Prospect Management Consultant - University Advancement
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 plays a critical role in managing and maintaining the integrity of prospect data; guiding and constructing portfolios, coordinating pipeline movement, preparing performance insights and advising frontline fundraisers and colleagues on best practices in prospect management. These duties are essential for optimizing our fundraising strategy, as effective prospect management directly influences our ability to identify, engage, and maintain relationships with potential donors. By focusing on prospects capable of making substantial contributions ranging from $25,000 to $4,999,999, the Prospect Management Consultant plays a vital role in our ability to achieve fundraising goals. The professional in this position will provide actionable insights and best practices to frontline fundraisers and leadership, ensuring informed decision-making that drives donor-centric strategies. 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)
Nice To Haves
- Experience in a prospect development, research, or prospect management function in a fundraising, nonprofit, or higher-education setting.
- Experience as a frontline fundraiser preferred.
- Experience managing large data sets.
- 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.
- Highly organized and able to work under pressure to coordinate multiple requests/competing deadlines.
- 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.
- Analytical Thinking
- Business Interactions
- Business Practices
- Client Relationship Management
- Complex Systems
- Confidentiality
- Critical Thinking
- Data Interpretations
- Datasets
- Decision Making
- Detail-Oriented
- Fundraising
- Microsoft Office
- Multitasking
- Oral Communications
- Organizing
- Problem Solving
- Prospect Management
- Relationship Management
- Salesforce (Software)
- Social Interaction
- Sound Judgment
- Written Communication
Responsibilities
- Build and maintain qualification queues and portfolios for gift officers.
- 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 that help evaluate fundraising activity, forecast outcomes, and inform next steps.
- 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; and 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.
- 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.
- Take advantage of our free Metro transit U-Pass for eligible employees.
- WashU provides eligible employees with a 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!
- We offer 4 weeks of caregiver leave to bond with your new child. Family care resources are also available for your continued childcare needs. Need adult care? We’ve got you covered.
- WashU 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.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
