Prospect Research Specialist (Administrative Analyst/Specialist, Exempt I), Advancement Services

Prospect Research Specialist (Administrative Analyst/Specialist, Exempt I), Advancement Services
California State University, San Bernardino


Job No: 515296
Work type: Staff
Categories: Unit 9 - CSUEU - Technical Support Services, Probationary, Fundraising & Alumni Relations, Full Time




About CSUSB

California State University, San Bernardino is a preeminent center of intellectual and cultural activity in Inland Southern California. Opened in 1965 and set at the foothills of the beautiful San Bernardino Mountains, the university serves more than 20,000 students each year and graduates about 4,000 students annually. CSUSB reflects the dynamic diversity of the region and has the most diverse student population of any university in the Inland Empire. Seventy percent of those who graduate are the first in their families to do so.

At CSUSB, you can:

Build your future

Work with the best

Be your authentic self

Focus on you

Make a lasting impact

Work for a purpose that is greater than your own

Bring everything you are, become everything you want

Department Summary

The Advancement Operations department provides the backbone of University Advancement's operation. In addition to the overall finance, administration, and operations function, the Advancement Operations team also oversees donor stewardship; database management; reporting; gift and biographical records management; prospect research; and gift processing and accounting in accordance with the Internal Revenue Service (IRS) and the Council for the Advancement and Support of Education (CASE).


Job Summary

The Prospect Research Specialist identifies, researches, and analyzes information on prospective donors to CSUSB. As part of a collaborative team, the Prospect Research Specialist will coordinate with Philanthropic Giving and Advancement Operations staff to ensure that the best prospects are identified and assigned to giving officers and the history of relationship building efforts is tracked, and plays a critical role in the overall success of the growing University Advancement program.

Responsibilities include, but are not limited to:

Prospect Research

• Use free and paid prospect research tools such as Google, iWave, Wealth Engine, LexisNexis, LinkedIn, LiveAlumni and Zillow as well as constituent database to conduct comprehensive research and analysis on individuals, corporations and foundations identified as potential donors and prepare briefing documents, profiles and reports on donors and prospective donors, adhering to deadlines.
• Track research activity for internal advancement research metrics.
• Compile and create background research profiles that support the University's philanthropic efforts throughout the fundraising cycle to identify, qualify and engage potential major gift and high-level gift prospects and build campaign pipeline.
• Independently search wealth screening and predictive modeling results and validate information for effective utilization segmentation and qualification of prospects.
• Prepare materials for prospect strategy meetings and new prospect meetings as well as suggesting potential prospects to Director or to Philanthropic Giving staff as appropriate.
• Prepare and edit purpose-specific biographies on current and potential donors, leaders, award and board nominees and special event attendees for Advancement leadership, often under strict deadlines.

Proposal/Portfolio Coordination and Maintenance

• Update and maintain proposal information and prospect portfolios in database by accurately coding, assigning prospects and following up with Philanthropic Giving staff; guide other staff in these tasks.
• Train and guide Philanthropic Giving and Advancement Services staff and student assistants in using and maintaining prospect, proposal and contact report information in alumni/donor database.

Data Integrity

• Coordinate and maintain timely and accurate data entry of donor, prospect, and alumni data in Advancement constituent database.
• Organizes and maintains research records and files, including providing back up support of maintenance of accurate database records and central files.
• Safeguard the confidentiality of constituent information at all times by adhering to ethical and confidentiality guidelines of the Foundation, University, APRA, and the Donor Bill of Rights.

Other

• Perform additional duties and projects as assigned.

Employment Status: Full-time, Exempt, Probationary with the possibility of converting to permanent.

Application Review Deadline: This position will remain open until filled. Applications will be reviewed beginning July 7, 2022.


Work Schedule

Monday through Friday from 8:00 am to 5:00 pm, weekends and evenings may be required.

Key Qualifications

• Expertise in using office software, technology and systems including but not limited to Microsoft Office/365 (Word, Excel, Outlook), and other standardized office equipment.
• Thorough mastery of English grammar, punctuation, and spelling along with the ability to effectively write and present reports, minutes, and other documents in a professional manner.
• Proficiency in locating and synthesizing material from multiple information sources, as well as the ability to interpret, analyze and summarize complex biographical, business, and financial data.
• Experience in using a complex donor/customer relationship database system with strong attention to detail and accuracy.
• Skill in planning and performing research and participating in the development, alternation, implementation, and evaluation of programs, policies, and procedures.
• Ability to perform standard business math, such as calculate ratios and percentages, track financial data, and make projections requiring some inference.
• Strong organizational and time management skills to prioritize work and meet deadlines for simultaneous projects with a customer-service oriented approach.
• Working knowledge of university infrastructure, policies, and procedures or those of an organization with similar complexity.
• Ability to interpret and apply policies and procedures independently and to use judgment and discretion is required.
• Ability to establish and maintain cooperative working relationships and work effectively both independently and as part of a diverse team and campus community is required.
• Ability to effectively handle interpersonal interactions at all levels and appropriately handle confidential and sensitive information.
• Working knowledge of and ability to apply standard theories, principles, practices, and techniques applicable to the program and/or administrative specialty to develop conclusions and make recommendations.
• Working knowledge of operational and fiscal analysis and techniques.
• Ability to take initiative and independently plan, organize, coordinate, and perform work in various situations where numerous and diverse demands are involved.
• Expertise in investigating and analyzing problems with a broad administrative impact and implications. Ability to anticipate problems and address them proactively.
• Demonstrated ability to effectively interpret, organize, and present information and ideas in written or presentation form.
• Ability to train others on new skills and procedures and provide lead work direction.

Education and Experience

• Bachelor's degree and/or the equivalent training and administrative work experience involving study, analysis, and/or evaluation leading to the development or improvement of administrative policies, procedures, practices, or programs, PLUS two years of related experience.

Preferred Qualifications

• Three years work experience providing progressively responsible administrative, technical and analytical support in an environment of similar complexity.
• Experience working in higher education advancement or similar complex non-profit fundraising environment.
• Understanding of and experience in major gift prospect identification and moves management/prospect management within a development or related setting.
• Proficiency with Ellucian's Advance or three to five years experience using a similar CRM/relational database.

Salary

Anticipated Hiring Range: $3,917 - $4,583 per month

Classification Salary Range: $3,897 - $7,051 per month


Statement of Commitment to Diversity

In our commitment to the furthering of knowledge and fulfilling our educational mission, California State University, San Bernardino seeks a campus climate that welcomes, celebrates, and promotes respect for the entire variety of human experience. In our commitment to diversity, we welcome people from all backgrounds, and we seek to include knowledge and values from many cultures in the curriculum and extra-curricular life of the campus community. Our commitment to work toward an environment that values diversity requires that we create, promote, and maintain activities and programs which further our understanding of individual and group diversity. We will also develop and communicate policies and promote values which discourage intolerance and discrimination.

The concept and dimensions of diversity are to be advanced and incorporated into every aspect of university activity, including student life, the curriculum, teaching, programs, staffing, personnel training practices, research, community services, events, and all other areas of university endeavor.

Dimensions of diversity shall include, but are not limited to, the following: race, ethnicity, religious belief, sexual orientation, sex, gender identity, gender expression, ability, socioeconomic status, cultural orientation, national origin, and age.

The implementation of the Commitment to Diversity will rest with the university as a whole. The president, in addition to a personal commitment and involvement, may use the University Diversity Committee, campus administrators, faculty, staff, and students as well as other members of the campus community to implement effectively the philosophy and intent of this statement.


Supplemental Information

A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with the CSU. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current CSU employees who apply for the position.

The person holding this position is considered a `mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.

California State University, San Bernardino is an Affirmative Action/Equal Opportunity Employer. We consider qualified applicants for employment without regard to race, religion, color, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, genetic information, medical condition, disability, marital status, or protected veteran status.

This position may be "Designated" under California State University's Conflict of Interest Code. This would require the filing of a Statement of Economic Interest on an annual basis and the completion of training within 6 months of assuming office and every 2 years thereafter. Visit the Human Resources Conflict of Interest webpage link for additional information: http://hrd.csusb.edu/conflictInterest.html

This position adheres to CSU policies against Sex Discrimination, Sexual Harassment, and Sexual Violence, including Domestic Violence, Dating Violence, and Stalking. This requires completion of Sexual Violence Prevention Training within 6 months of assuming employment and on a two-year basis thereafter. (Executive Order 1096)


To view full description and to apply, visit: https://www.csusb.edu


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