Associate Director, UDO Prospect Management
12-Dec-2024
Associate Director, UDO Prospect Management
Alumni Affairs and Development
67602BR
Job Summary
Alumni Affairs and Development (AA&D)
Alumni Affairs and Development is a dedicated team supporting Harvard’s advancement activity through front-line fundraising, alumni and volunteer engagement, technology, prospect management and research, business process, events, communications, and many other areas.
Our goal is to create an environment of respect that leverages the many talents, perspectives, and experiences of our employees; to deliver the strongest possible results by incorporating diverse perspectives into our daily work; and to make AA&D a great place to work for everyone. We strive to live our values of respect, inclusion, trust, collaboration, continuous improvement and innovation; and open communication and effective information sharing in our daily interactions and our work.
AA&D is comprised of the University Development Office (UDO), Faculty of Arts and Sciences (FAS) Development, AA&D Resources, the Harvard Alumni Association (HAA), and the Office of the Vice President (OVP).
The Associate Director, UDO Prospect Management will create and implement a strategic prospect management program by providing data-driven insights, managing portfolios, and optimizing the pipeline to maximize the University Development Office’s fundraising efforts.
Position Description
- Evaluate current processes; develop, implement, and maintain updated and expanded Prospect Management policies and procedures.
- Work closely with the Managing Director of Prospect Management to pioneer a comprehensive prospect management system for the UDO; includes providing prospect management guidance and structure, creating data standardization and integrity best practices, ensuring a system for monitoring prospect and portfolio movement, evaluating and analyzing donor pipelines and stages.
- Create and manage strategic portfolio optimization and prospect management plan integrated into UDO’s fundraising priorities.
- Collaborate with Operations and BI to define and continuously improve processes, procedures and reporting.
- Train staff and colleagues on new procedures and provide periodic refresher training and onboarding support.
- Manage the assignment review process, which includes leads generated and categorizing prospects according to the prospect classification system.
- Analyze prospect population to assist and inform UDO Senior Management Team decisions regarding frontline coverage.
- Provide strategic insight into prospect pipeline and portfolio management, including the portfolio review process and prospect strategy development.
- Identify as the business owner of the development and creation of Qlik reports for prospect management and analytics. Work closely with the BI team to execute the development of these applications.
- Apply expertise in Microsoft Excel functions (and/or other tools) to facilitate data analysis, segmentation and visualization. Synthesize findings and share results through reports, maps, charts, graphs and presentations as needed.
- May manage one or more individuals.
- Perform additional duties as assigned.
Basic Qualifications
- Bachelor’s degree required.
- A minimum of 6 years of experience with prospect research, fundraising, data analysis, or other similar field.
- Must have direct prospect management experience specific to the creation and calibration of portfolios and the management of lead generation, and the requisite knowledge of wealth analysis required for strategic implementation.
Additional Qualifications and Skills
- Expertise with Word, Excel (especially formulas, complex functions and shortcuts), PowerPoint (particularly as it relates to data visualization and presentations), and relational database software programs. Experience with Advance or other fundraising CRM databases required.
- Foster partnership with UDO fundraising teams and leadership in order to understand and meet emerging business needs.
- Ability to work effectively with systems partners including BI and Data Analytics to understand, help conceptualize and deploy database resources to maximize the usefulness of data and data insights.
- Must be comfortable analyzing complex data to answer business questions and able to articulate findings through visually accessible presentations.
- Strong written and verbal communication skills with experience to back up recommendations and strategies undertaken.
- Ability to come to sound conclusions independently, showcasing a rational, logical, and efficient thought process.
- Ability to use extreme discretion when working with highly confidential information required.
- Proficiency at planning, organizing, and setting meaningful objectives, integrating the work of prospect management into overall advancement goals.
Additional Information
- This position requires a 3 month orientation and review period.
- Please include a cover letter with your application.
To learn more about how Harvard supports diversity and inclusion throughout the University please visit the Office for Diversity, Inclusion & Belonging at https://dib.harvard.edu/.
Accommodations: Harvard University welcomes individuals with disabilities to apply for positions and participate in its programs and activities. If you would like to request accommodations or have questions about the physical access provided, please let your recruiter know.
COVID 19 Vaccination Information: The health of our workforce is a priority for Harvard University. With that in mind, we strongly encourage all employees to be up to date on CDC-recommended vaccines.
Work Format Details
This is a hybrid position that is based in Massachusetts. Additional details will be discussed during the interview process. All remote work must be performed within one of the Harvard Registered Payroll States, which currently includes Massachusetts, Connecticut, Maine, New Hampshire, Rhode Island, Vermont, Georgia, Illinois, Maryland, New Jersey, New York, Virginia, Washington, and California (CA for exempt positions only). Certain visa types and funding sources may limit work location. Individuals must meet work location sponsorship requirements prior to employment.
This position is hybrid, but the exact schedule may be subject to change due to any operational adjustments in the department.
Benefits
We invite you to visit Harvard's Total Rewards website (https://hr.harvard.edu/totalrewards) to learn more about our outstanding benefits package, which may include:
- Paid Time Off: 3-4 weeks of accrued vacation time per year (3 weeks for support staff and 4 weeks for administrative/professional staff), 12 accrued sick days per year, 12.5 holidays plus a Winter Recess in December/January, 3 personal days per year (prorated based on date of hire), and up to 12 weeks of paid leave for new parents who are primary care givers.
- Health and Welfare: Comprehensive medical, dental, and vision benefits, disability and life insurance programs, along with voluntary benefits. Most coverage begins as of your start date.
- Work/Life and Wellness: Child and elder/adult care resources including on campus childcare centers, Employee Assistance Program, and wellness programs related to stress management, nutrition, meditation, and more.
- Retirement: University-funded retirement plan with contributions from 5% to 15% of eligible compensation, based on age and earnings with full vesting after 3 years of service.
- Tuition Assistance Program: Competitive program including $40 per class at the Harvard Extension School and reduced tuition through other participating Harvard graduate schools.
- Tuition Reimbursement: Program that provides 75% to 90% reimbursement up to $5,250 per calendar year for eligible courses taken at other accredited institutions.
- Professional Development: Programs and classes at little or no cost, including through the Harvard Center for Workplace Development and LinkedIn Learning.
- Commuting and Transportation: Various commuter options handled through the Parking Office, including discounted parking, half-priced public transportation passes and pre-tax transit passes, biking benefits, and more.
- Harvard Facilities Access, Discounts and Perks: Access to Harvard athletic and fitness facilities, libraries, campus events, credit union, and more, as well as discounts to various types of services (legal, financial, etc.) and cultural and leisure activities throughout metro-Boston.
Job Function
Alumni Affairs and Development, General Administration
Department Office Location
USA - MA - Cambridge
Job Code
361058 Administrative Manager
Work Format
Hybrid (partially on-site, partially remote)
Sub-Unit
------------
Salary Grade
058
Department
Alumni Affairs and Development
Union
00 - Non Union, Exempt or Temporary
Time Status
Full-time
Pre-Employment Screening
Education, Identity
Commitment to Equity, Diversity, Inclusion, and Belonging
Harvard University views equity, diversity, inclusion, and belonging as the pathway to achieving inclusive excellence and fostering a campus culture where everyone can thrive. We strive to create a community that draws upon the widest possible pool of talent to unify excellence and diversity while fully embracing individuals from varied backgrounds, cultures, races, identities, life experiences, perspectives, beliefs, and values.
EEO Statement
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, gender identity, sexual orientation, pregnancy and pregnancy-related conditions, or any other characteristic protected by law.
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