SUPERVISOR'S TITLE: Manager, Prospect Management and Research
TOTAL NUMBER OF FTEs DIRECTLY SUPERVISED: 0
TOTAL NUMBER OF FTEs INDIRECTLY SUPERVISED: 0-4
PURPOSE OF POSITION: To identify, research, analyze, prepare and present various kinds of research (financial, biographical) reports on individuals, corporations and foundations to be used by the Department of Development and other members of the CCHMC staff, to support Development staff with management of prospect pools and with special projects, and to create and run reports and queries To provide leadership to the Research team, mentoring new employees, conducting meetings, training other staff members, and serving as team representative on committees and task forces. To coordinate high-level projects, defining research efforts and overseeing work of team members.
·Reactive research and donor officer support
Responds to donor officer research requests in timely manner, providing research appropriate to level of cultivation of the donor. Uses appropriate resources to uncover information on individuals, corporations and foundations. Demonstrates high level of competence with procedures and ability to explain processes and conduct trainings. As a member of the fundraising team, collaborates and consults on matters related to portfolio development, solicitation strategy formation and information gathering through peer screenings. Efficiently monitors a core group of gift prospects and maintains an active awareness of important news and events involving them.
Identifies potential prospects from a variety of sources to ensure team has sufficient prospects to meet fundraising goals. Selects potential prospect names for presentation after conducting research and rating. Adds high capacity/high interest individuals to database for cultivation. Identifies corporations and foundations with interest in funding medical or children's issues. Builds database queries as needed to identify prospects (general or for specific projects). Understands analytics as means of identifying prospects. Reviews assigned publications, notifying staff members as needed about current articles of interest. Notifies assigned managers of updates to donor files.
Demonstrates proficiency in searching and adding data to database. Maintains high standard of accuracy in data entry. Corrects any errors or conversion problems in data as uncovered. Follows established procedures to ensure consistency of data entry. Interacts with data team as needed to correct data issues. Documents procedures. Uses paperless program to add documentation to system (through scanners or electronic documents). Uses variety of resources to verify accuracy of information to be added.
Takes responsibility for special research projects coordinated by donor officers. Provides support of high priority projects identified by leaders of the institution, creating a plan of action and overseeing research efforts to completion. Demonstrates knowledge and understanding of domestic and international business environments and corporate management structures. Undertakes international research projects, including country and economic profiles, adjusting for differences s in language, naming conventions, customs and currency.
Provides backup for team leadership, serving as decision maker in absence of manager. Serves as mentor/trainer for new staff. Demonstrates proficiency at pulling reports which may be needed on short notice. Documents processes and updates guidelines as needed. Serves as team representative for departmental initiatives. Is involved in preparation for and execution of campaign planning, including development of system for prospect identification and verification and for construction of campaign donor pyramids for specific projects.
Completes CCHMC required trainings. Attends webinars or conferences related to Prospect Research or Development for greater knowledge of field. Investigates new tools for prospect research. Pursues additional training provided by providers of research tools to improve skills in using same. Attends institutional staff development as time permits. Looks for ways in which to improve individual and team performance to provide better service.
Skills & Competencies
Using time efficiently and productively; prioritizing multiple tasks properly to meet deadlines; recognizing time constraints and adjusting work schedule to address them.
Considering multiple perspectives or challenging traditional assumptions; formulating unusual, clever ideas or developing new insights; astutely identifying new ideas that will improve organizational functions, products, or services
Ability to supervise others
Proficiency in basic computer applications such as Microsoft Office (PowerPoint, Word, Excel), e-mail, and internet
Pursuing work with little supervision or assistance; directing one's own efforts. Demonstrated ability to work independently and as part of a team.
Strong organizational and project management skills to handle projects independently.
Demonstrates an independent work initiative, sound judgment, diplomacy, tact and professional demeanor
·Analysis - Basic
Analytical ability sufficient to evaluate data, make judgments and recommendations
·Communication - Advanced
Excellent verbal, written and interpersonal communication skills.
Experience in utilizing a wide variety of reference materials, public information sources and electronic database searches. Ability to follow standards of ethics and confidentiality as established by the institution. Ability to take direction.
·3 years related experience Preferred:
·Experience with Raiser's Edge database or currently used software system
·Experience in a capital campaign