AVP Prospect Research and Portfolio Management

Must reside in the greater Phoenix / Scottsdale metropolitan area. $5,000 new hire sign-on bonus.

About the role

This position serves as an essential member of the Technology & Data Analytics team to support Foundation Development Divisions / Gift Officers. The AVP strategically utilizes ethically gathered prospect and donor information necessary to identify, qualify, cultivate, solicit, and steward engaged relationships in support of HonorHealth.

Responsibilities

• Prospect & Portfolio Management:
  • Oversee all aspects of the prospect management system.
  • Provide direct preparation and support of monthly portfolio review meetings with all Gift Officers / teams, ensuring that actions, strategies, and revenue projections are accurately uploaded to the database.
  • Manage the assignment of prospects, referrals, and donors in collaboration with Foundation and Development Leadership so that fundraising activity is coordinated, and prospects are moved successfully through the solicitation cycle.
  • Establish prospect pipeline guidelines and workflows that ensure a steady flow of new prospects, while maintaining accountability to the Moves Matrix stages and associated timing/expectations.
  • Customize pipeline strategies for high-capacity and affinity donors/prospects to better identify and strategize next steps.
  • Collaborate with all leaders to carry out comprehensive procedures ensuring quality and consistency across all activities related to prospect management.
• Prospect Identification & Research:
  • Implement a comprehensive program of quality prospect research to support cultivation and solicitation activity by Foundation Gift Officers and Volunteers.
  • Proactively manage alerts and other proactive research tools to keep fundraisers current on donors/prospects.
  • Assess current prospecting and research procedures, making recommendations to improve existing processes.
  • Ensure that current research activities are aligned with organizational fundraising priorities and revenue goals.
  • Create structures to better visualize network connections and relationships that allow identification of strong potential donors/prospects with the help of volunteer or stakeholder engagement.
  • Guide and inform database screening and analysis in close collaboration with Technology and Data Analytics Leadership.
  • Incorporate new data elements into current research systems to uncover new donors and update information on current prospects.
• Prospect Strategy Tracking:
  • Provide analysis of pipeline activity and movement to drive strategic planning, including donor journey assessments.
  • Collaborate with Database Analysts to make recommendations for database modifications needed to support effective reporting and analysis.
  • Ensure that highest quality KPIs, metrics, and standards are in place based on professional expertise and industry best practices.
• Management & Budget:
  • In collaboration with VP of Portfolio and Pipeline Analytics, manage and support all direct team members by creating development plans, providing mentorship, and identifying professional training opportunities.
  • Monitor the budget and provide recommendations to ensure the organization is positioned for fundraising success.
  • Provide supportive oversight to any prospect research vendor(s)/subscription(s).

Requirements

• Bachelor’s Degree – Required.
• 5 years of progressively responsible job-related experience.
• Experience in research and fundraising development services, with proven experience in portfolio management, preferably in a large healthcare system, university, or college environment – Required.
• Experience managing and leading employees.
• Ability to manipulate, analyze, and synthesize data using data warehousing and mining tools.
• Ability to work effectively in a team setting, and communicate effectively, both orally and in writing; strong interpersonal skills.
• Skilled in developing and implementing new strategies and procedures – Preferred.

Pay

$5,000 new hire sign-on bonus.