Prospect Management Consultant, Leadership and Major Giving University Advancement
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Job Location:
Clayton, OH - USA
Monthly Salary:
$ 58400 - 99700
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Scheduled Hours
37.5Position Summary
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 $25000 and $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.
Job Description
Primary Duties & Responsibilities:
Building Analyzing and Optimizing of Gift Officer Portfolios & Partnership with Gift Officers
- 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 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 related to Leadership- and Major-level Gift Officers management of their assigned prospects.
- Perform other duties as assigned.
Working Conditions:
Job Location/Working Conditions
Normal office environment
Physical Effort
Typically sitting at a desk or table
Repetitive wrist hand or finger movement
Equipment
Office equipment
Required Qualifications
Education:
Bachelors degree
Certifications:
Work Experience:
Skills:
Drivers License:
More About This Job
Preferred Qualifications
- 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.
This position is located in St. Louis MO and the targeted hiring range for this position is $58400 - $68000.
Preferred Qualifications
Education:
No additional education beyond what is stated in the Required Qualifications section.
Certifications:
Work Experience:
Skills:
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 CommunicationGrade
G12Salary Range
$58400.00 - $99700.00 / AnnuallyThe salary range reflects base salaries paid for positions in a given job grade across the University. Individual rates within the range will be determined by factors including ones qualifications and performance equity with others in the department market rates for positions within the same grade and department budget.Questions
For frequently asked questions about the application process please refer to our External Applicant FAQ.
Accommodation
If you are unable to use our online application system and would like an accommodation please emailor call the dedicated accommodation inquiry number at and leave a voicemail with the nature of your request.
All qualified individuals must be able to perform the essential functions of the position satisfactorily and if requested reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job absent undue hardship.Pre-Employment Screening
All external candidates receiving an offer for employment will be required to submit to pre-employment screening for this position. The screenings will include criminal background check and as applicable for the position other background checks drug screen an employment and education or licensure/certification verification physical examination certain vaccinations and/or governmental registry checks. All offers are contingent upon successful completion of required screening.Benefits Statement
Personal
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
Wellness challenges annual health screenings mental health resources mindfulness programs and courses employee assistance program (EAP) financial resources access to dietitians and more!
Family
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 Weve 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.
Required Experience:
Contract
Key Skills
- Project Management Methodology
- Project / Program Management
- Change Management
- Order Management System
- Business Analysis
- Visio
- Data Management
- Project Management
- Metadata
- Management Consulting
- Data Analysis Skills
- Taxonomy
