Prospect Research Specialist

Western Michigan University
  • Kalamazoo, MI
    17 days ago

    Job Description

    Position Details

    Posting Summary

    College VP University Advancement-DIV Executive Area VP University Advancement Department University Advancement

    Posting Detail Information

    Posting Number S1702P Job Type Full Time, Regular Pay Type Exempt/Salaried Pay Grade E Campus Location WMU-Kalamazoo - East Campus Salary Range Pay is commensurate with qualifications and experience, combined with an excellent benefits package. Number of Vacancies 1 General Summary

    Partners with fundraising staff to provide research, analysis, and prospect identification services that inform donor strategy throughout the fundraising cycle.

    Major Duties

    • Collects, synthesizes, analyzes, and interprets biographical, financial, and philanthropic data to produce briefings and reports that inform fundraising strategy and decision making.
    • Utilizes advanced research tools and analytical methodologies to identify, qualify, and prioritize prospective donors and volunteers in support of the University's strategic fundraising activities.
    • Collects and maintains prospect data in the Customer Relationship Management (CRM) by monitoring local and national news, business publications, social media, and industry developments, providing timely and relevant updates to gift officers on assigned prospects.
    • Calculates and assesses wealth indicators and develop capacity ratings that estimate the ability and propensity of individuals, corporations, and foundations to make philanthropic contributions.
    • Assists in maintaining accurate prospect records and activity tracking within CRM.
    • Serves as a resource for University Advancement staff on prospect management tools and related processes.
    • Keeps current on research and fundraising trends through regular contact with industry resources as well as vendors.

    Minimum Qualifications

    • Bachelor's degree in related field from an accredited institution.
    • One year's relevant experience.
    • Experience with database searching, academic research, or library science methodologies.
    • Familiarity with reading tax forms, basic corporate financial statements, or analyzing large data sets.
    • Experience in advancement, development, or general non-profit operations.
    • Familiar with customer relation management tools.
    • Office software skills, including word-processing, presentations, spreadsheets, and databases.

    Desired Qualifications Special Instructions to Applicants

    • External applicants should use the WMU - Application.
    • Internal applicants should use the WMU - Internal Application.

    Additional Position Information

    • Staff Compensation System pay grades and rates are available at: https://wmich.edu/hr/staffcompensation.
    • Western Michigan University offers generous benefits to its employees including health, dental, vision, life and disability insurance, retirement, and tuition discount for the employee and tuition remission for eligible dependents. To access information about the specific benefits available for this position, go to: https://www.wmich.edu/hr/enrollment-staff.

    Physical requirements and working conditions

    • Office or other indoor work with minimal physical demands such as occasionally lifting or moving materials less than 25 pounds.
    • Work is generally performed in a well-lit, temperature-controlled indoor environment with occasional exposure to the outdoors or any number of elements.

    Supplemental Questions

    Required fields are indicated with an asterisk (*).

      • Do you have a bachelor's degree in a related field from an accredited institution?
    • Yes

    • No

      • Do you have one year of relevant experience?
    • Yes

    • No

      • Do you have experience with database searching, academic research, or library science methodologies?
    • Yes

    • No

      • Do you have familiarity with reading tax forms, basic corporate financial statements, or analyzing large data sets?
    • Yes

    • No

      • Do you have experience in advancement, development, or general non-profit operations?
    • Yes

    • No

      • Are you familiar with customer relationship management tools?
    • Yes

    • No

      • Do you have office software skills, including word-processing, presentations, spreadsheets, and databases?
    • Yes

    • No

    Documents Needed To Apply

    Required Documents

    • Cover Letter
    • Resume
    • List of References

    Optional Documents

    • Other

    Numbers & Facts

    LocationKalamazoo, MI

    Skills

    • Academic Researchunmatched
    • Administrative Skillsunmatched
    • Analysis Skillsunmatched
    • Business Newsunmatched
    • Corporate Financeunmatched
    • Customer Relationsunmatched
    • Customer Relationship Management (CRM)unmatched
    • Customer Relationship Management (CRM) Systemsunmatched
    • Customer/Client Researchunmatched
    • Data Analysisunmatched
    • Data Setsunmatched
    • Database Technologyunmatched
    • Donor Developmentunmatched
    • Entertainment and Mediaunmatched
    • Establish Prioritiesunmatched
    • Financial Analysisunmatched
    • Fundraisingunmatched
    • Library and Information Scienceunmatched
    • Local Newsunmatched
    • Material Movingunmatched
    • National Newsunmatched
    • Nonprofitunmatched
    • People Managementunmatched
    • Physical Demandsunmatched
    • Publicationsunmatched
    • Record Keepingunmatched
    • Social Mediaunmatched
    • Spreadsheetsunmatched
    • Time Managementunmatched
    • Word Processingunmatched

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