Job Description

Role/Department Summary

The Prospect Management Analyst is a core member of the Trusts prospect management team, responsible for establishing protocols for best practices, devising and leading training for end users. Oversees data integrity and workflow practices between frontline and operational teams, gathering and translating business requirements for report modifications and analytical tools. Responsible for admin of global processes in the Prospect module of Blackbaud CRM, as well as oversight of established portfolio management procedures. Devises and conducts routine auditing and analysis on data in the Prospect Management domain, which underlies performance metrics for gift officer activity and efficacy and related analytics.

Responsibilities

• The Prospect Management Analyst plays a key role in establishing and maintaining the core competencies of Trust staff related to CRM, our integrated enterprise data platform. Consistently meeting business, reporting, and analytics requirements of the Trusts fundraising management
• Designs and creates policy and procedure documents emanating from Trust Data Governance Business Rules for Prospect Management (plans) domains
• Maintains version control of documents and modifications as practices evolve
• As the key trainer and technical support for Trust administrative staff, the Prospect Management Analyst supports gift officers across all business units, as well as dissemination and communication of changes in business practices (as needed) to Trust admin staff
• Leads the records administration of prospect management metadata in CRM conducting bulk uploads and changes, diagnoses integrity and QC issues recommending solutions. Delegates and supervises administrative staff as necessary for fulfillment of prospect management records diagnostics, corrections, and entry projects
• Sets the agenda for bimonthly CRM Q&As with admin staff, featuring Directors and Senior Directors from Data Steering Committee
• Participates with Records Management, Prospect Management and other Data Governance task teams as appropriate

Education Requirements

• A Bachelors degree and a min of 3 years in a fundraising or direct sales business environment are required.
• The knowledge of theories, principles and concepts and technical proficiency typically acquired through 2-3 years of experience using an enterpriselevel relational database is required.

Experience

• Direct oversight of functions related to data admin, data integrity, and records management preferred
• Experience with Blackbaud CRM and Tableau
• Understanding of and experience with process management and/or process improvement concepts, and commensurate related skills including communication, coaching ability, persistence, critical thinking and ability to see the big picture
• Strong communication, writing, formatting and editing skills and proficiency in writing and/or editing training and support documentation that emphasizes orderly presentation of information and clear instructions.
• The ability to prioritize, manage multiple tasks, and work under pressure to meet deadlines. May require oversight of entry level and/or temporary data entry operators. May require oversight of learning pathways for administrative and frontline staff related to their proficiency in using CRM to manage their prospects and prospect portfolios.
• The ability to collaborate with immediate team members as well as Trust staff, donors and volunteers

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