Director of Data and Prospect Management

Job Opening:
Director of Data and Prospect Management

The Director of Data and Prospect Management partners with frontline fundraisers to build and maintain Brebeuf Jesuit’s pool of current and potential donors while serving as the departmental leader for Advancement data operations and financial data integrity.

This role combines strategic prospect research and portfolio management with operational oversight of data infrastructure, gift administration workflows, reporting systems, and audit compliance. The Director manages relationships with fundraising and engagement teams across Alumni Relations, Development, Capital Campaign, and the President’s Office, ensuring that prospect strategy and revenue operations are
aligned, accurate, and data-informed.

The Director serves as a strategic advisor, systems leader, and compliance steward, ensuring the integrity, usability, and ethical handling of Advancement data.

Note:

The following list of responsibilities is not exhaustive. Others may be assigned, subject to reasonable accommodations.

• Conducts proactive and reactive prospect research by gathering, analyzing, and synthesizing financial, biographical, philanthropic, and relational information-using tools such as wealth screenings, research databases, data-mining platforms, news and financial feeds, and relationship-mapping resources-to assess capacity, affinity, engagement potential, compliance, and reputational risk
• Partner with assigned fundraising teams to manage and optimize their portfolios-leading portfolio reviews and strategy meetings, advising on prospect lifecycle, portfolio strength, metrics, and identifying opportunities and gaps while ensuring consistent and ethical data handling
• Contribute to data-quality and data-analysis projects that strengthen the overall integrity of prospect data and provide summaries and trends to support forecasting, pipeline assessment, and strategic decision-making. Develop, document, and maintain database procedures, business rules, and workflow standards to ensure continuity, institutional knowledge, and audit readiness
• Serve as departmental lead for Advancement data operations within Blackbaud Raiser’s Edge, ensuring data integrity, consistent coding standards, and adherence to established policies and financial controls
• Produce clear, accurate research deliverables-including profiles, capacity estimates, and analytical summaries-to support prospect identification, qualification, and strategic fundraising decisions
• Contribute to the refinement of prospect management policies, business processes, and overall approaches to prospect development
• Oversee gift processing workflows in collaboration with the Advancement Support Specialist, ensuring timely and accurate entry, acknowledgment, and documentation of all gifts, pledges, stock gifts, matching gifts, gift-in-kind contributions, and restricted funds
• Lead annual database maintenance initiatives, fiscal-year transitions, and year-end rollover processes to ensure historical accuracy and reporting continuity
• Collaborate with colleagues across all departments
  -including development and business office to support shared goals and improve prospect development practices and gift recordings
• Oversee fund transfers and reconciliations, supporting accurate financial reporting, audit preparation, and annual endowment reporting in collaboration with the Business and Development Offices; manage all fund transfers and fund reconciliations to ensure consistent fund balances between Advancement and Business Office databases; assist Business Office with all reports and gift data needed for the annual audit; assist Director of Development and Business Office on accurate endowment fund reporting on an annual basis
• Supervise and provide training, guidance, and performance management for the Advancement Support Specialist, ensuring adherence to established gift processing timelines, donor acknowledgment standards, and financial controls
• Serves as key compliance officer monitoring gift administration policies and procedures for adherence to new guidelines given by IRS and/or auditors; ensures proper restriction…