Manager, Prospect Management & Research

Protect Our Winters

8d•Hybrid

About The Position

The Manager of Prospect Management & Research leads the organization’s prospect identification, research, and portfolio management systems to support strategic fundraising growth. This role will work closely with frontline fundraisers and executive leaders to identify new philanthropic prospects, maintain strong portfolio management practices, and ensure staff are focused on the highest potential opportunities. The Manager will help build and maintain a dynamic pipeline of mid and major donors, institutional funders, and strategic partners while providing the research and insights necessary to support effective donor engagement.

Requirements

3–5+ years of prospect research and development operations, with exposure to prospect management practices.
Experience with prospect research tools (iWave, WealthEngine, LexisNexis, etc.).
Strong data analysis and research skills.
Experience with CRM systems such as Salesforce.
Excellent attention to detail and ability to synthesize complex information.
Experience raising funds for an organization with $10M+ in annual revenue.
Demonstrated commitment to ethical fundraising practices, with the ability to handle sensitive donor information with discretion and confidentiality.
Exceptional communication, interpersonal, and relationship management skills, with the ability to engage individuals from diverse backgrounds, navigate complex dynamics, and exercise sound judgment and emotional intelligence.
Proven ability to connect donor interests and passion with the organization's vision and strategic initiatives for impact.
Goal-oriented, with demonstrated success in meeting or exceeding fundraising targets.

Nice To Haves

Experience leading prospect management and pipeline development.
Experience raising funds for an organization with $20M+ in annual revenue.
Experience at a climate, environmental, or advocacy nonprofit and/or in the outdoor industry.
Experience with fundraising matters for independent but affiliated non-profit entities such as 501(c)(4) organizations.
Familiarity with digital fundraising, pipeline management, donor analytics, and the ability to use data to inform fundraising strategy, forecast revenue, and assess portfolio performance.

Responsibilities

Conduct prospect research of the POW community and Team POW members and brand new prospects to identify new individual mid, major and principal prospects.
Provide research support to existing efforts driven within the Foundation and Strategic Partnerships (Corporate) teams.
Produce donor profiles, briefing materials, and wealth analysis reports for Development and Executive leadership.
Maintain prospect research tools and resources and be the go-to source for prospect research expertise for the organization.
Handle sensitive donor information with the highest level of confidentiality and integrity, ensuring all fundraising activities align with organizational values and ethical standards.
Manage portfolio systems for mid and major gifts officers and strategic partnership staff, including conducting regular portfolio reviews, adding new qualified prospects, moving and elevating prospects across portfolios, and disqualifying prospects as needed.
Monitor portfolio health, pipeline movement, and engagement activity.
Develop reports to track prospect movement through the fundraising pipeline.
Partner with Development leaders to identify emerging donor opportunities aligned with strategic priorities.
Support donor strategy meetings with research insights and data analysis.
Track donor engagement history and ensure CRM records are comprehensive and current.
Make recommendations on CRM enhancements to optimize research and prospect management operations and support development of policies and SOPs.
Analyze giving trends and donor behavior to inform fundraising strategy.
Support segmentation strategies for major, mid-level, and institutional donors.