Handle prospect research and develop complex profiles such as wealth score algorithms for individuals, businesses, foundation and corporations.
Design and propose policies for prospect assignment, handling and tracking.
Oversee prospect research team and projects as Development Services’ cohesive and integral function.
Prioritize projects, determine research strategy and allocate research request.
Suggest prospects, handle assignments and appeal process as per procedures.
Educate development personnel on prospect management and record keeping in development database as per policies.
Assess prospect research program effectiveness and determine new exploration opportunities to test new research tools.
Direct prospect research programs, manage production and distribute research reports for identifying, cultivating and soliciting prospects.
Organize, execute and handle prospect tracking and management system to monitor routine research request operations, advise development officers and support strategy meetings.
Execute WealthEngine use and research and screening tools to support prospecting, planned giving, proposal tracking and prospect research.
Annual plans and budget of Institutional Advancement Office to establish policies on prospect management and research rating systems.
Ensure data accuracy within prospect research module.
Act as Advancement Services Coordinator’s backup.
Act as Scholarship Coordinator and coordinate with Financial Aid.