RevOps Coordinator
Scribe
Senior Associate Director, Portfolio Management – Advancement and Alumni Engagement
Emory University
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- Assists in in developing and executing overall strategy, design, training, portfolio management guidelines, and policies that increase the effectiveness of major gift fundraising objectives.
- Serves as team liaison for a defined group of development officers to ensure the execution of consistent portfolio reviews and that portfolios are filled according to portfolio management guidelines with the most promising prospects, balanced by fundraising stage, capacity, inclination, and other indicators.
- Leads strategic conversations with quantitative and qualitative analysis of prospect portfolios.
- Executes research-driven portfolio management and lead assignment programs to help guide the identification and assignment of prospective major gift donors.
- Assists in developing the framework for portfolio review meetings, including overall purpose, strategy, data needs, and reporting materials.
- Collaborates with development officers, fundraising leadership, and other internal clients to understand portfolio needs, and implements innovative solutions to address moves management and fundraising strategies.
- Partners with Prospect Development and Stewardship staff and utilizes knowledge of portfolio management practices to provide regular portfolio updates and ad-hoc reporting.
- Provides guidance related to best practices for portfolio management, serving as a resource to fundraising staff and answering questions regarding prospect tracking and portfolio analysis.
- Synthesizes and analyzes prospect data, conducts and reviews audits, and monitors data integrity for the purpose of improving the quality of the prospect-specific data.
- Performs related duties as assigned.
- ADDITIONAL JOB DETAILS: This position requires coming in person two days a week.
Requirements
- A bachelor's degree and four years of experience in fundraising, coordinating a prospect management system, directing activities toward prospect identification, database coordination, system design and/or report design and production OR an equivalent combination of experience, education and training.
- Successful candidates will possess strong interpersonal and problem-solving skills with attentionto detail, the ability to work with ambiguity, and navigate a complex work environment.
- Strong organizational, written, and verbal communication skills and possess the ability to managemultiple projects simultaneously.
- Experience working with various technologies, including knowledge and experience with projectmanagement software, data analysis tools, and CRM systems.
- Experience working independently as well as collaboratively to achieve goals, with a commitmentto delivering exceptional customer service.
- Possess a high level of professionalism and commitment to confidentiality with sound judgmentand discretion.
- Prior experience in advancement, fundraising, alumni engagement, non-profit, or a universitysetting.
- Flexibility to accommodate changing priorities and deadlines.
- NOTE: This role will be granted the opportunity to work from home regularly but must be able to commute to Emory University on a flexible weekly schedule based upon business needs.
- This role requires residency in the state of GA. Emory reserves the right to change remote work status with notice to employee.
