Prospect Management Analyst

Department: University Advancement • Regular, ongoing, full-time (1.0 FTE) • Hybrid eligible - located in Eugene or Portland, Oregon

About the Role

Reporting to the Associate Director of Prospect Development, the Prospect Management Analyst audits and tracks prospect records while maintaining data integrity throughout the pipeline. Using a comprehensive knowledge of the Prospect Management System, this position reviews and revises policies, procedures, and reports, and engages key stakeholders in discussions and system review. The role conducts analytics and produces reports on prospect management data that provide essential information to development leadership and stakeholders about development activities and fundraiser performance.

With a customer service focus, the Prospect Management Analyst communicates, provides information, and strategizes with frontline fundraisers and their assistants on a regular basis. This position provides hands-on instruction for data input and information retrieval and plays an integral role in training fundraisers and Advancement staff on Prospect Management System policies. The ideal candidate will develop an in-depth knowledge of University Advancement’s donor database system to maintain data integrity by auditing their own work and that of colleagues.

This position uses data visualization and analysis to provide information that informs department strategies and metrics. The Prospect Management Analyst should be able to work collaboratively, think independently, and work effectively with a variety of constituents and stakeholders. A successful candidate is detail-oriented, enjoys working with large datasets, and can identify patterns and impacts within the data to formulate meaningful insights.

Responsibilities

• Maintain data integrity by auditing prospect records and tracking throughout the pipeline.
• Review and revise policies, procedures, and reports related to the Prospect Management System.
• Engage key stakeholders in discussions and system reviews.
• Conduct analytics and produce reports on prospect management data for development leadership and stakeholders.
• Communicate and strategize with frontline fundraisers and their assistants on prospect management.
• Provide hands-on instruction for data input and information retrieval in the Prospect Management System.
• Train fundraisers and Advancement staff on Prospect Management System policies.
• Use data visualization and analysis to inform department strategies and metrics.
• Collaborate with various constituents and stakeholders to support fundraising goals.

Requirements

• College-level courses in statistics (at least six quarter hours); research methods and techniques (e.g., research design, sampling, surveying); and computer software applications or packages (e.g., Statistical Analyses System, Lotus 1-2-3, etc.); OR
• Three years of experience assisting with the gathering, compiling, analyzing, and reporting of research information and statistical data, plus assisting with drafting this information into narrative or statistical reports; OR
• An equivalent combination of training and experience.

Transcripts must be submitted for all required and/or related courses.

Skills

• Ability to gain in-depth knowledge of a complex database system, including how to use, support, modify, and train others.
• Proficiency in Microsoft Excel and Word.
• Ability to exercise independent judgment while operating as a productive team member.
• Ability and willingness to work in an environment of frequent interruptions and competing priorities.
• Excellent verbal and written communication skills, including proactive outreach to constituents and colleagues.
• Ability to build strong relationships, develop rapport, and establish trust with constituents.
• Strong data interpretation, analysis, and visualization skills.
• Commitment to maintaining confidentiality and adhering to the highest ethical standards.
• Ability to interact, communicate, and work effectively with individuals from diverse backgrounds.
• Commitment to promoting and enhancing diversity, equity, and inclusion.

Preferred Qualifications

• Experience providing training on complex systems and/or internal policies and procedures.
• Experience with Salesforce CRM database.
• Experience with Tableau or other data visualization software.
• Experience working in higher education development.
• Experience in developing and maintaining policies and procedures.

Pay

$22.84 - $34.70 per hour

Benefits

The University of Oregon offers a robust benefits package to eligible employees, including health insurance, retirement plans, and paid time off. For more information, visit the university’s benefits website.