Website Santa Clara University
Prospect and Pipeline Analyst
Position Title:
Prospect and Pipeline Analyst
Position Type:
Regular
Hiring Range:
$29.38- $33.77 per hour; commensurate with experience.
Pay Frequency:
Hourly
OVERVIEW
Santa Clara University is a comprehensive Jesuit, Catholic university located in California’s Silicon Valley, offering its 9,000 students rigorous undergraduate curricula in arts and sciences, business, and engineering, plus master’s, Ph.D., and law degrees.
Ranked among the top 15 percent of universities nationwide by U.S. News and World Report, Santa Clara University is California’s oldest operating institution of higher education. The University is focused on creating an academic community that educates citizens and leaders who will build a more just, humane, and sustainable world.
University Relations builds Santa Clara University’s excellence and character by strengthening relations with alumni, parents, and friends of the University, raising public awareness, and increasing private philanthropy.
A. POSITION PURPOSE
The Prospect Management and Analytics (PMA) team supports fundraising efforts at Santa Clara University by providing customized information and analytics that contribute to building and maintaining donor relationships and strengthening connections to the University. The PMA team works collaboratively with each other, the development officers, other teams in University Relations, and offices across campus to ensure the University meets its fundraising goals.
Reporting to the Senior Director of PMA, the Prospect and Pipeline Analyst will be supporting the PMA team within a number of areas including pipeline development and management, proactive prospect identification, prospect research, portfolio development, and moves/prospect management. In addition, the Prospect and Pipeline Analyst participates in special projects as determined by the Senior Director of PMA.
This is a great position to enter the field of prospect development as you will be exposed to many areas of this exciting field. Qualified candidates will demonstrate strong communications and organization skills, an ability to manage multiple deadlines, a curious mind and an ability to work independently.
Please submit a Cover Letter with your resume.
This position is eligible for a flexible work schedule: hybrid – work from office and home.
B. ESSENTIAL DUTIES AND RESPONSIBILITIES
Using LinkedIn SalesNavigator, identify and keep an updated a list of C-suite alumni.
Research, analyze, and maintain information on prospective donors’ backgrounds, contact information, interests, community involvement, board service, and capacity to give using a variety of electronic databases, publications, and on-line services.
Review daily, weekly, or monthly internal and external publications. and manage and maintain alumni tracking alerts. Responsible for identifying prospects through the daily giving reports. Create a process for sharing of the information.
Using SEC Database, track offerings of publicly-held companies (IPOs) and SEC filings in order to identify alumni with wealth events. Establish a process for sharing timely information.
Annually verify wealth screening results from alumni and incoming parents.
Ensure prospects and opportunity records are up to date and share with PMA officers.
Support the PMA team, prepare for, participate in and follow-up on portfolio review meetings with gift officers.
Be responsible for tracking prospects, both assigned and other interacting with social media postings using Evertrue.
Review contact reports weekly and update database with relevant information.
Responsible for identifying prospects through the daily giving reports.
Review contact reports weekly and update database with relevant information.
In charge of managing, updating and keeping the discovery pipelines current as well as preparing for and running the monthly new and released prospect meetings.
Assist the PMA team with ad-hoc tasks.
C. PROVIDES WORK DIRECTION
N/A
D. QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The items below are representative of the knowledge, skills, abilities, education, and experience required or preferred.
1. Knowledge
Knowledge of or an interest in learning financial terminology and trends.
Mastery of advanced internet search techniques, tools, and systems.
Understanding of databases and information management strongly preferred.
Knowledge of common fundraising strategies strongly preferred.
Understanding and appreciation of the mission of Santa Clara University and the vision and values of a Jesuit Catholic educational institution.
2. Skills
Must be a goal oriented and self-motivated individual who can demonstrate accountability, initiative, creativity and focus in a rapidly changing and intellectually stimulating environment.
Demonstrate strong interpersonal skills and the ability to collaborate, build relationships, and achieve results within a population that may possess competing interests, opinions, and/or expectations.
Demonstrate strong active listening skills and ability to negotiate positive outcomes.
Positive attitude, sense of humor and flexibility.
Proficiency and experience in Microsoft Office products, spreadsheets (including advanced Excel functions), Google products (i.e. Google docs, Gmail, etc.), and an ability and willingness to learn new software if needed.
Knowledge of LinkedIn and PowerBi desired.
Excellent oral and written communication skills.
Strong customer service skills and a proven ability to work patiently, persuasively, and effectively with a wide variety of people.
3. Abilities
Demonstrated ability to write and speak clearly and persuasively; discretion and ability to manage sensitive information appropriately. Ability to maintain strict confidentiality in all aspects of work.
Ability to work independently and the ability to establish and maintain cooperative working relationships.
Ability and willingness to learn new software programs and web-based applications with minimal guidance.
Demonstrated ability to carry out multiple simultaneous projects independently.
Ability to solve problems creatively and effectively and work under tight and shifting deadlines.
Ability to communicate and work effectively with individuals from diverse backgrounds and cultures.
4. Education
Bachelor’s degree preferred or equivalent years of experience required.
5. Years of Experience
1 + years of experience
Direct professional experience in research, analytics, fundraising, or related fields highly preferred.
E. PHYSICAL DEMANDS
The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. In accordance with the Americans with Disabilities Act, as amended, the California Fair Employment & Housing Act, and all other applicable laws, SCU provides reasonable accommodations for qualified persons with disabilities. A qualified individual is a person who meets skill, experience, education, or other requirements of the position, and who can perform the essential functions of the position with or without reasonable accommodation.
Considerable time is spent at a desk using a computer terminal.
May be required to travel to other buildings on the campus.
May be required to attend conference and training sessions within Bay Area or in- or out-of-state locations.
COVID-19 Statement
The health and safety of the university community is a top priority. All Santa Clara University students, and employees are required to be vaccinated against COVID-19 or request a medical or religious exemption. Please visit our COVID-19 webpage for additional information.
EEO Statement
​Equal Opportunity/Notice of Nondiscrimination
Santa Clara University is an equal opportunity/equal access/affirmative action employer fully committed to achieving a diverse workforce and complies with all Federal and California State laws, regulations, and executive orders regarding non-discrimination and affirmative action. Applications from members of historically underrepresented groups are especially encouraged. For a complete copy of Santa Clara University’s equal opportunity and nondiscrimination policies, see https://www.scu.edu/title-ix/policies-reports/
Title IX of the Education Amendments of 1972
Santa Clara University does not discriminate in its employment practices or in its educational programs or activities on the basis of sex/gender, and prohibits retaliation against any person opposing discrimination or participating in any discrimination investigation or complaint process internally or externally. The Title IX Coordinator and Section 504 and ADA Coordinator is Aaron Zisser, Director of Equal Opportunity and Title IX, 408-551-3043, azisser@scu.edu , www.scu.edu/title-ix. Inquiries can also be made to the Assistant Secretary of Education within the Office for Civil Rights (OCR).
Clery Notice of Availability
Santa Clara University annually collects information about campus crimes and other reportable incidents in accordance with the federal Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act. To view the Santa Clara University report, please go to the Campus Safety Services website. To request a paper copy please call Campus Safety at (408) 554-4441. The report includes the type of crime, venue, and number of occurrences.
Americans with Disabilities Act
Santa Clara University affirms its commitment to employ qualified individuals with disabilities within the workplace and to comply with the Americans with Disability Act. All applicants desiring an accommodation should contact the Department of Human Resources, and 408-554-5750 and request to speak to Indu Ahluwalia by phone at 408-554-5750 or by email at iahluwalia@scu.edu.
To view the full job posting and apply for this position, go to https://apptrkr.com/4749973
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