- Bachelor’s Degree in business, finance, communications, data analytics, or related field or an equivalent combination of education and/or experience.
- A minimum of five (5) years of progressively responsible experience in prospect management, research, development, development, engagement or related field in a fundraising environment.
- Strong knowledge of prospect, portfolio, and moves management tactics and best practices.
- Strong understanding of portfolio health indicators, prospect churn, and related KPIs and metrics .
- Experience managing proposal/solicitation pipelines, prospect pools, or creating and updating informative proposals in relationship management system.
- Experience collaborating with gift officers and having prospect development and/or pipeline discussion.
- Experience or knowledge of research tools such as LexisNexis, WealthEngine, LinkedIn Sales Navigator, etc. or other wealth indicators and analysis that inform prospect recommendations.
- Experience with Blackbaud Fundraiser Performance Management or similar CRM and understanding of data structures and categorization.
- Strong organizational, interpersonal, written, and verbal communication skills.
- Ability to interpret financial, biographical and other related data sets to make analytical recommendations and conclusions, including data manipulation in excel and preparing executive level briefings and summaries.
- Ability to work independently, as well as collaboratively with others on a team.
- Ability to handle sensitive and confidential information with discretion.
