Pittsburgh, Pennsylvania, USA
2 days ago
Director of Clinical Prospect Management

The Division of Philanthropic Alumni Engagement (PAE) at the University of Pittsburgh is dedicated to fostering meaningful relationships with donors, alumni, and stakeholders, supporting the University's mission in education, research, and healthcare. We invite you to become a pivotal part of our team as the Director of Clinical Prospect Management.

In this role, you will serve as the integral part within PAE's Prospect Development, Clinical Fundraising department, reporting to the Senior Director of Prospect Development, Clinical Fundraising.

Key responsibilities include:

Structure, maintain, build, and oversee clinical development officer portfolios, moves management, and pipeline management.Advise supervisors and leadership on tracking development officer performance.Develop and implement prospect management best practices.Assist in the development and documentation of strategic initiatives for actively engaged individual prospects.Oversee the deployment and effectiveness of the prospect management functionality within the Gate database.Serve as PAE’s expert on the use of the Gate database.Train and advise development officers in prospect management processes.Ensure clear, consistent, and accurate entry of outreach and activity in the Gate and Salesforce/Affinaquest.Manage prospect management policies, processes, and procedures related to clinical fundraising.Facilitate management report metrics and ensure business rules are followed for accurate reports and analytics.Consult on, leverage, and train on Prospect Management analytics tools.Provide reports, dashboards, and curated lists to individual fundraisers for portfolio management.Hire and supervise Prospect Management team member(s).Partner with Clinical fundraising staff to assist in cultivating, soliciting, and stewarding prospects at all levels.

Preferred Qualifications:

3-5 years of prospect management experience.Exceptional verbal and written communication and relationship-building skills.Experience utilizing CRM systems.Strong report-building background.Project management experience in collaboration with colleagues at various levels.Supervisory experience is a plus.

Why Join Us?

Impactful Work: Play a crucial role in supporting the University's mission. Collaborative Environment: Work within a supportive, innovative, and dynamic team.Professional Growth: Opportunities for continuous learning, professional development, and career advancement.Competitive Benefits: Enjoy a comprehensive benefits package, including health insurance, retirement plans, and paid time off.

Ready to make a difference? Learn more about PAE and apply today.

Join us in shaping the future of education, research, and healthcare at the University of Pittsburgh

Implements a comprehensive prospect identification program for the University across all programs. Develops and implements major and principal gift policies, protocols, processes, workflows, and standards for donor prospect research projects. Manages proactive research tools, leads portfolio review meetings, coordinates fundraising activity, and provides quantitative and qualitative analysis of pipeline activity to drive strategic planning. Oversees the annual strategic business plan and budget for the unit.

Implements a comprehensive prospect identification program for the University across all programs. Develops and implements major and principal gift policies, protocols, processes, workflows, and standards for donor prospect research projects. Manages proactive research tools, leads portfolio review meetings, coordinates fundraising activity, and provides quantitative and qualitative analysis of pipeline activity to drive strategic planning. Oversees the annual strategic business plan and budget for the unit.

Structure, maintain, build and oversee portfolios for clinical development officers, including structuring and overseeing moves management and pipeline development.Advise supervisors and leadership on tracking development officer performance, developing and implementing prospect management best practices and assisting in development and documentation of strategic initiatives for individual prospects. Serve as division's expert on use of the Gate database, overseeing its deployment and the effectiveness of its prospect management functionality.Train and advise development officers in prospect management processes to ensure clear, consistent, accurate entry of outreach and activity in the Gate and Salesforce/Affinaquest systems. Oversee prospect management policies, processes, and procedures relating to individual prospect records affiliated with clinical fundraising, facilitating management report metrics and ensure business rules are followed to provide accurate reports and analytics. Consult on, leverage, and train on Prospect Management analytics tools, routinely providing reports and curated lists to individual fundraisers for their portfolio management efforts.
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