The California State University
Prospect Management Analyst
The California State University, San Jose, California, United States, 95199
Overview
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 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 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.
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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 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 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.
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