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Prospect Management Analyst

Prospect Management Analyst

San José State UniversitySan Jose, CA, United States
4 days ago
Job type
  • Full-time
Job description

Overview

Job no : 551744

Work type : Staff

Location : San José

Categories : Unit 9 - CSUEU - Technical Support Services, Probationary, Fundraising & Alumni Relations, Full Time

Job Summary

Reporting to the Director of Advancement Research and Prospect Management, the Prospect Management Analyst provides functional expertise to support the design, development, and implementation of analytics-based fundraising solutions and services to support the attainment of philanthropic goals for SJSU’s University Advancement division. The Prospect Management Analyst supports fundraising efforts by providing and analyzing prospect data to optimize fundraising strategies. This position works with fundraisers and senior leaders to identify and evaluate potential donors, ensuring data integrity and providing insights for effective donor cultivation and solicitation. Key responsibilities include prospect identification and assignments, portfolio review, data analysis, report and dashboard generation, and the implementation of prospect management policies and procedures including pipeline moves management.

Key Responsibilities

  • Manage the prospect pipeline and moves management process to ensure timely and effective advancement of prospects.
  • Drive portfolio optimization and provide prospect assignment recommendations.
  • Conduct regular portfolio reviews with gift officers; offer data-driven insights and guidance and track cultivation strategies.
  • Deliver training to gift officers on best practices for portfolio management.
  • Qualify prospects based on capacity, inclination, and likelihood to give.
  • Use data mining and predictive modeling to inform donor engagement strategies.
  • Analyze fundraiser metrics to track performance and progress toward fundraising goals.
  • Proactively identify prospects using wealth screening and relationship mapping tools.
  • Generate and help design standard and custom reports for distribution to development officers and staff.
  • Run data reports as requested by the Director of Advancement Research and Prospect Management for development officers and staff.
  • Maintain the integrity and quality of the CRM database and conduct regular data cleaning to ensure that donor and prospect information is current.
  • Serve as the primary liaison to the University Advancement database administrator for projects related to the CRM system as well as the creation of fundraising reports and dashboards.
  • Assist in training end users on CRM systems; develop and maintain accompanying training documentation.
  • Provide strategic development consultation and high-level support to leadership on fundraising activities.
  • Contribute to the formulation of policies related to advancement research, prospect management, and related infrastructure support activities.

Knowledge, Skills & Abilities

  • Proficiency at supporting and participating in advancement research, prospect management, advancement services, fundraising operations or related fields
  • Demonstrated ability to perform complex analysis and synthesize data from a wide variety of sources and present the resulting information in a clear, concise summary
  • Knowledge of datamining techniques used to generate prospect lists
  • Excellent organizational skills, with the ability to juggle multiple projects with high efficiency and with overlapping deadlines; ability to find solutions and make sound decisions in high-pressure situations
  • Demonstrated proficiency in relational database management / CRM systems use such as Raiser’s Edge NXT and electronic resources such as Target Analytics’ ResearchPoint and WealthPoint, Lexis Nexis for Development Professionals, iWave’s PRO (Prospect Research Online), and other free and fee-based sources to locate and compile business and biographic information
  • Ability to recall, recognize and communicate interrelated information pertaining to university benefactors and prospects
  • Competent computer skills including Google Workspace, Microsoft Power BI, Excel, and PowerPoint and generative AI
  • Knowledge of current terminology, resources, and trends in philanthropy and higher education, including philosophical and practical bases of institutional advancement research methods
  • Ability to communicate with constituents in a professional and respectful manner, building teamwork and collaboration to achieve goals
  • Thorough knowledge of database methods, procedures and practices; English grammar, business writing, punctuation and spelling
  • Required Qualifications

  • A bachelor\'s degree and / or equivalent training
  • Four years of administrative work experience involving study, analysis, and / or evaluation leading to the development or improvement of administrative policies, procedures, practices, or programs
  • Preferred Qualifications

  • Advanced degree
  • Experience in higher education
  • Blackbaud’s Raiser’s Edge NXT or similar donor database experience
  • At least two years of experience analyzing and interpreting data for development and fundraising
  • Experience in advancement, including prospect research and identification
  • Compensation

    Classification : Administrative Analyst / Specialist – Exempt II

    Anticipated Hiring Salary : $6,667 / month

    CSU Salary Range : $5,537 / month - $10,014 / month

    San José State University offers employees a comprehensive benefits package typically worth 30-35% of your base salary. For more information on programs available, please see the

    Employee Benefits Summary

    Application Procedure

    Click Apply Now to complete the SJSU Online Employment Application and attach the following documents :

  • Resume
  • Letter of Interest
  • All applicants must apply within the specified application period : September 23,2025 through October 6, 2025 . This position is open until filled; however, applications received after screening has begun will be considered at the discretion of the university.

    Contact Information

    University Personnel

    jobs@sjsu.edu

    408-924-2252

    CSU Vaccination Policy

    The CSU strongly recommends that all individuals who access any in-person program or activity (on- or off-campus) operated or controlled by the University follow COVID-19 vaccine recommendations adopted by the U.S. Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications and comply with other safety measures established by each campus. The system wide policy can be found at

    https : / / calstate.policystat.com / policy / 9779821 / latest / and questions may be sent to jobs@sjsu.edu.

    Additional Information

    Satisfactory completion of a background check (including a criminal records check) is required for employment. SJSU will issue a contingent offer of employment to the selected candidate, which may be rescinded if the background check reveals disqualifying information, and / or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was offered the position on a contingent basis.

    The standard background check includes : criminal check, employment and education verification. Depending on the position, a motor vehicle and / or credit check may be required. All background checks are conducted through the university\'s third party vendor, Accurate Background. Some positions may also require fingerprinting. SJSU will pay all costs associated with this procedure. Evidence of required degree(s) or certification(s) will be required at time of hire.

    SJSU IS NOT A SPONSORING AGENCY FOR STAFF OR MANAGEMENT POSITIONS. (e.g. H1-B VISAS)

    All San José State University employees are considered mandated reporters under the California Child Abuse and Neglect Reporting Act and are required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. Incumbent is also required to promptly report any knowledge of a possible Title IX related incident to the Title IX Office or report any discrimination, harassment, and / or retaliation to the Office of Equal Opportunity.

    Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Housing Fire Safety Notification :

    Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the Annual Security Report (ASR) is also now available for viewing at

    https : / / www.sjsu.edu / clery / docs / SJSU-Annual-Security-Report.pdf. The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and Sexual Assault prevention information, and information about drug and alcohol prevention programming. A paper copy of the ASR is available upon request by contacting the Office of the Clery Director by phone at 408-924-1501 or by email at clerycompliance@sjsu.edu.

    Pursuant to the Higher Education Opportunity Act, the Annual Fire Safety Report (AFSR) is also available for viewing at

    https : / / www.sjsu.edu / clery / docs / SJSU-Annual-Fire-Safety-Report.pdf

    The purpose of this report is to disclose statistics for fires that occurred within SJSU on-campus housing facilities for the three most recent calendar years, and to distribute fire safety policies and procedures intended to promote safety on Campus. A paper copy of the AFSR is available upon request by contacting the Housing Office by phone at 408-795-5600 or by email at uhs-frontdesk@sjsu.edu.

    Campus Security Authority - In accordance with the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act (Clery Act) and CSU systemwide policy, this position is subject to ongoing review for designation as a Campus Security Authority. Individuals that are designated as Campus Security Authorities are required to immediately report Clery incidents to the institution and complete Clery Act training as determined by the university Clery Director.

    Equal Employment Statement

    San José State University is an equal opportunity employer. The university prohibits discrimination based on age, ancestry, caste, color, disability, ethnicity, gender, gender expression, gender identity, genetic information, marital status, medical condition, military status, nationality, race, religion, religious creed, sex, sexual orientation, sex stereotype, and veteran status. This policy applies to all San José State University students, faculty, and staff, as well as university programs and activities. Title IX of the Education Amendments of 1972, and certain other federal and state laws, prohibit discrimination on the basis of sex in all education programs and activities operated by the university (both on and off campus). Reasonable accommodation is made for applicants with disabilities who self-disclose. San José State University employees are considered mandated reporters under the California Child Abuse and Neglect Reporting Act and are required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.

    #LI-RC1

    Advertised : September 23, 2025 (9 : 00 AM) Pacific Daylight Time

    Applications close : Open until filled

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    Management Analyst • San Jose, CA, United States

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