Data & Prospect Research Manager
Summary/Objective:
This role oversees CRM integrity, donor data management, prospect research, and grant documentation to support strategic fundraising, accurate forecasting, and pipeline development. The Manager provides insights and tools that strengthen portfolio performance and donor engagement.
Reports to:Senior Director of Advancement
FLSA Status:Regular, full time, exempt
Essential Functions:
CRM & Data Management
Maintain accurate donor records, coding, and documentation
Ensure SOP compliance for data entry, gift processing, and reconciliation
Produce dashboards, reports, and forecasting tools
Prospect Research
Conduct wealth screening, relationship mapping, and donor capacity analysis
Prepare prospect profiles and meeting briefs
Support segmentation and portfolio optimization
Grant Documentation
Maintain complete and organized grant files (proposals, budgets, reports, award letters)
Support reporting requirements and internal tracking
Cross-Functional Support
Provide data insights to inform fundraising, stewardship, and event follow-up
Collaborate with Finance and MarCom on donor reporting and communication
Required Education and Experience:
35 years of advancement services or prospect research experience
Proficiency in Raiser's Edge required; Salesforce familiarity preferred
Strong analytical and writing skills
Physical Demands:
Must be able to sit at a computer terminal for up to 3 hours at a time; must be able to stand for 1 to 2 hours per day.
Ability to lift a minimum of 25 pounds without difficulty.
Ability to climb stairs
Compensation details:65000-75000 Yearly Salary
PId4077c0cc840-26289-40223660