Prospect Management Consultant, Leadership and Major Giving - University Advancement

Washington University in St Louis • Clayton, MO

13d • Hybrid

About The Position

The role of Prospect Management Consultant is an exciting opportunity for a data-driven, mid-career professional who is eager to contribute to a collaborative and strategic team. This position will focus on the effective and coordinated deployment of Leadership and Major Giving prospects and processes. It plays a critical role in managing and maintaining the integrity of prospect data; supporting portfolio construction and health; coordinating movement between pipeline stages and capacity levels; preparing performance insights and trend analysis; and advising frontline fundraisers and colleagues on best practices in prospect management. This position requires a data-driven mindset and the ability to translate complex information into actionable insights for frontline fundraisers and leadership. This position is part of the Prospect Management team and supports unified, donor-centric fundraising strategies through close partnership with fundraisers and campus partners. The role will concentrate on prospects with the capacity to give between $25,000 and $4,999,999, across both Leadership Giving and Major Giving levels. The Prospect Management Consultant will work alongside fellow Consultants and report to the Senior Associate Director of Prospect Management. This is a full-time, benefits-eligible position based on campus, with an optional hybrid work schedule.

Requirements

• Bachelor's degree
• Relevant Experience (3 Years)
• Proficiency in data analysis and reporting tools (e.g., Excel, Tableau, Power BI, R, Python, or similar) to support portfolio optimization, trend identification, and strategic decision-making.

Nice To Haves

• Ability to train/coach clients on complex concepts and business practices.
• Ability to compile, report, and analyze information from diverse sources.
• Ability to understand problems from a broad, interactive perspective and conceive strategic solutions.
• Higher Education Fundraising With Comprehensive University (3 Years)
• Analytical Thinking
• Business Decisions
• Business Interactions
• Communication
• Complex Systems
• Confidentiality
• Critical Thinking
• Customer Relationship Management (CRM) Software
• Customer Service Orientation
• Data Analysis
• Datasets
• Deadline Management
• Detail-Oriented
• Fundraising
• Microsoft Office
• Organizing
• Problem Solving
• Prospect Development
• Prospect Management
• Prospect Research
• Relationship Building
• Salesforce (Software)
• Sound Judgment

Responsibilities

• Build and maintain qualification queues and portfolios for between 15 and 20 gift officers across Leadership Giving and Major Giving levels.
• Collaborate with fundraising teams in 1-2 assigned geographic territories to manage queue assignments, portfolio composition, data integrity, and pipeline development.
• Lead recurring (typically quarterly) prospect management consultations with gift officers to guide strategy, prioritize prospects, and support long-term portfolio growth.
• Deliver holistic, data-informed analysis of qualification queues, portfolio health, performance metrics, and pipeline trends.
• Provide targeted strategic analysis to drive fundraiser performance and meaningful donor engagement.
• Prepare and share performance insights and trend analysis.
• Establish collaborative partnerships with gift officers and Executive Directors to align portfolio strategy with team goals, individual styles, and capacity priorities.
• Contribute innovative, data-driven approaches to prospect strategy and portfolio optimization through insight, iteration, and consultation.
• Liaise with prospect management and research colleagues to identify and prioritize new prospect assignments across capacity lanes within the identified territory.
• Prepare materials for territory-based internal meetings, as needed.
• Provide critical support in the management, maintenance, and integrity of prospect data in CRM, including processing gift officer requests for prospect assignment changes.
• Serve as a subject matter expert on policies and procedures related to Leadership- and Major-level Gift Officers’ management of their assigned prospects.
• Perform other duties as assigned.

Benefits

• Up to 22 days of vacation, 10 recognized holidays, and sick time.
• Competitive health insurance packages with priority appointments and lower copays/coinsurance.
• Free Metro transit U-Pass for eligible employees.
• Defined contribution (403(b)) Retirement Savings Plan, which combines employee contributions and university contributions starting at 7%.
• Wellness challenges, annual health screenings, mental health resources, mindfulness programs and courses, employee assistance program (EAP), financial resources, access to dietitians, and more!
• 4 weeks of caregiver leave to bond with your new child.
• Family care resources are also available for your continued childcare needs.
• Adult care resources.
• Covers the cost of tuition for you and your family, including dependent undergraduate-level college tuition up to 100% at WashU and 40% elsewhere after seven years with us.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level