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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. &nbsp;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. &nbsp; &nbsp;PRIMARY DUTIES AND RESPONSIBILITES •&nbsp;&nbsp;&nbsp;&nbsp;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.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;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.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;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.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;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.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;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 •&nbsp;&nbsp;&nbsp;&nbsp;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.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Manages the analytics data related to donor behavior through reporting and project management to support all fundraising strategies.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Conducts regular wealth screenings of recent donors to identify new major gift prospects&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Proposes and coordinates prospect assignments to portfolios.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Updates information in CRM on prospects discovered through research, staff solicitors, and other UWSA staff to ensure data integrity and usefulness to fundraising staff.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Manage prospect research tool use and subscription.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Analyzes and interprets local and national news and other publications to communicate their potential effect on current donors and prospects.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Stays current with trends in philanthropy and technical developments that apply to prospect research and management. &nbsp;EDUCATION AND EXPERIENCE •&nbsp;&nbsp;&nbsp;&nbsp;Bachelor’s degree – required / master’s degree – preferred in Business, Health &amp; Human Services, Public Policy or other related field of study. •&nbsp;&nbsp;&nbsp;&nbsp;Minimum of 2 years related work experience in conducting prospect research and/or general fundraising activities for nonprofit development purposes.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Minimum 1 year of work experience conducting analysis of donor and fundraising data for development purposes.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Experience with data analytics and data visualization tools &nbsp;KNOWLEDGE, SKILLS &amp; ABILITIES INFORMATION •&nbsp;&nbsp;&nbsp;&nbsp;Detailed knowledge of moves management process (identification, cultivation, solicitation, and stewardship) and related techniques for individual donors •&nbsp;&nbsp;&nbsp;&nbsp;Proficiency with fundraising CRM (Sylogist preferred) and prospect research and modeling tools (KindSight) •&nbsp;&nbsp;&nbsp;&nbsp;Familiarity with Microsoft Excel, using complex formulas, pivot tables, and data visualization •&nbsp;&nbsp;&nbsp;&nbsp;Comprehensive knowledge of standard office practices, procedures, equipment, techniques, and standard office software, such as MS Office suite •&nbsp;&nbsp;&nbsp;&nbsp;Excellent written and oral communication skills •&nbsp;&nbsp;&nbsp;&nbsp;Strong customer service skills and willingness to assist others •&nbsp;&nbsp;&nbsp;&nbsp;Able to communicate complex information clearly •&nbsp;&nbsp;&nbsp;&nbsp;Effective leadership skills&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Strong organizational and strategic-thinking skills •&nbsp;&nbsp;&nbsp;&nbsp;Strong analytical and problem-solving abilities&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Strong research and data analysis skills •&nbsp;&nbsp;&nbsp;&nbsp;Proficient in Microsoft Office Suite.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Competent with Adobe Products Suite, preferred. &nbsp;UNITED WAY COMPETENCIES Core Competencies (all United Way Professionals): Mission Focused, Relationship Oriented, Collaborator, Results Driven, Brand Steward BENEFITS •&nbsp;&nbsp;&nbsp;&nbsp;Employer-subsidized healthcare plan with employer-funded HRA offered. •&nbsp;&nbsp;&nbsp;&nbsp;Group dental, vision, life insurance and other insurance products available. •&nbsp;&nbsp;&nbsp;&nbsp;Paid holidays, personal and sick leave time. •&nbsp;&nbsp;&nbsp;&nbsp;403(b) retirement plan with employer matching available. &nbsp;WORK ENVIRONMENT •&nbsp;&nbsp;&nbsp;&nbsp;Normal nonprofit office environment with little exposure to dust, noise and extreme temperatures. •&nbsp;&nbsp;&nbsp;&nbsp;Extended work on personal computing equipment, telephone, multi-functioning printer and calculator. •&nbsp;&nbsp;&nbsp;&nbsp;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. •&nbsp;&nbsp;&nbsp;&nbsp;Monday-Friday, 8:15 am to 4:45 pm work week with occasional evening and weekend hours. &nbsp;PHYSICAL DEMANDS •&nbsp;&nbsp;&nbsp;&nbsp;Sedentary work on a PC; sitting for extended periods of time, routinely.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Movement within the office and during external meetings and events, regularly. •&nbsp;&nbsp;&nbsp;&nbsp;Bends, stoops and twists, occasionally. •&nbsp;&nbsp;&nbsp;&nbsp;Exerts up to 25 lbs. of force, occasionally. •&nbsp;&nbsp;&nbsp;&nbsp;Facilitates, presents and collaboratively interacts with others, routinely. •&nbsp;&nbsp;&nbsp;&nbsp;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. &nbsp;APPLY To submit your application visit <a href="https://recruiting.paylocity.com/recruiting/jobs/All/c1a895ce-f28e-4dac-88db-d5fb796d20f5/UNITED-WAY-OF-SAN-ANTONIO-BEXAR-COUNTY" target="_blank">https://recruiting.paylocity.com/recruiting/jobs/All/c1a895ce-f28e-4dac-88db-d5fb796d20f5/UNITED-WAY-OF-SAN-ANTONIO-BEXAR-COUNTY</a>. •&nbsp;&nbsp;&nbsp;&nbsp;Applications WILL NOT be accepted via email. •&nbsp;&nbsp;&nbsp;&nbsp;Contact <a href="mailto:uwjobs@unitedwaysatx.org" target="_blank">uwjobs@unitedwaysatx.org</a> 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 | <a href="http://www.uwsastx.org&amp;nbsp" target="_blank">www.uwsastx.org&amp;nbsp</a>; &nbsp;

United Way of San Antonio and Bexar County

Prospect Researcher

ABOUT USUnited 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 SUMMARYThe Grants Manager is responsible for the full lifecycle of grant management to support United Way of San Antonio and Bexar County’s strategic plan for growing and diversifying funding sources. This includes grant prospecting, writing, budgeting, compliance, reporting, and strategic alignment of funding opportunities with organizational priorities. The position requires strong analytical, writing, and project management skills, as well as the ability to lead cross-departmental collaboration to ensure effective grant acquisition and management. &nbsp;PRIMARY DUTIES AND RESPONSIBILITES<ul><li>Identify and research potential funding opportunities from private foundations, corporations, and other entities that align with UWSA’s mission and strategic priorities.&nbsp;</li><li>Develop and implement a strategic grants calendar and prospect pipeline to guide annual revenue planning.&nbsp;</li><li>Analyze funding trends and recommend strategies for diversification and sustainability of grant revenue.&nbsp;</li><li>Build and maintain relationships with current and prospective funders, coordinating follow-up communications and stewardship activities.&nbsp;</li><li>Lead the development, writing, and submission of competitive grant proposals, ensuring alignment with organizational goals and funder requirements.&nbsp;</li><li>Collaborate with program and finance teams to create accurate budgets, narratives, and required attachments.&nbsp;</li><li>Review grant agreements to identify financial, legal, and compliance requirements; advise leadership on feasibility and implementation.&nbsp;</li><li>Maintain a repository of organizational materials, financial documents, and proposal templates for efficient proposal development.&nbsp;</li><li>Oversee post-award financial and programmatic compliance, ensuring alignment with approved budgets, timelines, and performance goals.&nbsp;</li><li>Monitor grant expenditures in coordination with finance and program teams, ensuring appropriateness of costs.&nbsp;</li><li>Prepare and submit timely and accurate progress, financial, and final reports to funders.</li><li>Coordinate grant closeout procedures and ensure all reporting, documentation, and recordkeeping are completed according to funder and organizational standards.</li><li>Serve as the primary advisor on grant compliance, budget management, and reporting requirements.</li><li>Assist in the development and implementation of internal processes, tools, and policies to strengthen grants management.&nbsp;</li><li>Maintain comprehensive grant files to ensure documentation integrity and audit readiness.&nbsp;</li><li>Collaborate with finance to ensure proper documentation of revenue recognition and contractual obligations.&nbsp;</li><li>Partner with program, finance, and leadership teams to align funding opportunities with organizational priorities and capacity.&nbsp;</li><li>Provide training and technical assistance to staff on grant compliance, reporting, and documentation standards.&nbsp;</li></ul>EDUCATION AND EXPERIENCE<ul><li>Bachelor’s degree or equivalent.</li><li>Two to five years of experience in a grant writing role, preferably in a nonprofit environment.&nbsp;</li></ul>KNOWLEDGE, SKILLS AND ABILITIES INFORMATION<ul><li>Proficiency in developing and managing budgets for medium and large grants (six figures and above).&nbsp;</li><li>Excellent writing, editing, and storytelling skills.&nbsp;</li><li>Proficiency in MS Office with expertise in Microsoft Outlook, Word, PowerPoint, Excel, and Adobe Acrobat.&nbsp;</li><li>Superior organization skills.&nbsp;</li><li>Strong organizational skills that reflect the ability to seamlessly perform and prioritize multiple tasks with excellent attention to detail.&nbsp;</li><li>Very strong interpersonal skills and the ability to build relationships with stakeholders, including staff, board members, external partners, and donors.</li><li>Expert-level written and verbal communication skills.&nbsp;</li><li>Highly resourceful team player, with the ability to be extremely effective independently.&nbsp;</li><li>Demonstrated ability to achieve high-performance goals and meet deadlines in a fast-paced environment.&nbsp;</li><li>Forward-looking thinker, who actively seeks opportunities and proposes solutions.</li><li>Proficient in Microsoft Office Suite.&nbsp;</li><li>Competent with Adobe Products Suite, preferred.</li></ul>UNITED WAY COMPETENCIESCore Competencies (all United Way Professionals):Mission Focused, Relationship Oriented, Collaborator, Results Driven, Brand Steward&nbsp;BENEFITS<ul><li>Employer-subsidized healthcare plan with employer-funded HRA offered.</li><li>Group dental, vision, life insurance and other insurance products available.</li><li>Paid holidays, personal and sick leave time.</li><li>403(b) retirement plan with employer matching available.</li></ul>WORK ENVIRONMENT<ul><li>Normal nonprofit office environment with little exposure to dust, noise and extreme temperatures.</li><li>Extended work on personal computing equipment, telephone, multi-functioning printer and calculator.</li><li>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.</li><li>Monday-Friday, 8:15 am to 4:45 pm work week with occasional evening and weekend hours.</li></ul>PHYSICAL DEMANDS<ul><li>Sedentary work on a PC; sitting for extended periods of time, routinely.&nbsp;</li><li>Movement within the office and during external meetings and events, regularly.</li><li>Bends, stoops and twists, occasionally.</li><li>Exerts up to 25 lbs. of force, occasionally.</li><li>Facilitates, presents and collaboratively interacts with others, routinely.</li><li>Perform repetitive tasks, i.e., typing and texting, routinely.</li></ul>&nbsp;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.APPLYTo submit your application visit&nbsp;<a href="https://recruiting.paylocity.com/recruiting/jobs/All/c1a895ce-f28e-4dac-88db-d5fb796d20f5/UNITED-WAY-OF-SAN-ANTONIO-BEXAR-COUNTY" target="_blank">https://recruiting.paylocity.com/recruiting/jobs/All/c1a895ce-f28e-4dac-88db-d5fb796d20f5/UNITED-WAY-OF-SAN-ANTONIO-BEXAR-COUNTY</a>.<ul><li>Applications WILL NOT be accepted via email.</li><li>Contact&nbsp;<a href="mailto:uwjobs@unitedwaysatx.org" target="_blank">uwjobs@unitedwaysatx.org</a> should you experience problems submitting your application.</li></ul>&nbsp;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.&nbsp;&nbsp;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.&nbsp;&nbsp;United Way of San Antonio and Bexar County | 700 South Alamo St., San Antonio TX, 78205 |&nbsp;<a href="http://www.uwsatx.org/" target="_blank">www.uwsastx.org</a>&nbsp;

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