Note: The job is a remote job and is open to candidates in USA. PBS is seeking a Senior Manager, Research Analyst to support its foundation development operations. The role focuses on prospect identification and research, CRM data quality, wealth screening analysis, moves management, and providing research and portfolio support to fundraising staff.
Responsibilities
- Work closely with the Senior Director to proactively plan and execute strategies to identify sources of major, principal, institutional, and planned gifts
- Help develop and execute strategies to ensure that newly identified prospects are presented and assigned to appropriate fundraisers in a timely manner
- Validate and analyze wealth screening results and use them to segment prospects, create reports, and inform follow-up strategies
- Research gift prospects on a reactive and proactive basis and make appropriate assignment recommendations to gift officers
- Compose prospect research documents (profiles, bios, event briefings)
- Capture and input prospect information into CRM, ensuring its accessibility to fundraising staff for future cultivation strategies
- Work closely with the Gift Processing Manager to update and maintain accurate constituent records in CRM
- Participate in design and testing of reports and views of fundraising information
- Perform regular audits to maintain data quality
- Plan and execute data clean up and enhancement projects
- Maintain, update, and administer moves/portfolio management system to drive identification, cultivation, and solicitation strategies for donors and prospects
- Serve as central hub for prospect assignments, qualifications/disqualifications, and proposal tracking
- Create and maintain documentation of Standard Operating Procedures
- Provide user support to frontline fundraisers to ensure procedures are being followed
- Provide support for prospect strategy meetings
- Other duties as assigned
Skills
- Bachelor's degree in a related field is required
- At least five years of experience in Development in a non-profit and/or educational institution
- At least five years of experience in prospect development or related functions that support major gift fundraising
- Understanding fundraising practices with an emphasis on the donor relationship cycle and fundamentals of prospect development
- Ability to identify and prioritize prospects for major/principal/institutional giving and planned giving
- Ability to work both independently and collaboratively
- Strong analytical and problem-solving skills, with the ability to synthesize data as well as try new approaches and explore new sources
- Ability to proactively organize and prioritize work, resolve problems, and simultaneously manage multiple priorities to ensure goals and deadlines are met
- Consistently demonstrate respect for inclusion, diversity, and ethics
- Knowledge of ethics statements by Apra, AFP, and other related associations
- Meticulous attention to detail, particularly with names, financial data, and biographical details
- Ability to double-check one's own work for accuracy and quality
- Strong commitment to confidentiality, and the ability to use discretion while dealing with sensitive information
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Proficiency using research databases such as Lexis-Nexis for Development Professionals, DonorSearch, WealthEngine, iWave, RelSci, WealthX, Foundation Center, etc
- Experience and comfort working with donor CRMs (Raiser's Edge, Microsoft Dynamics, Salesforce, etc.)
- Proficiency with data visualization tools (Power BI, Tableau)
- Advanced Excel skills
Benefits
- Eligibility for discretionary bonuses
- Various insurance options, including medical, dental, vision, hearing, life, accidental death and dismemberment, short-term and long-term disability, and business travel accident insurance
- Identity protection program
- Employee assistance program
- Financial and retirement savings benefits including the PBS Retirement Plan 403(b)
- Paid time off (17 days per year)
- Paid sick time benefits (12 days per year)
- Paid parental leave (60 days / 12 weeks)
- Paid holidays (12 days per year)
Company Overview