Title: Prospect Management & Research Coordinator (Development)
Title: Prospect Management & Research Coordinator (Development)
Location: Midtown
Org Unit: Prospect Research
Work Days: Monday-Friday
Exemption Status: Exempt
Salary Range: $68,400.00 - $75,500.00
*As required under NYC Human Rights Law Int 1208-2018 - Salary range for this role when Hired for NYC Offices
Position Summary
Works closely with Campaign and Operations colleagues to enhance the productivity and effectiveness of their major gift’s frontline fundraising operation. This role is responsible for locating, assessing, interpreting, disseminating, and directing information about major gift donor prospects and other VIPs, friends, and alumni in the service of institutional advancement and securing private philanthropy for Weill Cornell Medicine. This role also helps analyze donor trends and provides business intelligence to frontline fundraiser to help maximize their prospect portfolios.
Job Responsibilities
- Analyzes patterns of giving and characteristics of current donor pool including demographic data; employment information; levels of involvement; giving history amount, frequency, level vs. expectation, etc.
- Creates and regularly disseminates resources to keep leadership and colleagues apprised of institutional, donor prospect, and medical news with relevance to fundraising.
- Develops and adheres to ethics and confidentiality policies so that researchers are in compliance with industry standards, federal regulations (e.g. HIPAA), institutional guidelines, and department policies.
- Educates frontline fundraising personnel about role of advancement research, builds partnership with gift officers to grow institutional memory, and promotes professional status of advancement research.
- Trains and orients new gift officers about prospect research through formal and informal approaches.
- Enters and updates biographical information in donor database. Assists in data verification and quality control. Maintains comprehensive files on donors, prospects, subjects/medical departments, fundraising projects, and campaign initiatives.
- Makes recommendations on prospect's gift capacity and likelihood ratings; assists solicitors in formulating "ask" amount and strategy.
- Assists in maintaining data integrity via prospect management workspaces. Helps with portfolio management; ensures assigned gift officers’ portfolios are balanced and supported with optimal prospect pool. Manages gift officers requests.
- Assists in managing reporting, data validation, and remediation strategies in connection with gift officer metrics; maintains data hygiene best practices, prospect identification, portfolio penetration, proposal conversion rates, and solicited revenue.
- Produces specialized research targeted to prospect portfolios and develops solicitations strategies. Identifies funding projects and recommends solicitors.
- Researches high net worth individuals, donor prospects, alumni, board candidates, private companies, and public corporations. Assesses their philanthropic interests, giving capacity, propensity, and readiness.
- Uses print, electronic, and Internet-based methods to pursue research, and collect facts; filters through the lens of fundraising. Identifies and evaluates new research tools to remain continually up-to-date with products and services.
Knowledge, Skills and Abilities
- Ability to think critically, assess, and synthesize information.
- Strong writing skills and attention to detail.
- Demonstrated ability to multitask, handle multiple deadlines and feel comfortable with seeking feedback on work. Ability to learn from feedback and continue to develop based on job responsibilities.
- Intellectual curiosity and resourcefulness in pursuing knowledge; ability to seek out further data when initial results may seem limited.
- Demonstrated problem solving and analytical skills, coupled with the ability to identify issues and seek out solutions, coupled with the ability to identify issues, seek out solutions and feel comfortable in expressing their own solutions when possible.
- Expertise required with donor research methodology and practice, including wealth indicators, moves management, prospect management and data analysis.
- Proven ability to responsibly handle confidential and sensitive information and abide by ethics standards and privacy policies.
- Demonstrated ability to independently coordinate production of projects accurately and on deadline.
- Knowledge of general principles of major gifts fundraising.
- Proven ability to work collegially and collaboratively and to work effectively under deadline.
- Strong Microsoft Office Suite skills.
Education
- High school diploma or GED
Experience
Minimum of two plus years of relevant experience.
Experience with advancement research or working in a development office.
Proficiency with fundraising databases, such as Blackbaud, Sales Force, Advance, etc., and with a broad range of research tools.
Demonstrated ability to develop and manage long-term, trusting, and collaborative, relationships with internal and external stakeholders in an environment where a relationship is crucial to on-going success, is preferred.
Licenses and Certifications
Working Conditions/Physical Demands
Must be comfortable working in an open-space workplace setting.
Weill Cornell Medicine is a comprehensive academic medical center that is committed to excellence in patient care, scientific discovery, and the education of future physicians and scientists in New York City and around the world. Our doctors and scientists - faculty from Weill Cornell Medical College, Weill Cornell Graduate School of Medical Sciences, and the Weill Cornell Physician Organization - are engaged in world-class clinical care and cutting-edge research that connect patients to the latest treatment innovations and prevention strategies. Located in the heart of the Upper East Side's scientific corridor, Weill Cornell Medicine's powerful network of collaborators extends to its parent university Cornell University; to Qatar, where an international campus offers a U.S. medical degree; and to programs in Tanzania, Haiti, Brazil, Austria and Turkey. Our medical practices serve communities throughout New York City, and our faculty provide comprehensive care at NewYork-Presbyterian Hospital/Weill Cornell Medical Center, NewYork-Presbyterian/Lower Manhattan Hospital, NewYork-Presbyterian Hospital/Brooklyn Methodist Hospital, NewYork-Presbyterian Hospital/Westchester Behavioral Health Center, and NewYork-Presbyterian/Queens. At Weill Cornell Medicine, we work together to treat each individual, not just their conditions or illnesses, as we strive to deliver the finest possible care for our patients - the center of everything we do. Weill Cornell Medicine is an Equal Employment Opportunity Employer. Weill Cornell Medicine provides equal employment opportunities to all qualified applicants without regard to race, sex, sexual orientation, gender identity, national origin, color, age, religion, protected veteran or disability status, or genetic information.
Nearest Major Market: Manhattan
Nearest Secondary Market: New York City