Prospect Management Analyst - PhilanthropyScouting America • Irving, TX, US
Prospect Management Analyst - Philanthropy
Scouting America • Irving, TX, US
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]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. 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.
Position Overview
The Prospect Management Analyst serves as a strategic partner to fundraising staff, collaborating to design and implement effective strategies that guide prospects through the donor cycle. This role plays a key part in advancing the organization's fundraising efforts by providing critical moves management information, facilitating proactive portfolio development, and ensuring a strong and sustainable prospect pipeline.
Through regular portfolio reviews, pipeline analysis, and strategic counsel, the Prospect Management Analyst empowers fundraisers and leadership with actionable insights that enable, enhance, and accelerate fundraising and engagement outcomes. The Analyst provides comprehensive prospect management support to frontline fundraisers to help them achieve their fundraising goals and maximize donor relationships.
This position reports to the Director of Development Services.
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.
Competencies
Qualifications
Preference
Experience in frontline fundraising, experience in a federated nonprofit organization and Experience working within a major or principal gift development program; experience working with Blackbaud CRM
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