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Team to create customized stewardship activities, enhance prospect research, engage new constituents, and create materials and stakeholder events. Experience in alumni relations, donor retention, research projects, serving volunteers and working in a fast-paced environment.
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The Senior Research Analyst, Client Services, Prospect Research provides prospect research strategy and support for members of the Division of Philanthropy, a large fundraising office that raises over $300M annually in support of cancer research and patient care at Dana-Farber Cancer Institute, the leading cancer hospital in New England.
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Units within UA include development/fundraising, alumni engagement, stewardship and donor relations, special events, gift processing, research and prospect management, gift planning, corporate and foundation relations, and information systems and management.
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Drive Pro sales for assigned and Prospect portfolio of customers by conducting market research, cold calling, following through on lead generation, meeting with clients/customers on a regular basis in their place of business, jobsites and tradeshows.
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Applies a consultative selling strategy to understand the needs of the customer and apply a proactive selling approach when scheduling on-going follow-ups with sales opportunities. Conducts district level research of pro customer opportunities to find the highest opportunity customers to pursue.
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Develop new and existing accounts to achieve budgeted sales revenue and profitability, Prospect, research, and solicit new accounts. Prospect, research and solicit new accounts and nurture existing accounts.
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Support the Sr Retail Development Manager’s prospecting efforts by performing detailed account research, gathering prospect contact information, and providing key insights and contact analysis to assist with creating messaging strategy.
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Works with assigned accounts and pulls together all relevant information to create an effective strategy to deploy for their assigned accounts. Sales experience in the maintenance, repair, operations, construction, home improvement, or property maintenance industry.
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Knowledge, Skills, and Abilities (KSAs): Storytelling; Corporate Partnerships; Sales Opportunity Orchestration; Negotiation; Event Planning; Data Entry; Interpersonal Skills; Product Strategy; Sales Operations; Sales Performance Data; Sales/ Partnership Strategy and Techniques; Member Service.
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Provides guidance related to best practices for portfolio management, serving as a resource to fundraising staff and answering questions regarding prospect tracking and portfolio analysis. The Division of Advancement and Alumni Engagement utilizes resources, technology, and business for the purpose of soliciting alumni, donor engagement, donor research, and stewardship throughout Emory University and Health Systems.
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With a centralized division, additional IA units provide support to each fundraiser, including annual giving, stewardship and events, prospect research, principal gifts, corporate and foundation relations, planned giving, and marketing and communications.
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Essential Functions:Strategic PlanningCreate a development/fundraising strategy for assigned territory to research and identify new sources of philanthropic support, as well as develop strategies to grow targeted revenue from these corporate partners in support of the organization’s programmatic priorities.
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Request donor prospect research and prospect management reports for strategy sessions, team meetings, pipeline discussions, briefing materials, and other uses. Support gift research, input data, and manage metrics for donor relations team to capture information, record interactions, and demonstrate progress toward goals.
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Data analysis, project management experience, and funder prospect research experience. Establish trusted relationships and collaboratively partner with CCAC leaders to: Curate and grow CCAC’s foundation grants portfolio, ensuring alignment with CCAC’s mission, strategy, operating objectives, financial targets, and client service goals.
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Utilize the development operations team to leverage data analytics, donor communications, stewardship, and prospect research to support the fundraising growth plan. Autism Speaks has invested in an operations team that will provide data management and analytics, prospect research, and donor communication / stewardship expertise and support.
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