Assistant Director of Research, Prospect Management, and Data Analytics - Penn Engineering Development

University Overview

The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. This historic, Ivy League school consistently ranks among the top 10 universities in the annual U.S. News & World Report survey. Penn has 12 highly-regarded schools that provide opportunities for undergraduate, graduate and continuing education, all influenced by Penn’s distinctive interdisciplinary approach to scholarship and learning. As an employer Penn has been ranked nationally on many occasions with the most recent award from Forbes who named Penn one of America’s Best Large Employers in 2023.

Penn offers a unique working environment within the city of Philadelphia. The University is situated on a beautiful urban campus, with easy access to a range of educational, cultural, and recreational activities. With its historical significance and landmarks, lively cultural offerings, and wide variety of atmospheres, Philadelphia is the perfect place to call home for work and play.

The University offers a competitive benefits package that includes excellent healthcare and tuition benefits for employees and their families, generous retirement benefits, a wide variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more.

Posted Job Title

Assistant Director of Research, Prospect Management, and Data Analytics - Penn Engineering Development

Job Profile Title

Manager B, Development, Services

Job Description Summary

Penn Engineering’s world-acclaimed faculty, state-of-the-art research laboratories and highly interdisciplinary curricula offer an experience that is unparalleled. Innovation and technology drive every program and transform the fundamentals of what future engineers are learning. http://www.seas.upenn.edu/

Reporting to the Vice Dean of Penn Engineering Development and in collaboration with Penn Engineering development staff, the Assistant Director for Research, Prospect Management, and Data Analytics will be responsible for research and prospect management to help the office achieve its fundraising and engagement goals. The position will support creating portfolios and maximizing relationship management through prospect development. The Assistant Director will also help with designing and developing interactive information dashboards for the team.

The Assistant Director for Research, Prospect Management, and Data Analytics will provide research and prospect management processes to help build and maintain a sustainable and broad-based principal and major gifts pipeline for fundraisers at Penn Engineering. This position will also use statistical analysis, data modeling tools and techniques to proactively look for opportunities to innovate and positively impact philanthropic and engagement activities.

Job Description

Job Responsibilities

Research and Prospect Management

• Collaborate with fundraisers and other internal partners to research, develop, and maintain prospect pools.

• Proactively identify prospects and research prospects identified by fundraisers.

• Develop prospect lists based on specific fund-raising and campaign initiatives by using dashboard tools.

• Use information provided by the available prospect management dashboards to provide the Vice Dean and Senior Director with information on outreach and development activities across the department, to inform portfolio strategy and support portfolio health.

• Coordinate with research/prospect management colleagues to ensure adherence to prospect management guidelines and to record and track information accurately in the database.

• Help prioritize portfolios, assist with challenging cases, assess prospect viability, and identify key information needed to move each prospect forward.

• Participate in strategy meetings to share information and to determine what research is needed to move prospects through the stages of identification, qualification, cultivation, solicitation, and stewardship.

• Take the lead on new projects and initiatives.

Data Analytics

• Leverage analytics to support the goals of Penn Engineering Development and Alumni Relations giving programs – ranging from strategy development to the application of predictive models and metrics to increase fundraising, participation, and engagement.

• Work with Penn Engineering development staff to understand their information and business needs and develop innovative and effective data analysis solutions.

• Use database query, export, and reporting tools to extract, manipulate, analyze, visualize and report data, trends and patterns. Use data and analytics to assess existing programs and segments and make recommendations for improvement.

• Provide thoughts and ideas to help create specific donor cultivation, solicitation, and stewardship strategies that are informed by data and industry best practices.

• Create visually appealing and easy-to-read reports that drive strategy within the division and inform leadership and partners of results.

• Work closely with the Compass (Salesforce NPSP), APA/Reports, Records and Gifts Accounting and Administration staff to ensure accuracy in the data.

Qualifications:

Bachelor's Degree and 3-5 years of experience in fundraising, marketing, public relations or related field or an equivalent combination of education and experience. Experience in higher education preferred. Must be detail-oriented, highly motivated, and able to multi-task with changing priorities and meet task deadlines. Must possess the ability to work effectively and positively in a team environment, with a mix of colleagues and members of the broader Penn community. Must have excellent organizational skills and be able to handle multiple priorities with ease in a fast-paced environment. Demonstrated flexibility as tasks and priorities may change based on weekly and monthly tracking meetings as well as last-minute requests. Ability to quickly provide progress reports in order to contribute to data-driven decision making. Display enthusiasm to take the lead on new projects and initiatives; some that may fall outside the scope of the job description. Ideally understands fundraising principles, demonstrates creativity and innovation, and desires to meet deadlines in a timely manner.

Proficiency and demonstrated expert usage of Microsoft Office Suite including: MS WORD, EXCEL, Access; SQL, and data visualization tools such as Qlikview and Tableau. Useful additional technologies include R, and Salesforce. Database and technology knowledge with the ability to learn quickly and then implement learnings to increase efficiency and effectiveness.

Must be willing to work some evenings and weekends to staff university and departmental events.

Job Location - City, State

Philadelphia, Pennsylvania

Department / School

School of Engineering and Applied Science

Pay Range

$64,500.00 - $80,000.00 Annual Rate

Salary offers are made based on the candidate’s qualifications, experience, skills, and education as they directly relate to the requirements of the position, and in alignment with salary ranges based on external market data for the job’s level. Internal organization and peer data at Penn are also considered.

Equal Opportunity Statement 

The University of Pennsylvania is an equal opportunity employer. Candidates are considered for employment without regard to race, color, sex, sexual orientation, religion, creed, national origin (including shared ancestry or ethnic characteristics), citizenship status, age, disability, veteran status or any class protected under applicable federal, state or local law.

Special Requirements 
Background checks may be required after a conditional job offer is made. Consideration of the background check will be tailored to the requirements of the job.

University Benefits

• Health, Life, and Flexible Spending Accounts: Penn offers comprehensive medical, prescription, behavioral health, dental, vision, and life insurance benefits to protect you and your family’s health and welfare. You can also use flexible spending accounts to pay for eligible health care and dependent care expenses with pre-tax dollars.

• Tuition: Take advantage of Penn's exceptional tuition benefits. You, your spouse, and your dependent children can get tuition assistance here at Penn. Your dependent children are also eligible for tuition assistance at other institutions.

• Retirement: Penn offers generous retirement plans to help you save for your future. Penn’s Basic, Matching, and Supplemental retirement plans allow you to save for retirement on a pre-tax or Roth basis. Choose from a wide variety of investment options through TIAA and Vanguard.

• Time Away from Work: Penn provides you with a substantial amount of time away from work during the course of the year. This allows you to relax, take vacations, attend to personal affairs, recover from illness or injury, spend time with family—whatever your personal needs may be.

• Long-Term Care Insurance: In partnership with Genworth Financial, Penn offers faculty and staff (and your eligible family members) long-term care insurance to help you cover some of the costs of long-term care services received at home, in the community or in a nursing facility. If you apply when you’re newly hired, you won’t have to provide proof of good health or be subject to underwriting requirements. Eligible family members must always provide proof of good health and are subject to underwriting.

• Wellness and Work-life Resources: Penn is committed to supporting our faculty and staff as they balance the competing demands of work and personal life. That’s why we offer a wide variety of programs and resources to help you care for your health, your family, and your work-life balance.

• Professional and Personal Development: Penn provides an array of resources to help you advance yourself personally and professionally.

• University Resources: As a member of the Penn community, you have access to a wide range of University resources as well as cultural and recreational activities. Take advantage of the University’s libraries and athletic facilities, or visit our arboretum and art galleries. There’s always something going on at Penn, whether it’s a new exhibit at the Penn Museum, the latest music or theater presentation at the Annenberg Center, or the Penn Relays at Franklin Field to name just a few examples. As a member of the Penn community, you’re right in the middle of the excitement—and you and your family can enjoy many of these activities for free.

• Discounts and Special Services: From arts and entertainment to transportation and mortgages, you'll find great deals for University faculty and staff. Not only do Penn arts and cultural centers and museums offer free and discounted admission and memberships to faculty and staff. You can also enjoy substantial savings on other goods and services such as new cars from Ford and General Motors, cellular phone service plans, movie tickets, and admission to theme parks.

• Flexible Work Hours: Flexible work options offer creative approaches for completing work while promoting balance between work and personal commitments. These approaches involve use of non-traditional work hours, locations, and/or job structures.

• Penn Home Ownership Services: Penn offers a forgivable loan for eligible employees interested in buying a home or currently residing in West Philadelphia, which can be used for closing costs or home improvements.

• Adoption Assistance: Penn will reimburse eligible employees on qualified expenses in connection with the legal adoption of an eligible child, such as travel or court fees, for up to two adoptions in your household.

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To learn more, please visit: https://www.hr.upenn.edu/PennHR/benefits-pay