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University of Utah Prospect Management Analyst in Salt Lake City, Utah

Details

Open Date 05/22/2024

Requisition Number PRN38640B

Job Title Marketing Analyst

Working Title Prospect Management Analyst

Job Grade E

FLSA Code Administrative

Patient Sensitive Job Code? No

Standard Hours per Week 40

Full Time or Part Time? Full Time

Shift Day

Work Schedule Summary

Monday – Friday, 8:00am-5:00pm

VP Area Academic Affairs

Department 00289 - Development

Location Campus

City Salt Lake City, UT

Type of Recruitment External Posting

Pay Rate Range $50,000 - $60,000

Close Date

Open Until Filled Yes

Job Summary

A Prospect Management Analyst works collaboratively as one of many data-driven team members in Prospect Development to engage with, support, and champion their assigned portfolio of fundraising officers and create a collaborative culture of giving at the University of Utah. The position requires both top-notch interpersonal skills and expert analysis of data and processes to ensure successful support of University fundraisers.

University Advancement (and U of U Health Advancement) is a rewarding place to work for those motivated to make a lasting impact on the campus, students, and programs at the University of Utah. University Advancement has a welcoming atmosphere where integrity, belonging, collaboration, and empowerment are our core values.

Perks of Working in Our Office:

At the University of Utah, we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary, medical/dental/vision/life plan and up to 14.2% contribution to your retirement plan, we have the following perks, including:

  • Flexibility : One – Three days a week (depending on your position and department) feel free to skip the commute and hit your deadlines from home. We also offer free UTA TRAX /Bus pass for when you are on campus.

  • Office Culture : We have a highly collaborative office and expect occasional donor meetings in the building. Dress code is relaxed business/business casual to maintain professionalism.

  • Wellness in action : Take advantage of our many health and wellness programs on-campus and virtually. This includes mental health and resiliency support, discount on outdoor recreation rentals and Eccles Student Life Center, nutrition services, and more.

  • Community : Discounted and sometimes free admission to arts, cultural, museum, lectures and select sporting events on campus.

  • Learning : In addition to the many free educational opportunities on campus, the University offers 50% tuition reduction for eligible employees and their families. We also offer many professional development opportunities.

Other benefits and services include:

  • Flexible Spending Accounts ( FSA )

  • Supplemental Retirement Savings Plans (403(b), Roth 403(b), 457(b))

  • WellU Employee Wellness Program

  • Accidental Death and Dismemberment Insurance (AD&D)

  • Supplemental Life Insurance

  • Employee Assistance Program ( EAP )

  • Long Term Care Insurance

  • Hyatt Legal Plans

  • UESP 529 College Savings Plan

  • Auto/Home Insurance

  • Family and Medical Leave Act

Responsibilities

This role’s primary responsibilities will include:

  • Fundraiser Support and Collaboration:

Meet regularly with advancement officers as they qualify, track, analyze, and solicit prospective donors to reflect their current work in a shared CRM in accordance with University policies and procedures. Make recommendations on prospect strategy and advocate for data-driven models to support portfolios that are focused, dynamic, and sustainable, leading to successful fundraising.

  • Prospect Management Communications:

Comprehensive understanding of Prospect Management policies, procedures, and best practices to coordinate information as helpful guidance to fundraisers and Advancement peers. Ensure fundraisers are aware of and strategically working toward established University metric goals for donor prospect qualification, engagement, solicitation, and successful gift closure.

  • Support to Advancement community:

The Prospect Management Analyst will be a critical partner throughout University Advancement in situations such as potential cross-campus conflicts, timing issues, donor fatigue, or opportunities for additional strategy. As such, confidentiality AND impartiality at the donor and inter-office level are critical to the position. In all situations, the Prospect Management Analyst should be an evangelist of University Advancement’s strategic goals, the One U Philosophy, and the interests of our donors.

  • Data Integrity:

Regularly perform data integrity audits on records in the Advancement CRM to ensure accurate and appropriate records reflect established reporting standards. Specific analytical applications can be taught, but a demonstrated competency with data sets and data hygiene is critical for this role.

  • Process innovation:

You will work closely with the Associate Director of Prospect Development to research, propose, and implement new reporting templates and processes that will enhance the timeliness, quality, and usefulness of the services you provide to Advancement stakeholders.

  • Ongoing proposal entry and support as well as other duties as assigned.

This role will also work on its own and in conjunction with Prospect Research and Information Services to:

  • Manage and assign pools of identified potential prospects for fundraisers to qualify and solicit

  • Make recommendations on prospect strategy, as necessary

  • Advance data-driven fundraising models

Adhere to the highest professional code of conduct outlined in the CASE Statement of Ethics and the AFP Code of Ethical Standards, as well as practice compliance with HIPAA , GRAMA , and University and Advancement policies.

Minimum Qualifications

Requires a Bachelor’s degree in a related area of assignment or equivalency (one year of education can be substituted for two years of related work experience); two years of related experience. Demonstrated human relations and effective communication skills required.

This position has no responsibility for providing care to patients.

Preferences

The ideal candidate will have:

  • Experience in prospect development for nonprofit fundraising

  • Experience in cross-collaboration with key stakeholders including leadership and Advancement partners

  • Experience using Salesforce or similar CRMs

  • Experience with and understanding of nonprofit and/or higher education fundraising

  • Track record of providing excellent customer service to stakeholders

  • Demonstrated competency with data sets, data hygiene, and data maintenance

  • Experience with presenting or providing guidance on technical and policy information to individuals and groups

  • Demonstrated ability to strategize and resolve conflicts in and with small groups

Type Benefited Staff

Special Instructions Summary

Additional Information

The University is a participating employer with Utah Retirement Systems (“URS”). Eligible new hires with prior URS service, may elect to enroll in URS if they make the election before they become eligible for retirement (usually the first day of work). Contact Human Resources at (801) 581-7447 for information. Individuals who previously retired and are receiving monthly retirement benefits from URS are subject to URS’ post-retirement rules and restrictions. Please contact Utah Retirement Systems at (801) 366-7770 or (800) 695-4877 or University Human Resource Management at (801) 581-7447 if you have questions regarding the post-retirement rules.

This position may require the successful completion of a criminal background check and/or drug screen.

The University of Utah values candidates who have experience working in settings with students and patients from all backgrounds and possess a strong commitment to improving access to higher education and quality healthcare for historically underrepresented students and patients.

All qualified individuals are strongly encouraged to apply. Veterans’ preference is extended to qualified applicants, upon request and consistent with University policy and Utah state law. Upon request, reasonable accommodations in the application process will be provided to individuals with disabilities.

The University of Utah is an Affirmative Action/Equal Opportunity employer and does not discriminate based upon race, ethnicity, color, religion, national origin, age, disability, sex, sexual orientation, gender, gender identity, gender expression, pregnancy, pregnancy-related conditions, genetic information, or protected veteran’s status. The University does not discriminate on the basis of sex in the education program or activity that it operates, as required by Title IX and 34 CFR part 106. The requirement not to discriminate in education programs or activities extends to admission and employment. Inquiries about the application of Title IX and its regulations may be referred to the Title IX Coordinator, to the Department of Education, Office for Civil Rights, or both.

To request a reasonable accommodation for a disability or if you or someone you know has experienced discrimination or sexual misconduct including sexual harassment, you may contact the Director/Title IX Coordinator in the Office of Equal Opportunity and Affirmative Action ( OEO /AA). More information, including the Director/Title IX Coordinator’s office address, electronic mail address, and telephone number can be located at: https://www.utah.edu/nondiscrimination/

Online reports may be submitted at oeo.utah.edu

https://safety.utah.edu/safetyreport This report includes statistics about criminal offenses, hate crimes, arrests and referrals for disciplinary action, and Violence Against Women Act offenses. They also provide information about safety and security-related services offered by the University of Utah. A paper copy can be obtained by request at the Department of Public Safety located at 1658 East 500 South.

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