Director, Research & Prospect Management

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Requirements:

• Bachelor's Degree (BA/BS) from a 4-year accredited university in business, non-profit, marketing, or a related field, or equivalent combination of education, training and practical experience that provides the required knowledge, skills, and abilities required.
• 5+ years in prospect research, data analysis, development or related field.
• Progressive leadership or successful supervisory experience preferred.
• Demonstrated ability to think critically, analytically and efficiently to initiate and perform complex analyses with thorough attention to detail and follow through with a strong background in qualitative and quantitative research methods and the ability to translate information into appropriate strategies.
• Demonstrated ability to conceptualize, develop and implement proactive prospecting methodologies to support organization goals including writing and editing logical, detailed, and analytical reports that support planning and decision making.
• Demonstrated ability to prioritize work and independently manage multiple, diverse and competing priorities while meeting deadlines; plan and develop meaningful objectives; and integrate the work of prospect research into PanCAN’s goals.
• Strong discovery and problem-solving skills for uncovering opportunities and accessing the potential of innovative ideas and solutions by pushing the status quo while championing the best creative ideas to move into implementation.
• Strong research, planning, analytical, and problem-solving skills, and an ability to effectively screen prospective donors from information provided by PanCAN leaders, volunteers, and the research and prospect team.
• Strong interpersonal and motivational skills that convey trust, flexibility, and integrity with the ability to communicate effectively and concisely, both in writing and orally; listen as well as give advice; and respect the ability of others. Must communicate with authenticity and inspiration.
• Experience working effectively and respectfully as part of a committed, integrated team including but not limited to the ability to partner closely with senior leaders across the organization, including executive leadership.
• Demonstrated skill in utilizing multiple electronic resources such as Lexis/Nexis, iWave, Hoovers, DonorSearch or Foundation Directory to locate and compile business and biographic information along with proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and Salesforce or similar CRM software.

Responsibilities:

• Create and execute strategies and programs that will help identify, grow, evaluate, and track PanCAN community members, donors, and prospects by designing effective search strategies based on variable database-specific search protocols.
• Analyze and organize information to identify philanthropic patterns, tendencies, and relationships among individuals, corporations, and foundations by utilizing quantitative criteria.
• Develop, implement, and manage systems and procedures to meet the information needs of the community building and growth team in preparation for contacting, cultivating, and soliciting individuals, corporations, and foundations.
• Develop, implement and monitor a moves management system for portfolio managers in partnership with revenue leads.
• Oversee and provide guidance to the prospect research team to ensure high quality and accurate research is being completed for PanCAN’s community members, donors, and prospects and provided to our team in a timely, clear, and professional manner.
• Contribute significantly to high-level strategy discussions around fundraising projections, pipeline development, and prospects. This includes monitoring the latest trends in prospect and research management and suggesting strategies to obtain new prospects to ensure the ongoing development, expansion, and renewal of the prospect base.
• Responsible for developing and implementing the structures and systems to resource portfolios with prospects that have potential to support PanCAN’s growth strategies. From ensuring that newly identified prospects are presented and assigned to fundraisers in a timely and competent manner to providing strategy recommendations regarding assignments and using data to help inform alignment with funding initiatives and analyzing trends in the moves management of assigned prospects.
• Work in close partnership with the Vice President of National Leadership Giving and the Chief Growth Officer to meet the Community Building and Growth department’s reporting needs and liaise as needed with PanCAN operations team counterparts.
• Utilize the donor database and other statistical program and software tools to provide detailed descriptive statistics and manage the prospect pool and pipelines, such as prospect quality, retention metrics, prospect stage, donors vs. non-donors, assigned vs. unassigned, geographical location and other segments.
• Provide training and documentation to ensure PanCAN staff have a clear understanding of prospect management and research policies, procedures, and tools.
• Prepare detailed and up-to-date briefings on prospects and/or groups of prospects for PanCAN, in advance of calls and events to obtain optimal outcomes.
• Hire, manage, mentor, and train a team of prospect managers.
• Participate in and contribute to the formulation of PanCAN’s growth planning as it pertains to mid and major gifts, information systems development, the processes and procedures of prospect management, and related infrastructure support services.