Director of Data and Prospect Management
Brebeuf Jesuit Preparatory School, Prospect, CT, United States
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.
DUTIES/RESPONSIBILITIES 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 documentation for all gifts and serve as liaison for the annual audit, providing gift information and reimbursement grant information for the filing of Form 990.
Generate and distribute weekly, monthly, and custom reports for the Advancement and Business Offices
Fulfill list and report requests for fundraising campaigns, appeals, donor recognition, and events
Onboard and support new fundraising officers and support staff by providing training and guidance on Brebeuf Jesuit products, policies, processes, research tools, and relevant data-management systems
Performs other duties as assigned
QUALIFICATIONS
Successful completion of a full four-year course of study in an accredited college or university leading to a bachelor's degree or higher; OR appropriate combination of education and experience
Two (2) years development, marketing, sales or the equivalent experience is required
Ability to gather information from multiple sources including technical, financial, or research findings identifying relevant patterns, filtering extraneous details, and compiling findings into clear, actionable summaries
Effective written and verbal communication skills, including the ability to summarize and present information clearly for non-technical audiences
Ability to exercise sound judgment when evaluating data quality, relevance, and ethical considerations; strong acuity in handling sensitive and confidential information
Ability to work effectively with fundraising partners and cross-functional teams, ask clarifying questions, and provide guidance grounded in data and shared goals
Knowledge of financial and audit accounting procedures and IRS regulations preferred
WHY BREBEUF JESUIT? At Brebeuf, we believe in the power of community. This role offers the opportunity to shape meaningful experiences, build lifelong connections, and contribute to a mission-driven institution that values inclusion, service, and excellence.
Brebeuf Jesuit is an Equal Opportunity Employer. All qualified applicants, including minorities, women, protected veterans, and individuals with disabilities are encouraged to apply.
If you have any questions concerning the application process, please contact Human Resources at thr@brebeuf.org .
BREBEUF JESUIT MISSION STATEMENT Brebeuf Jesuit, a Catholic and Jesuit school, provides an excellent college preparatory education for a lifetime of service by forming leaders who are intellectually competent, open to growth, loving, religious and committed to promoting justice. Fostering a culture of understanding and dialogue, Brebeuf Jesuit seeks and welcomes students from diverse religious, ethnic and socio-economic backgrounds. Students at Brebeuf Jesuit are called to discover and cultivate the fullness of their God-given talents as a responsibility and as an act of worship.
Brebeuf at a glance Click the link below to download a packet and learn more about employment at Brebeuf Jesuit
#J-18808-Ljbffr
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.
DUTIES/RESPONSIBILITIES 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 documentation for all gifts and serve as liaison for the annual audit, providing gift information and reimbursement grant information for the filing of Form 990.
Generate and distribute weekly, monthly, and custom reports for the Advancement and Business Offices
Fulfill list and report requests for fundraising campaigns, appeals, donor recognition, and events
Onboard and support new fundraising officers and support staff by providing training and guidance on Brebeuf Jesuit products, policies, processes, research tools, and relevant data-management systems
Performs other duties as assigned
QUALIFICATIONS
Successful completion of a full four-year course of study in an accredited college or university leading to a bachelor's degree or higher; OR appropriate combination of education and experience
Two (2) years development, marketing, sales or the equivalent experience is required
Ability to gather information from multiple sources including technical, financial, or research findings identifying relevant patterns, filtering extraneous details, and compiling findings into clear, actionable summaries
Effective written and verbal communication skills, including the ability to summarize and present information clearly for non-technical audiences
Ability to exercise sound judgment when evaluating data quality, relevance, and ethical considerations; strong acuity in handling sensitive and confidential information
Ability to work effectively with fundraising partners and cross-functional teams, ask clarifying questions, and provide guidance grounded in data and shared goals
Knowledge of financial and audit accounting procedures and IRS regulations preferred
WHY BREBEUF JESUIT? At Brebeuf, we believe in the power of community. This role offers the opportunity to shape meaningful experiences, build lifelong connections, and contribute to a mission-driven institution that values inclusion, service, and excellence.
Brebeuf Jesuit is an Equal Opportunity Employer. All qualified applicants, including minorities, women, protected veterans, and individuals with disabilities are encouraged to apply.
If you have any questions concerning the application process, please contact Human Resources at thr@brebeuf.org .
BREBEUF JESUIT MISSION STATEMENT Brebeuf Jesuit, a Catholic and Jesuit school, provides an excellent college preparatory education for a lifetime of service by forming leaders who are intellectually competent, open to growth, loving, religious and committed to promoting justice. Fostering a culture of understanding and dialogue, Brebeuf Jesuit seeks and welcomes students from diverse religious, ethnic and socio-economic backgrounds. Students at Brebeuf Jesuit are called to discover and cultivate the fullness of their God-given talents as a responsibility and as an act of worship.
Brebeuf at a glance Click the link below to download a packet and learn more about employment at Brebeuf Jesuit
#J-18808-Ljbffr