Prospect Research and Data Coordinator

Employer: Bay Path University
Location: Longmeadow, MA

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Employment Type: Full Time
Institution Type: Four-Year Institution

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JOB SUMMARY:
Are you passionate about data analytics, prospect research, and making a meaningful impact in higher education fundraising? Bay Path University is looking for a curious, detail-oriented professional to join our Advancement Services team as a Prospect Research and Data Analyst.
This is an exciting opportunity to apply your skills at the intersection of two high-demand fields: prospect research and advancement data analytics. You will play a meaningful role in helping Bay Path identify and cultivate relationships with donors who share our commitment to transforming lives through education.
Reporting to the Director of Advancement Services, you will conduct prospect and pipeline research, uncovering donor capacity and interests, building profiles that guide fundraiser outreach, and tracking how prospects move through the fundraising pipeline. You will also contribute to the health of our fundraising database, supporting data quality, reporting, and system administration.

This role is well-suited for someone early in their advancement career who brings strong research instincts, comfort with data, and a genuine interest in Higher Education. If you are ready to grow into a versatile advancement professional and want to do meaningful work in a collaborative, mission-driven environment, we encourage you to apply.

ESSENTIAL JOB FUNCTIONS:
Prospect Research, Strategy, and Pipeline Management (60%)

Prospect Identification and Screening (30%)

Conduct proactive prospect identification through wealth screening, database analysis, and strategic research
Coordinate annual comprehensive wealth screening and quarterly targeted screenings
Evaluate screening results, prioritize prospects for further research, and track screening effectiveness metrics

Research and Profiling (30%)

Partner with Gift Officers to support and respond to prospect research requests
Conduct comprehensive biographical, career, philanthropic, and wealth research using available tools and public sources.
Develop detailed prospect profiles including capacity ratings, affinity indicators, propensity assessments, and recommended engagement strategies
Maintain research files and documentation in Raiser’s Edge NXT
Track research request volume, turnaround time, and quality metrics
Coordinate wealth screening services with Blackbaud and supplemental vendors as appropriate.
Apply consistent qualification criteria (capacity, affinity, propensity) to assist the Director of Advancement Services and Fundraisers prospect readiness for major gift cultivation
Support portfolio assignments and balancing efforts by analyzing prospect data, while assisting with moves management processes in Raiser’s Edge NXT, including maintaining pipeline stages and tracking prospect progress
Provide monthly pipeline health reports to leadership and the fundraising team

Data Support, Database Administration, and Analytics (30%)
Database Administration Support (10%)

Serve as secondary administrator for Raiser’s Edge NXT, providing coverage and operational continuity for the Director of Advancement Services
Assist with database configuration including custom fields, tables, codes, and system settings as directed
Troubleshoot database issues and provide technical support to advancement staff
In coordination with the Director of Advancement Services, maintain user accounts, permissions, and security protocols

Data Quality and Governance Support (10%)

Assist with data cleanup initiatives
Monitor data completeness metrics (email, phone, address, biographical information) and flag issues for resolution
Adhere to and help enforce data governance standards and data entry best practices
Assist data imports related to prospect screening files and enrichment programs
Ensure compliance with data privacy regulations (FERPA, HIPAA where applicable) in all data handling activities

Reporting and Analytics Support (10%)

Create and maintain reports in Raiser’s Edge NXT and assist with dashboards to support fundraising operations and monitor pipeline performance
Prepare monthly and quarterly performance reports as directed by the Director of Advancement Services
Collaborate with fundraising directors and gift officers to align prospect intelligence with cultivation priorities
Partner with Director of Advancement Services on data quality issues affecting prospect management and fundraising operations
Coordinate with Annual Giving team on prospect identification from annual fund participants

Administrative and Other Duties (10%)

Maintain accurate and complete records in Raiser’s Edge NXT
Protect confidential prospect and donor information in accordance with ethical research standards and university policy
Attend advancement team meetings and university events as appropriate
Attend training as required
Perform any other duties or tasks as assigned by the University

Required:

1-3 years of combined experience in prospect research, advancement services, fundraising analytics, or database management.
Demonstrated research skills to synthesize information from multiple sources and present findings clearly and concisely.
Experience with CRM/database systems; Raiser’s Edge NXT experience preferred.
Strong analytical and critical thinking skills with exceptional attention to detail.
Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint) and Google Workspace.
Excellent written and verbal communication.
Ability to manage multiple projects simultaneously and meet deadlines.
Strong organizational skills and ability to work independently.
Commitment to confidentiality and ethical research practices.

Preferred:

Experience in Advancement Operations, preferable within Higher Education.
Familiarity with wealth screening tools (Blackbaud, iWave, WealthEngine, DonorSearch, or similar).
Working knowledge of SQL or ability to write database queries.
Experience with data visualization tools (Tableau, Power BI, or similar).
Understanding of philanthropic giving patterns and major gift fundraising.
Experience with data cleanup, deduplication, or data quality improvement projects.
Familiarity with advancement metrics, KPIs, and reporting standards.

Additional Requirements:

Ability to establish and maintain effective working relationships with all members of the University community including students, faculty, staff, and administrators.
Ability to adhere to university policies and procedures.
Ability to handle confidential information with discretion and within FERPA and HIPAA guidelines.
All new employees must complete the FERPA, Anti-Harassment, and any other required online training within 15 days of employment.
General knowledge of the University’s mission, purpose and goals and the role this position plays in achieving those goals.

Working At Bay Path University

Bay Path University, an independent and not-for-profit institution, was named Among Fastest Growing Baccalaureate Colleges by the Chronicle of Higher Education Almanac, and a member of the Women’s College Coalition. With a main campus and four satellite locations, Bay Path offers undergraduate, graduate, (for women and men) degrees, and professional certificates.

Mission Statement:

A Bay Path University education empowers undergraduate women and graduate women and men to become leaders in their careers and communities with an innovative approach to learning that prepares students to flourish in a constantly changing world.

The Bay Path experience is nothing less than transformational. Our women-only undergraduate programs and our coeducational graduate programs are offered both on campus and online, providing a flexible, 21st-century education for learners at all stages of life and career. Bay Path students find a supportive and diverse community, close mentoring, and rigorous preparation for success in a complex and globally interdependent society. Students graduate with the applied knowledge, portable skillset, and confidence to thrive in their professions, identify and realize their dreams, and make a lasting difference in the world.

Established: 1897

Enrollment: Over 3,300 students

Alumni: Approximately 15,000 alumni around the world.

Athletics: Eight teams compete at the NCAA Division III level, in the New England Collegiate Conference.

University Motto: Carpe Diem, Latin for "Seize the Day"

Locations:

Longmeadow, MA - Home to our Residential College, for high school, transfer and International young women; One Day A Week College, for adult women with classes on Saturday; and Graduate College for men and women.

Concord, MA - Our Concord location is home to our graduate programs in Education and Psychology for men and women.
Sturbridge, MA - Our Sturbridge teaching site opened in 2003 and offers our One Day A Week College, for adult women with classes on Saturday and select graduate programs for men and women. This teaching location provides students with all of the support services of our main campus including access to library services, administrative and academic deans, student financial services, and the Registrar’s Office.

East Longmeadow, MA - The Philip H. Ryan Health Science Center is located on our East Longmeadow site. This state-of-the-art facility houses our Master of Occupational Therapy, Master of Science in Physician Assistant Studies and our Master of Occupational Therapy Bridge programs.

Residential College

Offers classes on-ground Monday through Friday.

At Bay Path University, we welcome students (commuters and residents), just like you, from across the country and around the world who are smart, capable young women who want to make a difference and be successful.

Here, you join a small, highly personal community that empowers you to take ownership of your life through:

Highly relevant majors and minors that give you practical knowledge, a global viewpoint, and the unique perspectives that make connections between subject areas and current topics.
Leadership opportunities that focus on your strengths, encouraging you to find your voice and act on your convictions.
Real-world experience balanced with career counseling that gives you a distinct advantage for graduate school or that rewarding first job.
More important, our admission counselors are here to help you and your family, guiding you through the admissions and financial aid process by taking your questions and connecting you with the right resources.

Why it pays to be a Bay Path woman:

Significant Financial Support. All of our full-time students receive a merit scholarship from Bay Path University, and more than 96% of our students receive additional financial aid that included grants, scholarships and loans.
Close Attention from Faculty. With a 12:1 student-to-faculty ratio, you'll form close relationships with your professors that will lead to research, internship and networking opportunities.
Thoughtful and Intentional Career Planning for Life. Our Sullivan Career and Life Planning Center (SCLP) is one of the best of its kind. As a Bay Path student, you will have lifetime access to the SCLP and the services it provides, including one-on-one career coaching and mentoring.

Undergraduate Study

A Place Where Knowledge Is Gained and Shared

If you ask a Bay Path woman graduate to define her academic experience, it would be one word: transformational. There is no other way to describe it.

Yes, we have majors in neurobiology, cybersecurity, and business analytics, as well as minors and concentrations that deepen your knowledge in a specific area. But we also educate the whole person, giving you the courage and confidence to be your best self, to help you get where you have to go, and to take on more in your life. It’s why women’s education still matters.

American Women’s College

Are you one of the 76 million American women who has accomplished many things in her life yet still lacks a bachelor's degree? You are not alone. At The American Women's College, we understand the reasons that women pause their education early in life:

Maybe going to college wasn’t right for you at the time
Maybe you started college and decided it wasn't a good fit
And then there other competing factors like family, work, and day-to-day pressures

Looking back, do you still wish you had earned a college degree? Now you can—with The American Women’s College Online. We offer: