Prospect Management Senior Specialist

Overview

• Drive impactful fundraising strategies through effective prospect management and data-driven decision-making.
• Collaborate with cross-functional teams to enhance donor engagement and optimize portfolio management.
• Analyze donor progression and provide actionable insights to support strategic initiatives.
• Facilitate prospect management meetings and ensure alignment with organizational goals.
• Develop and implement reporting tools to monitor fundraising performance and forecast revenue.
• Support training initiatives to promote best practices in prospect management frameworks.
• Contribute to the refinement of processes ensuring data accuracy and operational efficiency.
• Engage with stakeholders to maintain balanced portfolios and consistent donor movement.

Key Responsibilities & Duties

• Serve as the primary liaison for development teams, ensuring coordinated donor cultivation efforts.
• Track donor activity and provide strategic recommendations for progression.
• Facilitate prospect management meetings and update CRM systems to reflect changes.
• Monitor prospect pools and ensure effective outreach and distribution strategies.
• Collaborate with gift officers to analyze prospect activity and enable informed actions.
• Lead initiatives to translate strategic goals into actionable workflows and processes.
• Ensure consistent application of prospect management frameworks across fundraising units.
• Support accurate revenue forecasting through detailed pipeline analysis.

Job Requirements

• Bachelor’s degree in a relevant field, such as business or analytics.
• 4-6 years of experience in prospect management, development operations, or fundraising analytics.
• Proficiency with CRM systems (e.g., Salesforce, Blackbaud CRM) and reporting tools.
• Strong analytical skills for interpreting data and supporting strategic decision-making.
• Experience implementing processes, maintaining data accuracy, and managing workflows.
• Excellent organizational and communication skills, with attention to detail.
• Ability to facilitate meetings and collaborate effectively across diverse teams.
• Knowledge of standard development practices and solicitation processes.