Senior Prospect Research Strategist

Frontline Fundraising Support

• Partner with an assigned group of frontline fundraiser clients in one or more large, complex and/or high-volume units.
• Consult and advise leadership regarding prospect information needs, fundraiser performance, prospecting plans, portfolio prioritization and fundraising best practices.
• Serve as a critical partner to Advancement services staff in the implementation and design of workflows to support major gift fundraising.
• Identify, profile and prioritize potential major gift donors, both individuals and organizations.
• Strategize with fundraisers and leadership as a crucial partner regarding prospect identification and collaborate with them to develop cultivation and solicitation strategies to engage major gift prospects and secure major gifts.
• Create and develop high-level analyses (narrative reports, spreadsheets and visualizations) on prospect groups, fundraising trends and related philanthropy intelligence for clients and Advancement leadership, including recommendations for action.
• Research, capture and safeguard major gift prospects’ biographical and financial information, their relationships with the UW and their movement throughout the donor continuum and portfolio pipeline.
• Supervise workflows and delegate tasks to prospect research strategists as needed, managing outcomes and deliverables.

Program Development and Management

• Create and implement processes to manage high volume of new prospect leads, including coordination with data vendors, as necessary.
• Create, monitor and resolve audits for data integrity; complete ad hoc data cleaning projects.
• Aid in the definition and development of user documentation standards and policy and procedure library maintenance.
• Identify possible data issues when system changes are proposed.
• Advise on developing end-user reports, analysis and CRM improvements.

Training and Learning Support

• Carry out frontline fundraiser learning around prospect research concepts.
• Support frontline fundraiser training in the CRM as it relates to prospect data.
• Mentor prospect research strategists, interns and student employees.
• Maintain Prospect Research content on intranet pages.

Other Duties as Assigned

• 5%

Required Qualifications:

• Bachelor's degree AND 4 years of experience in administrative, advancement, development, project management, or related field.
• Possess prospect research experience supporting frontline fundraisers, or related experience.
• Experience working with CRM platforms to manage and analyze data, track activity and support workflows.
• Demonstrate experience analyzing data to support decision-making, performance tracking and process improvement.
• Show ability to communicate effectively and build trusting relationships across a large, complex and cross-functional organization.
• Proficient in Microsoft Office Suite, especially Excel, for correspondence, reporting, data analysis, databases, forms, etc.

Additional Qualifications:

• Experience working with CRM platforms to manage and analyze data, track activity and support workflows.
• Demonstrate experience analyzing data to support decision-making, performance tracking and process improvement.
• Show ability to communicate effectively and build trusting relationships across a large, complex and cross-functional organization.
• Proficient in Microsoft Office Suite, especially Excel, for correspondence, reporting, data analysis, databases, forms, etc.