Prospect Management Analyst - Austin, United States - University of Texas at Austin

Description

Job Posting Title:

Prospect Management Analyst

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Hiring Department:

University Development Office

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Position Open To:

All Applicants

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Weekly Scheduled Hours:

40

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FLSA Status:

Exempt

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Earliest Start Date:

May 15, 2024

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Position Duration:

Expected to Continue

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Location:

AUSTIN, TX

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Job Details:

Purpose

The Prospect Management Analyst (PMA) will report to the Assistant Director (AD) of Prospect Management (PM). The PMA will provide prospect management support for frontline gift officers (GOs) in meeting their solicitation goals and will partner with and support other Texas Development stakeholders at UT Austin. The PMAs will have a foundational role in realizing Texas Development's goal of becoming a $1B/year fundraising operation and advancing UT's strategic plan to become the world's highest impact public research university. Prospect Management is focused on the strategic planning, timely recording, and accurate reporting of significant moments in the relationship between prospective donors and the University which lead to philanthropic support

Responsibilities

• Build and foster strong relationships with fundraising colleagues across campus
• Partner with assigned development officers to regularly review, rebalance and strengthen portfolios and the donor pipeline; help manage prospects in the CRM system as they move through the donor/prospect lifecycle
• Hold regular portfolio reviews to ensure data quality and accurate documentation of fundraising activity and filed proposals
• Administer prospect management policy and offer consultation on policy guidelines
• Provide training on CRM system and related processes
• Remain in frequent communication with development officers, prospect researchers, development associates, development specialists and other colleagues/stakeholders to ensure highest level of support
• Maintain prospect data quality and confidential information
• Other related functions as assigned

Required Qualifications

Bachelor's degree. One year of experience in prospect management or a related field. Demonstrated ability to prioritize among a variety of tasks and simultaneously monitor and maintain multiple projects. Excellent verbal and interpersonal communication skills. Experience with establishing, building and maintaining strong professional relationships to drive positive outcomes. Excellent computer skills, including knowledge of Microsoft Office applications and experience working in a CRM. Demonstrated ability to meet deadlines and work individually and as part of a team dedicated to responsive service. Excellent organizational skills and demonstrated attention to detail. Professional demeanor. Demonstrated ability to maintain confidentiality of sensitive information.

Relevant education and experience may be substituted as appropriate.

Preferred Qualifications

Experience with development databases and donor information services such as Blackbaud, Foundation Directory, iWave, LexisNexis Universe for Development Professionals, Wealth-X, or other online prospect research tools. Experience with Salesforce Affinaquest a bonus. Experience in project management, client services or training. Familiarity with the recommended skills, mission and vision outlined by Association of Professional Researchers for Advancement (APRA).

Salary Range

$55,000 + depending on qualifications

Working Conditions

• Standard Office Environment
• Hybrid, must be based in Austin/Central Texas area

Required Materials

• Resume/CV
• 3 work references with their contact information; at least one reference should be from a supervisor
• Letter of interest

Importantfor applicants who are NOT current university employees or contingent workers:You will be prompted to submit your resume the first time you apply, then you will be provided an option to upload a new Resume for subsequent applications. Any additional Required Materials (letter of interest, references, etc.) will be uploaded in the Application Questions section; you will be able to multi-select additional files. Before submitting your online job application, ensure thatALLRequired Materials have been uploaded. Once your job application has been submitted, you cannot make changes.

Important for Current university employees and contingent workers:As a current university employee or contingent worker, you MUST apply within Workday by searching for Find UT Jobs. If you are a current University employee, log-in to Workday, navigate to your Worker Profile, click the Career link in the left hand navigation menu and then update the sections in your Professional Profile before you apply. This information will be pulled in to your application. The application is one page and you will be prompted to upload your resume. In addition, you must respond to the application questionspresented to upload any additional Required Materials (letter of interest, references, etc.) that were noted above.

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Employment Eligibility:

Regular staff who have been employed in their current position for the last six continuous months are eligible for openings being recruited for through University-Wide or Open Recruiting, to include both promotional opportunities and lateral transfers. Staff who are promotion/transfer eligible may apply for positions without supervisor approval.

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Retirement Plan Eligibility:

The retirement plan for this position is Teacher Retirement System of Texas (TRS), subject to the position being at least 20 hours per week and at least 135 days in length.

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Background Checks:

A criminal history background check will be required for finalist(s) under consideration for this position.

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Equal Opportunity Employer:

The University of Texas at Austin, as an ,complies with all applicable federal and state laws regarding nondiscrimination and affirmative action. The University is committed to a policy of equal opportunity for all persons and does not discriminate on the basis of race, color, national origin, age, marital status, sex, sexual orientation, gender identity, gender expression, disability, religion, or veteran status in employment, educational programs and activities, and admissions.

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Pay Transparency:

The University of Texas at Austin will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

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Employment Eligibility Verification:

If hired, you will be required to complete the federal Employment Eligibility Verification I-9 form. You will be required to present acceptable and original to prove your identity and authorization to work in the United States. Documents need to be presented no later than the third day of employment. Failure to do so will result in loss of employment at the university.

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E-Verify:

The University of Texas at Austin use E-Verify to check the work authorization of all new hires effective May 2015. The university's company ID number for purposes of E-Verify is For more information about E-Verify, please see the following:

• [PDF]
• [PDF]
• [PDF]
• [PDF]

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Compliance:

Employees may be required to report violations of law under Title IX and the Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act (Clery Act). If this position is identified a Campus Security Authority (Clery Act), you will be notified and provided resources for reporting. Responsible employees under Title IX are defined and outlined in .

The Clery Act requires all prospective employees be notified of the availability of the Annual Security and Fire Safety report. You may or obtain a copy at University Compliance Services, 1616 Guadalupe Street, UTA 2.206, Austin, Texas 78701.