Associate Director of Prospect Management, National Audubon Society (NY)
Overview
Now in its second century, Audubon is dedicated
to protecting birds and other wildlife and the habitat that supports
them. Audubon’s mission is engaging people in bird conservation on a
hemispheric scale through science, policy, education and on-the-ground
conservation action. By mobilizing and aligning its network of
Chapters, Centers, State and Important Bird Area programs in the four
major migratory flyways in the Americas, the organization will bring the
full power of Audubon to bear on protecting common and threatened bird
species and the critical habitat they need to survive. And as part of
BirdLife International, Audubon will join people in over 100 in-country
organizations all working to protect a network of Important Bird Areas
around the world, leveraging the impact of actions they take at a local
level. What defines Audubon’s unique value is a powerful grassroots
network of nearly 500 local chapters, 23 state offices, 41 Audubon
Centers, Important Bird Area Programs in 50 states, and 700 staff across
the country. Audubon is a federal contractor and an Equal Opportunity
Employer (EOE).
Position Summary
The
Associate Director of Prospect Management works closely with
Development Department administration to provide leadership on the
management of major donor prospects and donors. S/he will provide a
strategic vision for Audubon’s fundraising efforts by coordinating,
implementing and managing a prospect management program to support the
efficient movement of prospects through the engagement cycle.
Essential Functions
Leadership
- Lead the execution and management of Audubon’s prospect management program, including best practices for donor management services such as moves management, portfolio and pipeline analysis, and fundraising performance assessment.
- Oversee and report on prospect allocation and portfolio development, portfolio management, portfolio analysis and review, pipeline management, and other prospect management processes.
- Deliver prospect management training sessions and ensure compliance with prospect management policies and procedures while maintaining the integrity of the prospect management system.
- Establish benchmarks and goals for the prospect management cycle, providing a structure for regular portfolio review meetings and clear reporting/dashboards for frontline fundraisers and leadership in collaboration with the Chief Development Officer and Director of Development Services.
- Participate in ongoing professional development activities as relevant, to maintain and enhance skills and abilities and stay abreast of current trends and techniques.
Prospect Management
- Support fundraiser use of prospect management aspects of the database with regular data auditing. Be involved in planning and outreach to frontline fundraisers in support of the efficient movement of prospects through the development engagement cycle.
- Collaborate with the Director of Prospect Development to establish a plan for identifying, allocating and tracking new prospects.
- Collaborate with the Chief Development Officer and Department leadership on the regular review of existing portfolios, as well as the development of new prospects.
- Monitor the prospect tracking and moves management systems.
Data Integrity and Analysis
- Collaborate with the Director of Development Services and the IT department to make recommendations for database modifications needed to support effective and accurate reporting and analysis.
- Compose analytical reports and presentations that synthesize material effectively and support the efficient movement of prospects through the development engagement cycle.
- Ensure the capture of all necessary data in the system as outlined in the prospect management guidelines, including contact reports, engagement plans and qualification status.
- Proactively initiate projects designed to discover and analyze new and emerging prospect segments.
Qualifications and Experience
- Bachelor’s degree required, Master’s Degree preferred, and a minimum of five years of prospect management or related experience in data analytics, mining and reporting, preferably in a complex fundraising organization.
- Demonstrated knowledge of prospect management principles, practices and the tools of the trade.
- Experience implementing and maintaining a prospect management program, including reporting, evaluating, analyzing and presenting data insights.
- The ability to interact effectively with both authority and diplomacy, and elicit cooperation from colleagues.
- Client-focused, service-oriented, collaborative, creative, resourceful, ethical, flexible and good natured, with solid interpersonal, communication, and negotiating skills.
- Demonstrated project management and organizational skills, with exceptional attention to detail and the ability to be timely, thorough, accurate and detail-oriented, while managing and prioritizing multiple projects.
- Exceptional computer and technology skills that include Microsoft Office, reporting programs and fundraising databases; experience with Salesforce a plus.
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