Senior Director, Prospect Management

About the role

The Senior Director, Prospect Management leads portfolio strategy and prospect management efforts that strengthen fundraising effectiveness and pipeline growth. Partnering closely with development leadership, this role enhances portfolio quality, drives prospect movement, and supports campaign readiness.

Responsibilities

• Enhances prospect engagement, movement, and pipeline health
• Oversees prospect assignment, governance, and lifecycle management practices
• Ensures data integrity, documentation standards, and effective use of CRM systems
• Collaborates cross-functionally to align prospect development and pipeline strategy
• Develops and leads a high-performing prospect management team
• Promotes compliance with institutional policies and professional standards
• Led a liaison-based prospect management and portfolio strategy model aligned to unit and institutional fundraising priorities
• Plans, directs, and oversees portfolio and pipeline analysis using analytics and dashboards to support strategic decision-making and performance evaluation
• Performs all other duties as assigned

Requirements

• Bachelor’s degree in business administration, nonprofit management, philanthropy, data analytics, or a related field
• Four or more (4+) years of experience in prospect management, prospect research, advancement services, fundraising operations, or a related field with progressive leadership responsibilities

Skills

• Expertise in prospect management, portfolio strategy, and lifecycle progression
• Strong analytical and data skills, including use of CRM systems and reporting tools (e.g., Tableau)
• Advanced CRM proficiency (Blackbaud or similar)
• Collaborative, consultative partnership style with fundraising leaders
• Effective communication and change management skills
• Proven team leadership, coaching, and development experience
• High level of discretion and professionalism with confidential information

Preferences

• Advanced degree and/or relevant professional training or certifications in advancement services, analytics, CRM administration, or related areas
• 5+ years of progressive professional experience in prospect management, advancement operations, fundraising strategy, or a closely related function
• Familiarity with Blackbaud CRM (or similar) and business intelligence tools
• Demonstrated success improving processes, governance, and adoption of best practices

Benefits

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