Prospect Management Analyst - Philanthropy jobs in United States
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Connecticut Rivers Council, Scouting America · 2 months ago

Prospect Management Analyst - Philanthropy

Connecticut Rivers Council, Scouting America is dedicated to advancing fundraising efforts through strategic partnerships. The Prospect Management Analyst collaborates with fundraisers to implement effective strategies, manage donor relationships, and provide critical insights to enhance fundraising outcomes.

Non-profit Organization Management

Responsibilities

Establish collaborative partnerships with fundraisers and leadership to align portfolio strategy with team goals, individual styles, and capacity priorities
Partners with assigned fundraisers to regularly review, rebalance, and strengthen portfolios and the donor pipeline; help manage prospects in the CRM system as they move through the donor/prospect lifecycle
Work collaboratively with senior leadership and fundraisers to assist in developing cultivation and solicitation strategies for donors and prospects
Conduct regular portfolio reviews to ensure data quality and accurate documentation of fundraising activity and filed proposals
Deliver holistic, data-informed analysis of qualification queues, portfolio health, performance metrics, and pipeline trends
Prepare and share performance insights that help leadership evaluate fundraising activity, forecast outcomes, and inform next steps
Foster strong relationships built on trust and communication with leadership, fundraisers, prospect researchers, and other colleagues to ensure the highest level of support
Provide training on CRM systems and related processes
Serve as a subject matter expert on policies and procedures related to fundraisers’ management of their assigned prospects
Maintain prospect data quality and confidential information

Qualification

Fundraising principlesProspect managementBlackbaud CRMData analysisPortfolio optimizationWealth screeningAnalytical skillsCommunication skillsProject managementCollaboration

Required

Bachelor's degree in business administration, Public Administration, Non-Profit Management, or a related field from an accredited college or university
Two (2) years of experience in prospect management, prospect research, or fundraising in a nonprofit or higher-education fundraising setting
Must Pass a criminal history background check
Knowledge of: Fundraising principles and donor lifecycle management; Prospect Management best practices, including portfolio optimization and pipeline analysis; fundraising CRM systems, Blackbaud CRM preferred; donor information services such as iWave, Wealth-X, Relationship Science, Foundation Directory, as well as wealth screening and prospect scoring services; data governance and integrity standards
Skill in: Proficiency in data analysis and reporting tools (Excel, Power BI, SQL, Python, or similar) to support portfolio optimization, trend identification, and strategic decision making; strong analytical and critical thinking skills to interpret data and guide strategic decisions; excellent written and verbal communication skills for presenting findings and recommendations; manage multiple projects simultaneously and meet deadlines; competence in using online research tools and third-party resources to identify and qualify prospects; maintain a customer-focused approach while navigating complex scenarios
Ability to: Maintain confidentiality and adhere to ethical standards in handling donor and portfolio information; establish, cultivate, and maintain strong professional relationships with internal and external stakeholders to support strategic fundraising and engagement goals; collaborate effectively with cross-functional teams, including fundraisers, data analysts, prospect research analysts, and CRM administrators; contribute to strategic planning and participate in professional development to stay current with industry trends; train and guide colleagues through complex policies and business practices; synthesize complex data into actionable insights for portfolio and pipeline management; develop and maintain dashboards and reports that support strategic decision-making, prioritize tasks and respond to requests in a timely and accurate manner

Preferred

Experience in frontline fundraising
Experience in a federated nonprofit organization
Experience working within a major or principal gift development program
Experience working with Blackbaud CRM

Benefits

Major medical
Prescription coverage
Dental
Vision
Life insurance
Short and long-term disability
Accidental death
Match Savings plan
Generous PTO policy
Scouting America holiday observances

Company

Connecticut Rivers Council, Scouting America

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Fun. Adventure. Values. You've found it all with Scouting, the most proven and successful youth service program in American history.

Funding

Current Stage
Early Stage

Leadership Team

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Chuck Herrera
CEO
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Mark Switzer
Chief Executive Officer
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