Jack Wingert
Chicago,IL
Summary
Driven Prospect Management Analyst with a proven track record at the University of Iowa Center for Advancement, enhancing fundraising strategies through expert data management and prospect development analysis. Specializing in prospect research, portfolio assignments, pipeline management, project management, and effective communication skills to fulfill organization wide goals throughout the current evaluation year and the Together Hawkeyes Campaign.
Overview
3
3
years of professional experience
Work History
Prospect Management Analyst I
University of Iowa Center for Advancement
01.2023 - Current
- Specialize in gathering and interpreting information to advance prospect strategy for development staff to ensure an efficient fundraising cycle for the Together Hawkeyes Campaign.
- Overseer of weekly Healthcare Prospect of interest report. Within the last evaluation year, in collaboration with the Research & Reporting teams, identified over 1,500 Healthcare prospects for appropriate assignments and CRM coding for Healthcare Development staff.
- Provide prospect recommendations for assigned development staff via quarterly portfolio reviews, daily/weekly revenue reports, requested prospect lists, and prospect record updates.
- Contributed to the implementation of new Prospect Development documentation, policies, and training to certify timeline expectations during a CRM migration.
Data Management Assistant
University of Iowa Center for Advancement
01.2022 - 01.2023
- Collaborated with cross-functional teams to integrate Data Management expectations across the organization.
- Ensured timely completion of projects by prioritizing tasks based on deadlines and workload distribution for assigned development and information technology staff.
- Oversaw existing process of all new scholarship data into the CRM via python script while simultaneously running a data audit to ensure timely completion and accuracy.
- Conducted comprehensive audits on stored information via daily, weekly, quarterly, and yearly reports to identify discrepancies and updating records as necessary.
- Provided training sessions for colleagues on best practices in data management, fostering a culture of continuous learning within the team.
Education
BBA - Business Analytics & Information Systems
University of Iowa Tippie College of Business
Iowa City, IA05.2022
Skills
Prospect Development:
- Database Management
- Reporting and Research Analysis
- Service Orientation
- Data Collection
- Problem-Solving Abilities
- Organizational Development
Technical:
- MySQL
- Python/R
- Power BI/Tableau
- Blackbaud CRM
- Salesforce CRM
Timeline
Prospect Management Analyst I
University of Iowa Center for Advancement
01.2023 - Current
Data Management Assistant
University of Iowa Center for Advancement
01.2022 - 01.2023
BBA - Business Analytics & Information Systems
University of Iowa Tippie College of Business
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