Job Description

National Prospect Research Manager

Position Summary

The National Prospect Research Manager is accountable for leading and executing efforts in identifying, developing, and managing a pipeline of prospects, as well as conducting in-depth research, analyzing trends within the industry, and supporting relationship management. This role will manage fundraising portfolios, directing moves management strategies, and implementing engagement plans and accountability measures for the development team. Additional responsibilities include providing data-driven insights into donor behaviors and contributing to cross-functional projects that advance the organization’s mission.

Position Duties & Responsibilities

The list below provides an overview of the core duties and expected contributions. It may be adapted as necessary.

Prospect Research

• Reporting directly to the Chief Engagement and Gift Officer (CEGO), design strategies for proactive research to support data-driven, donor-focused decision-making.
• Identify, evaluate, and assign prospects to support organizational fundraising goals, and offer strategic recommendations for corporate and grant prospects.
• Perform research including, preliminary ratings/capacity assessments, in depth wealth assessments and capacity assessments, prospect biographical information and network(s) identification for major gift prospects ($5,000+).
• Use various research tools to assess wealth indicators such as salary, real estate, stock holdings, and other assets to gauge financial capacity, assign wealth ratings, and evaluate solicitation potential
• Perform proactive research to identify new potential prospects from outside the organization’s natural constituency (unaffiliated) through identifying individuals/organizations with relationships to existing constituents which can be leveraged; identifying like-minded individuals/organizations and identifying points of connection by monitoring news stories, Google/Advanced research techniques and daily news screenings and/or push technology/alerts.
• Compile and maintain comprehensive, up-to-date profiles on individual, corporate, and foundation prospects to support fundraising activities.
• Keep biographical records current by conducting daily news screenings, utilizing alerts, and reviewing donor lists for potential new and existing prospects. Utilize news alerts and push technologies for key constituents.

Portfolio Management

• Partner strategically with senior leadership to support prospect strategies, provide in-depth analysis, and deliver reports on major and transformational donors.
• Update and manage individual donor portfolios, assign prospects, and track solicitation efforts for the development team within the CRM database. Record all research information in the database in a consistent and uniform manner. Support CEGO in capturing moves data (review contact reports, prospect strategy meetings, etc.).
• Develop and oversee policies and procedures related to prospect pipeline management and activity.
• Lead and implement a moves management system, setting standards and metrics for tracking progress and activity.

Research & Projects

• Collaborate frequently with team members on donor surveys and cross-departmental initiatives.
• Work closely with Marketing & Communications to support research, evaluate, and target donor communications effectively. Assist in the development of a process for the discovery and management of a new prospect’s pipeline in the database.
• Participate in continuous professional development activities to enhance skills, maintain expertise, and stay informed on trends in prospect research and management.
• Drive best practices in prospect research and management, identifying efficiencies and recommending improvements.

Candidate Qualifications

• Bachelor’s degree required, with minimum of three to five years of experience in prospect research or related fields such as information management, library science, or analytics. Fundraising/development experience and non-profit experience strongly preferred.
• Experience with CRM databases, as well as prospect research tools like iWave, WealthEngine, and LexisNexis.
• Expert knowledge of donor types and understanding of fundraising processes and donor cycles.
• Strong written communication skills and a precise, clear writing style.
• Strong qualitative and quantitative analytical and research skills and experience with relational databases. Experience with relational databases; Blackbaud Raiser’s Edge a plus.
• Ability to follow ethical standards and exercise discretion when handling sensitive and confidential information.
• The ideal candidate will demonstrate high integrity, critical thinking, good judgment, maintain confidentiality, and bring a proactive, innovative approach, knowledge of CMTA and its goals are essential. Knowledge of prospect research ethics (APRA).
• Essential skills include strong communication abilities, attention to detail, organizational skills, flexibility, and adaptability.
• A solid analytical capacity is required to interpret financial data, identify philanthropic patterns, and establish connections among individuals, corporations, and foundations.
• Capability to synthesize information, conduct detailed analyses, interpret financial data, and identify trends and relationships.
• Proficiency in writing complex reports and business correspondence, as well as presenting to managers, clients, and the public.
• This role involves short-term, structured decision-making aligned with strategic objectives.

CORE VALUES of the CMTA: The National Prospect Research Manager will foster an organizational environment that supports the team’s core values of integrity, excellence, commitment, respect, and camaraderie as defined:

• Integrity : We will be honest and sincere in our dealings with each other, communicating directly and openly, supporting each other’s efforts, working to build and maintain trust and striving for authenticity at all times.

• Excellence : We will pursue excellence in everything we do, from the smallest function and task to the largest, collaborating with each other and focusing on solutions to achieve the best possible result in any situation.

• Commitment : We will commit to give the CMTA the best of ourselves and our abilities, to work passionately for the team good when- and wherever necessary, until we live in a world without CMT.

• Respect : We will treat each other with civility, assuming at all times that each of us is acting with good will and to the best of our abilities, acknowledging that we all sometimes fall short, and giving each other the benefit of the doubt in all situations.

• Camaraderie : We will make our virtual workspace a safe, supportive place for all, where fun and happiness are valued and encouraged as tools for making hard work easier and where a positive attitude prevails at all times.

POLICY ON PLACEMENT AND RECRUITING

The Batten Group and Charcot-Marie-Tooth Association are equal-opportunity employers committed to the principles of non-discrimination in the workplace. Candidates will not be discriminated against on the basis of age, race, creed, color, religion, sex, sexual orientation, national origin, disability, marital status, veteran status, or any other basis that is prohibited by federal, state, or local law.

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