Prospect Management Senior Specialist

Overview

• Support strategic, data-informed fundraising approaches by managing pipelines, portfolios, and relationship strategies effectively.
• Collaborate with Development teams to ensure timely prospect movement and accurate forecasting.
• Facilitate prospect management meetings and provide actionable insights to enhance donor engagement.
• Analyze prospect progression and support documentation and reporting for strategic decision-making.
• Partner with gift officers to maintain balanced portfolios and promote consistent donor movement.
• Monitor solicitation details and support revenue forecasting through pipeline analysis.
• Ensure alignment of processes and data standards between prospect management and gift administration.
• Develop and implement reporting tools and dashboards to operationalize prospect management strategies.
• Provide training and documentation on best practices for prospect management frameworks.

Key Responsibilities & Duties

• Act as the primary liaison for Development teams, ensuring coordinated cultivation efforts.
• Track donor movement and provide recommendations for timely and strategic progression.
• Facilitate prospect management meetings and update CRM systems accordingly.
• Support portfolio management strategies across various fundraising units.
• Monitor prospect pools and ensure effective outreach and distribution.
• Collaborate with gift officers to track prospect activity and enable informed actions.
• Analyze solicitation details to support accurate forecasting and decision-making.
• Ensure consistent application of prospect management frameworks to enhance fundraising effectiveness.
• Lead projects to translate strategies into actionable processes and workflows.

Job Requirements

• Bachelor’s degree in a relevant field.
• 4-6 years of experience in prospect management, development operations, or fundraising analytics.
• Proficiency with CRM systems (e.g., Blackbaud CRM, Salesforce, RENXT) and reporting tools.
• Strong analytical skills for interpreting fundraising data and supporting accurate forecasting.
• Experience implementing processes, maintaining data accuracy, and managing operational workflows.
• Ability to facilitate meetings and collaborate effectively across stakeholders.
• Excellent organizational and communication skills, with attention to detail.
• Knowledge of standard development practices and solicitation processes.
• Ability to work independently and manage multiple priorities effectively.