Assistant Director of Prospect Management and Pipeline Development

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Job ID:

1317112

Location:

Durham, NC 

Category:

Fundraising / Development

Salary:

per month
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Zip Code / Postal Code:

27701

Employment Type:

Full time

Posted:

06.28.2023
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Job Description:

The Assistant Director of Prospect Management and Pipeline Development is a critical role within the Prospect Development team at Duke Health Development and Alumni Affairs (DHDAA). This team provides data insights by analyzing and disseminating information to direct and inform solicitation and engagement strategies for prospective donors to Duke Health.

 

This position is highly consultative and provides strategic services to fundraisers at all stages of the development cycle, including but not limited to, the identification of new prospects, optimization of portfolios, and assessment of portfolio productivity. By utilizing sophisticated modeling and leveraging patient and alumni data, this individual will help proactively build and curate the prospect pipeline. They are also responsible for ensuring that prospect management best practices for grateful patient and alumni prospects are communicated and supported throughout the organization—and evolve as new technology or systems are adopted. Becoming a super-user of Salesforce (the CRM for grateful patients) and developing a thorough understanding how to leverage this platform is essential to this role.

 

Reporting to the Senior Director of Prospect Management and Pipeline Development, this role is collaborative and interfaces with staff throughout DHDAA and Duke Alumni Engagement and Development (DAED).

 

Work Performed:

Prospect Management: 45%

  • Collaborate with DAED Prospect Development on prospect management policies and best practices for donors and alumni.
  • Maintain comprehensive guidelines specific to DHDAA for patient prospects and the Salesforce CRM that provide organization-wide transparency, consistency, coordination, and collaboration of fundraiser engagement activities. Design and implement prospect management standards, policies and procedures, as needed, specific to DHDAA. Assist in the development of portfolio metrics to measure portfolio performance.
  • Maintain knowledge of applicable information technology and tools within DAED and DHDAA. Help ensure the integrity DHDAA of prospect management data within the Duke Development and Alumni Database (DADD) and Salesforce.
  • Regularly review data entered by fundraisers and support staff and provide guidance and coaching to align with policies as needed.
  • Build and maintain strong partnerships with frontline fundraisers and support staff. Collaborate with fundraising leaders to ensure gift frontline fundraisers are adhering to prospect management protocols.
  • Serve as a prospect management subject expert. Create and maintain training programs and content for end users on various technology platforms and business processes as it pertains to prospect management and pipeline development.
  • Analyze gift officer portfolios and interpret findings. Help lead robust portfolio and pipeline optimization meetings for fundraisers. Refine and enhance these meetings to meet the objectives of the organization.

Pipeline Development: 45%

  • In partnership with the Senior Director and Director of Prospect Research, develop proactive identification and curation efforts for patient and alumni prospects. Provide direction and assistance regarding portfolio building efforts for new fundraising staff.
  • Provide data-informed guidance to fundraising leadership for gift officer staffing decisions.
  • Support the mechanisms to ensure a robust and sustainable pipeline including: active prospects at all giving levels, active prospects in all stages of the development cycle, and the curation and identification of new prospects.
  • Measure the efforts of a robust and sustainable pipeline including evaluating: if the appropriate prospects are being managed, if assigned prospects are being engaged, and if we are moving prospects forward at a reasonable pace.
  • Conduct biographical, wealth, financial and philanthropic research on prospects, analyze and interpret findings, and assign gift capacity ratings as needed.
  • Develop acquisition and engagement strategies for new and existing donors. 

 

Project Management: 10%

  • Implement a process and tracking methods to manage multiple concurrent projects—for organization within the team and transparency across the organization.
  •  Solicit feedback from stakeholders on projects and deliverables.

Other related duties as assigned.

 

The above statements describe the general nature and level of work being performed by individuals assigned to this classification. This is not intended to be an exhaustive list of all responsibilities and duties required of personnel so classified.

MINIMUM HIRING SPECIFICATIONS

Assistant Director of Prospect Management and Pipeline Development

(HR Title: ASSIST DIR, PROSPECT & PIPELINE DEVELOP)

Job Code 1910, Job Level 13, Job Family 34

 

                                                                             

EDUCATION/TRAINING

 

Work requires communication, analytical and organizational skills generally acquired through completion of a bachelor’s degree program. 

 

EXPERIENCE

 

Requires a minimum of four years experience in prospect research and prospect management.

 

Skills:

 

  • Knowledge of effective fundraising practices, preferably at a large, de-centralized academic healthcare system with grateful patients.
  • Prior experience in prospect management and prospect research. Knowledge of industry resources and tools to effectively conduct research.
  • Advanced business analysis and data-gathering experience and the ability to apply these skills and critical thinking to meet business needs.
  • Demonstrated proficiency in working with large and complex databases and systems.
  • Ability to serve as a subject matter expert on various topics related to prospect management and prospect research.
  • Basic understanding of statistical concepts and the analytics applied within fundraising to target high capacity and engaged individuals.
  • Advanced computer skills: intermediate to expert level Excel experience preferred. Familiarity with process mapping software like Lucidchart or Visio. Familiarity with SAS, R, SPSS, Tableau or comparable business intelligence tools.
  • Demonstrated strategic planning ability, attention to detail, project management skills, and robust organizational skills.
  • Demonstrated ability to build strong partnerships and collaborate with a wide variety of constituencies at all levels of an organization.
  • Ability to communicate clearly and effectively with diverse audiences, meet deadlines, be independent, and demonstrate flexibility and adaptability to shifting priorities.
  • Demonstrated ability to handle confidential and sensitive information.

Job Requirements:

Minimum Qualifications

Education

Bachelor's degree required in a relevant area.

 

Experience

Requires a minimum of four years experience in prospect research and prospect management.


Duke is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex, sexual orientation, or veteran status.

 

Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas—an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.

 

Essential Physical Job Functions: Certain jobs at Duke University and Duke University Health System may include essentialjob functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.

Organization Info
Duke Health Development & Alumni Affairs
Durham, NC, United States

Phone:
Web Site: https://www.gifts.duke.edu/dukehealth

Organizational Profile