The Prospect Development Manager supports the core functions of the Individual Major Gifts and Institutional Giving teams by conducting prospect research and portfolio management aimed at positioning front-line fundraisers for success in building relationships with donor prospects. The position collects and analyzes data from the donor database, prospect research tools, and other research to inform a data-driven moves management strategy. This position maintains the moves management process documentation and works in collaboration with the Donor Database Manager to advocate for accurate and consistent data tracking across all fundraising teams. The position provides primary support to gift officers, development directors, and the Chief Development Officer by identifying prospects, analyzing, and optimizing fundraising portfolios, compiling research for building and/or updating prospect or event briefs, and providing accountability through reporting, data tracking, and managing moves activity. ESSENTIAL JOB FUNCTIONS:
Adhere to PACT values. (Purpose: Using our strengths passionately to contribute to our mission. Accountability: Choosing to rise above one's circumstances and showing ownership to achieve results. See It. Own It. Solve It. Do It. Courage: Standing up for what's right and acting. Transparency: Doing things openly and honestly.)
SUPERVISORY RESPONSIBILITIES (Yes/No): QUALIFICATIONS: Education/Experience:
- Uses CRM and prospect research tools to gather, evaluate, and analyze donor data and behavior to identify and segment prospects for assignment to appropriate stages of the donor pipeline.
- Generates prospect lists, donor profiles, event briefs, and other materials based on confirmed data procured through research for use by front-line fundraisers to build custom cultivation strategies.
- Provides portfolio management support to front-line fundraisers including tracking relationships and planning proposals in the CRM, updating the moves management guidelines document, and conducting regular portfolio review meetings to analyze and balance portfolio performance.
- Tracks and manages portfolio activity and conducts supporting donor research for the purposes of partnering with portfolio managers to create customized and effective cultivation/solicitation strategies for donors.
- Builds dashboards, queries, and reports using CRM and Excel to analyze solicitor activity, portfolio performance, pipeline progress, and donor behavior trends for use by front-line fundraisers in the creation of fundraising strategies.
- Adhere to APRA Principles of Ethics and Compliance and the AFP Code of Ethical Standards.
- Utilize shared systems like Asana, SharePoint, and others to maintain collaboration and transparent information with teams and departments in alignment with departmental standards and procedures.
- Manages the analytics data related to donor behavior through reporting and project management to support all fundraising strategies.
- Leads the Development Data Committee, made up of a variety of DevMarComm staff, building a strong data-centric culture throughout the Department by identifying opportunities for improved data integration in Departmental strategies and developing and implementing projects to address these opportunities.
- Conducts regular wealth screenings of recent donors to identify new major gift prospects
- Proposes and coordinates prospect assignments to portfolios.
- Updates information in CRM on prospects discovered through research, staff solicitors, and other HFB staff to ensure data integrity and usefulness to fundraising staff.
- Manage prospect research tool use and subscription.
- Analyzes and interprets local and national news and other publications to communicate their potential effect on current donors and prospects.
- Stays current with trends in philanthropy and technical developments that apply to prospect research and management.
Certificates, Licenses, and Registrations: Special Knowledge/Skills/Abilities:
- Bachelor's degree in Business, Public Administration, Liberal Arts, or related discipline.
- Minimum of 3 years related work experience in conducting prospect research and/or general fundraising activities for nonprofit development purposes.
- Minimum 1 year of work experience conducting analysis of donor and fundraising data for development purposes.
- Experience with data analytics and data visualization tools (PowerBI, Tableau, etc.)
- Detailed knowledge of moves management process (identification, cultivation, solicitation, and stewardship) and related techniques for individual donors
- Proficiency with fundraising CRM (Raisers' Edge) and prospect research and modeling tools (Research Point)
- Familiarity with Microsoft Excel or Google Sheets, using complex formulas, pivot tables, and data visualization
- Comprehensive knowledge of standard office practices, procedures, equipment, techniques, and standard office software, such as MS Office suite
- Excellent written and oral communication skills
- Strong customer service skills and willingness to assist others
- Able to communicate complex information clearly
- Effective leadership skills
- Strong organizational and strategic-thinking skills
- Strong analytical and problem-solving abilities
- Strong research and data analysis skills
Carries out responsibilities in accordance with HFB policies. REASONING ABILITY:
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations. To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability needed. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions. (For best performance, the jobholder in this position would be expected to show the right knowledge, skills, and abilities in the listed areas.) COMPETENCIES:
- Business Insight
- Instills Trust
- Drives Engagement
- Optimizes Work Processes
- Directs Work
- Manages Ambiguity
- Communicates Effectively
- Organizational Savvy
- Decision Quality
- Manages Conflict
- Presentation Skills
Developing Direct Reports Financial Acumen Command Skills PHYSICAL REQUIREMENTS:
The physical requirements described here are representative of those that must be met by an associate to successfully perform the essential functions of the job. While performing the duties of the job, the associate is required daily to analyze and interpret data, communicate, and remain in a standing or stationary position for a significant amount of the workday; and frequently access, input, and retrieve information from the computer and other office productivity devices. The associate is regularly required to move about the office and around the facility, use hands, wrists, and fingers to grip, type, and write. The associate will need to have the average ability to hear horns, warnings, and alerts associated with a warehouse. The associate is occasionally required to travel to other sites for business. WORK ENVIRONMENT:
The work environment characteristics described here are representative of those associate encounters while performing the essential functions of this job. While the job is generally performed in an enclosed office environment, the associate is occasionally exposed to freezers, enclosed and/or tight spaces, wet and/or humid conditions, areas in which moving mechanical parts, fumes, toxic or caustic chemicals are present, strong food-related smells, and outside weather conditions. The noise level in the office environment is typically quiet, but the associate will be occasionally exposed to loud noise levels (eg, horns, fans). TRAVEL REQUIRED:
This role supports all hours of operations at the Houston Food Bank facilities as necessary and requires a flexible work schedule.
Is legally able to work in the United States.
The foregoing statements describe the general purpose and essential job functions needed for this job and are not an exhaustive list of all responsibilities, working conditions, qualifications, and skills that may be needed.
Houston Food Bank (HFB) is an equal employment opportunity employer. We consider individuals for employment or promotion according to their skills, abilities, and experience. We believe that it is an essential part of the Company's overall commitment to attract, hire and develop a strong, talented, and diverse workforce. HFB is committed to complying with all applicable laws prohibiting discrimination based on race, color, religious creed, age, national origin, ancestry, physical, mental or developmental disability, sex (which includes pregnancy, childbirth, breastfeeding, and medical conditions related to pregnancy), veteran status, military status, marital or registered domestic partnership status, medical condition (including cancer or genetic characteristics), genetic information, gender, gender identity, gender expression, sexual orientation, as well as any other category protected by federal, state or local laws.