Dunwoody College of Technology | Minneapolis, MN
Salary Range: $60,000 - $65,000
Vision
Dunwoody College of Technology seeks to emerge as a first-choice, nationally-recognized leader in technical education, providing a full college experience rooted in innovative education.
Mission
Dunwoody changes lives by building opportunities for graduates to have successful careers, to develop into leaders and entrepreneurs, and to engage in “the better performance of life’s duties.”
Quote is from the Last Will and Testament of William Hood Dunwoody.
POSITION OVERVIEW
Reporting to the Sr. Director of Corporations, Foundations, and Prospect Management, the Portfolio & Pipeline Coordinator is a pivotal position within Dunwoody that bridges the gap between data-driven tactics and frontline fundraising efforts. This dynamic role is essential for maximizing donor engagement and enhancing the effectiveness of our fundraising initiatives. As a Portfolio & Pipeline Coordinator, you will be responsible for managing and evaluating potential donors, ensuring that our development team has the insights and tools needed to cultivate meaningful relationships and secure vital contributions. Your analytical skills and ability to synthesize complex data into actionable insights will be instrumental in driving our mission forward. This position requires a balance of independent initiative and team-oriented collaboration.
POSITION RESPONSIBILITIES/FUNCTIONS
PORTFOLIO COORDINATION
- Assist in creating and maintaining fundraisers’ portfolios with the most appropriate donor prospects via assignment of new major gift prospects and prioritization of existing major gift prospects already in portfolio using best practices and operating procedures
- Conduct monthly collaborative portfolio review meetings with individual fundraiser partners using key reporting metrics and fundraiser partners’ knowledge of individual prospects
- Perform regular portfolio goals evaluation with individual fundraiser partners based on college strategic goals in collaboration with other Prospect Management and Advancement leadership staff
- Support development officers in the complete documentation of their strategies activities in the system of record. Ensure key data points are updated and accurate as proposals and plans evolve.
- Work with Prospect Management staff to develop on-demand pipeline and portfolio reporting and take ownership of maintaining and enhancing those reports
PIPELINE DEVELOPMENT
- Identifies, evaluates, and prioritizes potential donors using qualified lists of suspects
- Perform regular analysis and review of suspect, reassignment, and Not A Major Gift Prospect Now pools
- Collaborate with Annual Giving and Gift Officer to review gift deposits for new donors, recurring gifts, increased gifts for gift officer follow-up; perform quick research
- Work closely with Gift Officers and other Institutional Advancement Staff to design, implement and assist in management of activities to identify new major gift prospects. Examples include board tours, regional travel and events, and referrals from Dunwoody constituents.
- Work with Advancement Operations to record and place new prospects where appropriate in the pipeline
PROSPECT RESEARCH
- Perform quick research for phone #s, emails, addresses, and other general data updates
- Apply basic tools and techniques for analysis, generating data insights, and presentation.
- Assist the Prospect Analyst Manager as needed by:
- Identifying and researching prospects, for wealth, assets, other philanthropy, and interests; conducting basic research for linkages, connections, and relationships; providing basic synthesized research and sharing it in prospect records, or through a briefing or other deliverable.
- Validating wealth screenings and identifying prospects to add to prospect pipeline
OTHER DEPARTMENTAL ACTIVITIES
- Develops, maintains, and expands upon prospect management expertise with continuing education and professional development
- Performs other duties as assigned by manager or VP of Institutional Advancement
- Assist at IA-organized events as needed
CORE COMPETENCIES
Strategic Skills: Has the functional and technical knowledge and skills to do the job at a high level. Makes good decisions. Provides sound advice and problem solutions. Provides honest and in-depth analysis on problems and issues.
Personal/Interpersonal Skills: Relates well to all kinds of people. Builds constructive and effective relationships. Is dedicated to meeting the expectations and requirements of internal and external customers. Supports equal and fair treatment and opportunity for all. Adheres to Dunwoody’s core values. Is widely trusted - Keeps confidences and admits mistakes. Practices attentive and active listening. Is personally committed to and actively works to continuously improve him/herself.
Operating Skills: Makes decisions in a timely manner. Accepts responsibility for tasks and meets objectives and measures. Documents process, progress, and results. Is committed to continuous improvement. Works toward the most efficient and effective work processes.
Courage: Has difficult conversations, as necessary. Faces up to people problems on any person or situations quickly and directly.
Energy and Drive: Is action oriented and full of energy for challenging tasks/issues. Is constantly and consistently one of the top performers. Steadfastly pushes self and others for results.
Organizational Positioning Skills: Can maneuver through complex situations effectively and quietly. Is sensitive to how people and organizations function. Anticipates where the land mines are and plans his/her approach accordingly.
QUALIFICATIONS
REQUIRED QUALIFICATIONS:
- Minimum of 2 years of experience in fundraising or nonprofits, with demonstrated understanding of philanthropy and the donor cultivation process
- Basic understanding of current research technologies and information search techniques, including online library sources, pay-subscription sources, public records, and Internet search.
- Ability to work with relational databases (Raiser's Edge preferred), Microsoft Office, and electronic screening tools.
- Skilled in verbal and written communication; time management; customer service skills.
PREFERRED QUALIFICATIONS
- An appreciation of the culture of technical higher education
- Experience in a customer service/client-facing position or other roles involving relationship management
- Experience with analytics or business intelligence tools, such as advanced use of MS Excel (Pivot Tables, VLOOKUP, VBA) Tableau and Microsoft Power BI for data visualization and dashboard creation, Google Analytics for website behavior, or programming languages like Python, R, and SQL for advanced analysis
Apply online at https://dunwoody.wd108.myworkdayjobs.com/en-US/External/job/Portfolio-and-Pipeline-Coordinator_JR1000002