final signature authority for business unit
Problem Solving:
– Encounters highly varied and complex problems that may have a significant impact on multiple units and/or the University
– Regularly develops creative and/or novel approaches to resolve the most difficult problems
– Creates an environment that encourages imaginative solutions to problems
Independence of Action:
– Work results are not clearly defined and may be frequently changing
– Sets own goals and determines how to accomplish results with few or no guidelines to follow
– Oversees completed work of others and is accountable for unit results
– Delegates advanced tasks to others and provides guidance to team members
Communication and Collaboration:
– Communicates with both internal and external audiences
– May represent the University externally
– Collaborates closely with team members and other leaders across the University
– Communicates a compelling vision that inspires and motivates others
Salary Structure
  • Comp Grade – 15
  • Minimum – $109,300.00
  • MidPoint – $136,600.00
  • Maximum – $164,000.00
Critical Skills
  • Benchmarking
  • Business reporting
  • Business Strategy
  • Collaboration
  • Critical Thinking
  • Data Analysis
  • Data integrity
  • Delegation
  • Fundraising
  • Influence & Persuasion
  • Portfolio management
  • Project Management
  • Prospect research
  • Stakeholder engagement
FLSA Exemption Status
Exempt
Minimum Education
Bachelor's Degree
Minimum Experience
10+ years of relevant experience, includes 5+ years of supervisory experience
Equivalency
An equivalent combination of education and experience accepted