Prospect Researcher

ABOUT US
United Way of San Antonio and Bexar County unites the community to identify and solve our most critical issues. We are dedicated to improving people's lives and creating community-level change. Our work includes leading cross-sector collaborations, advocating for public policy changes and investing in programs that prevent problems from happening in the first place for those in need. Improving quality of life and advancing the greater good involves focusing in four impact areas: preparing children for kindergarten; empowering students to graduate and reach their full potential; helping individuals and families become self-sufficient; providing a safety net of services for those in crisis.

JOB SUMMARY
The Prospect Development Manager supports the core functions of the Individual and Major Gifts and Corporate Giving teams by conducting prospect research and portfolio management aimed at positioning front-line fundraisers for success in building relationships with donor prospects. The position collects and analyzes data from the donor database, prospect research tools, and other research to inform a data-driven moves management strategy. This position maintains the moves management process documentation and works in collaboration with the Database Analyst to advocate for accurate and consistent data tracking across all fundraising teams. The position provides primary support to relationship managers, development directors, VP’s and the Chief Development Officer by identifying prospects, analyzing, and optimizing fundraising portfolios, compiling research for building and/or updating prospect or event briefs, and providing accountability through reporting, data tracking, and managing moves activity.

PRIMARY DUTIES AND RESPONSIBILITES
• Uses CRM and prospect research tools to gather, evaluate, and analyze donor data and behavior to identify and segment prospects for assignment to appropriate stages of the donor pipeline.
• Generates prospect lists, donor profiles, event briefs, and other materials based on confirmed data procured through research for use by front-line fundraisers to build custom cultivation strategies.
• Provides portfolio management support to front-line fundraisers including tracking relationships and planning proposals in the CRM, updating the moves management guidelines document, and conducting regular portfolio review meetings to analyze and balance portfolio performance.
• Tracks and manages portfolio activity and conducts supporting donor research for the purposes of partnering with portfolio managers to create customized and effective cultivation/solicitation strategies for donors.
• Builds dashboards, queries, and reports using CRM and Excel to analyze solicitor activity, portfolio performance, pipeline progress, and donor behavior trends for use by front-line fundraisers in the creation of fundraising strategies
• Utilize shared systems like Monday.com, SharePoint, and others to maintain collaboration and transparent information with teams and departments in alignment with departmental standards and procedures.
• Manages the analytics data related to donor behavior through reporting and project management to support all fundraising strategies.
• Conducts regular wealth screenings of recent donors to identify new major gift prospects
• Proposes and coordinates prospect assignments to portfolios.
• Updates information in CRM on prospects discovered through research, staff solicitors, and other UWSA staff to ensure data integrity and usefulness to fundraising staff.
• Manage prospect research tool use and subscription.
• Analyzes and interprets local and national news and other publications to communicate their potential effect on current donors and prospects.
• Stays current with trends in philanthropy and technical developments that apply to prospect research and management.

EDUCATION AND EXPERIENCE
• Bachelor’s degree – required / master’s degree – preferred in Business, Health & Human Services, Public Policy or other related field of study.
• Minimum of 2 years related work experience in conducting prospect research and/or general fundraising activities for nonprofit development purposes.
• Minimum 1 year of work experience conducting analysis of donor and fundraising data for development purposes.
• Experience with data analytics and data visualization tools

KNOWLEDGE, SKILLS & ABILITIES INFORMATION
• Detailed knowledge of moves management process (identification, cultivation, solicitation, and stewardship) and related techniques for individual donors
• Proficiency with fundraising CRM (Sylogist preferred) and prospect research and modeling tools (KindSight)
• Familiarity with Microsoft Excel, using complex formulas, pivot tables, and data visualization
• Comprehensive knowledge of standard office practices, procedures, equipment, techniques, and standard office software, such as MS Office suite
• Excellent written and oral communication skills
• Strong customer service skills and willingness to assist others
• Able to communicate complex information clearly
• Effective leadership skills
• Strong organizational and strategic-thinking skills
• Strong analytical and problem-solving abilities
• Strong research and data analysis skills
• Proficient in Microsoft Office Suite.
• Competent with Adobe Products Suite, preferred.

UNITED WAY COMPETENCIES
Core Competencies (all United Way Professionals):
Mission Focused, Relationship Oriented, Collaborator, Results Driven, Brand Steward

BENEFITS
• Employer-subsidized healthcare plan with employer-funded HRA offered.
• Group dental, vision, life insurance and other insurance products available.
• Paid holidays, personal and sick leave time.
• 403(b) retirement plan with employer matching available.

WORK ENVIRONMENT
• Normal nonprofit office environment with little exposure to dust, noise and extreme temperatures.
• Extended work on personal computing equipment, telephone, multi-functioning printer and calculator.
• Reliable transportation required, with the ability to travel to and from meetings, training sessions or other business-related events locally, routinely and around the state and nationally, occasionally.
• Monday-Friday, 8:15 am to 4:45 pm work week with occasional evening and weekend hours.

PHYSICAL DEMANDS
• Sedentary work on a PC; sitting for extended periods of time, routinely.
• Movement within the office and during external meetings and events, regularly.
• Bends, stoops and twists, occasionally.
• Exerts up to 25 lbs. of force, occasionally.
• Facilitates, presents and collaboratively interacts with others, routinely.
• Perform repetitive tasks, i.e., typing and texting, routinely.

The above statements are intended to describe the general nature and level of work being performed by associates assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. The contents of this job description may change as deemed necessary by United Way of San Antonio and Bexar County.

APPLY
To submit your application visit https://recruiting.paylocity.com/recruiting/jobs/All/c1a895ce-f28e-4dac-88db-d5fb796d20f5/UNITED-WAY-OF-SAN-ANTONIO-BEXAR-COUNTY.
• Applications WILL NOT be accepted via email.
• Contact uwjobs@unitedwaysatx.org should you experience problems submitting your application.

United Way of San Antonio and Bexar County is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information.

United Way of San Antonio and Bexar County is committed to the full inclusion of all qualified individuals. As part of this commitment, UWSA will ensure that persons with disabilities are provided reasonable accommodations if reasonable accommodation is needed to participate in the job application, interview process, or to perform essential job functions, and/or to receive other benefits and privileges of employment.

United Way of San Antonio and Bexar County | 700 South Alamo St., San Antonio TX, 78205 | www.uwsastx.org