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About the Role

The Senior Development Research and Management Analyst plays a key role in the planning and implementation of the university’s major gifts program and campaign(s) by providing information and analysis on various potential funding sources. This role serves as a strategic partner with fundraisers, facilitating prospect strategy development, engagement, solicitation, and tracking of prospective and current donors. The position requires superior analytical skills, excellent communication and reporting abilities, and the capacity to prioritize work and manage multiple deadlines.

Responsibilities

Assists in developing cultivation, solicitation and overall fundraising strategies.
Assists in building, evaluating, maintaining and rating a qualified pool of prospects for campaigns, major gifts, planned gifts, and annual gifts.
Partners with assigned fundraisers to manage their prospect portfolios through regular interactions.
Analyzes data and researches prospect information to create appropriate new prospect portfolios.
Maintains an active pipeline of future prospects for assigned development officers to maximize fundraising and campaign success.
Manages active qualification assignments and pipeline for assigned development officers.
Identifies and qualifies potential donors from local, national and international sources.
Conducts targeted research on prospects and current donors using internal and external data sources to refine cultivation and solicitation strategies.
Oversees the updating of statuses and information in the portfolios of assigned development officers.
Evaluates inactive prospects, follows-up with development officers, re-assigns prospects and updates information.
Ensures integrity of prospect data maintained in Raiser's Edge.
Monitors accuracy and completeness of data entered and follows up with development officers as necessary.
Manages, records and reports on a wide range of demographic, financial, activity and descriptive information using the campus donor database.
Interprets and synthesizes large amounts of information into coherent, understandable, and accurate presentations.
Writes, edits, and provides prospect and event briefings based on research to development officers and other stakeholders.
Provides insight and analysis of results or activities and makes recommendations for improvements or new approaches.
Learns new systems and technology including data sources and has expanded capacity to conduct prospect screenings.
Provides portfolio, proposal and metrics reports for meetings with development officers and senior leadership.
Coordinates closely with database staff to ensure prompt and accurate data-entry in the prospect management and tracking module.
Assists with the creation of new reports and procedures.
Analyzes and implements the results of wealth screening and ratings, including organizing prospect assignments.
Utilizes advanced data segmentation analysis to interpret and prioritize results.
Organizes periodic prospect screening which may include efforts with volunteers or Foundation board members.
Identifies and prepares profiles on potential volunteers to serve in key leadership positions.
Other projects may include interest code development, targeting foundation and corporate prospects, evaluating and expanding use of data in the database.
Identified as “power user” and tests, evaluates and makes recommendations for new data systems.
Provides basic training for effective use of donor database and compliance with university policies and procedures.
Provides additional training on information tools, processes, and sources.
Leads training, assigning work and monitoring and performance of student assistants.
Assists and participates in short- and long-range strategic planning and in the developing/revising department policies and procedures.
Identifies, shares, and incorporates best practices and new resources used in prospect research.
Participates in department, unit, professional development and other meetings as appropriate.
Other duties as assigned.

Requirements

Advanced knowledge and understanding of advancement, development, fundraising, and/or donor engagement practices and policies.
Demonstrated competence in applying advanced judgment to resolve difficult and complex problems and issues.
Thorough knowledge and skill in applying and interpreting applicable regulations, standards, and guidelines.
Ability to make recommendations for changes based on interpretations and principles of professional practices.
Advanced analytical and organizational skills to prioritize and execute the fulfillment of advancement campaigns and to successfully manage projects within time and budget constraints.
Advanced communications and interpersonal skills, including political acumen, to build partnerships and communicate effectively with multiple stakeholders in a diverse environment.
Ability to effectively present ideas and training as well as successfully engage with prospective donors.
Advanced skill in effectively mentoring and/or overseeing the work of others and training staff on advancement practices and procedures.
Equivalent to a bachelor’s degree in a related field and four years of relevant experience.
Additional experience which demonstrates acquired and successfully applied knowledge and abilities shown above may be substituted for the required education on a year-for-year basis.
An advanced degree in a related field may be substituted for the required experience on a year-for-year basis.
Successful completion of a background check.
Must be able to provide proof of US Citizenship or authorization to work in the United States, within three business days from their date of hire.

Skills

Raiser’s Edge NXT (RE)
Live Alumni
LexisNexis
iWave
Tableu
Advance
ResearchPoint
Foundation Directory Online
Excel
PowerPoint

Location

San Francisco, CA

Work Type

Full Time
On-Campus

Experience Level

Senior
4+ years of relevant experience
5+ years of experience in development/fundraising programs
Minimum of four years of related research experience

Education Level

Bachelor's degree in a related field
Advanced degree in a related field

Salary/Compensations

$69,564.00 - $79,896.00 Annually

Benefits

Medical
Dental
Vision
Pension
401k
Healthcare Savings Account
Life Insurance
Disability Insurance
Vacation and Sick Leave
State Holidays
Fee Waiver program

About the Company

San Francisco State University is a 100% Smoke/Vapor-Free Campus.
The university is committed to providing a comprehensive program that rewards efforts that are appreciated by colleagues, students and the customers served.
CSU prohibits hiring employees to perform CSU-related work outside of California with very limited exception.
All work is expected to be performed in the state of California, and this position is assigned to on-campus operations.

Equal Opportunity

San Francisco State is an Equal Opportunity Employer and does not discriminate against persons on the basis of race, religion, color, ancestry, age, disability, genetic information, gender, gender identity, gender expression, marital status, medical condition, National origin, sex, sexual orientation, covered veteran status, or any other protected status.
Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose by contacting the Senior Human Resources Manager.
Applicants may visit titleix.sfsu.edu for more information on SF State's policy prohibiting discrimination, and how to file an online report using the procedures under Executive Order 1096 Revised.
Inquiries can be directed to the campus Title IX Coordinator and Discrimination, Harassment, and Retaliation Administrator by calling (415) 338-2032 or emailing vpsaem@sfsu.edu.