SAVE

Director of Prospect Management and Research

University of California Santa Cruz

Director of Prospect Management and Research

Location: Scotts Valley
Job ID: 8119

Initial Review Date (IRD)
The Initial Review Date for this job is: 07/01/2020

UC Santa Cruz staff jobs are posted until filled. Application materials submitted by 11:59 pm on the IRD will be routed to the hiring unit for consideration. NOTE: Materials submitted after the IRD will be forwarded only at the request of the hiring unit. Submit your materials before the IRD to ensure consideration by the hiring unit.

Dept Marketing Statement
University Relations supports the teaching, research, and public service of UC Santa Cruz by making and keeping deep, heartfelt connections. Building enduring relationships among students, alumni, faculty, donors, and others is the lifeblood of our work and helps to make UC Santa Cruz a thriving community of knowledge, inquiry, public service, and social mobility.

We are a welcoming group of ambitious and creative professionals pursuing our mission in support of the university's overarching purpose. We take our work seriously because we care - but we don't take ourselves too seriously! The University Relations culture is lively and dynamic; we value collaboration; and our staff is resourceful, enthusiastic, and hard-working.

The division is a fun, friendly, and open place, and staff is supportive of and positive about one and other's goals and aspirations. We often jump in to help where needed, rolling up our sleeves to get the job done. We dare to approach challenges as opportunities. Our custom is to seek creative ways to overcome obstacles, at times with limited resources, while keeping our eye on the objective: helping students achieve their goals, providing crucial public service, and advancing life-changing research and discovery.

Job Overview

The Director of Prospect Management and Research manages a comprehensive research program for University Relations that is comprised of three key areas: portfolio management, prospect research, and analytics. Responsibilities include planning, implementing and directing a comprehensive program to address activities associated with moving prospects along the giving continuum. The incumbent will oversee proactive prospect research, strategy, and management, setting priorities, supervising staff, creating and implementing procedures and policies, and maintaining the research budget. The unit also analyzes, evaluates and disseminates information that is critical to securing major gifts.

The Director of Prospect Management and Research is a member of the Philanthropy Leadership Team within University Relations. The unit is focused on raising major and principal gifts for UC Santa Cruz, and preparing for the university's next comprehensive fundraising campaign.

The Director of Prospect Management and Research will report the Associate Vice Chancellor, Philanthropy (AVCP) providing critical support to the development officer corps by facilitating a 'moves management' system, based upon comprehensive research that drives discovery, cultivation and solicitation strategies for donors and prospects.

Involves designing, developing, delivering, and administering fundraising programs. Identifies new donor prospects through researching background information on potential donors and developing materials, marketing plans, and organizing related programs / events; cultivates, stewards, and may solicit donor prospects.

Pay, Benefits, & Work Schedule
Starting Salary Range: $110,000-$130,000/annually. Salary commensurate with qualifications and experience.

Benefits: This position is eligible for Full benefits.

Schedule: Full-time

Percentage of Time: 100%

Average Hours Per Week: 40

Days of the Week: Monday - Friday

Employee Classification: This is a Career appointment.

Union Representation: No

Work location: UCSC Scotts Valley Center (100 Enterprise Way, Scotts Valley, CA)

Job Duties
50% - Prospect Identification, Research, Assignment and Strategy Development:

Identify, evaluate and recommend current and potential major gift prospects and assess their ability to financially support the University and achieve the fundraising goals of UC Santa Cruz and the Campaign for UC Santa Cruz. This ranges from suggestions for individual cultivation and solicitation strategy to contributing to discussions about rating and screening, campaign analysis, and prospect management.
Provide research and analysis of biographical, philanthropic, professional and financial information of donors and prospects.
Prepare written profiles, rating memos, event bios and qualified lists to support the cultivation of individuals, foundations, and corporations.
Perform quantitative analysis to determine capacity ratings based on financial data to qualify prospects.
Manage the pipeline process, assign prospects, and build and monitor prospect portfolios for development staff. Track and report on progress via established metrics to management. Maintain global view of all prospects in portfolios.
Work in collaboration with the development officers to ensure timely and accurate information management of data related to all donors and prospects.
Work in partnership with the Director of Major Gifts to organize and coordinate routine prospect/donor strategy meetings.
Collaborate with the development staff during strategy meetings to develop cultivation and solicitation strategies and facilitate moves management. Manages a comprehensive fundraising program typically in a unit or department.

20% - Establish and Implement Policies and Procedures:

Assignments typically require managing a fundraising staff comprised of both professionals and related administrative support.
Coordinate all research aspects for gift prospects, including creating and implementing procedures, managing research policies and procedures, ensuring their distribution and availability on the UR Portal (intranet), maintaining the research request database, coordinating proactive research and making the research process increasingly effective by meeting the needs of the users.
Develop/recommend new systems to convert manual processes to the database or other automated tools in collaboration with UR Information Systems (URIS) unit.
Enhance the understanding of research by the development staff through effective communication and training.
Ensure policies and protocols are in place, adhering to all legal privacy requirements and ethical standards upheld by regulatory bodies and professional organizations.

20% - Management and Supervision:

Supervise 3 FTE: Associate Director, the Prospect Management and Research Analyst, and the Prospect Research Specialist, as well as temporary (as needed) and student employees. Includes hiring, training, mentoring, ongoing coaching and counseling, performance appraisal, equity or merit recommendations, and discipline.
Supervise and procure training in information resources and strengthen professional development of staff. Manage the research effort by establishing priorities and distribution of duties among staff.
Maintain staff expertise on research techniques and resources by attending conferences and participating in professional societies.
Complete annual operational plan.
Assign research requests and ensure that all deadlines are successfully met. Coordinate proactive research including mining electronic screening overlay results. Facilitate the research process through the supervision and maintenance of research forms, documentation, databases, and relevant donor information entry into the database. Selects, trains, mentors, guides and directs staff and as required, takes corrective action.
Maintain the research resources library.

10% - Research Resources & Budget:

Conceives, creates, develops, implements and manages fundraising programs and strategies to successfully meet predetermined goals and objectives, and ensures that predetermined fundraising goals are met.
In collaboration with UR Information Systems unit, design and develop the tools necessary to maintain an informative prospect management system that relates directly to goals and targets. Articulate and communicate user requirements.
Strive to maintain the integrity of prospect data.
Recommend, develop and maintain reports that can be used by management and the individual development officers to track the progress of prospect qualification.
Represent the research team in the evaluation, recommendation and selection of future electronic screening vendors.
Communicate with and train development staff around changes in reporting and online tools related to prospect management.
Create, track and manage budget within available resources.
Manage and coordinate the evaluation, purchase, budget and renewal of research resources, publications and services.
Other duties as assigned by the AVCP.

Required Qualifications

Bachelor's degree in related area and / or equivalent experience / training.
At least 6 years in a research, research-related and/or development environment is required.
Thorough understanding of and experience in major gift prospect identification and moves management within a development or related setting.
Computer proficiency in word processing, spreadsheet, and database applications, electronic mail, and Internet searches, with ability and willingness to learn new systems and software programs is essential.
Experience with information resources and publications is required, including fundraising databases (ADFS Banner, a plus), on-line services (Lexis-Nexis desired), and database overlays (Advisor a plus).
Knowledge of business process or systems analysis, designing system solutions, and continuous improvement methodologies.
Strong ability to supervise and train others.
Meticulous attention to detail combined with the ability to conceptualize a broad overview of organizational and unit needs.
Exceptional communication skills (both written and oral) to effectively convey information to individuals at various organizational levels, both internally and externally.
Strong research and problem-solving skills.
Proficiency in locating and synthesizing material from multiple sources.
Ability to interpret, analyze and summarize complex biographical, business and financial data.
Well-developed sense of curiosity, ingenuity, perseverance and good judgment.
Complete respect for confidentiality.
Trustworthiness and personal integrity sufficient to maintain security of university funds and records.
Advanced knowledge of the principles and practices of philanthropy and in particular the ethics and best practices espoused by APRA (Association of Professional Researchers for Advancement).
Strong team player.

APPLICANTS ARE REQUIRED TO USE THE UCSC ON-LINE PROCESS
View full job description and access on-line application:
https://careerspub.universityofcalifornia.edu/psp/ucsc/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_APP_SCHJOB.GBL?Page=HRS_APP_JBPST&Action=U&FOCUS=Applicant&SiteId=11&JobOpeningId=8119&PostingSeq=1

To ensure review of application materials by the hiring unit, they must be submitted on or before the initial review date (IRD) via the Staff Employment Opportunities web site; https://jobs.ucsc.edu. A computer is available at the UC Santa Cruz Staff Human Resources Office located at Scotts Valley Center. The Scotts Valley Center is located at 100 Enterprise Way, Suite E100, Scotts Valley, CA 95066. To learn more or to request disability accommodations, call 831-459-2009. Hearing impaired are encouraged to use the California Relay Service at 800-735-2922. UC Santa Cruz is an Equal Opportunity Employer.

The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or protected veteran status. UC Santa Cruz is committed to excellence through diversity and strives to establish a climate that welcomes, celebrates, and promotes respect for the contributions of all students and employees.

Internal Number: 1992357

About University of California Santa Cruz

UC Santa Cruz is a public university like no other in California, combining the intimacy of a small, liberal arts college with the depth and rigor of a major research university.

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Director of Prospect Management and Research

University of California Santa Cruz

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