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Kids in Need of Defense (KIND) · 2 months ago

Manager, Prospect Research and Portfolio Optimization

United States

Full-time

Remote

Senior Level

$75K/yr - $94K/yr

5+ years exp

Kids in Need of Defense (KIND) is a global leader in the protection of unaccompanied and separated children. The Manager, Prospect Research and Portfolio Optimization will work closely with senior leaders to establish systems for identifying and cultivating high-value donor prospects, optimizing donor portfolios, and enhancing revenue growth across multiple streams.

AdvocacyInformation TechnologyLegalSocial

Comp. & Benefits

Responsibilities

Leads comprehensive prospect research initiatives to identify high-net worth donors, planned giving candidates, and institutional funders, both public funding and private foundations

Conducts wealth and propensity screenings, capacity assessments, relationship mapping tools, monitor funder networks/collaboratives/RFPs, and other philanthropic sources

Develops detailed individual and institutional donor briefs – giving history, funding priorities, areas of interest, relationship mapping

Creates a system for capturing and tracking communications, donor/funder touchpoints, key internal and external stakeholders, and follow-up actions in Salesforce

Monitor and analyze donor behavior patterns and funding trends in the current philanthropic landscape for KIND’s mission and programs, both domestically and abroad

Designs and implements portfolio segmentation strategies to maximize donor lifetime value, pipeline development, and maximizing donor/funder participation and capacity across funding streams

Establishes and monitors key performance indicators (KPIs) for portfolio health and fundraising efficacy across funding streams

Synthesizes and distills research for use in reports, briefings, and recommendations to executive and senior leaders across the organization

Conducts regular portfolio reviews and recommend data-driven and metrics-based adjustments

Supports cross-functional teams to help tailor research findings to increased funder and donor engagement

Presents portfolio recommendations to senior leadership, philanthropy officers, and grant writers

Collaborates with the senior directors of individual and institutional giving to operationalize and delegate prospects, create balanced portfolios, and inform cultivation and engagement strategies

Provides guidance on best practices, systems and protocols, and use of research assets

Works closely with the donor database manager to integrate prospect research, data, and portfolio assignments, performance, and tracking in Salesforce and shared files

Evaluates and tailors Salesforce integrations to maximize efficiency, accuracy, and cross-departmental access

Stays current on emerging technologies, resources, and CRM donor prospecting integrations

Creates Salesforce reports and dashboards that present data analysis, portfolio performance, application of prospect recommendations, and the impact on projected revenue growth

Qualification

Prospect researchPortfolio optimizationSalesforce proficiencyData analysisFundraising processesMultitaskingCommitment to wellbeingCollaborationOrganizational skillsCommunication

Required

Undergraduate degree required, Business, Nonprofit Management, or related field preferred

Minimum of 5 years of progressive experience in prospect research, portfolio optimization, individual giving, institutional funders, and/or development operations

Fluency in English required

Demonstrated understanding of fundraising processes, donor cycles, and moves management

Ability to identify and evaluate potential donors with direct and indirect proximity to KIND's mission through a creative, cross-issue lens

Strong track record of developing proactive prospecting methodologies and techniques for optimizing portfolio performance

Strong quantitative and qualitative analysis capabilities with experience in donor alignment, statistical modeling and predictive analytics

Firm grasp on the latest advancements in wealth screening tools, data mining, sophisticated database queries, and advanced search technologies, both individual and institutional

Demonstrated ability to analyze and synthesize information and deliver clear, insightful, and actionable portfolio recommendations

Understanding of and commitment to adhering to donor privacy policies and ethical fundraising standards

Proficient in Salesforce or comparable CRM systems, with a keen understanding of integrations, data analysis tools and the latest technologies and resources

Working knowledge of Microsoft Office Suite, file sharing platforms, and interoffice communications systems

Ability to work collaboratively and multi-task in our KIND environment, managing numerous priorities and emerging opportunities

Excellent organizational skills with the ability to work on multiple projects in a deadline-oriented environment; ability to prioritize tasks and delegate as appropriate

Ability to multitask and work with a sense of urgency in a dynamic, fast-paced environment

Committed to practicing and supporting wellbeing and a work-home life balance

Preferred

Experience working and communicating in a remote environment preferred but not required

Benefits

Medical, dental, and vision insurance with KIND paying 100% of the employee only portion of the premium for one of the three medical plan options, dental, and vision.

Pre-tax flexible spending account (FSA) for both medical and dependent care.

Pre-tax transit and parking spending account.

Employer-paid life insurance and accidental death and dismemberment insurance.

Employer-paid short and long-term disability insurance.

Mindfulness and Wellness Trainings

Wellness Platforms

Employee Assistance and Resilience Programs

Time Away and Office Wellness Activities

Company

Kids in Need of Defense (KIND)

Kids in Need of Defense (KIND) is the preeminent international nongovernmental organization devoted to the protection of unaccompanied and separated children.

Founded in 2008

Washington, District of Columbia, USA

501-1000 employees