Prospect Management Analyst - Philanthropy

Position Overview

The Prospect Management Analyst serves as a strategic partner to fundraising staff, collaborating to design and implement effective strategies that guide prospects through the donor cycle. This role plays a key part in advancing the organization's fundraising efforts by providing critical moves management information, facilitating proactive portfolio development, and ensuring a strong and sustainable prospect pipeline.

Through regular portfolio reviews, pipeline analysis, and strategic counsel, the Prospect Management Analyst empowers fundraisers and leadership with actionable insights that enable, enhance, and accelerate fundraising and engagement outcomes. The Analyst provides comprehensive prospect management support to frontline fundraisers to help them achieve their fundraising goals and maximize donor relationships.

This position reports to the Director of Development Services.

Responsibilities

• Establish collaborative partnerships with fundraisers and leadership to align portfolio strategy with team goals, individual styles, and capacity priorities.
• Partners with assigned fundraisers to regularly review, rebalance, and strengthen portfolios and the donor pipeline; help manage prospects in the CRM system as they move through the donor / prospect lifecycle.
• Work collaboratively with senior leadership and fundraisers to assist in developing cultivation and solicitation strategies for donors and prospects.
• Conduct regular portfolio reviews to ensure data quality and accurate documentation of fundraising activity and filed proposals.
• Deliver holistic, data-informed analysis of qualification queues, portfolio health, performance metrics, and pipeline trends.
• Prepare and share performance insights that help leadership evaluate fundraising activity, forecast outcomes, and inform next steps.
• Foster strong relationships built on trust and communication with leadership, fundraisers, prospect researchers, and other colleagues to ensure the highest level of support.
• Provide training on CRM systems and related processes.
• Serve as a subject matter expert on policies and procedures related to fundraisers' management of their assigned prospects.
• Maintain prospect data quality and confidential information.

Competencies

Qualifications

Preference

Experience in frontline fundraising, experience in a federated nonprofit organization and Experience working within a major or principal gift development program; experience working with Blackbaud CRM